Keith Construction, a family-owned construction management and general contracting firm, has been providing cost-effective, sustainable housing solutions to multifamily developers for nearly 30 years. Specializing in adaptive reuse, preservation, and new development, the Keith team is known for delivering complex projects on time and within budget, while remaining a trusted partner throughout every phase of construction.
But as the volume of subcontractors and documentation grew across projects, managing insurance compliance became increasingly time-consuming. The manual process of chasing down certificates of insurance (COIs), reviewing endorsements, and maintaining records was slowing down operations and pulling valuable time from the core team.
In April 2023, Keith Construction partnered with Billy to bring automation and clarity to their compliance process. Two years later and the results are clear: streamlined workflows, higher compliance rates, and nearly 200 hours of manual effort saved—without the need to grow their internal compliance team.
The Challenge: Managing Compliance at Scale
Like many in the construction industry, Keith Construction faced an all-too-familiar challenge: the overwhelming administrative burden of managing insurance compliance documentation for multiple subcontractors across dozens of projects. The back-and-forth communication, constant follow-ups, and fragmented storage systems made it difficult to maintain visibility into COI status, ensure endorsement accuracy, and keep projects moving without compliance bottlenecks.
The Keith team knew that relying on manual tracking methods and siloed platforms would eventually limit their ability to scale. With new construction projects ramping up, they needed a more intelligent, centralized system to support their growing workload, without having to increase staff.
Why Billy: A Purpose-Built Solution for Construction Teams
Keith Construction chose to implement Billy to power their compliance management. What stood out most was Billy’s ability to eliminate redundant communication and offer an intuitive, centralized platform that integrates seamlessly with the tools they already use, such as Procore and Sage 300.
Billy helped to address the top pain points Keith Construction needed to solve:
- Automated COI Review: Billy’s technology reads and evaluates COIs and their endorsements, removing the need for manual inspection.
- Centralized Storage: All COIs are housed in one place, offering better organization and faster access across teams.
- Streamlined Requests: Subcontractors receive clear instructions and can easily upload required documents through a single, user-friendly portal.
- Integration with Procore: Billy connects directly with Keith’s existing Procore workflows, minimizing disruption and accelerating adoption.
A Fast, Painless Implementation
Billy was up and running for Keith Construction within two weeks of contract signing. Because of the native Procore integration and intuitive interface, their team began seeing value almost immediately. The fast onboarding process and responsive support ensured the firm never missed a beat during the transition.
Results: Time Saved, Compliance Optimized
Since implementing Billy, Keith Construction has powered nearly 20 construction projects through the platform and processed an estimated 12,000 pages of insurance documentation—roughly 1,300 documents in total.
Without Billy, the Keith team estimated it took about 11 minutes to process each insurance document manually. That equates to roughly 238 hours of work annually. With Billy automating document intake, COI reviews, and tracking, the team has reduced that time by 80%, saving an estimated 190 hours per year, equivalent to nearly five full workweeks.
One standout example of Billy’s impact was on the Aurora Apartments project in Worcester, where Billy helped drive compliance levels to an impressive 96%, significantly reducing risk and giving project managers peace of mind.
Compliance Without Compromise
For Keith Construction’s CFO, the ROI of Billy is crystal clear. With the platform in place, the company has been able to expand its portfolio without hiring additional compliance staff—a cost-saving measure that enhances both agility and scalability.
Billy’s focus on construction-specific workflows means Keith’s team isn’t forced to retrofit a generic software solution to meet their needs. From day one, Billy’s features were purpose-built for the industry, making the transition seamless and the impact immediate.
Built-In Expertise Makes a Difference
Billy’s success with Keith Construction isn’t just about innovative software. It’s also about the construction-focused team behind the technology. From the very beginning, Billy’s customer success team has worked closely with Keith Construction to ensure a smooth onboarding process, offer tailored support, and help improve compliance workflows that fit the firm’s specific project needs.
Billy’s deep understanding of the construction industry has been a key differentiator. Rather than providing a generic compliance solution, Billy’s team listens to the real challenges construction firms face and evolves the platform based on that input. This close collaboration has resulted in enhancements that directly support how Keith Construction manages insurance compliance.
Key improvements include:
- Customizable Dashboard and Reporting Tools: These tools give Keith Construction greater visibility into compliance performance across all active projects. Their team can easily track document statuses, monitor subcontractor submissions, and quickly identify any gaps or risks—all in one place.
- AI Review Assistant: Designed specifically for construction compliance, Billy’s AI construction document review feature helps Keith Construction speed up COI evaluations, catch missing endorsements, and reduce manual errors. It acts as an intelligent layer of support that boosts accuracy and efficiency.
With Billy’s ongoing support and industry-focused product development, Keith Construction is managing risk more confidently and efficiently. Their team no longer spends valuable time chasing down paperwork or reviewing documents manually. Instead, they have the tools and expertise to stay on top of compliance and keep projects moving forward without adding new staff or disrupting existing workflows.
Looking Ahead: A Scalable, Reliable Partner
Keith Construction continues to expand its use of Billy across new projects, with confidence that the platform will scale alongside their business. By centralizing COI management, automating reviews, and cutting manual hours from their workflow, Billy has become more than just a tool—it’s a trusted partner in the company’s growth.
From day one, Billy has delivered the right combination of industry-specific functionality, time-saving automation, and knowledgeable support that construction teams like Keith’s need to succeed. Their experience demonstrates that when compliance is managed right, construction companies can focus more on building (and less on paperwork!).
Frequently Asked Questions
Yes. With tools like Billy, AI can analyze COIs and endorsements for accuracy and completeness—helping teams catch errors, reduce manual review time, and stay compliant.
Centralize everything. Use a platform like Billy to store insurance documents, track compliance, and give teams instant access to what they need, without the clutter of spreadsheets or email chains.
Stay proactive. Monitor insurance compliance, track deadlines, and make sure all documentation is current. Billy helps construction teams do this automatically across all projects.
