Frequently Asked Questions

From how to get a certificate of insurance, reviewing COIs, filling our W9s, Warranties, and Master Service Agreements—Billy, has answers to your construction compliance questions. 

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Billy FAQs

Billy streamlines the management of Certificates of Insurance (COIs), W9s, and other important documents by centralizing them in a single, secure platform. Billy simplifies the construction compliance management process by automating document collection, tracking expiration dates, and sending proactive reminders. With centralized, secure storage, you can access and organize all documents instantly, eliminating manual follow-ups and reducing compliance risks.

Yes! Billy automatically sends reminders for expiring COIs to keep you compliant without manual tracking. Billy will alert you to request a new certificate of insurance at three months, one month, and on the day the insurance coverage expires, ensuring there’s no risk of overlooked renewals.

Yes, Billy integrates seamlessly with leading construction management software platforms like Procore, Autodesk, CMiC, Sage 300, Oracle JD Edwards, and DocuSign, allowing you to sync COI and compliance data across the systems you’re already using. This reduces double-entry, streamlines workflows, and ensures all your compliance information stays up-to-date.

Billy sends automated email notifications to vendors requesting compliance documents, like COIs and W9s. Vendors can submit these documents directly through a link in the email—no login required—making it fast and easy for them to provide what you need on time.

Billy will automatically send follow-up reminders to prompt submission. You can customize the frequency of these reminders to ensure vendors stay on track, helping you maintain compliance without constant manual outreach.

Yes, Billy can manage various types of compliance documents, including W9s, contracts, safety certifications, and more. You can easily track, collect, and organize all your required documents in one place, ensuring full compliance across multiple categories.

Billy offers flexible pricing based on your business’s needs and size. Pricing is designed to scale as you grow, with options for different levels of document management and compliance tracking. Contact us for a personalized quote that fits your specific requirements and budget.

Billy’s AI streamlines the document review process by automatically analyzing and categorizing submitted documents. It quickly detects missing or expired information, flags any compliance issues, and ensures that everything meets your requirements. This reduces manual review time, increases accuracy, and helps you stay compliant with minimal effort.

Yes, Billy allows multiple team members to access the platform, with customizable permission levels. You can assign roles to control who has access to specific features, ensuring that sensitive information is protected while giving your team the tools they need to manage compliance efficiently.

Billy offers two types of support plans. The ‘Software-Only‘ plan provides access to self-service support through tutorials, FAQs, and online resources, allowing you to navigate the platform independently. For businesses seeking more comprehensive assistance, the ‘Managed Services’ plan offers enhanced support, including direct access to CRIS-certified experts. These experts help with everything from document management and compliance to providing strategic insights and personalized guidance, ensuring that your business remains fully compliant and your workflows run smoothly

The Billy onboarding process includes personalized training, detailed walkthroughs of software features, and access to resources for seamless integration. After onboarding, you will continue to have full access to Billy’s support team for any questions or assistance, ensuring ongoing success.

General FAQs

A certificate holder is an individual or entity listed on a Certificate of Insurance (COI) as having an interest in the insurance coverage provided by the policyholder. The certificate holder receives a copy of the COI to verify that the policyholder has the necessary insurance coverage.

General contractors typically carry general liability insurance for accidents and property damage, workers’ compensation for employee injuries, professional liability for mistakes in services, commercial auto insurance for business vehicles, builders risk insurance for properties under construction, and equipment insurance to cover tools and machinery. These policies help protect the contractor’s business and ensure compliance with industry standards.

When choosing a general contractor, consider their experience, reputation, and compliance. Billy developed a tailored pre-qualification submission form, which allows them to easily track and verify COIs and other essential documents. This ensures your contractor meets all necessary requirements, reducing risk and streamlining the selection process.

Contractors liability insurance covers bodily injury, property damage, and accidents on the job site caused by the contractor’s work. It also covers legal defense costs if the contractor faces lawsuits for negligence or accidents, helping protect them from financial loss and ensuring compliance with industry standards.

Contractors typically pay subcontractors according to the terms outlined in their contract. Billy helps streamline this process by integrating with accounting management software, ensuring that all compliance documents are in order and payments are processed quickly. This integration reduces delays and ensures vendors are paid on time, helping keep projects on schedule and maintaining good working relationships.

A general contractor’s liability typically lasts until the project is completed and the work is accepted by the client. However, depending on the contract and local laws, liability for defects or issues may extend beyond project completion.

If a contractor is not insured, they risk being personally liable for damages, accidents, or injuries on the job site. The property owner could also face legal or financial consequences. It’s essential to hire insured and fully compliant contractors and vendors to protect against these risks.

The best construction management software for general contractors should simplify operations and integrate well with their existing tools. Billy offers seamless integration with popular construction management platforms. This makes it easier for contractors to track and manage compliance documents like COIs and W9s, without disrupting their current workflow. By centralizing document management and automating reminders, Billy helps contractors stay organized, reduce risk, and focus more on the project, rather than administrative tasks.

Independent contractors need liability insurance to protect themselves from claims of property damage, bodily injury, or errors in their work. It helps cover legal fees, settlements, and damages, safeguarding their business from financial loss and ensuring they meet client or contractual requirements.

Subcontractors need liability insurance to protect against claims for property damage or injuries caused by their work. It covers legal costs and damages, and is often required by general contractors to meet contract obligations and ensure financial protection on the job site.

You’ve got the facts—now get the solution

Start your free trial today and experience automated COI tracking with Billy.