[Jones Emails] Insurance Docs Request Emails
Last updated: 02/28/2023
How to send insurance doc request emails:
There are multiple ways to request insurance docs from vendors and tenants.
Through one of our integration partners:
Procore: Subcontractor COI request
MRI Software:
Vendors: watch here
Tenants: watch here
Yardi:
Directly within Jones:
Who can send these emails:
Only Jones users with Admin, Compliance Manager, or Inviter roles have access to send Insurance Doc Request Emails.
Who receives these emails and what do the emails contain:
For Admins, Compliance Managers, and Inviter Roles requesting insurance docs from vendors
Email Cadence Type | Subject Line | Who will receive email? |
| Initial Request for insurance docs | Your Insurance Docs are needed for [Property/Project Name] | Only the vendor |
| Reminder 2 days after initial request if no COI is uploaded | We are still awaiting the Insurance Docs for [Property/Project Name] | Only the vendor |
| Reminder 5 days after the initial request if no COI is uploaded | [Property/Project Name] still needs your Insurance Docs | Only the vendor |
| Final reminder 8 days after the initial request if no COI is uploaded | Missing [vendor name]'s Insurance Docs for [Property/Project Name] | Both the Jones Customer and the vendor |
For Admins, Compliance Managers, and Inviter Roles requesting insurance docs from tenants
Email Cadence Type | Subject Line | Who will receive email? |
| Initial Request for insurance docs | Your Insurance Docs are needed for [Property/Project Name] | Only the tenant |
| Reminder 5 days after initial request if no COI is uploaded | We are still awaiting the Insurance Docs for [Property/Project Name] | Only the tenant |
| Reminder 10 days after the initial request if no COI is uploaded | [Property/Project Name] still needs your Insurance Docs | Only the tenant |
| Final reminder 15 days after initial request if no COI is uploaded | Missing [tenant names]'s Insurance Docs for [Property/Project Name] | Both the Jones Customer and the tenant |
For tenants requesting insurance docs from vendors in the Tenant-Vendors Solution
Email Cadence Type | Subject Line | Who will receive email? |
| Initial Request for insurance docs | Your Insurance Docs are needed for [Property/Project Name] | Only the tenant's vendor |
| Reminder 2 days after initial request if no COI is uploaded | We are still awaiting the Insurance Docs for [Property/Project Name] | Only the tenant's vendor |
| Reminder 5 days after the initial request if no COI is uploaded | [Property/Project Name] still needs your Insurance Docs | Only the tenant's vendor |
| Final reminder 8 days after the initial request if no COI is uploaded | Missing [vendor name]'s Insurance Docs for [Property/Project Name] | Three parties are sent this email: 1.) the tenant |