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 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 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.
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.
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 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 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 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…
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 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.
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.
