Add Insurance to a Company Record in the Company Directory

An Insurance Manager can use the steps below to add insurance information (for example, insurance policies, insurance certificates, and other supporting documents) for the contractors, subcontractors, or other vendors who have company records in the Company level Directory tool. See Designate an Insurance Manager for Your Procore Company.

• Required User Permissions

• Updates to a vendor's insurance record are listed in the Change History tab.

• Follow the steps below only when you want to add insurance to the company record for all projects. If you want to add project-specific insurance to a vendor record, follow steps to Add Project Insurance to a Company Record in the Project Directory.

• If your company has enabled the ERP Integrations tool, the following is also true:

  • The Vendor Insurance from Sage 300 CRE® will be synced with Procore's insurance: Insurance Type (e.g., General, Automotive, Umbrella, and Worker's), Effective Date, Expiration Date, Limit Amount, Name, and Policy Number.

1. Navigate to the Company level Directory tool.

2. Click the Companies tab.

3. Click Edit next to the company.

4. In the vendor's record, click the Insurance tab.

5. Click Add Company Insurance.

6. In the Add Insurance to [Company Name] Insurance Information (Global) page, complete the following:

   • Type (Insurance)

   • Insurance Provider

   • Policy Number (Insurance)

   • Exempt (Insurance)

   • Limit Amount (Insurance)

   • Information Received (Insurance)

   • Effective Date (Insurance)

   • Expiration Date (Insurance)

   • Send Expiration Notification? (Insurance)

   • Status

   • Notes

   • Additional Insured

   • Attachments (Insurance)

7. Click Add.