Micheal was very helpful and answered all my questions and even sent me attachments to print so I could upload

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Our team found Kelsey's training and follow-up resources to be extremely helpful. We appreciated how she took the time to slow down, dive into our questions and issues, and made sure all loose ends we... ãã£ãšèŠã
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They are always there to answer any question that I might have, keeping me informed on updates that are available.
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My experience with Billy has been excellent! I have worked with Kelsey and Layna and they have always gone above and beyond to make sure I understand issues or topics we discuss. They are very respo... ãã£ãšèŠã
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Billy ã«ã€ããŠ
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A one-stop shop for all your construction compliance needs, including automated collection and verification of certificates of insurance, W9s, business licenses, etc.
For construction companies in search of a seamless and cost-effective solution to streamline their certificate of insurance management process, our integrated system not only offers automated renewal requests and compliance verification but also integrates seamlessly with Procore.
Maximize the benefits of Billyâs Certificate Management Team, a dedicated group of qualified insurance professionals. Rely on their expertise to handle your COI processing, ensuring comprehensive compliance tracking. By entrusting your COI processing to our experienced insurance industry professionals, you can rest assured that all COI requirements will be thoroughly verified. Our Certificate Management Team acts as an extended compliance team, ensuring your protection remains intact.
With our vigilant insurance professionals carefully reviewing certificates and endorsements, no compliance issues will slip through the cracks. They diligently confirm adherence to critical requirements such as primary and non-contributory, waiver of subrogation, and additional insured on completed operations, among others.
Request Certificates Of Insurance
Request, verify and track certificates of insurance across all your projects in one place. Billy automatically reads the COI to eliminate data entry for policy numbers and expiration dates
Endorsements & Exceptions
Easily customize and request common endorsements for each project to collect waivers of subrogation, additional insureds to protect your company and customers from insurance risk.
Automated Email Alerts & Reminders
Send subcontractors and their insurance agents automated requests for missing certificates and upcoming renewal expirations, eliminating the need for you to manually monitor compliance.
Frictionless Subcontractor Experience
Reduce friction with no logins required for your and their brokers. Anyone can easily upload a certificate to your secure custom branded link.
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PO BOX 170329, 11217, Brooklyn, ç±³åœ
- hello@billyforinsurance.com
- billyforinsurance.com
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Micheal was very helpful and answeredâŠ
Micheal was very helpful and answered all my questions and even sent me attachments to print so I could upload
Extremely responsive and always happyâŠ
Extremely responsive and always happy to help. Kelsey is AMAZING!!!
Efficient and Thorough
Excellent and efficient help at the click of a button!
Kelsey is the best!

Billy ããã®åç
Solid Product, Superstar Team
Wow where to start. You might think for such an agile, small team that Billy.com might be a little lacking on the CRM side of things but that couldn't be further from the truth. Ever since my company took them on as our insurance vendor a few months back, their team has been incredible to work with and couldn't be more responsive. The AI product works really well scrubbing the relevant data from insurance documentation, and the User Interface is very intuitive and simple, so everyone from your computer whizz kids to the folks who maybe didn't grow up using computers can both navigate the system with ease. From the kickoff meeting and brief user training portion, to the everyday problem solving in real time, you would think this company has been doing this for 50 years. Layna and Kelsey are so wonderful to work with, and are seemingly always available when a question or issue arises, that I've wondered if they work 24 hours a day. If they don't get right back to you via the handy instant message feature or by email, they respond super quickly. With a solid product, and a stellar team, you can't go wrong choosing to work with Billy.com.

Billy ããã®åç
Billy is totally worth it!!
Layna and Brittany have been outstanding from the very beginning! They've been incredibly responsive, addressing all of our questions and making the transition from MYCOI to Billy smooth and effortless. We chose to move to Billy because, while we had great experiences with MYCOI over the years, we noticed some areas where things were slipping through the cracks. With Billy, weâve found a team thatâs quick to respond and resolve any challenges we face. Additionally, they are very open to feedback and actively share suggestions for system improvements with the team.

Billy ããã®åç
Wow she is Amazing the only person thatâŠ
Wow she is Amazing the only person that was clear in everything we need was her thank you for everything.

Billy ããã®åç
Billy Team is Awesome!
Kelsey was quick to respond and help to resolve an issue with a Subs COI. Kelsey and Layna have always been on top of it and I appreciate both of them tremendously!

Billy ããã®åç
Streamlining COI Tracking
The implementation of Billy for COI tracking has transformed our process, making it proactive rather than reactive. Previously, managing COIs was time-consuming and prone to delays, often leading to lapses in coverage. With Billy, automated reminders and a centralized dashboard allow us to address compliance issues before they arise, ensuring continuous coverage.
Billyâs excellent customer service has been a major benefit, providing quick and knowledgeable support during setup and daily use. This has streamlined our workflow, protected our interests, and ultimately saved time and resources.

Billy ããã®åç
Some how I ended up doubling myâŠ
Some how I ended up doubling my projects. Went on to chat and it was easily & quickly corrected! Thank You!

Billy ããã®åç
Billy Training
Our team found Kelsey's training and follow-up resources to be extremely helpful. We appreciated how she took the time to slow down, dive into our questions and issues, and made sure all loose ends were addressed. Her knowledge was impressive, and she always had an answer for any issue we raisedâeven if it meant connecting us with someone else who could help. Her enthusiasm for getting things right, particularly when clarifying the differences between Executed and Approved, really stood out to us. As a team, we're excited about the new features Billy will bring.

Billy ããã®åç
I deal with Layna & Kelsey with BillyâŠ
I deal with Layna & Kelsey with Billy for a lot of our clients. I have found them both to be very prompt and helpful in their replies. They make things so much easier for me in my busy day. Thank you both!

Billy ããã®åç
Great product and wonderful customer service
Billy has been a wonderful tool for processing insurance certificates quickly and efficiently and their in app chat feature has been extremely useful.
So far I've used the in app chat feature twice to help me figure something out and Layna and Kelsey were very quick to answer my questions and help guide me through step by step.

Billy ããã®åç
Billy is great for construction projectâŠ
Billy is great for construction project compliance. The billy team is always so helpful and knowledgeable offering recommendations to help its users get the most out of the website's tools and reports. I would highly recommend to those seeking to streamline tracking and managing project compliance.

Billy ããã®åç
Strategy Session with Brittany from Billy
We had a great strategic call today with Brittany Page, VP Partner Success with Billy. We have been using the solution for about a year and a half and have been impressed with the efficiencies its provided our team already. Just as important to us is the ongoing training, education and enhancements we have seen. Our call today was more strategic and how we could help each other improve and be more collaborative. We walked away with some potential solutions and follow up items to work on both sides.
This collaboration is vital when choosing a solutions provider. Billy has been great to work with and Brittany has continued to provide front line support for us. We look forward to the continued partnership.

Billy ããã®åç
Layna at Billy responded in what seemedâŠ
Layna at Billy responded in what seemed like seconds to our original request, and then we quickly worked through multiple issues, and resolved the whole matter quickly. Layna was fantastic to work with, and so responsive !! A pleasant relief from the struggles we sometimes have with other vendors. Great work, Layna !!!

Billy ããã®åç
Billy is committed to our success in Compliance.
Billy has made it their intention from day one to meet or exceed he expectations on the construction industry compliance, and insurance challenges. @KelseyVanSleen is our company's Partner Success and Implementation Specialist, and her attention to detail and determination to support successful use of the Billy program is exceptional! Our company does not just accept ACORD documents that illustrate insurance coverages, our requirements include endorsements, project-specific forms, enrollment verification to third-party (OCIP) policies, prequalification of vendors to satisfy subguard policies, etc. And Billy has provided us with a suite of tools to accomplish this, and a fantastic team to support our success in their program. Thank you, from DAVIS/REED Construction, Inc.

Billy ããã®åç
Thank you Layna for all you do!
I consistently have outstanding experiences with Layna! She always goes above and beyond to address my concerns or questions promptly and professionally. Her dedication to ensuring a smooth and pleasant experience truly sets her and Billy apart! Thank you Layna for all you do!

Billy ããã®åç
My experience with Billy has beenâŠ
My experience with Billy has been excellent! I have worked with Kelsey and Layna and they have always gone above and beyond to make sure I understand issues or topics we discuss. They are very responsive and they follow up to make sure everything is going well. They are friendly and always happy to help. I'd highly recommend this system and company for your insurance tracking needs. Make life so much easier!

Billy ããã®åç
Commitment to Excellence in Product and Service
What makes Billy great is their commitment to excellence in all they do!! Their service team is top notch, always accessible through their help chats and always striving to work to make compliance easier for their clients. Thanks Billy, for being a part of our team!

Billy ããã®åç
Awesome group of people to work with
Awesome group of people to work with. Always very helpful, patient and FAST to respond! Couldn't be happier with the service and team.

Billy ããã®åç
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