Your vendors are
uninsured right now.
Billy fixes that.
Most COIs submitted by vendors fail on first review. Billy catches every gap automatically — so your properties stay protected and your team stops chasing paperwork.
Setup in under a day. No credit card required.
What managing vendor compliance
looks like today — and with Billy.
Up and running in 3 steps.
Done in less than a day.
No lengthy onboarding. No complex setup. No migration headaches.
Tell Billy your requirements
Set your insurance requirements by vendor type or property. Billy builds the compliance rules — you review them once and they run automatically.
Upload your vendor list
Import your existing vendor list in minutes. Billy immediately reaches out to every vendor requesting their COI — no manual emails from your team.
Billy handles everything else
COIs are collected, AI-verified against your requirements, and tracked continuously. You get alerts for gaps and renewals — nothing else to manage.
What you actually get.
Every feature built around one goal: zero compliance gaps, zero manual work.
Automated Collection
Billy sends requests directly to vendors and their brokers. No logins, no portals. They upload, Billy does the rest.
AI Review Assistant
Our AI reads policy language, checks coverage limits, flags missing endorsements, and marks vendors compliant or not — instantly.
Multi-Property Dashboard
One real-time view for your entire portfolio. Filter by property, vendor type, expiration date, or compliance status.
Automatic Renewals
Billy tracks every expiration date and follows up with vendors automatically — 30, 60, and 90 days in advance.
Full Document Tracking
Track every document each vendor type needs. Billy requests, collects, and stores the full compliance packet automatically.
Audit-Ready Reports
Generate compliance reports by property or portfolio in one click — exactly what you need when an owner or auditor asks.
What property managers
say after switching to Billy.
Every type of property.
One compliance platform.
Select your portfolio type to see the exact scenario Billy solves for you.
Multifamily Residential
“We manage 800 apartment units across 12 buildings. Every building has a different set of contractors — HVAC, plumbing, pest control, landscaping. Tracking their COIs manually across all 12 properties is a part-time job we can’t afford.”
Multifamily portfolios typically have 30–80 active vendors per property, each with annual renewals on different dates. Billy centralizes the entire operation — one dashboard for all properties, automated renewal outreach, and AI verification so nothing slips through.
- ✓Manage all vendors across every building from one account
- ✓Automatic renewal outreach before any COI expires
- ✓Set coverage requirements by vendor category (HVAC vs. landscaping vs. electrical)
- ✓Instant alerts when a vendor becomes non-compliant mid-lease year
Commercial Office Buildings
“We manage three Class A office towers. Every tenant has approved vendors, and every one of those vendors needs to carry our required coverage. With 200+ vendors across three buildings, our facilities team is drowning in COI requests.”
Commercial office buildings face a unique compliance challenge: vendor relationships are driven by tenant needs, meaning your approved vendor list changes constantly. Billy adapts to new vendors in real-time and handles COI collection the moment a new contractor is added.
- ✓Track tenant-approved vendors alongside building-managed vendors in one place
- ✓Set higher coverage limits required for commercial work (general liability, umbrella, workers’ comp)
- ✓Generate per-building compliance reports for asset managers and owners
- ✓AI flags missing additional insured endorsements specific to commercial leases
HOA Community Management
“We manage 45 HOA communities. Every community has its own board, its own vendors, and its own insurance requirements. We can’t hire enough staff to track this manually. Boards call us constantly asking if contractors are insured.”
HOA management at scale is a compliance nightmare without the right system. Each community has different vendors, different board requirements, and a board that holds you accountable. Billy gives you one platform for all 45 communities and gives each board the visibility they want without more work for your team.
- ✓Separate compliance tracking per HOA community within one account
- ✓Share read-only compliance dashboards with HOA boards on demand
- ✓Automatic vendor outreach so no staff time is spent chasing certificates
- ✓Protect your firm from liability when a vendor incident occurs
Student Housing Portfolios
“Our student housing properties near universities have a revolving door of vendors. Summer turnover means 40+ contractors working at the same time — painting, repairs, HVAC, flooring. Tracking COIs during turnover season is pure chaos.”
Student housing has the most intense compliance pressure of any property type — summer turnover season floods you with new vendors all at once. Billy handles mass vendor onboarding automatically, so your team can focus on the actual turnover work, not the paperwork.
- ✓Onboard 40+ turnover vendors simultaneously — Billy handles outreach for all of them
- ✓Block non-compliant vendors from showing up on property with real-time status flags
- ✓Seasonal vendor management — easily reactivate returning vendors each year
- ✓University compliance reporting if required by your institution or lender
Senior Living Communities
“We operate senior living communities with strict regulatory requirements. Every vendor on site — medical equipment suppliers, food service, maintenance, transportation — needs to carry specific coverage. One uninsured incident in a senior living setting is a serious legal and reputational event.”
Senior living facilities have higher liability exposure than almost any other property type. Residents are vulnerable, regulatory scrutiny is intense, and the consequences of an uninsured vendor incident are severe. Billy enforces your exact coverage requirements for every vendor, every time.
- ✓Enforce higher coverage limits specific to senior care and healthcare-adjacent vendors
- ✓AI verification flags coverage language that doesn’t meet senior living requirements
- ✓Audit-ready compliance records for state regulators and insurance carriers
- ✓Automatic compliance holds — non-compliant vendors flagged before they access residents
See what Billy is worth
to your team in real dollars.
Adjust the sliders to match your portfolio — see your time savings and financial ROI instantly.
Estimates based on industry averages for property management teams. Actual results vary by portfolio size and current process maturity. Billy will walk through a detailed ROI model during your demo.
Teams who made the switch.
“We were spending hours every week chasing COIs and still had no confidence our vendors were actually compliant. Billy cut that to almost zero. The AI catches things we never would have caught manually — wrong additional insured language, sub-limit endorsements, exclusions. It’s not just automation, it’s smarter review.”
“Setup took less than a day. Within the first week Billy had flagged three vendors with expired coverage that were actively working on our properties. That alone paid for the entire year. Our HOA boards have stopped asking about vendor insurance because they know we have a system.”
Real questions
from PM teams.
The things property managers actually ask before they get started.
Book a DemoMost teams that say this are tracking COIs in spreadsheets with one person responsible. The problem isn’t the process — it’s that it breaks under pressure. The week that person is sick, on vacation, or leaves, compliance stops. Billy makes compliance a system, not a person.
Yes, completely. Procore is popular with construction teams but Billy works as a standalone platform for property managers. You don’t need any integration to get started. Setup takes less than a day.
Billy makes it as easy as possible — vendors upload directly with no login required. If a vendor still refuses, Billy surfaces that in your dashboard so you can decide whether to block them. Most refusals disappear when submission takes under two minutes.
Upload your existing vendor list as a spreadsheet and Billy imports it automatically. Your onboarding specialist helps configure your compliance rules and Billy starts requesting COIs from every vendor on day one. No manual data entry.
Yes — Billy is purpose-built for multi-property portfolios. Segment by property, building, vendor type, or custom tags. You get a portfolio-wide view and can drill into any individual property.
W9 tax forms, business licenses, and any custom compliance document you require. Billy handles the full compliance packet — you define what each vendor type must provide, and Billy tracks, requests, and verifies everything.