WEBINARS
Upskill on insurance compliance
tools and knowledge
Are you managing insurance compliance for your company? Feeling overwhelmed
by the intricacies of COIs and other insurance documents? These webinars can help.
Past webinars: watch recordings
Watch time ~40 minutes
AI Alone Won't Keep You Compliant: How to Actually Manage Insurance Risk at Scale
Host: Justin Wiggins, Integrations Product Manager Guests: Michael Rudman, Founder & CTO at Jones and Greta Wortman, Asset Services Manager at CenterCal Properties
In this session:
- Where AI genuinely helps in insurance compliance, and where it stops
- Why state-specific rules and endorsement nuance are outside what general AI tools know
- How CRE teams are using AI today alongside compliance platforms
- A live demo of what happens when you run a real COI through a general AI tool
Watch time ~16 minutes
Insurance Compliance at Scale: Convenience
Host: Justin Wiggins, Product Manager
In this session:
- Why insurance compliance needs to fit into the workflows teams already use
- Why state-specific rules and endorsement nuance are outside what general AI tools know
- How CRE teams are using AI today alongside compliance platforms
- A live demo of what happens when you run a real COI through a general AI tool
Watch time ~16 minutes
Insurance Compliance at Scale: Convenience
Host: Justin Wiggins, Product Manager
In this session:
- Why insurance compliance needs to fit into the workflows teams already use
- How integrations help reduce manual work and keep compliance data actionable
- Why vendor, tenant, subcontractor, and broker experience affects compliance outcomes
- How easier workflows help teams resolve non-compliant records faster and reduce internal back-and-forth
Watch time ~13 minutes
Insurance Compliance at Scale: Depth & Customization
Presenters: Amanda Gutierres, Manager of Auditing Operations, and Hisrain Reis, Policy Verification Manager Host: Justin Wiggins, Product Manager
In this session:
- How Jones helps customers balance compliance rate and risk protection
- Why insurance requirements should reflect each customer’s risk posture and operating needs
- How Auditing Standards Review turns customer preferences into clear review rules
- When teams should hold firm, accept equivalents, waive gaps, or escalate for review
Watch time ~16 minutes
Insurance Compliance at Scale: Accuracy
Presenters: Amanda Gutierres, Manager of Auditing Operations, and Hisrain Reis, Policy Verification Manager Host: Justin Wiggins, Product Manager
In this session:
- Why fast insurance compliance verification only matters when the results are reliable
- How Jones combines AI support with trained insurance reviewers to improve consistency
- Why COIs alone do not always prove compliance with contract or lease requirements
- How endorsements, policy language, and ambiguous wording can change the compliance outcome
Watch time ~18 minutes
Insurance Compliance at Scale: Speed
Presenters: Amanda Gutierres, Manager of Auditing Operations, and Hisrain Reis, Policy Verification Manager Host: Justin Wiggins, Product Manager
In this session:
- How Jones delivers fast insurance compliance verification at scale
- Why turnaround time matters for vendor onboarding, payments, and operational workflows
- How AI-supported workflows and insurance experts help Jones maintain speed without losing review quality
- How rush audits support urgent operational or financial needs
Watch time ~58 minutes
Mastering COI Renewals: Proactive Strategies to Stay Ahead
Learning objectives:
- How Sarah Michels (Bogard Construction) proactively manages COI renewals to maintain compliance
- The science behind collecting insurance from vendors and subcontractors
- Best practices for COI management that drive higher compliance (including a detailed checklist)
- Common policies that often go missing during COI renewals
Watch time ~63 minutes
COIs: vs Policies: Why Verifying Policies for Exclusionary Language Matters
Learning objectives:
- A quick refresher: Why COIs alone don’t provide complete protection from insurance risk. We’ll walk through real-life examples where a COI appears compliant, but the underlying policy contains critical exclusions.
- Industry trends: The Jones team has been reviewing policies for our clients—discover what they focus on and how we bring those insights to life operationally.
- Exclusionary data trends: We’ll do a deep-dive into the new exclusionary language the Jones team has encountered while reviewing policies for clients.
- Indemnification agreements: Why these agreements are essential for effective risk transfer, and how Jones streamlines the process.
Watch time ~61 minutes
How To Build an Insurance Exceptions Sheet For Your Team
Table of contents:
- Steps to creating requirement guidelines
- Common requirements we discussed: Insured, Additional Insured, Certificate Holder, General Liability, Auto Liability, Umbrella Liability, Workers’ Compensation, Property Insurance, Waiver of Subrogation, Notice of Cancellation, Cyber Liability, Liquor Liability, and Environmental / Pollution Liability.
Watch time ~63 minutes
How to analyze your insurance compliance data, identify weak spots, and increase compliance: real-life examples from GC and CRE portfolios
Table of contents:
- How to structure your insurance compliance analytics and data and what items you need to track
- Frequent culprits that hold compliance rates back, their impact on companies’ compliance, and when it makes sense to make changes
- Real-life examples of our customers who implemented changes identified with Jessica on strategy calls and why it made sense for them
Watch time ~58 minutes
Baking Full Policy Review Into Your Construction Lifecycle- Prequal, Project Management, and Payments
Table of contents:
- Obstacles to implementing full policy reviews
- Why it’s more important than ever to review full policies
- How rethinking the construction lifecycle can help you implement policy review
Watch time ~63:01 minutes
There's Tech for That! How to choose tools that implement with Procore to empower your team and save time on AP
Table of contents:
- Best practices for issuing subcontracts within Procore
- How the Jones Procore integration can help get subcontractor insurance requirements faster and more efficiently
- How to manage lien waivers in Procore with the Levelset integration and other tips and tricks for contract administration teams using Procore
Watch time ~70 minutes
Beyond the COI: Understanding the Exposure Created by NY Labor Law “Action Over” Exclusions and How You Can Spot Them
Table of contents:
- How New York Labor Law claims endanger property management companies and property owners
- How to implement a framework designed to protect your organization from risk
- How to review vendor insurance policies and endorsements for exclusions that open you up to risk
Watch time ~59:40 minutes
Ask Me Anything About
Insurance
Table of contents:
- Umbrella vs. Excess Liability
- How to review MOIs (Memorandums of Insurance)
- General Liability vs. Property Insurance
Watch time ~46:38 minutes
Use Data to Improve COI
and Risk Strategy
Table of contents:
- Umbrella vs. Excess Liability
- How to review MOIs (Memorandums of Insurance)
- General Liability vs. Property Insurance
Watch time ~53:19 minutes
How to Review COIs
and Endorsements
Table of contents:
- Umbrella vs. Excess Liability
- How to review MOIs (Memorandums of Insurance)
- General Liability vs. Property Insurance
