Automate COI Collection, Tracking, and Renewals: Proactive Strategies to Stay Ahead

Is the high volume of expiring COIs slowing down your team? Staying ahead—especially during peak renewal months—doesn’t have to be a struggle. Watch this recording of our webinar with Sarah Michels from Bogard Construction, where we’ll explore how she proactively manages COI renewals to maintain compliance effortlessly. Attendees will learn: Why COI renewals are one of the biggest risk exposure points in construction How to proactively track expiring policies and avoid project delays or payment holds Strategies for organizing renewal season workflows to save time and reduce manual errors How Bogart Construction uses Jones to automate COI management and recover 30+ hours per week Table of Contents: 00:00 Welcome and Introductions 01:20 Why Insurance Renewals Matter 02:13 Seasonality of COI Renewals (Q1/Q2 Spike) 03:30 Meet Sarah from Bogart Construction 06:30 Sarah’s Background in Insurance Brokerage 08:06 Lack of Dedicated Insurance Coordinators in Construction 09:46 Challenges with Varying Expiration Dates 12:15 Modifications to Policies at Renewal 13:30 Tracking Renewals After Project Close 16:00 Manual COI Tracking: FedEx Boxes, Spreadsheets, and Human Error 18:26 Indemnity Agreement Changes from Policy Review 20:09 What an Insurance Indemnity Clause Really Means 22:48 Before Jones: Manual Process with Excel, Procore, and Sage 26:29 After Jones: COI Tracking Fully Automated 29:37 ROI: 30 Hours per Week Saved 30:30 Audit Accuracy and Escalation Handling with Jones 32:20 Clean Dashboard View for Expiring Policies 34:01 Streamlining Communication with One Email Inbox 36:00 Automated Notifications Reduce Noise 37:46 Setting Clear Insurance Requirements for Better Audits 39:14 Real Risk Exposure Found During Initial Audit 41:01 Partnering with Counsel to Improve Risk Language 42:13 Clear Internal Ownership of COI Tasks 44:18 Vendor Communication and Adoption Process 45:59 Internal Alignment Around Compliance and Payment Holds 47:49 Quantifying Impact: 2.5 FTEs Saved 48:48 Real-Time Integration into Procore and Sage 50:12 Summary: Automating Workflows with Jones 51:26 Implementation Isn’t Instant—but Worth It 52:25 Introducing Jones Operator for Fully Managed Compliance 54:20 Audience Q&A Session Begins 57:14 Subcontractor Onboarding Through Procore + Jones 59:39 Tracking Endorsements and Documents in Jones 01:00:59 What Happens When a COI is Non-Compliant Ready to automate your COI management? Learn more about Jones: https://getjones.com/ Learn more about Jones integration with Procore: https://getjones.com/procore-integrat... Who uses Jones? Jones is a COi tracking and risk management platform created for general contractors, homebuilders, and commercial real estate portfolios. Notable customers include Harvey-Cleary, Manhattan Construction, JRM Construction, and more. Subscribe to our channel: @jones7101 construction, general contractor, COI, certificate of insurance, prequalification, prequal, Procore, Sage 300 CRE, CMiC, Sage Intacct, risk management, risk transfer, certificate of insurance tracking software, automate COI, certificate of insurance tracking, certificate of insurance tracking tool, expiring COIs, COI renewals