Wrap-up insurance projects (OCIP/CCIP) create the most complex COI workflows in construction. This guide shows GCs how to track enrolled vs. non-enrolled sub compliance, handle insurance credits, and avoid the coverage gaps that surface during audits.
Direct Comparison TrustLayer vs. Billy: Which COI Platform Is Actually Built for Construction? 8 min read · Construction Compliance · Updated Feb 2026 TrustLayer is running aggressive ad campaigns right now. If you’ve searched for COI tracking software recently, you’ve seen them. Their content is polished, their interface looks modern, and their pitch is compelling….
Migration Guide Why General Contractors Are Switching from myCOI to Billy 7 min read · Construction Compliance · Updated Feb 2026 myCOI has been around for 15+ years. For a long time, it was the default choice for COI compliance. But over the past two years, we’ve seen a steady wave of GCs making the…
2026 Buyer’s Guide Billy vs. Jones vs. TrustLayer vs. myCOI:The Honest GC’s Guide to COI Tracking Software 9 min read · Construction Compliance · Updated Feb 2026 If you’re a General Contractor shopping for COI tracking software, you’ve probably already looked at Jones, TrustLayer, and myCOI. Most comparison content out there is written by those…
Stagnant air increases heat stress risk. This guide explains how HVLS fans improve airflow, reduce heat-related injuries, support OSHA-aligned policies, and aid documentation.
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.
COI · Endorsements · Risk Transfer In construction, few documents cause more confusion than certificates of insurance and insurance endorsements. Many teams treat them as the same thing. They aren’t, and mixing them up can leave a general contractor completely exposed when a claim comes in. The short answer: a COI is a one-page summary…
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.
