From day one it has been AMAZING! and I don't say that often. But this group is the best. Brittany deserves a shout out as she is a superstar!

All in One and growing with the types of docs they are managing. Integration - They are working on integrating with different software Growing - This is a company that is continuing to grow. Constant upgrades Customer Service - Best I get from any company I deal with period!!!!!! Ease - Super easy to implement, use, monitor!

It is really hard for me to find something negative. It has been one of my favorite software experiences (and I have had oh so many). I would like to see more docs/checks go on the platform faster. i.e. check for valid contractors license, current bond, etc.

We love this platform for insurance tracking. We struggled for a while with finding one that would be a right fit, so far all of our vendors/consultants haven't had any trouble accessing the platform and loading documents.

You don't need a log in/ user to upload insurance, it's synced with our construction platform (Procore) and the compliance team is quick to respond and are very helpful.

The transfer of documents from our previous platform was a bumpy road, sometimes it feels like documents are reviewed too fast and errors are made.

Easy to review insurance certificates and info is autofilled

If a trade partner is not needed, no easy way to just delete them. I do not like that we do not get notifications when certs are uploaded on our projects

Streamlined our process and saved us time and money. Excellent customer service.

Makes our lives easier, easy to use and learn

None, they have a great product and good customer service.

We use the software to replace our original method of keeping up with my vendors by spreadsheet and ring binders. I can keep all of my vendors applications, W9s, insurance certificates in one software. It tells us who is compliant, who is not, and it automates sending out expirations and renewals of the documents in the platform.

We are very pleased with our overall experience with the team at Billy. Their customer service is outstanding and very responsive. They develop features very quickly and they solve real problems that save us lots of headaches, time and make us that much more efficient.

Not much, just minor things that could make life better such as export capabilities into other platforms.

Their professionalism and creating a program that makes my work duties so much easier has been a real lifesaver the past few weeks that we have been using it.

Once the integration took place from our old tracking system to Billy, it runs so smoothly and is so easy to use!

The only feature we would like to see integrated into the program is a way to sort the project # column.

So far it has been WAY beyond our expectations. The amount of hours spent by our admin staff on insurance compliance and chasing has been cut by more than 1/2.

Their team! I cannot say enough about their customer service and live chat. The way they work with us to make sure we are as efficient as possible is amazing. They continually go above and beyond. Billy immediately updates compliance and allows us to manually upload and override any issues. We have shaved off days and hours of wait time for both our company and our subcontractors wait time to get paid.

I would like to options to "sort" columns and rows to view our home pages/dashboards to the view that we would like to see. For example, we would like to move our project # to be the first column vs the project name. Or we would like to be able to put the project # in ascending order if we want. This is minor in comparison to what Billy has done for us so it is something we are willing to get used to.

We were struggling with the volumne of emails regarding insurance. There was no easy way to track which subs needed insurance and which endorsements were missing. Billy has provided an amazing application which allows us to save the compliance documents, follow up easily when something is non-compliant and it systematically prompts the vendor to submit renewal documents. It has reduced our emails significantly and allows our entire team to see the vendor status in real-time.

The Team at Billy are the Best of the Best! The Application is simple to use and has made a major POSITIVE impact on our workflow. It has reduced the number emails regarding insurance by at least 90%. This has allowed our team to focus on value added processes. Due to the volume we were always reactive when it came to getting the documents. Billy has allowed us to be Proactive and work wtih our subcontractors in a timely and efficient way.

I have asked for the World from the Billy team and they have delivered! No system will be exact to everyone's specification, however, they always try to provide a work around if our request is not possible.

easy friendly system.. quick turnaround!

kind of repetitive initially- we repeat ourselves often with what subs do and don't need tracking.

My experience with Billy has been awesome. There is so much value in this product, especially in the construction industry, we are constantly looking for ways to be more efficient and productive with our time.Billy has helped us with that.

What I like about Billy the most is that it gives me a place where I can store vendors paperwork. The software is easy to navigate and helps promote organization in my office.

There is not much that I do not like, but there are some glitches every now and then. Nothing major.

Billy allows us to centralize all vendor insurance certificates in one place, which streamlines our entire insurance tracking process.

Our team of 5 project accountants uses Billy to track sub-contractor and owner direct insurance compliance across approximately 60 projects. We love that Billy is user friendly, summarizes compliance status across all projects, and saves us significant time as compared to our previous system of manually tracking insurance compliance in excel spreadsheets.

Some additional report options may be a useful feature.

I have been using Billly for insurance for over six months and I have had a great experience with using the program and collaborating with their team. Billy has asked for our feedback and implemented many changes based on our suggestions. [sensitive content hidden] has also given quick responses anytime there was a bug or question and helped to resolve it.

I found that the most useful aspect of Billy is that the information from the documents is automatically transferred over to the side navigation bar. It makes reviewing insurance faster and limits the scope of error from typing manually. Another impactful aspect is the availability to export the information to an excel document. This makes a major impact on my process when I need to transfer large amounts of data weekly into our accounting system.

One aspect of Billy that could be improved is the addition of customizable review options for specific vendors. We have certain acceptations for Umbrella coverage and based on the state the vendor is located and could really benefit from Billy automatically picking up on these details.

[sensitive content hidden] has helped our company streamline a process on reviewing Certificates of Insurance. Vendors are able to upload their COI with one easy click while we are able to request revisions and ensure each Vendor is in compliance.

The user friendly software allows Vendor's to easily upload their Certificate of Insurance and for our company to quickly review COI's based on compliance.

All features are great! No complaints! [sensitive content hidden] helps understand your processes and suggests new ways to ensure Vendor's are in compliance.

Billy is easy to use, on the user end as well as the subcontractor end. The links provided in the email are easy to use, and once the subs were used to using the platform, they appreciated how easy it was to use.

The only item I struggle with (and I know the team is working on a solution) is that I'm not able to see the emails that the platform sends on our behalf. However, if I have a particular question, all I need to do is contact our customer success rep and she is able to give me the information I'm looking for immediately.

The platform has streamlined our process tremendously allowing us to review thousands of certificates a week and improve our process allowing us to efficiently work on getting vendors compliant as well as serve as a central hub for document control and reference.

The customer service and user-friendly product.

There are no cons to this product. The customer support team works closely with us to identify these needs and identify best workflow and enhancements as needed.

It has been an excellent experience and look forward to working with them for years to come!

I think the customer service is fantastic. [sensitive content hidden] has been with us since day one. She is very knowledgeable, patient and very easy to communicate with. If she doesn't have an answer immediately, she will get one ! The software is user friendly and Billy is adding different features that we can grow with to accomplish our goals for COI's and other vendor documents.

I don't there is anything I actually dislike about Billy. They have promised and come through with new features that are really helpful and continue to do so. We made the right choice.

Compliance is a huge deal for our company usage for payment purposes and overall making sure we have the necessary insurance on file

Billy listens to our needs and makes sure they are able to design the software to see fit and they always try to make things easier for us.

I do not have complaints about billy product at this time.

The customer support is outstanding. Turn around time on questions is very quick. Communication is key.

It would be nice to be able to have more than 1 contact for a subcontractor.

Billy is easy to use and continually gets better as they improve systems

Billy is confusing to vendors to check and see what is needed. There is a lot of repitition

Billy has made it easier and quicker to track our COIs.

The ease of review COIs and that the program updates into our Procore Program.

At this time I don't have any issues until I use more.

Billy has made the COI reviewing process quick & easy.

Everything is great, I don't think anything needs to be improved yet.

All is good

Works with Procore makes it easy to work with

No answer at this time for I like the softeware

I have had an excellent experience with Billy to date.

No longer have to email COI requests. One repository for all COIs. Sleek, functional, easy to use. Customer support is out of this world fantastic and responsive.

I wish there was a way to require the additional insured documents and COIs are all saved as 1 PDF.

Overall positive though very limited. If we see a need, we may continue to expand our use of its provided services.

My use is for simple insurance compliance. The program meets out need however limited.

I wish there was a project summary report or automated reminders. That would make my job easier.

The product is very intuitive and the staff is super helpful.

Being able to track and request other start-up/closeout documentation would be nice. I know this is already in the works.