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Maintained by AEC Integrations

Billy Insurance Compliance

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About

Billy is a construction-focused certificate-of-insurance (COI) and vendor compliance platform — direct competitor to MyCOI, BCS, Asuretify, and Jones. Automates COI collection, OCR-based policy reading, real-time compliance verification, and renewal tracking for general contractors managing subcontractor compliance. Trusted by ENR top-20 GCs, home builders, and owners. Self-service and managed-service plans available; managed plan is staffed by CRIS-certified insurance professionals.

How teams use it

By audience

Legal & Risk Management
  • Risk managers automate the COI collection-and-verification cycle from subs and vendors with OCR-based extraction of policy numbers, limits, and endorsements.
  • Real-time compliance dashboard surfaces non-compliant vendors before they're allowed onsite; reduces blanket-deductible exposure.
  • Managed-service plan offloads day-to-day COI chase work to CRIS-certified insurance professionals.
General Contracting
  • GCs use Billy alongside Procore (or ACC) to ensure every sub onsite has verified, current insurance.
  • Procore integration auto-syncs project and vendor data — eliminates duplicate data entry.
  • Used by ENR top-20 GCs, home builders, and owners.
Owner/Developer
  • Owners use Billy to verify GC and trade compliance before mobilization, especially on commercial projects with strict insurance riders.
Procurement & Purchasing
  • Procurement teams use Billy during sub onboarding to require verified COI plus W9, business license, MSA, and certified payroll documents.

By phase

Pre-Construction
  • Sub buyout phase: every sub on the awarded list must clear Billy's compliance checks before they sign and mobilize.
Construction
  • Continuous through construction — policies expire, get reissued, and require re-verification across the project lifecycle.

Integrations (8)

Integrates with Details
AcumaticaDirection:BothNative
Autodesk Construction CloudDirection:OutboundNative
CMiCDirection:BothNative
DocusignDirection:OutboundNative
Procore Project ManagementDirection:Both
Sage 300 CREDirection:BothNative
Sage IntacctDirection:BothNative
Viewpoint VistaDirection:BothNative

Only partners listed on AECi appear here. If one is missing, suggest a correction.

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