Billy vs Certificial for Construction COI Tracking
An honest 2026 comparison for general contractors — integrations, review model, prequalification, and who each platform is actually built for
-
-
Does Billy Track Hold Harmless Agreements? Yes and Here’s How
TL;DR — Yes, Billy tracks hold harmless agreements. Through its DocuSign integration and compliance workflows, you can collect, sign, store, and enforce hold harmless (indemnity) agreements at the company or project level — and sync status into Procore, Sage, Viewpoint, Autodesk, and Acumatica. Yes — BillyInsurance can track hold harmless agreements. Using our DocuSign integration,…
-
CFMA National 2026: Your Guide to Making the Most of the Annual Conference in Phoenix
Discover, Connect & Thrive — right in the middle of the Arizona heat. The Construction Financial Management Association National Conference is the annual gathering point for CFOs, controllers, risk managers, and operations leaders across construction. In 2026, CFMA National runs May 30–June 3 in Phoenix, Arizona, and if you’re responsible for subcontractor compliance, insurance tracking,…
-
CG 20 37: Why Completed Operations Coverage Is the Endorsement GCs Forget
CG 20 10 ends when work stops. CG 20 37 covers you after the subcontractor leaves the site — and most GCs forget to require it. Here’s why it matters and how to verify it.
-
CG 20 10 Explained: What GCs Actually Need to Know
CG 20 10 is the most required endorsement in construction — and the most commonly accepted without verification. Here’s what it covers and how to confirm your subs actually have it.
-
How to Request a COI from a Subcontractor (Script + Email Template)
A vague COI request creates delays. A complete, specific request gets a compliant certificate on the first submission. Here’s exactly what to include — with a ready-to-send email template.
-
AI COI Review vs. Human Review: What AI Catches, What It Misses, and Why You Need Both
Every COI platform claims AI-powered review. Here’s what AI genuinely does well, where it still falls short, and why the best construction compliance programs combine both.
-
Autodesk COI Compliance: What Autodesk Construction Cloud Doesn’t Handle
Autodesk Construction Cloud connects your project data — but COI collection, endorsement review, and renewal automation sit outside ACC’s scope. Here’s how Billy fills every gap.
-
CMiC COI Compliance: How Billy Automates What CMiC Can’t
CMiC manages your subcontracts and AP but it was never built to collect COIs, review endorsements, or prevent insurance lapses. Here’s the gap and how Billy closes it.
-
Custom Compliance Forms for Construction: What to Collect and Why
Custom Forms · Vendor Compliance · Document Collection Most subcontractor forms were designed to collect data, not manage compliance. There’s a difference — and it’s exactly the gap between a form that sits in a shared drive and one that triggers automated insurance tracking, payment holds, and annual renewal outreach. 8 Document types modern GCs…
-
How to Build a Subcontractor Prequalification Form (Free Template)
A prequal form is only useful if it collects the right information and connects to your compliance workflow. Here’s exactly what to include plus a free downloadable template GCs can use immediately.
-
JD Edwards and COI Compliance: How Billy Automates What JDE Can’t
JD Edwards can flag compliance gaps ,but it can’t collect COIs, review endorsements, or stop insurance lapses before payments go out. Here’s exactly where JDE falls short and how Billy fills every gap automatically.
-
COI Tracking Software in 2026: An Honest Comparison
Transparency note: This comparison is published by Billy. We’ve tried to be accurate and fair about all platforms listed, including our own limitations. If you find something incorrect, email us at hello@billyforinsurance.com. We recommend demoing any platform you’re seriously considering rather than relying on any single comparison — including this one. Jump to How to…
-
Certificates of Insurance: The Complete Construction Guide (2026)
Quick answer A certificate of insurance (COI) is a one-page summary document proving that a contractor, vendor, or subcontractor has active insurance coverage. It is not an insurance policy — it is evidence that a policy exists. In construction, COIs are required from every subcontractor before work begins and must be current, compliant with contract…
-
Certificate of Insurance Tracking: How to Do It Right at Scale
Jump to Why tracking breaks down What scale changes The 5-step process Manual vs automated ERP integration What to look for in software Quick-start checklist Tracking certificates of insurance is simple when you have five vendors. You request a COI, file it, set a calendar reminder for the expiration date, and move on. At five…
-
Viewpoint Vista vs Sage Intacct: How Billy Handles COI Compliance on Both
Running Viewpoint Vista or Sage Intacct Construction? See how Billy integrates with each to automate COI tracking, connect compliance to AP, and eliminate manual certificate management — on either platform.
-
Viewpoint Vista vs Sage 300: How Billy Handles COI Compliance on Both
Viewpoint Vista vs Sage 300: How Billy Handles COI Compliance on Both
-
Vista AP Holds: Why They Happen and How to Prevent Them
Jump to How the Verify flag works 4 reasons holds fire The real cost Why Vista wasn’t built to prevent holds The process fix Vista vs Vista + Billy It’s the end of the month. You’re working through the payment queue. A vendor invoice gets flagged. Compliance not met. Hold. Now you’re not processing invoices…
-
How Compliance Tracking Works in Viewpoint Vista
Jump to What compliance means in Vista Compliance codes Compliance groups The BILLY code AP Verify flag SLHD & SLIT tables Where Vista falls short How Billy fills the gaps If your company runs on Viewpoint Vista, you’ve probably heard that it “handles compliance.” And it does, to a point. Vista has real compliance infrastructure…
-
How to Track COIs in Procore: Where It Works & Where It Breaks
You keep every project moving, every certificate current,and every vendor compliant. But Procore was never built
to do what you do. Here is where COI tracking breaks down inside Procore and how the people managing compliance every day are finally getting ahead of it. -
Billy vs. CertFocus: What Their ‘Best of 2026’ List Hides
Earlier this year, Vertikal RMS published a “Best COI Tracking Software 2026” list on their own website — and ranked their own product, CertFocus, at #1. They gave themselves glowing praise, labeled competitors’ strengths as weaknesses, and tucked Billy in at #5 with a handful of carefully worded cons. We’re not upset about it. We’re…
-
OCIP/CCIP Compliance for General Contractors
Wrap-up insurance programs promise consolidated coverage and lower premiums — but for GCs, they create a compliance tracking challenge most teams aren’t prepared for. This guide breaks down OCIP and CCIP enrollment requirements, wrap exclusion endorsements, audit exposure, and how to manage two compliance tracks on the same project.
-
Billy vs. BCS: Which COI Tracking Platform Is Built for Construction GCs?
BCS (Business Credentialing Services) has been in the COI tracking space since 2008. They’ve built real brand equity through content marketing, a freemium entry tier, and a 78,000-vendor pre-qualified network. They also publish aggressive comparison content positioning themselves against every major competitor — including Billy. Their platform works. Their RiskBot AI delivers real-time color-coded compliance…
-
Billy vs. Jones: Which COI Tracking Platform Is Built for Construction GCs?
An honest comparison of Billy and Jones for general contractors. See how warranty tracking, Procore integration, Managed Services, and pricing differ.
