5 Best CertFocus Alternatives 2026 | Billy

5 Best CertFocus Alternatives for Construction (2026) | Billy
🎯 Honest Comparison

5 Best CertFocus Alternatives for Construction in 2026

If you’ve outgrown CertFocus or you’re evaluating modern replacements, here are the top alternatives — with honest guidance on who each one is actually built for.

Billy TeamUpdated April 202611 min read
TL;DR

The top CertFocus alternatives in 2026 are Billy (best for construction GCs running on Procore, Autodesk, or a construction ERP), Jones (best for real estate and construction portfolios), TrustLayer (best for API-first tech teams), myCOI (best for established multi-industry COI tracking), and agency-managed COI programs (best for companies that want their broker to handle verification). Construction GCs typically find Billy the closest functional replacement with significantly more capability.

What Is CertFocus?

CertFocus (also known as CertTrax in some product configurations) is a certificate of insurance tracking and vendor compliance platform. It serves teams across construction, hospitality, retail, and other industries that need to verify vendor insurance, manage endorsements, and track compliance against project or contract requirements. The product has been around for years, and many companies still use it — but a growing number are evaluating modern replacements built for today’s project, ERP, and AI-driven workflows.

If you’re reading this, you’re probably one of them. The good news: there are now several strong alternatives, each better-suited to specific use cases. The next sections cover what to look for and how the leading options compare.

At a Glance: The 5 Alternatives

  1. Billy — Construction-native, deepest Procore + Autodesk + ERP integrations, built-in subcontractor prequalification, native DocuSign workflows, AI review.
  2. Jones — Construction + real estate focus with mature managed-service workflows.
  3. TrustLayer — API-first compliance platform suited to tech-forward teams comfortable with configuration.
  4. myCOI — Long-tenured multi-industry COI tracking with mature managed-service depth.
  5. Agency / broker-managed COI programs — Outsource verification to your insurance broker; minimal software investment but limited control.

Why Companies Switch Away from CertFocus

Before diving into alternatives, it’s worth understanding why teams evaluate a switch in the first place. Based on common patterns we see when GCs and compliance teams come to Billy from CertFocus:

  • Limited construction-specific workflow depth. CertFocus was built as a general-purpose compliance platform serving multiple industries. Construction GCs often find that the project-and-subcontractor-tier model they actually work in isn’t a first-class concept.
  • Narrow modern integrations. Construction teams running Procore, Autodesk Construction Cloud, Sage 300, Sage Intacct, Viewpoint Vista, JD Edwards, CMiC, or Acumatica often find their stack exceeds what CertFocus supports natively.
  • No built-in prequalification. If you run subcontractor prequalification, CertFocus isn’t where you do it. Teams that want compliance + prequalification in one platform end up running two tools.
  • Slower pace of feature development. Modern platforms ship AI document review, native side-panel integrations, and DocuSign-enforced agreements as standard. CertFocus’s feature velocity has been measured by comparison.
  • User experience. The CertFocus interface reflects an older generation of compliance software. Modern alternatives prioritize cleaner UX for both your internal team and the subcontractors submitting documents.
  • Subcontractor experience. The vendor portal experience matters — if your subs find compliance frustrating, you’ll get slower responses, more incomplete submissions, and higher friction across every project.

None of these are universal — but if any of them resonate, the alternatives below are worth a serious look.

2

Jones

Best for: Real estate and construction portfolios

Jones is a compliance platform with a strong foothold in commercial real estate and a growing construction footprint. For teams transitioning off CertFocus who want a more modern, vertical-specific tool, Jones is one of the more direct functional replacements with mature managed-service workflows.

Strengths
Strong real estate + construction focus
Mature managed-service workflows
Established broker channel
Modern UI and active feature development
Considerations
!Narrower construction-ERP integration footprint than Billy
!No native Procore Side Panel
!Subcontractor prequalification not at equivalent depth
!Generally positioned in the mid-market and above on pricing
Best fit if: You’re a real estate firm or construction GC with narrower integration needs and you prefer a managed-service-first model. See our Jones alternatives comparison for deeper tradeoffs.
3

TrustLayer

Best for: API-first tech teams and companies building custom compliance workflows

TrustLayer is a compliance tracking platform that emphasizes flexibility and API-driven integration. It’s a reasonable fit for teams with internal engineering resources who want to configure compliance workflows programmatically rather than adopt a vertical-specific product.

Strengths
API-first architecture
Flexible document collection
Insurance verification capabilities
Works across multiple industries
Considerations
!Less construction-specific workflow depth
!Requires engineering capacity to unlock full value
!Prequalification not a core feature
!Procore integration is supported, not native side-panel
Best fit if: You have internal engineering capacity and want a flexible core platform you can configure. See our TrustLayer alternatives comparison for deeper tradeoffs.
4

myCOI

Best for: Established multi-industry COI tracking and managed services

myCOI is one of the longer-tenured platforms in the COI tracking category — similar in vintage to CertFocus. It serves multiple industries (construction, real estate, transportation, property management) and emphasizes its managed-service depth: experienced human reviewers backed by AI document extraction.

Strengths
Long track record and large customer base
Mature managed-service workflows
Multi-industry breadth, similar to CertFocus
Established broker channel
Considerations
!No built-in subcontractor prequalification module
!Less construction-native than Billy or Jones
!Document workflow enforcement narrower than purpose-built tools
!Pricing tends to scale aggressively with vendor count
Best fit if: You need similar multi-industry breadth to CertFocus but want more managed-service depth. See our myCOI alternatives guide and the deeper Billy vs. myCOI comparison.
5 Category Option

Agency / Broker-Managed COI Programs

Best for: Companies that want their insurance broker to handle all verification

Not a single product, but a category worth mentioning. Many insurance agencies offer managed COI tracking programs as part of their broader service relationship. These are typically built on top of a software platform — Jones, myCOI, or Certificial in many cases — with the verification work performed by the agency’s compliance team.

Strengths
Minimal internal software investment
Leverages existing broker relationship
Hands-off from your team’s perspective
Often bundled with other broker services
Considerations
!Limited direct control over process and data
!Integration with your project/ERP systems is usually weak
!No prequalification workflow
!Locked into your current broker relationship
Best fit if: You have a strong, long-term broker relationship and prefer outsourcing verification entirely — and you don’t need deep integration with your construction tech stack.

Feature Comparison: CertFocus Alternatives Side by Side

CapabilityBillyCertFocusJonesTrustLayermyCOI
Construction-native design
Procore Side Panel
Procore (standard integration)
Autodesk Construction Cloud
Broad construction ERP coverage
Subcontractor prequalification
DocuSign-enforced documents
AI-powered endorsement review
Self-service option
Managed-service option
Free tools for subcontractors

How to read this table: ✓ strong/native · ● supported but limited · ✗ not available. Capabilities change — confirm current scope directly with each vendor before making a final decision.

How to Evaluate a CertFocus Alternative

Before you pick a replacement, pressure-test each candidate against five questions:

1
How deep are the integrations with systems you already use?

“Integration” can mean anything from CSV import to bidirectional real-time sync. If you’re running Procore or Autodesk, ask for a live demo of compliance status flowing into your actual project view. Not a slide deck — a running system.

2
Does it enforce documents, or just track them?

There’s a big difference between a platform that shows a requirement as “missing” and one that actually collects, signs, and stores the document through a workflow. For hold harmless agreements and W9s in particular, enforcement matters more than visibility.

3
Is prequalification included?

If you run subcontractor prequalification today (or want to), a platform that bundles it saves you from buying and maintaining a second tool. CertFocus does not include prequalification natively.

4
Self-service, managed, or both?

Some teams want to own the verification work. Others want to outsource it. Make sure the vendor offers the model you want — and that their pricing makes sense for that level of service. Lean toward platforms that offer both, so you can flex as compliance volume scales.

5
What does migration actually look like?

Ask the vendor to walk through migration from CertFocus specifically. Good answers include bulk vendor import, document migration, requirement mapping, and parallel-run support during cutover. Vague answers are a red flag.

Migrating from CertFocus: What to Expect

Most migrations from CertFocus complete in 2–6 weeks depending on vendor count and configuration complexity. The steps are consistent across modern alternatives:

  1. Export from CertFocus — vendor records, active COIs, endorsements, document history.
  2. Map requirements — translate CertFocus requirement groups into the new platform’s structure.
  3. Bulk import — vendors, documents, and project assignments into the new system.
  4. Connect integrations — Procore, Autodesk, your ERP, DocuSign as applicable.
  5. Team onboarding — training session or white-glove handoff depending on service tier.
  6. Parallel run (optional) — some teams run both systems for 2–4 weeks during cutover for risk mitigation.
Billy’s migration support

Billy specifically supports guided migration from CertFocus with vendor data import, requirement mapping, parallel-run support, and customer success guidance throughout the switch. Most CertFocus-to-Billy migrations complete inside 6 weeks.

Frequently Asked Questions

What is CertFocus?

CertFocus (also known as CertTrax in some product configurations) is a certificate of insurance tracking and vendor compliance platform. It serves teams across construction, hospitality, retail, and other industries that need to verify vendor insurance, manage endorsements, and track compliance against project or contract requirements. Companies using CertFocus often look for alternatives when they need deeper integrations with modern construction tools, faster automation, or built-in subcontractor prequalification.

What are the best CertFocus alternatives in 2026?

The top alternatives to CertFocus in 2026 are Billy (best for construction GCs running on Procore, Autodesk, or a construction ERP), Jones (best for construction and real estate portfolios), TrustLayer (best for API-first tech teams), myCOI (best for established multi-industry COI tracking), and agency-managed COI programs (best for companies that want their broker to handle verification).

Why do companies switch from CertFocus?

Common reasons include limited construction-specific workflow depth, narrow integration with modern construction tools like Procore and Autodesk Construction Cloud, the absence of a built-in subcontractor prequalification module, and a slower pace of feature development compared to newer platforms. Construction GCs in particular often find CertFocus’s general-purpose design doesn’t match the project-and-subcontractor-tier model they actually work in.

Is Billy a direct alternative to CertFocus?

Yes, for construction-focused use cases. Billy is a direct functional replacement with significant advantages for construction GCs: native Procore Side Panel integration, broader construction ERP coverage (Sage 300, Sage Intacct, Viewpoint Vista, JD Edwards, CMiC, Acumatica), built-in subcontractor prequalification, free tools for subcontractors, and an AI Review Assistant for endorsement-level review.

How long does it take to migrate from CertFocus?

Most migrations from CertFocus to a modern alternative complete in 2 to 6 weeks depending on vendor count and configuration complexity. Billy specifically supports bulk vendor and document import, requirement mapping, parallel-run support during cutover, and guided onboarding through customer success.

Does CertFocus integrate with Procore?

CertFocus’s integration ecosystem is narrower than purpose-built construction tools. If deep Procore workflow integration matters to you — including a native Procore Side Panel that shows compliance status inside Procore itself — Billy provides that out of the box. Verify current integration status with CertFocus directly before making a decision.

How do I choose the right CertFocus alternative?

Evaluate on five dimensions: depth of integration with your existing systems (Procore, Autodesk, ERP), whether subcontractor prequalification is included, document workflow enforcement (signed agreements vs. checklist tracking), service model (self-service vs. managed vs. both), and migration support. For construction GCs specifically, integration depth and prequalification typically matter most.

Related Reading

See How Billy Compares in Your Environment

The fastest way to know if Billy is the right CertFocus alternative for you is to see it running on your actual vendor data, with your real integrations connected. Book a demo and we’ll walk through your specific use case.

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