Billy earned multiple 2025 recognitions from Capterra, Software Advice, and GetApp based on verified customer reviews. See why construction teams are choosing Billy to simplify COI tracking and vendor compliance.
Learn how to review a Certificate of Insurance (COI) the right way. This guide covers what to look for, how to extract contract requirements, common compliance mistakes, and how Billy’s AI Review Assistant automates COI and endorsement review.
AI is transforming insurance compliance in construction. This 2026 guide explains what AI can truly automate—COI review, endorsement detection, vendor corrections, and predictive compliance—and what still requires human judgment.
COI Tracking in Procore: The FASTEST Way to Automate It Tracking Certificates of Insurance (COIs) manually inside Procore is one of the most time-consuming tasks for project engineers, project admins, compliance teams, and risk managers. Every subcontractor brings different coverage, different brokers, different endorsements and every COI needs to match your project’s requirements perfectly. But…
Construction teams spend countless hours reviewing Certificates of Insurance (COIs), chasing vendors for corrections, and verifying coverage against project requirements. Manual COI review is slow, inconsistent, and expensive but it’s also one of the most critical parts of managing risk. Today, AI makes COI review faster, more accurate, and almost completely hands-off. In this guide,…
Looking for the best COI tracking software? This guide compares the top tools and explains why Billy’s AI delivers the most accurate COI and endorsement review for contractors.
In construction, few documents cause more confusion than Certificates of Insurance and insurance endorsements. Some construction teams treat them the same, but they play very different roles in protecting a project and your company. The problem is that misunderstanding these documents can leave a general contractor completely exposed during a claim. Our team talks to…
Introduction Construction teams today face greater complexity than ever, including multiple software platforms, compliance requirements, disconnected workflows, and rising expectations for operational efficiency. To help contractors navigate these challenges, industry leaders from Billy, Calance, and DOPEX joined a recent podcast discussion to share practical insights on ERP integrations, vendor compliance, and process excellence. This article…
The Billy Sage Intacct integration helps contractors eliminate double entry, automate compliance updates, and speed up payment workflows. Learn how connecting Billy with Sage creates a seamless, real-time compliance system for construction teams.
Billy earned multiple 2025 recognitions from Capterra, Software Advice, and GetApp based on verified customer reviews. See why construction teams are choosing Billy to simplify COI tracking and vendor compliance.
Procore Groundbreak 2025 spotlighted the future of construction technology, collaboration, and compliance. Here are five key insights shaping how contractors manage risk and deliver projects heading into 2026.
IRMI CRC is a construction risk conference that brings together industry leaders to share their visions for the future of construction and insurance.
An annual event that features keynotes, sessions, product trainings, and an expo hall. The conference also includes the Procore Groundbreaker Awards, which recognize excellence in construction in categories like sustainability, innovation, and health and safety.
If you work in construction, you already know compliance is more than a box to check. Collecting a vendor’s COI or W9 is only step one. The real challenge is ensuring that the vendor remains compliant over time, and that only those with valid documents and coverage ever gain access to your systems, projects, or…
Dimeo Construction has long been recognized for delivering complex commercial, institutional, and public projects across the Northeast. With decades of experience, their teams manage hundreds of subcontractors, each bringing unique compliance and documentation needs. As projects grew in scale and complexity, Dimeo faced a challenge common to large construction firms: ensuring that every subcontractor met…
In the competitive world of construction, securing jobs is a constant challenge. Prequalification can be your secret weapon. It’s a process that showcases your capabilities and reliability to potential clients. By effectively implementing prequalification, you can significantly increase your chances of winning more projects. This process involves evaluating key aspects like financial stability and past…
Fall is a pivotal time for construction projects. It signals the end of the construction season in many regions, and with that comes a unique set of challenges. Project managers are working to close out tasks, subcontractors are finalizing their work, and compliance officers are making sure that every piece of documentation is accurate and…
The construction industry is no stranger to paperwork. Every project relies on certificates of insurance, endorsements, and other compliance documents to protect owners, contractors, and subcontractors from unnecessary risk. But for project managers and coordinators, reviewing these documents manually takes valuable time and often slows down operations. Billy is changing that. With the launch of…
When you’re managing multiple construction projects across departments, insurance compliance can either be a pain point or a competitive advantage. For Kitchell, a national builder with decades of experience, staying compliant while scaling fast was critical. But their existing processes weren’t cutting it. Review times were slow. Documents were getting lost in inboxes. Tracking was…
When it comes to managing construction compliance, choosing the right software can make or break your workflows. Two of the top contenders, SmartCompliance and Billy, both offer valuable tools to streamline certificate of insurance (COI) tracking, automate documentation, and reduce compliance risk. But how do they really stack up? Let’s break down the features, strengths,…
Mid-year is the perfect time to pause, recalibrate, and make sure your construction projects aren’t just moving fast, but staying compliant. In an industry where one overlooked certificate or outdated insurance document can trigger costly delays or penalties, compliance isn’t just a regulatory checkbox, it’s a safeguard for your timeline, your team, and your bottom…
Construction projects run on tight timelines, and nothing stalls progress like waiting on signatures or chasing down outdated paperwork. That’s why Billy, the platform built specifically for construction, now integrates with Docusign, the leading solution for electronic agreements. This integration removes friction from the compliance process by combining document signing and tracking in one easy-to-use…
In construction, success hinges on preparation. One of the most impactful prep steps a construction project manager can take is prequalifying subcontractors. This process isn’t just a box to check before breaking ground: it’s a vital risk management tool that can make or break a project. Whether you’re overseeing a residential development, a commercial build,…
Keith Construction, a family-owned construction management and general contracting firm, has been providing cost-effective, sustainable housing solutions to multifamily developers for nearly 30 years. Specializing in adaptive reuse, preservation, and new development, the Keith team is known for delivering complex projects on time and within budget, while remaining a trusted partner throughout every phase of…
If you’re a compliance manager or risk officer at a growing construction firm, you already know the complexities of staying on top of training certifications, safety documentation, and critical administrative paperwork. Each new project brings its own set of subcontractors, unique risks, and evolving requirements. As the construction field constantly changes, keeping everything organized can…
