How Jones Reviews Insurance Documents for Compliance: Interpreting the Results

Last updated: April 17, 2024

On this page, we’ll go over how Jones reviews insurance documents for compliance, how you can view the results of these reviews in Procore, and what these compliance statuses mean.

How Jones reviews COIs and insurance documents for compliance

Jones reviews insurance documents against your specific set of requirements to ensure they are compliant. Our process consists of three stages to ensure 99.7% accuracy.

Step 1: AI (OCR Technology)
Step 2: Manual COI review by insurance experts
(Learn more about how the Jones COI review team is trained here)
Step 3: Quality Assurance (QA)

Jones reviews insurance documents in under 24 hours.

What exactly does Jones look at when reviewing insurance documents?

General Liability
Automobile Liability
Workers Compensation
Umbrella Liability
Additional Insured
Certificate Holder
Waiver of Subrogation
Pollution and Professional Liability
Many other policies, endorsements, and documents. Get in touch with our team here to learn more about all of the different types of insurance documents that Jones can review for your company.

Here’s more information on how Jones reviews COIs and other insurance documents:

Subcontractor compliance status after insurance documents are reviewed

After the Jones team of COI review experts check your subcontractor insurance documents, the compliance status of these documents will be viewable in Procore after the nightly sync (EST) from Jones to Procore.

Want to view the subcontractor insurance documents that were reviewed by Jones? Go into Procore and navigate to the Jones app. Click on the COI button under the "Insurance Documents" column to see the documents that Jones reviewed. Click here for a walkthrough.

Where to view the results of Jones insurance document reviews in Procore

In Procore, there are two areas where you can see a subcontractor’s compliance status.

The first is the Jones app home screen in Procore. This is ideal to see whether a subcontractor is compliant or not.

Navigate to a project or global view
Click the "Jones Procore" app on the top right-hand corner of your screen
Click the "Request COIs" tab.

You'll be see the subcontractor’s compliance status (compliant, not compliant, expired, etc), but not the status of each policy within the COI.

Where to see subcontractor insurance compliance status in the Jones Procore Integration

The second area you can see a subcontractor's compliance is for each policy:

Navigate to the project or company directory in Procore
Click on the subcontractor’s profile under "Users" or "Companies" in the Project or Company Directory
Click the "Insurance" tab on the subcontractor’s page

You can see the subcontractor’s compliance status for each policy.

Overview of a subcontractor's compliance status in Procore

Here are all the different results you'll see after a subcontractor's insurance documents are reviewed by Jones:

Compliant

The insurance documents are compliant based on the requirements provided! (Note: If you log in to Jones and waive a coverage gap, it will be marked as "Compliant" in Procore)

No other actions need to be taken.

Not Compliant

The insurance documents do not meet all of the requirements, and action is needed.

Want to mark these insurance coverage gaps as compliant? You can log in to Jones and override the insurance coverage gap as accepted or waived. Coverage gaps that are waived will appear as "Compliant" in Procore. Click here to learn more about waiving gaps.
Have a new set of insurance documents on hand for the subcontractor? You can upload them on behalf of the subcontractor. Click here to learn more.
Want to request new insurance documents from the subcontractor? Log into Jones and click the "Send Gaps" button to send an email notification to the subcontractor requesting new insurance documents. Click here to learn more.

Expired

A policy within the insurance documents has expired.

Log into Jones and click the "Request New COI" button
Upload new insurance documents on behalf of the subcontractor. Learn more here.

Pending

A request has been sent to the subcontractor to upload insurance documents and Jones does not have their insurance documents on file.
The subcontractor will receive a series of emails asking them to submit their insurance documents. Learn more about these emails here.

If you happen to have the insurance documents on hand, you can upload them on behalf of the subcontractor. Learn more here.
If its been over a week and you still haven’t collected the subcontractor’s insurance documents, you can log in to Jones and click the "Resend Invitation" button to try and collect the insurance documents again.

Under Review

You’ve just uploaded insurance documents and the Jones team will review them shortly. Check back soon for the updated compliance status!
It’s important to note that this status will only appear when uploading COIs and insurance documents on behalf of subcontractors. Learn more here.

No other actions need to be taken.

Awaiting New COI

The subcontractor’s insurance documents were already collected and found to be not compliant. An email has been sent to the subcontractor to upload new insurance documents so the coverage gaps can be resolved.

Want to mark these insurance coverage gaps as compliant? You can log in to Jones and override the insurance coverage gap as accepted or waived. Coverage gaps that are waived will appear as “Compliant” in Procore. Click here to learn more about waiving gaps.
Want to request new insurance documents from the subcontractor? Log into Jones and click the "Send Gaps" button to send an email notification to the subcontractor requesting new insurance documents. Click here to learn more.
Have a new set of insurance documents on hand for the subcontractor? You can upload them on behalf of the subcontractor. Click here to learn more.
If its been over a week and you still haven’t collected the subcontractor’s new insurance documents, you can log in to Jones and click "Resend Invitation" to try and collect the new insurance documents again.

No COI Required

A COI was not required for this subcontractor.

- If at any point in time you would like to request a COI from this subcontractor, you can log into Jones and hit the "Request COI" button. You'll then be prompted to select a set of requirements.

Archived on Jones

Archived records are subcontractors that are no longer working on your projects. They have their own section in Jones and are not displayed with all of the other active records.

If you want the subcontractor to remain archived, there is nothing you need to do.
There is no way to restore archived records in Procore. You can log in to Jones to restore an archived record by simply navigating to the "Archived" tab and clicking the "Restore" button.