Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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