Best-in-Class Certificate of Insurance Tracking Software
Billy’s certificate of insurance tracking software for construction teams helps you manage all COIs across all your projects simultaneously. With Billy, you can simplify your vendor compliance and documentation management process, save time and money, and protect your business.
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.
Trusted Partners
Stop Managing Risk in Excel
billy is the time-saving tool that helps you verify all your subcontractors have the right insurance coverage for the project every time. Request, verify, track, and renew insurance certificates.
See What Sets Billy Apart
Simplicity
Billy is designed to be an easy-to-use platform with a straightforward and intuitive interface that makes it accessible to users of all levels of technical expertise.
Dive into some our some features:
Customization
Unlike many other compliance management tools, Billy is customizable and built for construction-specific workflows. Our platform allows users to create personalized workflows and processes that align with their unique business needs. This means that no matter what industry you’re in or what kind of projects you’re managing, Billy can be tailored to fit your specific requirements
Collaboration
Collaboration is key in any compliance management tool, and Billy has been designed to facilitate communication and collaboration between all stakeholders on a project. With features like real-time chat, document sharing, and task delegation, Billy ensures everyone is on the same page and working towards the same goals.
Transparency
Billy is the most comprehensive compliance software for the construction industry. Our platform allows users to track, respond, and document all phases of your contract compliance procedure.
Integrations
Billy integrates with other construction tools and platforms such as Procore. Your project teams can streamline the compliance workflow by automating follow-ups for missing certificates of insurance, business licenses, W9s, master service agreements and certified payroll from vendors on your projects.
Billy is the all in one construction insurance platform that lets you streamline the collection of certificates of insurance. Integrate Billy with Procore in minutes to get started.
The modern way to manage construction risk
with more compliance and less complaints.
Request Certificates Of Insurance
Request, verify and track certificates of insurance across all your projects in one place. Billy automatically reads the COI to eliminate data entry for policy numbers and expiration dates
Endorsements & Waivers Of Subrogration
Easily customize and request common endorsements for each project to collect waivers of subrogation, additional insureds to protect your company and customers from insurance risk.
Automated Email Alerts & Reminders
Send subcontractors and their insurance agents automated requests for missing certificates and upcoming renewal expirations, eliminating the need for you to manually monitor compliance.
Frictionless Subcontractor Experience
Reduce friction with no logins required for your and their brokers. Anyone can easily upload a certificate to your secure custom branded link.
Customer Success Is Our Top Priority
Each Account Is Assigned A Customer Success Manager
Kickoff Call
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Data Ingestion
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Team Training
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Success Reviews
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At Billy, our top priority is ensuring our customers’ success.
We’re proud to partner with contractors like you to streamline compliance workflows, and we’re committed to providing personalized support and exceptional service every step of the way.
Free COI Tracking Management Resources
Downloadable guides, tools, and information on Billy and our services.
How to find the best certificate of insurance solution
COI Tracking Service Options
Software Only
For construction companies in search of a seamless and cost-effective COI tracking solution to streamline their COI management process, our integrated system not only offers automated renewal requests and compliance verification but also integrates seamlessly with Procore and Autodesk. This construction-focused integration enhances your workflow, allowing you to efficiently collect certificates, ensure compliance, and maintain control over the entire process.
Managed Services
Maximize the benefits of Billy’s Certificate Management Team, a dedicated group of qualified insurance professionals, by engaging with our customer success team. Rely on their expertise to handle your COI processing, ensuring comprehensive compliance tracking. By entrusting your COI processing to our experienced insurance industry professionals, you can rest assured that all COI requirements will be thoroughly verified. Our Certificate Management Team acts as an extended compliance team, ensuring your protection remains intact.
With our vigilant insurance professionals carefully reviewing certificates and endorsements, no compliance issues will slip through the cracks. They diligently confirm adherence to critical requirements such as primary and non-contributory, waiver of subrogation, and additional insured on completed operations, among others.