Billy Partners with RAM Risk Group to Simplify Construction Compliance

Streamlining COI Tracking, Risk Management, and Vendor Compliance for General Contractors and Insurance Partners

Through this partnership, RAM Risk Group clients gain discounted access to Billy’s automated COI and vendor-prequalification platform, making it simple to prequalify subcontractors, collect and verify insurance documentation, and maintain compliance across every project.

A Partnership Built for Simplicity and Trust

Billy’s unified software connects directly with leading construction systems — including Procore, Autodesk, DocuSign, and the Billy API to eliminate duplicate data entry and manual follow-ups.

Together, Billy and RAM Risk Group are reducing administrative burden, improving compliance accuracy, and helping construction teams stay pay-ready, audit-ready, and fully protected year-round.

What This Partnership Means for You

Through this partnership, Billy and RAM Risk Group are providing construction businesses with a unified, modern approach to compliance management.

With Billy’s COI automation platform, RAM clients can:

Collect COIs automatically: Send vendor requests with one click, no account setup required
Verify insurance coverage: Confirm endorsements and limits meet project requirements
Stay audit-ready: Maintain a centralized record of insurance documents and compliance reports
Integrate with your tech stack: Connect Billy with Procore, Autodesk, Sage 300, JD Edwards, or CMiC
Reduce administrative time: Eliminate manual tracking in spreadsheets or email

This partnership also includes exclusive pricing for RAM Risk Group clients, helping contractors implement industry-leading technology at a preferred rate.

Simplifying COI Tracking for Construction Companies

Managing COIs manually can lead to missed renewals, risk transfer issues, and payment delays. Billy solves these challenges by automatically collecting and reviewing insurance certificates and endorsements. With Billy, every subcontractor’s compliance status is visible in one dashboard — giving you complete confidence before issuing payment.

By working through RAM Risk Group, contractors can ensure that insurance programs and project compliance stay aligned year-round.

Vendor Prequalification and Compliance Automation

Before vendors ever step foot on a jobsite, they must meet your compliance standards. Billy’s vendor prequalification tools make that process simple and scalable. Contractors can collect, review, and store licenses, W-9s, safety forms, and insurance certificates — all in one system — ensuring vendors are approved before contracts are signed.

For RAM Risk Group’s clients, this means faster onboarding, reduced risk, and a smoother audit experience.

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Seamless Integration with Financial and Project Systems

Billy integrates directly with ERP and project management platforms, embedding compliance into your payment workflow.

Through partnerships with Calance and leading systems like ProcorePay, Sage 300, Vista, CMiC, and JD Edwards, compliance status automatically syncs with pay applications.

This ensures subcontractors are paid when compliant — reducing financial risk and administrative overhead

Comprehensive Construction Compliance Management

Beyond COIs, Billy centralizes all compliance documents, including:

• Insurance endorsement forms
• Surety bonds
• Business licenses
• Warranty documents
• Vendor prequalification data

Everything is stored, searchable, and shareable — giving your risk, finance, and project teams full control of compliance across every project.

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The Future of Insurance and Compliance Collaboration

The partnership between Billy and RAM Risk Group represents a shared vision: to modernize how the construction industry manages risk and compliance. Together, we’re creating a world where insurance verification, COI tracking, and vendor management happen seamlessly — without the chaos of manual follow-ups.

Whether you’re a general contractor, broker, or project admin, this partnership ensures you spend less time managing documents and more time managing growth.

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Exclusive Offer for RAM Risk Group Clients

RAM Risk Group clients receive:

• Discounted Billy subscription rates
• White-glove onboarding and setup
• Dedicated compliance success support
• Optional broker portal access to manage customer COIs

Schedule a Demo to see how Billy + RAM Risk Group can simplify your compliance workflows.

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Frequently Asked Questions

Where are COIs typically stored for construction projects?
COIs are often scattered across shared drives, emails, and Procore folders. Billy centralizes everything in one secure, audit-ready platform — no vendor accounts required.

Can vendors upload their own COIs?
Yes. Billy automates COI requests and lets vendors upload documents directly, reducing manual effort for your team.

How do Billy and RAM Risk Group work together?
RAM Risk Group helps contractors design better insurance programs; Billy ensures those programs are tracked, verified, and up to date. Together, they close the loop between policy and compliance.