Yes — BillyInsurance can track hold harmless agreements.
Using our DocuSign integration, you can collect, store, and enforce hold harmless (indemnity) agreements as part of your vendor compliance workflow. These agreements can be applied at the project level or company level, included in vendor prequalification requirements, and tracked alongside insurance and compliance documents in a single system.
How Billy Tracks Hold Harmless Agreements
Billy doesn’t treat hold harmless agreements as an afterthought — it treats them as a core compliance requirement tied to vendor risk. Here’s how it works:
1. Collect agreements via DocuSign
- Send hold harmless agreements directly to vendors
- Track signature status in real time
- Store fully executed documents automatically
2. Configure requirements in compliance workflows
- Add hold harmless agreements into requirement groups
- Enforce them during vendor onboarding, prequalification, and project setup
3. Apply at company or project level
- Standardize agreements across your entire vendor base
- Or tailor requirements per project based on risk profile
4. Track compliance status centrally
- Instantly see which vendors are compliant vs. missing agreements
- Combine agreement status with COIs, endorsements, and other requirements
Sync Compliance Across Your Systems
Billy goes beyond tracking — it pushes compliance status into the systems your team actually uses:
This means your teams can:
- Block non-compliant vendors from work or payment
- View agreement status directly inside project and financial workflows
- Eliminate manual follow-up between risk, project, and accounting teams
Billy vs. myCOI on Hold Harmless Agreements
Both platforms support hold harmless requirements — but the approach is different.
| Capability | myCOI | Billy |
|---|---|---|
| Hold harmless tracking | Tracks as a contract requirement field or checklist item | ✓ Enforceable, document-backed compliance requirement |
| E-signature collection | Limited native functionality | ✓ Native DocuSign integration |
| Project-level enforcement | Varies by plan | ✓ Built into requirement groups |
| ERP & Procore sync | Limited integration depth | ✓ Syncs with Procore, Autodesk, Sage, Viewpoint, Acumatica |
| Prequalification workflow | Separate process | ✓ Unified with compliance |
Key difference: myCOI tracks that a requirement exists. Billy ensures the agreement is collected, signed, stored, and enforced across every system your team works in.
Why Hold Harmless Agreement Tracking Matters for Contractors
Tracking hold harmless agreements isn’t just admin work — it’s risk protection. With Billy, you can:
- Ensure every subcontractor has signed indemnity agreements
- Tie agreements directly to insurance requirements
- Prevent gaps between legal, risk, and operations teams
- Reduce exposure across every project
Frequently Asked Questions
Can BillyInsurance track hold harmless agreements like myCOI?
Yes. BillyInsurance supports hold harmless agreement tracking through DocuSign integration and compliance requirement workflows, allowing you to collect, enforce, and monitor agreement status across vendors and projects.
Are hold harmless agreements tied to vendor compliance in Billy?
Yes. They can be configured as required documents within vendor prequalification and project compliance requirements.
Can I track agreement status in Procore or my ERP?
Yes. Billy syncs compliance status — including agreement completion — into systems like Procore, Autodesk, and major accounting platforms.
What is a hold harmless agreement in construction?
A hold harmless agreement (also called an indemnity agreement) is a contract clause in which one party agrees not to hold another party liable for damages, losses, or claims arising from a project. In construction, general contractors require subcontractors to sign hold harmless agreements to transfer risk and protect against third-party claims.
See Billy Track Hold Harmless Agreements in Your Environment
If you’re managing vendor risk across multiple projects, tracking hold harmless agreements alongside insurance isn’t optional — it’s essential. Billy brings it all into one workflow. BillyInsurance is a hold harmless agreement tracking software for construction companies.
Request a Demo →
