Insurance Wallet, Powered by Billy

Your subcontractor compliance headquarters. Store your COIs, lien waivers, W-9s, and more all in one place.


Compliance is a real pain in the ask. Between collecting COIs, sharing docs, and keeping everything up to date for every job, it’s easy to get buried in busywork. Insurance Wallet is your one-stop compliance center—built just for subcontractors

Craftsman working on laptop in woodworking workshop, surrounded by tools.

Built to Make Subcontractor Life Easier

Stay Organized

Store all your compliance docs in one secure place, built for subs like you.

Move Faster

Send what’s needed with just a few clicks. No bottlenecks, no hold-ups.

Get Paid Quicker

Missing paperwork slows down payments. The Insurance Wallet helps you stay ahead and get paid quicker. 

Avoid the Risk

Expiration alerts keep your insurance coverage current and your business protected.

How Insurance Wallet works

From Chaos to Control: How the Insurance Wallet Works

  • Keep a clean record of what’s been sent, where, and when
  • Upload and manage your own COIs
  • Auto-send docs to GCs and project teams
  • Generate and store W-9s, lien waivers, and warranty forms
  • Get reminders when things expire or need updating

Frequently Asked Questions

Is the Insurance Wallet easy to use if I’m not tech-savvy?

Yes! The Insurance Wallet was built to be intuitive and mobile-friendly; no complicated setup, no steep learning curve. 

Can I share documents directly with general contractors?

Absolutely! With just one click, you can share your stored documents directly with GCs or project managers. No need to upload the same files multiple times.

How do I get started with Billy’s Insurance Wallet?

If you’re new to Billy, you can schedule a quick walkthrough with our team to get set up fast.