Uploading Insurance Documents on Behalf of Subcontractors

There are two ways that COIs and insurance documents can be collected for review by Jones:

#1: They can be uploaded by subcontractors themselves

#2: If you already have the COIs and insurance documents on file, they can be uploaded by your team without needing to bother subcontractors.

In this article, we’ll be going over the second scenario.

How to add insurance for subcontractors that are already on Procore projects

You can upload new insurance documents at any time for subcontractors already working on your projects in Procore. There are a couple of ways to go about this:

• Is the subcontractor already working on a project in Procore? Click here.
• Are you adding the subcontractor to a new project in Procore? Click here.
• Are you uploading insurance documents for a subcontractor with global or project-level requirements? Click here.
• Are you uploading insurance documents for subcontractors who already have commitments in Procore projects? (only available for customers with Procore Project Financials) Click here.

Subcontractors with project-level insurance requirements

Uploading insurance documents on behalf of subcontractors already working on your projects with project-level requirements is simple:

1. Navigate to the project in Procore
2. Select the Jones app on the upper right-hand corner
3. Click the "COI" button under the "Insurance Documents" column and select "Upload New"

Once documents are uploaded, the status will change to "Under Review."

Subcontractors with global-level insurance requirements

Uploading insurance documents on behalf of subcontractors already working on your projects with global-level requirements is similar to how it’s done on the project-level.

1. First make sure you’re on the Procore homepage and not within a project view
2. Select the Jones app on the upper right-hand corner
3. Here you will see all of the subcontractors across your account with global-level insurance requirements. Click the "COI" button under the "Insurance Documents" column and select "Upload New."

Once documents are uploaded, the status will change to "Under Review."

Procore users will only be able to upload insurance documents on behalf of subcontractors with global-level insurance requirements if they have permission to access the Procore company-level view. Learn more about "project-level" vs. "company-level" access in Procore's help center here.

You can still upload new documents for records with the status "Pending" or "Under Review." The most recently uploaded documents will be reviewed by Jones, not the previously submitted insurance documents.

How to add new subcontractors (and their insurance) to Procore projects

When adding a new subcontractor to a project on Jones, you can upload insurance documents on their behalf instead of requesting them from the subcontractor. By doing this, the subcontractor will never receive an email asking them to submit insurance documents.

You can upload their insurance documents when adding the subcontractor to a project, or you can upload subcontractor insurance documents when they have new commitments created. See the "Commitment-triggered COI Requests" section of the Jones Procore Help Center for more information.

How to upload COIs and insurance documents for subcontractors when adding them to Procore projects

You’ll always have the option to upload insurance documents on behalf of subcontractors when adding them to Procore Projects.

1. 1. Open up the Jones app in your Procore project.
   2. Make sure you’re on the "Request COIs" tab and click the "Add Project COI Request" button on the top right-hand corner.
   3. Go through the process of adding the subcontractor (you can learn more about this in the "Send a COI Request" page of the Procore Help Center)
   4. Upload insurance documents when you get to the "Upload COI on Behalf of the Invitee or Submit COI Request" section.

Once the documents have been uploaded, the "Request a COI" checkbox will be unchecked. The insurance documents you uploaded will be reviewed for compliance by Jones and the subcontractor will not receive an email request for their COI.

How to upload COIs and insurance documents for subcontractors added to your Procore project through new commitments (only available in Procore Project Financials)

If your team has Procore Project Financials you’ll have the ability to add new subcontractors to your projects based off of new commitments created. All subcontractors with new commitments will be added to a list in Procore, and from here you can easily upload insurance documents on their behalf.

1. Open up the Jones app in your Procore project.
2. Navigate to the "Request for Commitments" tab on top. You’ll see a list of all subcontractors with new commitments on your project.
3. Click the "Add Project COI Request" button to add this subcontractor to your project. The steps for uploading insurance documents on behalf of the subcontractor are the same as steps #3 and #4 in the section above.

Insurance documents you can upload

In addition to COIs, you can upload many other types of insurance documents for review on behalf of subcontractors including endorsements (Additional Insureds, Primary and Noncontributory, Waiver of Subrogation, etc), policy declarations or information pages, MOIs, binders, and more. Below are some more specifics about the files you can upload.

What file types can you upload?

PDF and JPEG

How many files can you upload?

As many files as you would like

What are the largest size files that can be uploaded?

All together the files must be under 10MB

All insurance documents uploaded through the Jones Procore app are instantly sent to Jones and will be audited by our team of COI review experts in under 24 business hours.