Billy

RATING:

4.7

(31)

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 Pricing

Please contact Billy directly for pricing details.

Free trial: 

Available

Free version: 

Not Available

Billy Product Specifications
Slide 1 of 3

Billy Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Billy

1 - 5 of 31 Reviews

Tracy

Construction, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Billy - THE All in One Compliance Platform

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!

PROS

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!

CONS

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.

Reason for choosing Billy

We found them at a tradeshow and the connection was immediate and strong. We liked the way this software performed, the enthusiasm of the staff and where they came from as well as where they are going with the software (i.e. more docs/checks being added) as well as integration with other software programs like Procore, etc.

Loryn

Construction, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

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.

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.

Reason 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

Alison

Construction, 201-500 employees

Used monthly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

1

FUNCTIONALITY

3

Reviewed May 2023

Alison

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

Stephanie

Construction, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2023

Outstanding Customer Service and Streamlined product

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

PROS

Makes our lives easier, easy to use and learn

CONS

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

Reason 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

Erin

Construction, 1,001-5,000 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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.

Reason 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