What is Billy’s AI Review Assistant?

Billy’s AI Review Assistant is an AI-powered tool that reviews certificates of insurance (COIs) for construction projects. It checks coverage, limits, endorsements, and requirements in seconds, then gives vendors clear correction steps so your team gets clean, compliant COIs without manual, line-by-line review.

How does Billy’s AI Review Assistant work?

Vendors or brokers upload a COI to Billy. The AI Review Assistant analyzes the document instantly against your requirements, flags what is missing or incorrect, and explains what needs to be fixed. Vendors see exactly what to correct, and your team only touches COIs once they are clean and compliant.

Who is Billy’s AI Review Assistant built for?

Billy’s AI Review Assistant is designed for construction organizations that manage large volumes of COIs and compliance documents—especially general contractors, subcontractors, developers, owners, and risk or insurance teams who want to reduce manual review and back-and-forth with vendors.

What are the benefits of using Billy’s AI Review Assistant?

Billy’s AI Review Assistant reduces emails and follow ups, speeds up approvals, and cuts admin work. Vendors can see what is missing and fix issues before the COI reaches you, your team gets faster approvals with less chasing, and you spend more time building instead of reviewing insurance paperwork.

Does Billy integrate with Procore and other construction systems?

Yes. Billy integrates with Procore so project and vendor data can flow automatically into Billy, eliminating duplicate data entry. Billy also helps centralize COI and compliance tracking alongside your existing construction and accounting systems, keeping your compliance process connected to the tools you already use.

Can my team ask the AI questions about coverage and requirements?

Yes. Your team can chat with the AI Review Assistant to clarify requirements, understand coverage details, and resolve COI questions quickly. Instead of digging through documents or waiting on others, they get instant answers from the AI inside Billy.

Billy AI Review Assistant

Name: Billy’s AI Review Assistant
Brand: Billy
Availability: InStock

Instant COI review that removes the back and forth, guidance that helps vendors fix their own mistakes, and an AI assistant that answers questions without adding to your workload. The Billy AI Review Assistant gives you fewer emails to manage, fewer corrections to chase, and a smoother approval process from start to finish.

See How It Works Book a Demo

The Real Bottleneck in COI Compliance

If you manage vendor compliance, you know the real slowdown isn’t collecting COIs. It’s the confusion and back-and-forth that follows. Vendors submit incomplete documents, you send corrections, they resubmit, and your inbox fills up while projects stall. Billy fixes the communication loop that causes these delays.

Meet the Billy AI Review Assistant

Your New AI-powered compliance teammate

When a vendor uploads a COI:

1. Billy scans the document
Billy reviews the uploaded COI and identifies areas that may not meet project requirements.

2. Vendors get clear correction guidance
Vendors see what needs to be updated, why it matters, and how to fix it before the COI reaches your team.

3. Your team receives cleaner submissions
With clearer guidance upfront, COIs arrive more complete and accurate, helping approvals move forward without constant explanations.

You eliminate guesswork.
Vendors get clarity.
Projects keep moving.

Ask Billy Anything

Your team can chat with the AI Review Assistant to:

Clarify requirements
Understand coverage details
Resolve COI questions fast

You get instant support without digging through documents or waiting on others.

With Billy’s AI Review Assistant You’ll Have

Fewer Emails and Follow Ups

Subs see what’s missing and can fix issues before the COI ever reaches you.

Faster Approvals

Clean COIs mean less back and forth and less waiting.

Less Admin Work

Your team spends more time building and less time chasing.

It’s like adding a team member without hiring one

The Billy AI Review Assistant gives you the support of a dedicated compliance coordinator who never gets tired, never loses track, and always provides clear guidance. It reviews COIs, explains requirements, and answers your team’s questions instantly.

Frequently Asked Questions

Billy’s AI Review Assistant is an automated COI review tool built for construction teams. It instantly analyzes certificates of insurance (COIs), checks coverage, limits, and endorsements, and shows vendors what needs to be corrected before the COI ever reaches your team. You get clean, compliant documents without the back-and-forth.

Vendors or brokers upload a COI into Billy. The AI Review Assistant reviews the document in seconds, compares it to your insurance requirements, highlights what’s missing or incorrect, and explains how to fix it. Your team only sees COIs that are ready for approval.

Billy is built for General Contractors, Subcontractors, Developers, Homebuilders, Owners, and Risk/Insurance teams who manage high volumes of COIs and compliance documents. If your compliance workflow is repetitive, manual, or slow, Billy automates the heavy lifting.

Yes. The AI Review Assistant acts like a real compliance coordinator. It can clarify requirements, explain coverage terms, and answer COI questions instantly—no digging through documents or waiting on other departments.

Absolutely. Vendors see what is missing and get step-by-step instructions to correct their documents. This drastically reduces emails, clarifications, and manual review time.

Billy identifies common compliance problems such as:

• Missing endorsements (CG 20 10, CG 20 37, Waiver of Subrogation, Primary/Noncontributory, etc.)

• Incorrect coverage limits

• Expired policies

• Missing Additional Insured language

• Missing Umbrella or Workers Compensation requirements

The AI tells vendors exactly how to fix each issue.

Yes. Billy integrates directly with Procore to automatically sync vendors and projects into Billy. This eliminates double data entry and keeps your compliance data connected to where your teams already work.

In most cases, the AI reviews a COI in seconds. This means your team can process documents as quickly as vendors upload them, without bottlenecks.

Yes. Billy uses encrypted document storage, secure upload links, and strict access controls to protect sensitive insurance and compliance data. Only the right people see the documents.

You can request a live demo to see a COI reviewed in real time, or start with a free trial to test Billy with your own documents.

Streamline your COI compliance tracking with Billy

Save Time

Simplify your construction insurance needs with Billy. We offer a one-stop shop for all your insurance needs, including automated collection and verification of certificates of insurance (COI), W9 forms, Business Licences and other compliance documents.

Procore and Billy COI tracking integration

Integrate Seamlessly

Automatically transfer project and vendor data from Procore into Billy and eliminate data entry, without any manual steps.

Stay Compliant

Get the right documents the first time. No logins are required. Allows your vendor or their broker to upload documents and eliminate manual correspondence with automations.

Construction Professionals Trust Billy

ENR’s top 20 General Contractors, Home Builders, and Owners trust Billy to monitor and manage their construction COI and compliance needs in real-time.