COI Tracking Software for General Contractors
Stop Being
the Bottleneck.
Automate certificate collection, enforce project-specific insurance requirements, and get out of your inbox — built for the people who actually run construction compliance.
“If one COI is missing, everything stops… subs don’t get paid, and I’m the one everyone calls.”— Contract Administrator, Mid-Size General Contractor
Compliant
94%
Expiring
12
Blocked
3
Apex Electrical LLC
Hudson Yards — Project #441
Horizon Mechanical
Brooklyn Navy Yard — #389
ProBuild Concrete
LIC Mixed-Use — Project #512
Skyline Roofing
Astoria Complex — Project #298
Trusted by leading general contractors
BROADWAY CONSTRUCTION GROUP
STRUCTURE TONE
HUNTER ROBERTS
LENDLEASE
GILBANE
★ Trustpilot
4.8 out of 5 · Verified reviews
What contract admins say about Billy
Real teams. Real projects. Real time saved.
“Finally stopped chasing subs for COIs every Monday morning”
Before Billy I’d spend 4–5 hours every week just following up on expired certs. Now the system sends reminders and I just review exceptions. I got half my week back.
“Procore integration killed our double-entry nightmare”
We were entering vendor data in Procore, then our spreadsheet, then Sage. The Billy–Procore sync eliminated two of those three steps entirely on day one.
“Owner audits used to take 2 days. Now it’s 20 minutes.”
We had an ownership review across 12 active projects. Before Billy I’d spend two days pulling spreadsheets. I ran the Billy report in 20 minutes and it was clean.
“Subs upload their own certs now — no login required”
No account to upload certs is huge. Our on-time collection rate went from 60% to over 90%. It’s the one feature that makes the whole system actually work.
“Payment enforcement changed how seriously subs take compliance”
When subs know payment is tied to a current COI, they get compliant fast. Our non-compliance rate dropped 70% after we implemented the payment hold integration.
“Fastest SaaS implementation we’ve ever done”
Up and running in three days. Billy’s onboarding team knew our Procore setup and had our vendor library synced before we even got to the second onboarding call.
“Finally a tool that gets how GC compliance actually works”
Every platform we demoed was built for the broker or the sub. Billy is clearly built for the GC admin. Project-level requirements, owner-specific endorsements — exactly what we needed.
“Finally stopped chasing subs for COIs every Monday morning”
Before Billy I’d spend 4–5 hours every week just following up on expired certs. Now the system sends reminders and I just review exceptions. I got half my week back.
“Procore integration killed our double-entry nightmare”
We were entering vendor data in Procore, then our spreadsheet, then Sage. The Billy–Procore sync eliminated two of those three steps entirely on day one.
“Owner audits used to take 2 days. Now it’s 20 minutes.”
We had an ownership review across 12 active projects. Before Billy I’d spend two days pulling spreadsheets. I ran the Billy report in 20 minutes and it was clean.
“Subs upload their own certs now — no login required”
No account to upload certs is huge. Our on-time collection rate went from 60% to over 90%. It’s the one feature that makes the whole system actually work.
“Payment enforcement changed how seriously subs take compliance”
When subs know payment is tied to a current COI, they get compliant fast. Our non-compliance rate dropped 70% after we implemented the payment hold integration.
“Fastest SaaS implementation we’ve ever done”
Up and running in three days. Billy’s onboarding team knew our Procore setup and had our vendor library synced before we even got to the second onboarding call.
“Finally a tool that gets how GC compliance actually works”
Every platform we demoed was built for the broker or the sub. Billy is clearly built for the GC admin. Project-level requirements, owner-specific endorsements — exactly what we needed.
Built for Contract Admins Like You
You keep every
You keep every
project moving.
You inherited a broken system and made it work through sheer persistence. Excel, sticky notes, shared folders — it stays organized because you make it work. Billy gives that effort back to you.
📧Inbox chaos every day — Hundreds of emails, vendor docs, and calls. Coordinating PMs, brokers, and accountants all at once.
⏱Triple data entry — Same info in Procore, SharePoint, and Sage 300. Every extra step is a chance for something to slip.
😰Audit anxiety — Renewal season means frantic scrambles. One missing COI and the whole project holds.
📊The field gets iPads. You get a spreadsheet and a headache. You deserve better tools.
ROI Calculator
What is manual
What is manual
tracking costing you?
Defaults are set to US national averages for a mid-size GC. Adjust the sliders to match your team and see exactly when Billy pays for itself.
Your Team’s Numbers
150
Total unique subs managed annually
8
Projects running at any given time
$35/hr
Based on $67K avg salary + 30% benefits burden
$600/mo
Typical for 100–300 subs. Get your exact quote after the demo.
Your Annual COI Admin Cost
COIs Processed per Year—
Hours: Collecting & Reviewing—
Hours: Follow-ups & Chasing—
Hours: Renewal Management—
Total Admin Hours / Year—
💸 Annual Cost of Manual Tracking
—
In wasted administrative labor
✅ Billy Pays for Itself In
—
Based on your inputs above
Billy saves your team — hrs/yr. At —/hr that’s — in recovered labor annually.
See Billy in Action — Book a Demo →
The Real Problem
Spreadsheets
Spreadsheets
don’t enforce.
At 100+ subcontractors across multiple projects, manual tracking isn’t just inefficient — it’s operational risk your company carries every single day.
✕
Cannot verify additional insured wording automatically✕
Cannot confirm endorsements match project requirements✕
Cannot send structured, trackable renewal reminders✕
Cannot prevent payment to non-compliant vendors✕
Cannot integrate with Procore, Sage 300, or accounting✕
Cannot show real-time compliance status across all projects
$ check_vendor “Apex Electrical” –project 441
ERROR: No automated verification available
ERROR: Additional insured wording — manual only
ERROR: Endorsement check — not possible
$ switch_to_billy
✓ All vendors verified automatically
✓ 0 overdue. Reminders sent.
✓ Dashboard live. All projects compliant.
Platform FeaturesOne place.
One place.
Total control.
Automated Collection
Subs and brokers upload directly — no login required, no email chains.
Project-Level Requirements
Layer additional insured and endorsement requirements per project. Owner-specific wording handled without duplicate entry.
AI Review Assistant
Automatically reads and validates COIs — verifies limits, dates, and coverages so you’re not reviewing every document manually.
Expiration Monitoring
Real-time renewal tracking with automated follow-ups. Never miss an expiration across hundreds of active subs.
Payment Enforcement
Flag non-compliant vendors before payment is released. Compliance gates connected directly to accounting workflows.
Deep Integrations
Sync with Procore, Sage 300, Autodesk, CMiC and more. Triple data entry disappears on day one.
Competitive Comparison
Billy vs. the alternatives
| Capability | BILLY | TrustLayer | myCOI | Broker Portals | Spreadsheets |
|---|---|---|---|---|---|
| Built for General Contractors | ✓ | Partial | Partial | ✕ | ✕ |
| Project-level requirement enforcement | ✓ | Limited | Limited | ✕ | ✕ |
| Native Procore integration | ✓ | ✓ | Partial | ✕ | ✕ |
| Accounting / payment hold enforcement | ✓ | ✕ | Limited | ✕ | ✕ |
| No vendor login required to upload | ✓ | ✕ | ✕ | ✕ | ✕ |
| Sage 300, CMiC, Autodesk, JD Edwards | ✓ | Limited | ✕ | ✕ | ✕ |
| Real-time multi-project dashboard | ✓ | ✓ | ✓ | ✕ | ✕ |
Is This Your Situation?
You need Billy if…
You manage 100+ subcontractors and compliance lives in a spreadsheet
You’re entering the same vendor data into Procore, Sage, and SharePoint by hand
Different projects have different owner or architect requirements that change per job
You’ve had payment delays or audit scrambles tied to missing or expired COIs
You spend hours each week chasing certificates and sending renewal reminders
You’re the person everyone calls when a project holds up over a missing document
Live Integrations
Procore
Sage 300
Autodesk
CMiC
Sage Intacct
Docusign
JD Edwards
Viewpoint Vista
From the Billy Blog
Learn COI compliance from the experts
Practical guides for GCs managing subcontractor insurance requirements at scale.
📄
Compliance Guide
What Is a Certificate of Insurance? A GC’s Complete Guide
Everything you need to know about COIs — what they cover, who needs them, and how to read them correctly before approving a sub.
🔍
Buyer’s Guide
How to Choose COI Tracking Software: 7 Questions to Ask
Not all COI platforms are built for general contractors. Here’s what to look for — and red flags to watch out for before signing.
🔗
Integration Guide
Billy + Procore: How the Integration Works and What It Saves You
A walkthrough of how Billy syncs with Procore commitments, vendors, and projects — and why 83% of our customers are already on Procore.
📋
Risk Management
Subcontractor Insurance Requirements: What GCs Must Enforce
Minimum and recommended insurance types, limits, and additional insured endorsements that protect your firm on every project.
⏰
Operations
COI Expiration Tracking: Why Manual Methods Always Break Down
Manual expiration tracking fails at scale — not because admins aren’t diligent, but because the volume makes human error inevitable.
📚
Resource Library
Browse All COI Compliance Resources →
Guides, templates, and deep dives for construction compliance professionals.
Common Questions
Frequently asked
COI tracking software automates the collection, review, expiration monitoring, and enforcement of certificate of insurance requirements. Unlike document management systems that store files passively, COI tracking software actively enforces insurance requirements and automates compliance workflows.
Document management systems store files. COI tracking software enforces requirements — it monitors expirations, validates additional insured wording, automates renewal follow-ups, and can block payments to non-compliant vendors.
Yes — and 83% of Billy’s customers already use Procore. Billy integrates natively to sync vendors, commitments, and project data automatically. Billy also supports Sage 300, Autodesk, CMiC, JD Edwards, and Viewpoint Vista.
No. Subcontractors and brokers upload certificates directly without logging in. This dramatically improves compliance collection rates versus competitors that require vendor registration.
Most teams are up and running within days. If you already use Procore, you can connect and sync your vendors in minutes. Billy’s team works hands-on with you throughout.
Pricing depends on subcontractor volume and solution type. Use the ROI calculator above to see how quickly Billy pays for itself. For most GCs managing 100–300 subs, the annual labor savings significantly exceeds the platform cost within the first quarter.
You deserve better
than a spreadsheet.
Give your compliance admin back their time, their confidence, and their sanity. Billy handles the chaos so your team can focus on what moves projects forward.