Collect, verify, and approve vendor COIs with ease. Get your vendor insurance documents compliant faster and more accurately than any other tool on the market.

Jones directly integrates with Procore and other leading project management software to request, collect, and review insurance documents for compliance. All insurance documents (including endorsements) are reviewed within 24 hours through a two-phase audit process combining OCR technology and double verification by our team of COI review experts.

Jones will then automatically input vendor compliance status, expiration dates, amounts, and more into the “Commitment compliance” field in Sage Intacct. Data from Jones is synced with Sage Intacct every night to ensure up-to-date vendor insurance compliance.

Key Benefits:

• Automated COI Tracking – Eliminate manual data entry by syncing vendor insurance data directly with Sage Intacct
• Reduce Risk – Ensure all vendors are compliant before they step on-site
• Real-Time Visibility – Get instant insights into vendors’ insurance compliance within Sage Intacct

 

Requirements:

Integrating with this application requires you to use the SenderID designated by Sage. By using this SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under a different SenderID.   Using this integration also requires that you purchase Sage Intacct Construction.

Price:
Subscription

Integration Approved Countries:
United States