Certificate holder isn’t the same as additional insured. Learn the difference, what to verify on a COI (including endorsements), and the GC workflow to prevent non-compliant subs from slipping through.
If you’re a general contractor using Procore, COI tracking usually breaks for one simple reason: Procore is where project management happens, but COIs often live somewhere else, email threads, shared drives, spreadsheets, or a separate compliance inbox. This guide shows general contractors how to track COIs in Procore with a simple workflow for intake, validation,…
AI can flag non-standard endorsements, but it can’t reliably determine if a proprietary “equivalent” form truly matches CG2010-level coverage. Here’s what GCs should do to avoid coverage gaps
A simple 5-step Notice to Owner (NTO) workflow for Florida general contractors using Procore: log the NTO, link vendor + project, verify COIs, and keep a defensible audit trail.
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.
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.
Heat waves and heat-related workplace injuries can cost commercial and industrial facilities in workers’ compensation claims, lost productivity, and regulatory penalties. A recent study from UCLA shows that on days with high temperatures above 90 degrees Fahrenheit, workers have a 6% to 9% higher risk of injury than they do on days with high temperatures…
Construction compliance is one of those workflows that’s easy to underestimate until a missing endorsement, expired certificate of insurance, or unclear requirement delays payment, slows onboarding, or creates real risk on a job site. In our latest product webinar, we walked through the newest Billy platform updates built specifically for construction teams managing vendor compliance,…
Learn what CG 20 10, CG 20 37, and Primary & Noncontributory endorsements actually cover, why they matter in construction, and how Billy automates endorsement review with AI.
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…
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…
