COI Tracking Software

Effortless Construction Compliance Management with Billy

For construction companies seeking a seamless and cost-effective solution for managing Certificates of Insurance (COIs), our user-friendly software offers automated renewal requests and compliance verification designed to enhance your workflow.

Billy’s intuitive platform also integrates seamlessly with industry-leading tools such as Procore, Autodesk, ViewPoint Vista, CMiC, Docusign and Sage300, eliminating the need for repetitive data population and verification. 

Comprehensive Onboarding and Continuous Partnership

We understand that adopting new software can feel overwhelming. That’s why our comprehensive onboarding process is designed to support you every step of the way. We’ll work closely with your team to ensure a smooth implementation and provide ongoing education to help everyone master the platform’s features and capabilities.

Our process includes seamless onboarding and continuous support including:

• Kickoff Call: We begin with a kickoff call to align on goals and expectations.

• Compliance Standards Review: We conduct a compliance standards review to ensure all requirements are met.

• Product Setup & Integrations: Our team will assist with product setup and integrations, tailoring the system to your workflow.

• Training: We provide comprehensive training sessions to empower your team with the skills they need.

• Go-Live: After preparation, we guide you through a smooth go-live process.
  
• Regular Check-ins and Continuous Training: Finally, we maintain regular check-ins and ongoing training to ensure your team remains confident and up-to-date with the platform.

Why Choose Billy?

Maintain Construction COI Compliance with Ease

Easily track and manage compliance requirements, ensuring all necessary documents are up-to-date and accurate.

Efficiently Collect Vendor Certificates of Insurance

Streamline the collection process, reducing administrative workload and speeding up approvals.

Automated Renewal Requests

Eliminate the hassle of manual follow-ups with automated notifications for COI renewals.

Project Compliance Verification

Ensure all certificates meet required standards with our automated compliance checks.

Seamless Integration With Leading Construction Software 

Connect effortlessly with Procore, Autodesk, and Sage300, optimizing your project management and design processes.

Full Control and Transparency

Manage your COI process from start to finish with our user-friendly, intuitive interface.

Transform your COI management processes with Billy’s integrated system, designed to boost efficiency, while cutting time manually entering data and tracking COIs. Explore our self-service solution and experience a new level of ease in managing your construction compliance.