The BCS Procore integration allows you to use our advanced insurance tracking within your existing Procore database
Integration Summary
BCS automates every part of the compliance process: from requesting compliance documents (Certificates of Insurance, Endorsements, W9, etc.) to reviewing against your requirements, flagging deficiencies, and tracking document expirations.
It automatically will send requests for corrections, renewals, etc.
The BCS solution comes complete with optional professional services, where members of the BCS team can manage the process for you, while you retain access to real-time visibility into your subs compliance status.
How it works
The Procore-BCS integration maps all your projects, contacts, and companies from Procore to the BCS app. Once mapped, BCS then triggers the requests for compliance documents on a project by project basis, sent directly to your subs email.
Documents submitted by your subs are automatically scanned and extracted by the BCS app and compliance status is updated in real-time.
The BCS app syncs back into Procore changes in compliance, along with updated insurance information (limits, dates, etc.).
Integration Requirements
- Active BCS Account
Required Procore Tools
- Directory
- Portfolio (Projects)
Installing the integration
1. Install the BCS App from the Procore Marketplace
Login to your Procore instance and install the app from the marketplace. You may also add any Projects that you want BCS to track insurance from:
2. Finalizing your Procore integration with BCS
After installing BCS from the Procore Marketplace you must notify your account manager before data can begin syncing. See Finalizing your Procore integration for more info.