Certificate of Insurance Management Software

Digitize your clients’ risk management workflows with Billy

As an insurance broker serving the construction industry, you know how important it is for your general contractor clients to have proper risk management practices. However, managing contractual risk transfer, including certificates of insurance, endorsements, and waivers, can be time-consuming and challenging.

Deliver An Unrivaled Digital Client Experience

Streamline certificates of insurance requests and renewals. Increase client loyalty.

Agency branded COI tracking software

Empower your clients with the top insurance tracking solution, while creating new revenue streams through compliance review services.

Streamline communication

As your construction technology partner, we leverage risk data from the Procore platform to help customers secure favorable terms.

Mitigate risk transfer

Empower insureds with automated policy limit decisions, non-compliant notes, and visual certificate deficiency highlights.

Construction & Real Estate Trust Billy

ENR’s top 20 General Contractors, Home Builders, and Owners trust Billy to monitor and manage insurance and compliance in real time.

The Future of Construction & Real Estate Insurance

Our platform is easy to use, and our customer support team is always available to answer your questions.

Meet expectations at every touchpoint

Offer reliable service to build trust and drive customer relationships.

Accelerate response time

Lightning-fast COI responses are embedded in your workflow for instant alerts & unmatched efficiency.

Automate the mundane

Make your team’s job easier with
a straightforward COI request process.

Without Billy
With Billy

Explore resources from our Blog

Try Billy today and see how we can help you and your clients succeed.

Our platform is easy to use, and our customer support team is always available to answer your questions

Billy has reduced the amount of time spent evaluating certificates, allowing us to immediately identify gaps in coverage.

See how one of Manhattans top General Contractors took control of how they manage their risk and compliance.

A top Florida GC used Billy to bring their compliance process out of Excel and into the 21st Century.