Functionality
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.
Features
- 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 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)