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<aside> 💡 This guide is meant to walk you through the way vendors upload their COI. If you are looking for a guide to uploading a vendor's COI as a tenant, you can check out the View & Upload COI section in our guide to Vendor Reports.
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When a vendor is invited to submit their COI through Jones, they do so via the Jones vendor COI upload portal. On the portal, they are able to fill out basic information about their business, read through the relevant insurance requirements, and upload their COIs. This short guide will walk you through what that process looks like for your vendor.
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The first step of the vendor COI upload portal is collecting the vendor's company information. The vendor is asked to fill out some basic information about themselves, their company, and what they do.
<aside> 💡 Once the vendor hits continue at this step, their company information is saved. If they exit the portal before submitting the COI, all the information will be there when they return.
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If a contract is required, it will show up at this step. The vendor can review the contract and sign it right on the platform. If they are not able to sign the contract immediately, they can click the continue button on the bottom of the page to skip this step.
<aside> ❗ If a vendor chooses to skip the contract step and go straight to uploading their COI, their upload link will expire. In order to sign the contract, they will have to wait till the building compliance manager confirms the coverage gap and sends a new requests.
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At this point, the insurance requirements your vendor was invited to will be displayed for them to look over. The insurance requirements list out all the coverages and insurance peculiarities that your vendors are required to have in order to do work in the building. After making sure their COI fulfills the insurance requirements, they can move on to uploading the COI.