What You Need to Know About myCOI’s Sage Integration

August 29, 2017

The issue of payment to contractors has been a problem of admins forever. But now you can relax AND save time with myCOI’s Sage Integration software.

At myCOI, we make it our top priority to ensure your compliance and insurance tracking processes are as seamless as possible, saving you time and eliminating hassle around COIs. One such way we do that? Through integrations with other products that our users rely on to do their jobs.

The myCOI Central solution can be integrated with several leading project management and accounting systems including: ProCore, Viewpoint, CMiC and Sage. While each of these integrations is important and each offers its own unique advantages and opportunities, we’ll dive in depth with our newly announced Sage integration.

What is Sage Integration?

Sage 300 is a Financial Management Solution for the construction and real estate industries. The solution provides contractors, developers, and property managers with the most complete solution for managing the entire project or property lifecycle with confidence, precision, and efficiency.

Now, our customers can leverage the partnership with Sage by integrating myCOI Central with Sage 300 to simplify the process of determining a contractor’s compliance prior to releasing payment. This new integration allows myCOI Central to pass compliance information directly to Sage. It’s not until the contractor is marked as compliant that Sage’s system will allow payment to be remitted—unless a manual override is completed.

The issue of payment to contractors has been a problem of admins for decades, and one that we’ve written about several times in the past. It’s all too common for an individual to cancel insurance, reduce coverage, or let the policy expire. With the new Sage integration, myCOI’s customers no longer need to worry about issuing payment to a noncompliant contractor.

The Power of Sage Integration + myCOI Central

How does it work? The Sage integration process is easier than you might think.

  1. Once the decision has been made to integrate, relevant information will need to be obtained regarding the systems our customer is working with and how those system might already be integrated.
  2. The Sage integration connector application is installed and the partner will begin configuration, including setting up user permissions and credentials.
  3. Finally, it’s time to activate!

The integration process between myCOI Central and Sage is straightforward, and the results mean that our customers can spend more time doing what they do best. No longer do users need to spend their time putting out fires or chasing down paperwork. Put the myCOI + Sage integration to use at your organization!

Ready to Learn More About Sage Integration with myCOI?

Interested in learning more about their insurance tracking services, or want to see myCOI in action? Request a product demo or sign up for our newsletter to stay in the know.

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