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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Billy is a comprehensive solution for managing insurance and compliance effortlessly. It allows you to pre-qualify subcontractors and streamline the tracking of essential documents like Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. Integrating seamlessly with platforms such as Procore, Autodesk, Sage 300, and JD Edwards, Billy eliminates the need for duplicate data entry, reducing errors and saving time. With automated reminders for expiring documents, real-time compliance monitoring, and proactive alerts, the platform helps businesses stay on top of their compliance needs. Billy also offers advanced features like an insurance wallet and AI-driven solutions that connect contractors, brokers, and carriers, creating seamless workflows. Tailored for the construction industry, Billy simplifies complex processes, enabling teams to focus on winning projects and ensuring compliance efficiently.

Description

COI Pro stands out as a premier provider of software designed for tracking certificates of insurance, making the processes of collecting, verifying, and managing COIs more efficient. Companies of all sizes, from small startups to large enterprises, depend on COI Pro to effectively lower risks within their supply chains while minimizing the administrative workload associated with document oversight. The software enables streamlined insurance certificate tracking through innovative solutions, ensuring that users can quickly and easily manage their COI documents. In just 72 hours following an agreement, COI Pro guarantees the migration of all your documents, allowing for a seamless transition. For newly issued certificates, the platform provides straightforward upload features, complete with user-friendly templates tailored for convenience. Additionally, unique COI requirements can be configured and overseen at both the division and business unit levels, offering customized solutions for diverse organizational needs. By utilizing COI Pro, businesses can enhance their operational efficiency while ensuring compliance with insurance documentation requirements.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BIM 360 Yes 
CMiC Yes 
COINS Yes 
Docusign Yes 
JD Edwards EnterpriseOne Yes 
Procore Yes 
Sage 300 Yes 
Viewpoint Vista Yes 

Integrations

BIM 360 No 
CMiC No 
COINS No 
Docusign No 
JD Edwards EnterpriseOne No 
Procore No 
Sage 300 No 
Viewpoint Vista No 

Pricing Details

Annual Subscription
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Billy

Founded

2021

Country

United States

Website

billyforinsurance.com

Vendor Details

Company Name

COI Pro

Country

United States

Website

www.coipro.com

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) Yes 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance Yes 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control Yes 
Workflow / Process Automation Yes 

Product Features

Insurance Claims Management

CRM No 
Claims tracking No 
Customer portal No 
Document management No 
EDI data exchange integrations No 
Electronic claims No 
Fraud management No 
Reporting No 

Alternatives

Alternatives

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