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Enterprise Layer Intelligence
Categories/General Productivity Software/Billy - we ❤️ compliance!
Billy - we ❤️ compliance!

Billy - we ❤️ compliance!

Founded 2019

Collect and track certificates of insurance and subcontractor compliance documents for construction projects

You can use Billy to manage subcontractor insurance compliance across your construction projects. It lets you collect certificates of insurance, verify policy endorsements, and track tax forms and business licenses without manual document reviews. The system automatically reaches out to subcontractors and their insurance brokers when documents are missing or expired. You can view vendor compliance status directly inside construction management tools like Procore, block payments to non-compliant vendors, and keep tracking required coverage long after project completion to protect against latent defect liabilities.

What Billy - we ❤️ compliance! does

Request certificates of insurance directly from trade partnersFlag coverage deficiencies against project contract requirementsSend automated renewal reminders to insurance brokersBlock payments to subcontractors with expired policiesStore and verify vendor tax documents and business licensesExport compliance audit reports for risk reviewsAutomated collection of certificates of insurance, W-9s, and licensesDirect integration with Procore displaying compliance status in side panelsAutomated email notifications and follow-up reminders to vendors and brokersVerification of endorsements against custom project specificationsPost-project warranty tracking to maintain coverage across statutory liability windowsPayment hold integrations to stop payments to non-compliant subcontractors

Frequently asked

ProcoreProcoreDocuSignDocuSignMicrosoft Entra IDMicrosoft Entra ID

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Billy, certificate of insurance, COI tracking, construction compliance, subcontractor insurance, vendor compliance, endorsement review, Procore integration, warranty tracking, construction risk management, W9 verification, insurance compliance, general contractors, certificate verification, automated reminders