Procore insurance workflow
Keep the insurance work connected to Procore.
Import projects and vendors, manage the document workflow in Checkmate, and return insurance status to the project record.
Get Started Free- Project and vendor import
- Project Vendor Insurance status writeback
- No financial-data workflow
Quick answer
Checkmate's Procore support imports projects and vendors, then writes the resulting insurance status back to Project Vendor Insurance. Checkmate manages collection, document review, approval, and renewal in its own evidence-based workflow. The connection is limited to project and vendor insurance records and does not access financial data.
Start with the roster you already maintain
Connected teams can bring Procore projects and vendor companies into Checkmate instead of rebuilding the roster by hand.
The imported relationship becomes the starting point for assigning requirements and sending document requests.
Run the detailed review in Checkmate
Checkmate holds the certificate, endorsements, requirements, findings, and human decision. That provides more context than a status alone while keeping the project roster recognizable to the construction team.
- Assign project insurance requirements
- Collect submissions through secure links
- Review limits, dates, and wording
- Approve or ask for changes
- Track expirations and replacements
Write back the operational answer
After the Checkmate workflow establishes the current result, the integration writes insurance status back to Project Vendor Insurance.
The integration does not claim to manage commitments, payments, invoices, or other Procore financial workflows.
Primary sources
Frequently asked questions
What does Checkmate import from Procore?
It imports projects and vendor companies for the insurance workflow.
What does Checkmate write back?
It writes the current insurance status to Project Vendor Insurance.
Does Checkmate access Procore financial data?
No. The supported connection is limited to project and vendor import and Project Vendor Insurance status writeback.