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…
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…
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…
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
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…
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…
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.
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…
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.
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…
An honest comparison of Billy and Jones for general contractors. See how warranty tracking, Procore integration, Managed Services, and pricing differ.
General contractors carry warranty obligations for 5 to 10+ years after project completion. During that entire window, every subcontractor’s insurance needs to stay active and compliant. But most compliance tools stop tracking at closeout — leaving hundreds of subcontractor policies unmonitored on spreadsheets. Here’s why this is one of the biggest unaddressed liability gaps in construction, and how warranty mode changes the equation.
A detailed comparison of Billy and TrustLayer for general contractors. TrustLayer automates insurance verification across all industries. Billy was built exclusively for construction — with warranty tracking, deep Procore and Sage integration, 48-hour review SLAs, vendor pre-qualification, and an Insurance Wallet for managing outbound COIs through your broker.
PINS Advantage doesn’t publish pricing. This guide covers what’s publicly known, real user reviews, and how Billy compares as an alternative.
Your compliance rate is dropping, renewal backlogs are growing, and your coordinator is drowning. Here are 7 signals it’s time to add managed services.
Self-service COI tracking isn’t cheap. It just hides costs in labor and risk. We break down the real numbers for a mid-size GC tracking 500 COIs/year.
Most GCs choose self-service COI tracking without understanding the hidden costs. Here are 5 scenarios where it falls short — and the hybrid model that fixes it.
We reviewed 8 COI tracking platforms for construction GCs. See how Billy, myCOI, Jones, TrustLayer, and others compare on features, AI, and pricing.
A detailed feature-by-feature comparison of Billy and PINS Advantage for construction COI tracking ,covering AI, integrations, managed services, and sub tools.
ISNetworld charges subs $875+/year. Avetta charges $799+/year plus a $249 setup fee. Billy charges subcontractors nothing. This side-by-side comparison breaks down pricing, Procore integration, setup timelines, and the real impact of contractor-paid vs. GC-paid models on your bidder pool, bid prices, and diversity goals.
Most prequalification platforms were built for oil and gas hiring clients managing global supply chains. Regional GCs don’t need RAVS audits, ESG reporting, or cybersecurity assessments to vet a drywall contractor. This guide breaks down the six features that actually matter, the four you can safely ignore, and why the subcontractor experience is the feature most platforms get wrong.
Most GCs still prequalify subcontractors with emailed PDFs, paper sign-offs, and scanned files. This guide breaks down the six-step digital workflow that replaces that cycle, from building your custom form and collecting documents to setting approval statuses, pushing vendors to Procore, and automating annual renewals. No enterprise implementation required, no fees charged to your subs.
Nuclear verdicts — jury awards exceeding $10 million — are fundamentally changing construction insurance. Carriers are restricting coverage, umbrella premiums are spiking, and GCs who haven’t updated their subcontractor insurance requirements since 2020 are carrying more risk than they realize. This guide covers what’s driving the trend and what GCs need to change in 2026.
