With myCOI Insurance Compliance Software you can:

Unify Control and Collaboration: Improving alignment of myCOI’s compliance data within Procore, facilitating better team collaboration and easier access to insurance details.

Recieve timely Compliance Updates: Automatic updates within two hours of a myCOI review, ensuring your team and vendors are promptly informed and adhere to insurance requirements.

Eliminate Double Data Entry: Reduce manual data entry by adding projects, vendors, and commitments directly into myCOI from Procore, minimizing errors and saving time.

Integration Summary

Lay the foundation for effortless insurance compliance with the myCOI + Procore integration. Enjoy an intuitive interface, timely updates, and complete vendor oversight, all in one place. Protect your business from costly claims and stay focused on building success. Download now and solidify your insurance management today!

How it works

The myCOI + Procore integration streamlines both project and Certificate of Insurance management in one place. With a user-friendly interface, timely updates, and full vendor oversight, you can easily safeguard your business from costly claims and stay
on top of project tasks:

• Receive Frequent Compliance Updates: Stay current with compliance changes with compliance information updates sent every two hours.

• Easy Integrated Workflows with myCOI: Use Procore project IDs and vendor IDs to view compliance data.

• Reduce Double Data Entry: Add projects, vendors, and commitments into myCOI directly from Procore.

• Simple Login: Access the integration and connect data to and from myCOI effortlessly with a myCOI login from within Procore.

• Convenient Access: Insurance details are viewable when editing a company via the Project Directory or when viewing a commitment in Procore

GETTING STARTED
Activate the myCOI + Procore integration to receive updates on contractor compliance and workplace needs. Eliminate certificate hassles and follow-ups so you can focus on building. To get started:

• Download the myCOI app and connect using Procore’s Developer Managed Service Accounts.

• Provide myCOI your Procore Company ID to
complete activation

• Connect with your myCOI team to set up Project Templates, ensuring a seamless integration for better workflows.

Integration Requirements

myCOI Customer Account
Procore Commitments Module - Required to pass data from Procore to myCOI
myCOI User Log-in - Required to pass data from Procore to myCOI

Required Procore Tools

Directory
Admin
Commitments
Portfolio (Projects)

Helpful Links

About myCOI

myCOI’s industry-leading technology and team of insurance professionals simplify and streamline Certificate of Insurance management, bringing order and certainty to a traditionally burdensome process. Quickly identify and resolve areas of noncompliance to ensure your business stays protected from costly claims

Whether you’re worrying about your business’s insurance compliance or dreading the stack of Certificates of Insurance waiting to be reviewed and entered into your system, myCOI has the technology and the expertise to make certificate of insurance tracking easier.