Billy 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Billy

4.7

(31)

Pricing

Pricing available upon request

About Billy

Billy is a risk management solution that helps reduce friction between businesses. You can automate the verification of insurance, licenses and compliance documents of your vendors, suppliers and tenants in minutes.

Billy helps companies centralize compliance documents such as certificates of insurance, licenses, vaccines, training records, W9, vendor applications and tenant applications in one location.

Billy works with all-sized businesses across the globe to build out a digital platform that transforms risk into opportunity.

Billy Screenshots

Billy Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Billy Features

Popular features found in Compliance
Access Controls/Permissions
Archiving & Retention
Audit Trail
Corrective and Preventive Actions (CAPA)
Document Management
Incident Management
Monitoring
Regulatory Reporting
Risk Management
Training Management
Version Control
More features of Billy
Accounting
Activity Dashboard
Activity Tracking
Alerts/Escalation
API
Audit Management
Compliance Management
Compliance Tracking
Contact Management
Contract/License Management
Contractor Database
Contractor Management
Customizable Templates
Dashboard
Email Management
Legal Risk Management
Multiple Projects
Operational Risk Management
Policy Management
Real-Time Data
Real-Time Monitoring
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Reporting & Statistics
Reputational Risk Management
Risk Analysis
Risk Reporting
Risk Scoring
Subcontractor Management
Task Management
Third-Party Integrations
Workflow Management

Billy Integrations

Procore

Integration rated 4.7 from 10 reviews

Billy User Reviews

Overall Rating

4.7

Ratings Breakdown

74%

26%

Secondary Ratings

Ease of Use

4.7

Value for money

4.7

Customer support

4.9

Functionality

4.6

Brenda S.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2025

Ease of COI Review

Very easy to use and navigate the program

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of reviewing COIs, responding to contractors if certificate is rejected.

Cons:

Nothing about billy - just the tedious task of review COIs.

Reasons for switching to Billy

To streamline the process of tracking COIs.

Erin K.

Verified reviewer

Construction

1001-5000 employees

Used weekly for less than 12 months

Review source

Reviewed October 2021

Billy saves you time and money

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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

Reasons for choosing Billy

We love that the team are domain experts. They all have worked in construction and have done the job that they are automating. Their customer support team deserves an award. You can email them and 5 mins later they are calling you to help you solve the problem.

Vendor Response

Thank you for the review Erin! We pride ourselves on not only being a construction specific solution, but in the fact that our entire team has construction industry experience. Love to hear the feedback!

Replied June 2023

Alison W.

Verified reviewer

Construction

201-500 employees

Used monthly for less than 12 months

Review source

Reviewed May 2023

Alison

Ratings Breakdown

Ease of use

Functionality

Pros:

Easy to review insurance certificates and info is autofilled

Cons:

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

Vendor Response

Thank you for the review Alison! We spoke already offline, but wish there was a way for reviewers to mark N/A on items instead of leaving a 0/5 rating. We are thankful that you are happy with the solution despite what the review reflects here. Users have the ability to mark vendors inactive and they can always be deleted by our team if requested. As we discussed as well, your notifications were suppressed per your request but they can be turned on at any point. If a quick meeting together to go over these functions would be helpful, please reply to this response or email support@billyforinsurance.com and we will get time on the books!  

Replied June 2023

Loryn W.

Verified reviewer

Construction

51-200 employees

Used daily for less than 6 months

Review source

Reviewed May 2023

Allen Harrison

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing Billy

[sensitive content hidden] offered more costumer support, better turn around and was willing to help us pull over all of our data from MYCOI.

Reasons for switching to Billy

Review turn around, inconsistent reviews, vendor/consultant difficulty understanding the feedback.

Vendor Response

Thank you for the review Loryn! It has been a pleasure working with you and your team. We appreciate your willingness to provide feedback. We would love to set up time to discuss any errors you feel are happening on our end and address that quickly to remedy these feelings. Please reply to this response or email support@billyforinsurance.com and we will get time on the books!  

Replied June 2023

Stephanie P.

Verified reviewer

Construction

501-1000 employees

Used daily for less than 2 years

Reviewed June 2023

Outstanding Customer Service and Streamlined product

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Makes our lives easier, easy to use and learn

Cons:

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

Reasons for choosing Billy

Responsive, personable team. They know construction and insurance. Care for their customers and easy to use product.

Vendor Response

Thank you for leaving a review Stephanie! We love working with you and your team and look forward to many more successful years together.

Replied June 2023

Trinaty E.

Verified reviewer

Construction

51-200 employees

Used daily for less than 6 months

Reviewed May 2023

Managing Insurance Compliancy Simplified

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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

Reasons for switching to Billy

Needed software that was easier to use and was geared more towards our industry.

Vendor Response

Hi Trinaty - Thank you for taking the time to leave a review. You will be happy to know we took your feedback on sorting the Project columns to our team after our last discussion and it has been prioritized for work as a new feature. We will be in touch as soon as this functionality is released!

Replied May 2023

Sheryl M.

Verified reviewer

Construction

51-200 employees

Used daily for less than 6 months

Reviewed May 2023

Billy is the best decision we have made regarding insurance tracking.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing Billy

Their presentation to us was amazing. Their staff, their story, the fact that Billy is immediately integrated to Procore. They have actual insurance personnel reviewing our certs. The control we have over our own subs accounts to be able to upload for them and override any issues. We can leave notes, etc.

Reasons for switching to Billy

The customer service declined drastically once our original concierge team left. myCOI was very restrictive in what we (the client) could do with our own files. Reviews were supposed to take 72 business hours (which was a long time) but some were 2-4 weeks. We could not upload our own certs, we could not override issues. There are several other issues, but these were the main ones.

Vendor Response

What an incredible review Sheryl! We appreciate the thoroughness and kind words. It's partners like you that make Billy what it is. We understand it can be scary switching software solutions and love to hear that it has been such a positive experience for you and your team. The feedback you have provided was heard and we're happy to report that you can sort columns and rows on your home page with Project filters. Project numbers now show in the first column and are sorted accordingly! It's been a pleasure working with you and your team and we look forward to many years of continued success together.

Replied June 2023

Stacey D.

Verified reviewer

Construction

51-200 employees

Used daily for less than 2 years

Review source

Reviewed May 2023

Billy Makes Vendor Compliance Possible

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Reasons for choosing Billy

Billy offered the most user friendly application from both the Subcontractor and General Contractor perspective. There are no logins required for the Subcontractors. It is a flexible platform and the Billy Team are committed to the users success.

Eileen M.

Verified reviewer

Construction

51-200 employees

Used daily for less than 12 months

Review source

Reviewed May 2023

Billy review

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

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.

Cons:

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.

Vendor Response

Thank you for the review Eileen! It has been such a pleasure getting to know you and your team to better understand how our software is truly solving some of the pain points that happen in the construction industry. We're working on a robust reporting suite in the software this year that includes visibility into the automated emails flowing from Billy. Keep the feedback coming, we love it!

Replied June 2023

Jennifer S.

Verified reviewer

Construction

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed June 2023

Great software!

[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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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

Reasons for choosing Billy

The pricing and how easy it was to navigate from each COI.

Vendor Response

Thank you for the review Jennifer! It's wonderful to hear that Billy has helped streamline your processes on reviewing COI's. We appreciate the feedback and will always take it back to the team to discuss and implement into the software.

Replied June 2023

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