“Equivalent” Insurance Forms: Why AI Isn’t Enough.
AI can flag non-standard endorsements, but it can’t reliably determine if a proprietary “equivalent” form truly matches CG2010-level coverage. Here’s what GCs should do to avoid coverage gaps
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Billy Product Updates: Procore Vendor Compliance, Sage Intacct Integration, and AI Document Review
Construction compliance is one of those workflows that’s easy to underestimate until a missing endorsement, expired certificate of insurance, or unclear requirement delays payment, slows onboarding, or creates real risk on a job site. In our latest product webinar, we walked through the newest Billy platform updates built specifically for construction teams managing vendor compliance,…
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Insurance Endorsements Explained (CG 20 10, CG 20 37, Primary & Noncontributory)
Learn what CG 20 10, CG 20 37, and Primary & Noncontributory endorsements actually cover, why they matter in construction, and how Billy automates endorsement review with AI.
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The Complete Guide to Reviewing a Certificate of Insurance (COI) in 2026
Learn how to review a Certificate of Insurance (COI) the right way. This guide covers what to look for, how to extract contract requirements, common compliance mistakes, and how Billy’s AI Review Assistant automates COI and endorsement review.
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AI for Insurance Compliance: What Actually Works (2026 Edition)
AI is transforming insurance compliance in construction. This 2026 guide explains what AI can truly automate—COI review, endorsement detection, vendor corrections, and predictive compliance—and what still requires human judgment.
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How to Automate COI Review with AI (Step-by-Step Guide)
Construction teams spend countless hours reviewing Certificates of Insurance (COIs), chasing vendors for corrections, and verifying coverage against project requirements. Manual COI review is slow, inconsistent, and expensive but it’s also one of the most critical parts of managing risk. Today, AI makes COI review faster, more accurate, and almost completely hands-off. In this guide,…
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Best COI Tracking Software in 2026: Ranked & Reviewed
Looking for the best COI tracking software? This guide compares the top tools and explains why Billy’s AI delivers the most accurate COI and endorsement review for contractors.
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COIs vs Endorsements: The Simple Explanation Every GC, Subcontractor, and Risk Manager Needs
COI · Endorsements · Risk Transfer In construction, few documents cause more confusion than certificates of insurance and insurance endorsements. Many teams treat them as the same thing. They aren’t, and mixing them up can leave a general contractor completely exposed when a claim comes in. The short answer: a COI is a one-page summary…
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Streamlining Construction Tech: Insights From Industry Experts
Introduction Construction teams today face greater complexity than ever, including multiple software platforms, compliance requirements, disconnected workflows, and rising expectations for operational efficiency. To help contractors navigate these challenges, industry leaders from Billy, Calance, and DOPEX joined a recent podcast discussion to share practical insights on ERP integrations, vendor compliance, and process excellence. This article…
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Billy + Sage Intacct Integration for Construction Compliance
The Billy Sage Intacct integration helps contractors eliminate double entry, automate compliance updates, and speed up payment workflows. Learn how connecting Billy with Sage creates a seamless, real-time compliance system for construction teams.
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5 Ways to Improve Subcontractor COI Tracking
Are you still tracking your vendors on an old spreadsheet made years ago? Most likely by someone else? With a ton of cells to manually update and complex formulas that may be broken, does your compliance tracking solution feel more like a problem in itself? It’s time to eliminate the headaches and errors of outdated…
