Subcontractor Insurance Compliance

Integration Summary

Tired of toggling between screens to collect subcontractor COIs and manually typing insurance details into CMiC? Jones helps general contractors get COIs compliant faster without ever having to leave CMiC.

You can request a subcontractor’s COI in CMiC, and the insurance documents (including endorsements) are reviewed within 24 business hours through a two-phase audit process combining OCR technology and double verification by our team of COI review experts.

Subcontractor compliance status, policies, amounts, and expiration dates will be entered in CMiC in real-time. You’ll never need to worry about manually entering this data to pay subcontractors.

Dataflow Chart

This integration allows CMiC users to request insurance documents from subcontractors and see their compliance details without needing to leave CMiC.

  • Automatically sync new projects created in CMiC to Jones with the corresponding “Additional Insured” and “Certificate Holder” language listed in the Jones project requirements.

  • New vendors created in CMiC will be added to Jones if a set of requirements and a COI point of contact email are listed.

  • Subcontractor insurance information will be pushed from Jones to the ‘ERP’ and ‘Field’ tabs in CMiC.

  • Choose which CMiC contact user roles should have access to Jones. Provide a list to our team mapping CMiC contact users to their corresponding Jones user permissions (example: a ‘project manager’ contact user in CMiC can have ‘compliance manager’ user permissions in Jones).

High-level Field Mapping

  • New CMiC projects are automatically created in Jones. The “Certificate Holder” and “Additional Insured” language from the CMiC fields are added to all the project requirements in Jones.

  • When creating a new project in CMiC, other details such as the project name, number, and address are imported into Jones.

  • The CMiC “Contract Number” is the unique identifier for each subcontractor between CMiC and Jones. This is the “External Record ID” in Jones.

License Requirements

  • Permission settings: Admin

  • CMiC tool: ERP & Field tool

Prerequisites:

  • Account within Jones Software

  • CMiC Credentials

Contact Info