COI stands for certificate of insurance. It’s a one-page document, issued by an insurance agent or broker, that summarizes the insurance a business carries: which policies, which carriers, what limits, and when the coverage expires. In construction, property management, and vendor contracting, the COI is the standard proof that a contractor or vendor is insured…
If you’re a general contractor shopping for a way to stop chasing certificates of insurance, you’ve probably run into both names: Billy and Lumber. Both serve construction companies. Both talk about compliance. Both integrate with the ERPs and project management tools you already use. But they are not the same kind of software, and treating…
Platform comparison · Updated 24 August 2026 Best ProjectSight integrations for construction compliance Trimble ProjectSight handles project management. It does not track certificates of insurance, endorsements, W-9s, or subcontractor prequalification. If you run compliance on ProjectSight projects, you need a compliance platform that connects to it, and far fewer of them do than you would…
COMPASS by Bespoke Metrics Alternative: Billy vs COMPASS for Subcontractor Prequalification | Billy Prequalification · Platform Comparison Billy vs COMPASS by Bespoke Metrics: Which Prequalification Approach Fits Your Team? If your COMPASS renewal is coming up and you’re weighing alternatives, this guide compares the two platforms honestly: standardized network prequalification versus prequalification built into your…
Autodesk Construction Cloud connects your project data, but COI collection, endorsement review, and renewal automation sit outside ACC’s scope. Here’s how Billy fills every gap.
CMiC manages your subcontracts and AP, but it was never built to collect COIs, review endorsements, or prevent insurance lapses. Here’s the gap and how Billy closes it.
5 Best Compliance Depot Alternatives in 2026 | Billy Home › Resources › Compliance Depot Alternatives 🎯 Honest Comparison 5 Best Compliance Depot Alternatives in 2026 If you’ve outgrown Compliance Depot or you’re evaluating modern replacements, here are the top alternatives — with honest guidance on who each one is actually built for. Billy Team•Updated…
TL;DR Construction GCs need COI tracking built for their workflows, not generic compliance tools. Billy is the only construction-specific platform offering both managed services and self-service COI tracking. 7 tools reviewed: Billy, Jones, myCOI, TrustLayer, CertFocus, Certificial, SmartCompliance. Evaluation pillars: automated COI collection, vendor prequalification, policy verification accuracy. 👉 See the full breakdown of Billy’s…
A vague COI request creates delays. A complete, specific request gets a compliant certificate on the first submission. Here’s exactly what to include — with a ready-to-send email template.
A prequal form is only useful if it collects the right information and connects to your compliance workflow. Here’s exactly what to include plus a free downloadable template GCs can use immediately.
Jump to Why tracking breaks down What scale changes The 5-step process Manual vs automated ERP integration What to look for in software Quick-start checklist Tracking certificates of insurance is simple when you have five vendors. You request a COI, file it, set a calendar reminder for the expiration date, and move on. At five…
Jump to What compliance means in Vista Compliance codes Compliance groups The BILLY code AP Verify flag SLHD & SLIT tables Where Vista falls short How Billy fills the gaps If your company runs on Viewpoint Vista, you’ve probably heard that it “handles compliance.” And it does, to a point. Vista has real compliance infrastructure…
Most GCs choose self-service COI tracking without understanding the hidden costs. Here are 5 scenarios where it falls short — and the hybrid model that fixes it.
ISNetworld charges subs $875+/year. Avetta charges $799+/year plus a $249 setup fee. Billy charges subcontractors nothing. This side-by-side comparison breaks down pricing, Procore integration, setup timelines, and the real impact of contractor-paid vs. GC-paid models on your bidder pool, bid prices, and diversity goals.
Most prequalification platforms were built for oil and gas hiring clients managing global supply chains. Regional GCs don’t need RAVS audits, ESG reporting, or cybersecurity assessments to vet a drywall contractor. This guide breaks down the six features that actually matter, the four you can safely ignore, and why the subcontractor experience is the feature most platforms get wrong.
Most GCs still prequalify subcontractors with emailed PDFs, paper sign-offs, and scanned files. This guide breaks down the six-step digital workflow that replaces that cycle, from building your custom form and collecting documents to setting approval statuses, pushing vendors to Procore, and automating annual renewals. No enterprise implementation required, no fees charged to your subs.
Not every trade needs the same insurance. This guide breaks down CGL, workers’ comp, auto, umbrella limits, and specialty coverages for 15+ construction trades — so GCs can set the right requirements without over-insuring low-risk subs or under-insuring high-risk ones.
Migration Guide Why General Contractors Are Switching from myCOI to Billy 7 min read · Construction Compliance · Updated Feb 2026 myCOI has been around for 15+ years. For a long time, it was the default choice for COI compliance. But over the past two years, we’ve seen a steady wave of GCs making the…
2026 Buyer’s Guide Billy vs. Jones vs. TrustLayer vs. myCOI:The Honest GC’s Guide to COI Tracking Software 9 min read · Construction Compliance · Updated Feb 2026 If you’re a General Contractor shopping for COI tracking software, you’ve probably already looked at Jones, TrustLayer, and myCOI. Most comparison content out there is written by those…
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Certificate holder isn’t the same as additional insured. Learn the difference, what to verify on a COI (including endorsements), and the GC workflow to prevent non-compliant subs from slipping through.
If you’re a general contractor using Procore, COI tracking usually breaks for one simple reason: Procore is where project management happens, but COIs often live somewhere else, email threads, shared drives, spreadsheets, or a separate compliance inbox. This guide shows general contractors how to track COIs in Procore with a simple workflow for intake, validation,…
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
