Done With Manual Insurance Entry in CMiC?
Request COIs and monitor compliance status directly inside CMiC. Add the Jones integration to your CMiC account to automate subcontractor insurance management and get COIs to compliance faster.
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Integration Overview
See the Jones + CMiC Integration In Action
Eliminate Manual Data Entry
Jones sends subcontractor insurance details automatically to CMiC.
Automate AP Processes
Easily tie payments to insurance compliance status.
Save Project Time
Slash the time spent managing compliance by requesting COIs and driving compliance from within CMiC.
Reduce Risk
COI reviews are completed accurately and quickly, helping ensure vendors meet requirements. Additionally, project teams can see quickly within CMiC who is allowed on site.
Manage Risk
Compliance Tasks Available Within CMiC
Users can perform key compliance actions directly inside CMiC
Creating new projects
Adding certificate holder and additional insured language
Sending COI requests
Viewing daily compliance status
Tracking expiration dates
Reviewing deficiencies and policy details
Process
Verifying Compliance in CMiC
Request COIs directly in CMiC
Reduce manual updates to insurance data
Automatically sync insurance data to support payment workflows
Step 1
Add subcontractors to projects
Step 2
Request insurance documentation
Step 3
Documents are collected and reviewed
Step 4
Insurance data becomes available within CMiC
Ecosystem Operability
Other Systems We Integrate With
Connect Jones across your Contech tech stack.
Procore
Construction management and insurance compliance – in your Procore account.
Viewpoint Vista
All the insurance compliance data your team needs – available in Viewpoint Vista.
Sage 300
Mid-market ERP for accounting, financial control, and operations.
Sage Intacct
Cloud-based financial management and accounting platform.
