Insurance Compliance at Scale | COIs, Risk & the Built World

Jones Software
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Jones brings you real conversations on insurance compliance for construction and commercial real estate: COI tracking, additional insured status, hidden coverage gaps, compliance automation, and what actually holds up under pressure. Featuring risk leaders from companies like Manhattan Construction, Meritage Homes and J. Fisher, plus the auditors who review thousands of certificates. For risk managers, compliance teams, and operators who'd rather find the gap before the claim does. More at getjones.com.

Episodes

  1. Aug 10

    Beyond Manual COI Tracking: The GC Business Case for Compliance Automation

    The COIs were on file. The process had been in place for years. And when Kenzie asked what happens when one expires, the room went quiet. In this session, Pete Rawlinson, CMO at Jones, sits down with Kenzie Kier, Operations Manager and Compliance Director at J. Fisher Companies, to unpack the full journey from manual COI tracking to automated compliance: spotting the gap, building the business case, and getting leadership to fund the change. What's covered: why "a COI on file somewhere" only looks like compliance; why field teams can't be the compliance safety net; the business case that worked, pricing the status quo, a full-time hire, and a system side by side; and life after automation, going from 0% to 76% compliance in under a year, with payment and site access tied to coverage. Recorded live in July 2026. This is the audio version of our webinar, for the full recording, visit getjones.com/webinars. Learn more about automating COI tracking and insurance compliance at getjones.com

    Beyond Manual COI Tracking: The GC Business Case for Compliance Automation

  2. Aug 10

    AI Alone Won't Keep You Compliant: How to Actually Manage Insurance Risk at Scale

    The AI read the certificate. The answer sounded confident. Whether it was right is another story. In this session, Justin Wiggins, Integrations Product Manager at Jones, sits down with Michael Rudman, Founder & CTO at Jones, and Greta Wortman, Asset Services Manager at CenterCal Properties, to unpack where AI genuinely helps in insurance compliance, and where it stops. What's covered: why general AI tools sound convincing on COIs while missing what matters; why state-specific rules and endorsement nuance sit outside what general AI tools know; how CRE teams are using AI today alongside compliance platforms; and a live demo of what happens when you run a real COI through a general AI tool. Recorded live in June 2026. This is the audio version of our webinar, for the full recording, visit getjones.com/webinars Learn more about automating COI tracking and insurance compliance at getjones.com

    AI Alone Won't Keep You Compliant: How to Actually Manage Insurance Risk at Scale

  3. Aug 7

    COI Received Doesn't Mean Covered: The Hidden Gaps That Surface During Claims (with Jessica Lopes, CLCS & Alison Christian from Meritage Homes)

    The certificate was on file. The limits looked right. Then the claim came in. In this session, Jessica Lopes, CLCS, Sr. Director of Risk and Compliance at Jones, sits down with Alison Christian, VP Corporate Legal at Meritage Homes, to unpack why "COI received" is not the same as "coverage compliant", and what expert auditors catch that a checkbox never will. What's covered: why certificates alone create false confidence; the hidden gaps behind "complete" COI records (missed endorsements, policy exclusions, stale renewals, unclear exceptions); what auditors look for beyond the certificate, from additional insured wording to primary and non-contributory language; and the view from inside Meritage Homes: what changed with clearer visibility, documented decisions, and a defensible audit trail. Recorded live in August 2026. This is the audio version of our webinar, for the full recording, visit getjones.com/webinars. Learn more about automating COI tracking and insurance compliance at getjones.com.

    COI Received Doesn't Mean Covered: The Hidden Gaps That Surface During Claims (with Jessica Lopes, CLCS & Alison Christian from Meritage Homes)
  • 3 Episodes

About

Jones brings you real conversations on insurance compliance for construction and commercial real estate: COI tracking, additional insured status, hidden coverage gaps, compliance automation, and what actually holds up under pressure. Featuring risk leaders from companies like Manhattan Construction, Meritage Homes and J. Fisher, plus the auditors who review thousands of certificates. For risk managers, compliance teams, and operators who'd rather find the gap before the claim does. More at getjones.com.

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