Streamline COI Management in Procore

The new myCOI + Procore integration allows you to work faster and more efficiently than ever before. Save time, minimize data entry duplication, and improve COI compliance with enhanced visibility and functionality in Procore.

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Managing vendors in Procore is now faster and easier

subcontractor default insurance

Centralized Vendor Management

Get frequent compliance updates, manage vendors, and create insurance requirements directly in Procore.

Save Time

Request COIs, view compliance status, and other important policy information without ever leaving your Procore account.

Reduce Risk Exposure

Get expert-reviewed COIs and enhanced compliance visibility in Procore eliminating any potential gaps.

Improve Compliance

Automated requests and accurate up-to-date compliance gives you peace of mind knowing your vendors, customers, and businesses are protected.. 

View COI Compliance Information in Procore

myCOI_Homepage-Protect Yourself from Costly Claim

Unmatched Efficiency

We added new tools and enhanced visibility in Procore that allow you to work faster than ever before.

  • Eliminate double data entry
  • Request COIs
  • Confirm notices were sent
  • View compliance status 
  • Review non-compliance notes
  • Access policy numbers
  • Verify effective and expiration dates

Enhanced Collaboration & Control

Enrich your Procore data with COI compliance reporting to gain more visibility and control across all projects.

  • View compliance status
  • Review noncompliance notes
  • Verify effective and expiration dates
  • Send updates to accounting 
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myCOI_Homepage-Protect Yourself from Costly Claim

Compliance Excellence

With the enhanced visibility of compliance data in Procore, noncompliant COIs have nowhere to hide leading to 100% compliance rates.

  • Verify notices sent
  • Receive the most accurate COI review
  • Confirm compliance status before work begins
  • View policy details for all subcontractors
  • Access expertise from licensed insurance professionals

Data Map

myCOI has the most comprehensive integration for COI management within Procore. Built with you in mind, the myCOI + Procore integration allows you to work more efficiently with more visibility.

ProcoreExport DataImport Data
Project ID Division
Subcontractor IDVendor
Commitment ID Contract ID
Compliance Status
Policy Line Type
Insurance Verification & Procore PayNon-Compliant Notes
Policy Number
Expiration Date

Frequently asked questions

Create projects, subcontractors, and commitments in myCOI without leaving Procore.
Provides compliance updates from myCOI to Procore

Updating/Installing the myCOI App in Procore is just the first step in setting up the myCOI Procore integration. The integration does not pass any data between myCOI and Procore until you submit an email to myCOI advising the setup in Procore is complete and myCOI completes the setup on end.
If you have an existing Procore Integration installed, updating the myCOI App will not automatically turn off your existing Procore integration. Please notify myCOI that you have completed the setup in Procore, and the myCOI team will help activate the enhanced integration and inactivate your current integration.

Commitment Level Compliance: Using the Procore Project ID and Procore Company ID, myCOI will push compliance to the insurance tab in the Project Company Directory.
Vendor Level Compliance: Using the Procore Company ID, myCOI will push compliance to the insurance tab in the Company Directory.
Creating Projects, Vendors, and Commitments in myCOI: Using the Procore Side Panel, users can easily create projects, vendors, and commitments from Procore to myCOI.

Yes, you may choose to only have compliance updates pushed to Procore and not set up the Procore Side Panel.

Yes, you can choose to only activate the myCOI Procore Side Panel and not receive compliance updates in Procore.

The commitments module is only required if you would like to create assignments from Procore to myCOI.

myCOI user login is only required if you are trying to pass information from Procore to myCOI using the myCOI Procore Side Panel functionality.

Why myCOI?

myCOI has been helping businesses erase their worry by providing comprehensive COI reviews while eliminating the administrative burden of COI management for over 15 years. We work with your team to provide efficient processes, accurate COI reviews, and peace of mind for you, your business, your vendors, and your customers.

Request a myCOI + Procore Integration Demo
  • Review Accuracy
    myCOI performs a comprehensive review of all COIs making sure you’re protected.
  • Insurance Expertie
    COIs that need additional review are handled by a team of licensed insurance experts ready to support your team in resolving non-compliance issues swiftly.
  • Business Efficiency
    myCOI helps you get to compliance faster while freeing your team from hours of chasing COIs, reviewing, and recording.
  • Assured Compliance
    myCOI offers robust compliance reports giving you visibility into your potential risk factors and watching your compliance rate soar.