COI tracking that fits the systems you already work in.
Insurance compliance where you work. Find out what syncs, which way, and how often.
Lumie loves to connect.
Explore the tools illumend connects with today and see what’s coming next.
Our REST API covers the whole onboarding path.
Create a business, create a contact, create an assignment from a template. Upload a document in one call with storage handled on our side. Pull extraction and compliance status, and build a compliance view inside your own system.
illumend runs inside Procore as a side panel. Link a commitment to a compliance agreement, add the partner, pick the project, apply the template and see the outcome, without leaving Procore. Compliance status writes back to the commitment.
What you can do in Procore
- Add a partner against a Procore commitment
- Select or create the project from the panel
- Apply a requirement template and process the agreement
- See compliance status and what's outstanding on the commitment
The full in-panel flow needs Procore's Commitments module. Without it you still get partner creation and the compliance push.
illumend pulls partners, projects and subcontracts from CMiC automatically, with no manual setup, and pushes compliance back per policy line and per subcontract. Carrier, certificate number, coverage dates and amounts, notes and status. The approved certificate lands in CMiC once a day.
Soon insurance compliance clarity will flow into your project and cost controls.
Soon financial and insurance compliance data will stay connected in one place.
FAQ
Yes. illumend runs as a side panel inside Procore, links Procore commitments to compliance agreements, and writes compliance status back to the commitment. The full in-panel flow needs Procore's Commitments module.
Voyager 7S, self-hosted or cloud. Genesis 2, Voyager 6008 and Breeze aren't supported. The integration writes compliance status and Liability and Workers' Comp expiration dates into the Yardi vendor record nightly.
In Yardi, yes. Status written into the vendor record can gate the payment. In CMiC, compliance is written back to the subcontract per policy line, where it can drive the same control.
Yes. Projects, commitments and partners flow into illumend. Compliance status flows back to Procore once the decision is made.
Yes. A REST API covers partner onboarding, document upload, extraction and compliance status, and list and detail endpoints for building a compliance view in your own system.
The right COI tracking software offers native integrations with the platforms your construction industry team already uses daily. Look for direct connections to your project management system, whether that's Procore, CMiC, or Viewpoint, so insurance data flows automatically alongside project and vendor information. Integration should be two-way, meaning compliance status updates in real time within your existing workflow.
API flexibility matters when your tech stack includes specialized tools or custom systems. The best COI tracking software provides open APIs that let your IT team build connections beyond pre-built integrations.
Insurance tracking software integrations transform risk management from a reactive compliance task into a proactive strategic function. When your compliance platform connects with project management and financial systems, you gain real-time visibility into which third-party partners are actually covered at any given moment. This connected view lets you make informed decisions about project assignments and payment approvals based on current insurance status.
Integration enables automatic enforcement of your risk policies. You can configure your systems so non-compliant partners can't access job sites, start work, or receive payment until their insurance documents meet your requirements. Data from connected systems reveals patterns that manual tracking misses, helping you spot which partner categories have compliance issues and identify high-risk relationships before problems escalate.
Ready to connect with Lumie?
Discover how illumend fits into your system and makes compliance part of your workflow.
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