If you collect a certificate of insurance (COI) from every subcontractor, vendor, or tenant you work with, you already know the pain: chasing brokers by email, checking expirations in a spreadsheet, and hoping nobody walks on site with a lapsed policy. COI tracking software fixes that by automating collection, review, and renewal tracking in one…
Prior Work Exclusions: Why a Clean Sub COI Can Still Leave You Uncovered By the Billy Team · Updated October 30, 2026 · 9 min read Your waterproofing sub’s certificate checked every box at closeout: $1M per occurrence, $2M aggregate, additional insured for ongoing and completed operations, waiver of subrogation. Three years later, water is…
Procore · Compliance · Prequalification How General Contractors Streamline Subcontractor Compliance and Prequalification in Procore By Nyasha Gutsa, Co-founder, BillyUpdated September 28, 202611 minute read Quick answer How can GCs streamline subcontractor compliance in Procore? Use Procore as the system of record for projects, vendors and commitments, and connect it to a specialized compliance and…
Platform comparison · Subcontractor compliance By Nyasha Gutsa, Co-founder, Billy Updated September 2026 8 minute read Quick answer Trimble ProjectSight and Procore both give general contractors a vendor directory, a contract record per subcontractor and a place to attach documents. Procore adds native insurance fields and a paid prequalification module; ProjectSight is leaner on compliance…
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…
A box-by-box guide to the ACORD 25 for general contractors, with a review checklist, common mistakes and fraud red flags.
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…
CG 20 10 Equivalents: Which Additional Insured Endorsements Actually Count? | Billy Construction Insurance Compliance CG 20 10 Equivalents: Which Additional Insured Endorsements Actually Count? When a general contractor asks a sub to name them as an additional insured, the CG 20 10 10 01 is the form everyone references. Here’s what it does, which…
Primary and non-contributory language determines which insurance pays first — and most GCs accept COIs without confirming PNC is in the policy. Here’s what it means and how to verify 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…
5 Best TrustLayer Alternatives for Construction in 2026 | Billy Home › Resources › TrustLayer Alternatives 🎯 Honest Comparison 5 Best TrustLayer Alternatives for Construction Compliance in 2026 If you’ve outgrown TrustLayer or you’re evaluating options before committing, here are the top alternatives — with honest guidance on who each one is actually built for….
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 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…
Earlier this year, Vertikal RMS published a “Best COI Tracking Software 2026” list on their own website — and ranked their own product, CertFocus, at #1. They gave themselves glowing praise, labeled competitors’ strengths as weaknesses, and tucked Billy in at #5 with a handful of carefully worded cons. We’re not upset about it. We’re…
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.
Wrap-up insurance projects (OCIP/CCIP) create the most complex COI workflows in construction. This guide shows GCs how to track enrolled vs. non-enrolled sub compliance, handle insurance credits, and avoid the coverage gaps that surface during audits.
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,…
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.
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.
Construction projects are inherently complex, involving multiple stakeholders such as contractors, subcontractors, suppliers, and property owners. Each project carries unique risks, including financial, legal, environmental, and safety concerns. Without proper risk management strategies in place, businesses may face costly claims, project delays, or even legal disputes. Managing Risk in Construction Projects One of the most…
