Finish 2025 Strong. Download Your Free Compliance Wrap-Up Checklist.

A simple, step-by-step guide to close the year organized and start 2026 with confidence.

Get ahead of compliance before the year ends.

Before the new year begins, take time to organize your compliance process and make sure every project is ready for a clean start.

The 2025 End-of-Year Compliance Wrap-Up Checklist helps you:

  • Verify vendor COIs and coverage limits
  • Organize documents and dashboards
  • Prepare audit-ready reports
  • Plan improvements for 2026

Built for busy construction teams, this guide turns end-of-year stress into structure and confidence.

Streamline your COI compliance tracking on one platform

construction COI tracking software

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.

Stop managing compliance. Start mastering it.

Stop chasing paperwork and start building with confidence. Billy makes compliance automatic, connected, and audit-ready every day.