Procore · COI Tracking The Daily Expired-COI List: Why Procore Contractors Get a Headache Every Morning (and How to Stop It) By Nyasha Gutsa, Founder & CEO, Billy · Updated November 5, 2026 · 8 min read Short answer Procore emails your insurance manager every day once a vendor’s policy is within 14 days of…
Billy + Trimble ProjectSight New integration Billy Launches Trimble ProjectSight Integration to Automate Vendor Compliance for General Contractors Project teams can now prequalify vendors in Billy and apply insurance requirements to every ProjectSight project, without re-keying data. Brooklyn, N.Y.November 9, 20264 min read Billy, the vendor compliance software built for construction, today announced its integration…
New in Billy Every compliance team sorts its vendors differently. With Vendor Labels, you can tag any vendor with the labels that matter to your team, then filter, bulk-label and report on them. One team needs to separate on-site subcontractors from material-only suppliers. Another needs to know which states each vendor is licensed in. A…
If you collect a certificate of insurance (COI) from every subcontractor, vendor, or tenant you work with, you already know the pain: chasing brokers by email, checking expirations in a spreadsheet, and hoping nobody walks on site with a lapsed policy. COI tracking software fixes that by automating collection, review, and renewal tracking in one…
Prior Work Exclusions: Why a Clean Sub COI Can Still Leave You Uncovered By the Billy Team · Updated October 30, 2026 · 9 min read Your waterproofing sub’s certificate checked every box at closeout: $1M per occurrence, $2M aggregate, additional insured for ongoing and completed operations, waiver of subrogation. Three years later, water is…
Nyasha GutsaCEO & Co-Founder, Billy · Updated October 19, 2026 If your team still requests a Notice to Owner (NTO) from each subcontractor by email, then chases signatures and digs through inboxes to find the final copy, there is a faster way. Billy connects Docusign and Procore so you can send an NTO request in…
Exclusion of the Week NG By Nyasha Gutsa, Cofounder and CEO of Billy •Updated October 13, 2026 •7 minute read The short version CG 21 44, “Limitation of Coverage to Designated Premises or Project,” is an ISO endorsement that limits a general liability policy to the premises or project listed in its schedule. Policy reviewers…
Exclusion of the Week: when bodily injury stops meaning bodily injury, endorsement FP5307
Procore · Compliance · Prequalification How General Contractors Streamline Subcontractor Compliance and Prequalification in Procore By Nyasha Gutsa, Co-founder, BillyUpdated September 28, 202611 minute read Quick answer How can GCs streamline subcontractor compliance in Procore? Use Procore as the system of record for projects, vendors and commitments, and connect it to a specialized compliance and…
What a waiver of subrogation is, why owners and GCs require it, which policies need one, and how to verify it on the COI and the endorsement.
A side-by-side comparison of Billy and myCOI (now illumend) for general contractors, covering AI review, prequalification, integrations and ERP payment holds.
Five demos and a live Q&A on where construction compliance is headed: prequalification that starts the compliance record, ERP integrations that drive AP holds and releases, and AI that reads COIs line by line.
Playbook · Billy MCP By Nyasha Gutsa, Co-founder, Billy Updated September 2026 8 minute read Quick answer Once the Billy MCP server is connected to Microsoft 365 Copilot, Claude or ChatGPT, you can ask plain-language questions about subcontractor compliance and have the assistant act on the answer. Below are twelve prompts that cover the daily…
Developers · AI agents By Nyasha Gutsa, Co-founder, Billy Updated November 2026 9 minute read Quick answer The Billy MCP server lets Microsoft 365 Copilot, Claude, ChatGPT and any MCP-compatible agent read and act on your certificate of insurance and vendor compliance data. It exposes your teams, projects, vendors, contracts, requirements, documents and reports as…
Vendor risk · ProjectSight integration By Nyasha Gutsa, Co-founder, Billy Updated September 2026 10 minute read Quick answer Trimble ProjectSight does not include a subcontractor prequalification module. GCs running projects in ProjectSight typically prequalify subs with a PDF or spreadsheet questionnaire, store the results outside the platform, and re-collect insurance and tax documents again at…
Platform comparison · Subcontractor compliance By Nyasha Gutsa, Co-founder, Billy Updated September 2026 8 minute read Quick answer Trimble ProjectSight and Procore both give general contractors a vendor directory, a contract record per subcontractor and a place to attach documents. Procore adds native insurance fields and a paid prequalification module; ProjectSight is leaner on compliance…
Being named an additional insured on a subcontractor’s policy is only half the protection most general contractors think it is. Without primary and non-contributory wording, the sub’s carrier can argue that your own general liability policy should share the loss, and you end up paying part of a claim that was supposed to be theirs….
myCOI is one of the original certificate of insurance tracking vendors, and for a lot of buyers it’s the first name they hear. It’s a legitimate product with a loyal customer base. But “first name you hear” and “right fit” aren’t the same thing, and the COI tracking market has changed a lot since myCOI…
Compliance Depot was the default name in vendor credentialing for multifamily housing for years. RealPage acquired it in 2011 and it now operates as RealPage Vendor Credentialing. If you’ve landed here searching for “Compliance Depot,” you’re likely in one of three situations: you’re a property manager evaluating the RealPage product, you’re a vendor who was…
COI stands for certificate of insurance. It’s a one-page document, issued by an insurance agent or broker, that summarizes the insurance a business carries: which policies, which carriers, what limits, and when the coverage expires. In construction, property management, and vendor contracting, the COI is the standard proof that a contractor or vendor is insured…
If you’re a general contractor shopping for a way to stop chasing certificates of insurance, you’ve probably run into both names: Billy and Lumber. Both serve construction companies. Both talk about compliance. Both integrate with the ERPs and project management tools you already use. But they are not the same kind of software, and treating…
