With Billy Insurance Compliance you can:

Save Time: Billy automates the collection and verification of compliance documents, centralizing your insurance needs in one easy-to-use platform.

Integrate Seamlessly with Procore: Effortlessly sync project and vendor data from Procore into Billy—no manual data entry required.

Stay Compliant: Ensure compliance with ease. Vendors can upload documents directly—no logins or endless follow-ups needed.

Integration Summary

Streamline your construction compliance with Billy, the one-stop shop for vendor pre-qualification, automated collection and verification of certificates of insurance (COIs), W9s, business licenses, warranties and more.

Connect Billy to your favorite ERP (Sage 300, CMiC, Viewpoint Vista, COINS, JD Edwards and more).

Simplify your processes, save time and money, and protect your business effortlessly.

Learn more: https://hubs.la/Q026k_fC0

How it works

Billy sets a new standard for construction compliance solutions. Ensure vendors have the correct documents, including:

+ Vendor Prequalification
+ Generate and sign Master Service Agreements (MSAs)
+ Certificates of Insurance (COIs)
+ Insurance Declaration Pages
+ Business Licenses
+ W9 Tax Forms
+ Warranties
+ Certified Payroll

Easily import project and vendor data to fit your workflows via Directory, Commitments, Purchase Orders, or both.

Integration Requirements

Billy Subscription
Procore Subscription

Required Procore Tools

Directory
Portfolio (Projects)

Helpful Links

About Billy

Billy is redefining what you should expect from a construction compliance solution. Verify that subcontractors have the right compliance documents so you can mitigate risk in one place.

Built For Builders by Builders

We understand the unique challenges and needs of the construction industry. That's why we've designed our all-in-one compliance platform specifically for builders, with input and guidance from experienced professionals in construction offices worldwide.