myCOI + Sage 300 Construction and Real Estate (CRE)

Automated COI tracking for Sage customers has arrived.

Key Points

  • Streamline your COI tracking process with myCOI's automated solution while assuring policy line compliance details is reflected in Sage
  • Reduce the risk associated with paying vendors whose insurance coverage does not meet subcontract insurance requirements

Integration Summary

The integration between myCOI and Sage 300 allows companies to leverage myCOI’s insurance compliance tracking technology and expertise in order to assure subcontract level insurance compliance is up to date, while also automatically updating insurance compliance details in Sage 300 CRE to avoid the risk associated with paying non-compliant vendors. 

Customers who have this integration turned on will receive Sage 300 Compliance Warnings when attempting to give Final Compliance Approval on any subcontract that has a non-compliant or expired policy line that is required on the job. 

Data Mapping