Insurance Tracking

All Clients

• Audit Readiness
• Custom Reports
• Procore Integration
• Bulk Actions
• Getting Started: Post Implementation
• How automation works
• Add New Users
• Add a New Location
• How to remove a location
• Add an Assignment (Job or Lease)
• Deactivate and Reactivate an Assignment (Job or Lease)
• Edit Requirements for One Assignment
• How billing works
• Upgrading to Paid
• Changing Labels
• CSV Export
• Uploading and Review a Certificate of Insurance
• Finding the right compliance configuration
• Location-based User Access
• Managing Compliance with BCS
• Lease-Specific (Agreement-Specific) Requirements
• Analytics & Recurring Report Emails
• Checking Status
• Editable Notice Templates
• Creating one-off requirements for vendors
• Bulk Importing COIs
• User Roles, Rights, Authorizations, and Assigned Users
• Viewing or Sharing the Detailed Compliance Report
• Auto Deactivate Date
• Requirement Categories
• User Notifications
• Slack Notifications
• Requirement Overrides and Waivers
• Compliance Assignment Details

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Software + Managed Services Clients Only

• Editable Fields
• Exception Requests for Compliance Deficiencies (Full-Service Clients only)
• Upload a New Document (Full-Service Clients Only)
• New Full-Service User Training
• Automatic Requirement Category Assignment
• Adding a New Vendor/Tenant (Full-Service Only)
• Submitting and Tracking Requests

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