Billy: Pricing, Free Demo & Features

Last Updated Jul 30, 2026

Overview

Billy helps simplify construction compliance through automated certificate of insurance (COI) collection, W9 forms, document verification, and business licenses in construction management settings. While reporting options may be slightly limited for more detailed analysis, it centralizes vendor compliance, controls costs, and improves insurance compliance management.

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Starting Price

Custom

Product Snapshot

Billy Specifications

Compliance Management
Document Management
Workflow Automation
Reporting and Analytics
Policy Management
Claims Management
Underwriting Management
Quote Management
Premium Billing Management
Agent Management

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What Is Billy?

Billy is a cloud-based construction compliance software that provides an integrated environment for managing vendor-related insurance and compliance records. It specifically caters to users in the construction industry with assistance from experienced construction professionals. Billy handles common compliance management issues, including automating renewal alerts, identifying compliant vendors, and syncing compliance data with Procore.

The platform leverages document oversight and compliance tracking within a single system to replace disconnected paperwork. Billy helps professionals communicate and collaborate with compliance activities more effectively.

What Is Billy Best for?

Billy is best known for its subcontractor prequalification tool, which verifies compliance and insurance details before work begins. It is built for construction companies that handle multiple subcontractor and vendor relationships across ongoing projects. By embedding customizable prequalification forms into company websites and automating the process of document collection and review, it helps reduce administrative effort and keep vendor records organized. Billy is well-suited for organizations that need to standardize their requirements and reduce risks in managing subcontractor compliance at scale.

How Much Does Billy Cost?

Billy cost is estimated to fall between $200 and $800/organization/month. This range is intended for general budgeting purposes only, as actual pricing may vary based on the number of projects, vendors, document volume, required integrations, custom workflows, and implementation scope. In addition to the base subscription costs, organizations should account for the following expenses:

Managed Services Plan Premium: Estimated at $300–$800+/month above self-service, based on compliance volume and level of specialist involvement required
AI Review Assistant Add-on: Approximately $50–$200/month, depending on document volume and whether it is bundled within the selected plan tier
Subcontractor Prequalification Tool: Ranges between $100–$400/month, based on the number of vendors being pre-qualified and workflow complexity
Additional User Seats: Estimated at $10–$50/user/month, depending on the number of team members requiring platform access beyond the base seat allowance

A free trial is also available. For accurate pricing based on your organization’s needs, it’s recommended to request a custom Billy pricing estimate.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Billy Integrations

Billy supports integration with a variety of third-party applications, including:

How Does Billy Work?

Follow the steps below to understand how Billy typically works:

Log in and connect with supported construction platforms, including Procore
Configure project-specific insurance and compliance document requirements
Request certificates and compliance documents from vendors and brokers
Upload documents through secure links without requiring login credentials
Review submitted documents and monitor vendor compliance statuses
Automate reminder emails for missing and expiring insurance documents
Collaborate using shared documents, tasks, and real-time communication

You can also schedule a free Billy demo to explore its full functionality.

Who Is Billy For?

The platform caters to general contractors, project managers, compliance and risk teams, and subcontractors across various industries and sectors, including:

Construction
Insurance
Technology

Billy Use Cases

Based on our analysis of Billy's capabilities and user feedback, we have identified key scenarios where this software is a good fit for organizations:

General Contractors Managing Hundreds of Active Subcontractors

General contractors working on diverse projects often struggle to keep insurance activities aligned with large subcontractor networks. Billy facilitates organizations that require close compliance monitoring without relying on extensive paperwork. Its structured compliance processes keep projects moving while reducing delays caused by expired or missing certificates.

Construction Teams Transitioning Away from Spreadsheet-Based Compliance

Many construction companies continue managing certificates, endorsements, and compliance records through spreadsheets, shared folders, and email chains. Billy is suitable for organizations looking to replace these manual processes with a centralized workflow that provides visibility into active projects. Users mention that Billy makes insurance tracking less time-consuming than managing Excel spreadsheets.

Insurance Brokers Supporting Construction Clients Beyond Policy Renewals

Insurance brokers catering to construction clients often must remain in touch after policies are issued, specifically when contractual risk transfer and certificate management advance through a project. Billy fits agencies that want to help clients manage certificates, endorsements, and compliance activities beyond annual renewals. The platform also supports brokers looking to offer compliance services along with their insurance work.

Manufacturers Qualifying Vendors Before Supply Chain Onboarding

Manufacturers working with suppliers, distributors, and contract manufacturers often require insurance verification and compliance documentation before vendors are added to the supply chain. Billy assists insurers in establishing a comprehensive qualification process that continues even after onboarding. The software supports measurable improvements in manufacturers' compliance standards within days.

Is Billy Right For You?

If you're managing construction compliance across multiple teams or projects, Billy offers role-based access, AI-powered document review, and secure workflows. It allows organizations to assign customizable roles and permissions, helping team members protect sensitive compliance data.

Billy is trusted by ENR's Top 20 General Contractors, including Alair, Nexus Solutions, and Menemsha, to manage construction compliance needs. Overall, it is a practical solution for organizations seeking a structured approach to tracking, managing, and documenting all stages of the contract compliance process.

Still not sure if Billy software is right for you? Connect with us at (661) 384-7070 for personalized guidance.

Billy Features

Request Certificates Of Insurance

Billy unifies certificate of insurance requests, verification, and tracking across different projects in a single platform. By automatically extracting policy numbers and expiration dates from uploaded certificates, manual data entries are considerably reduced for compliance teams.

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Endorsements And Waivers Of Subrogation

The software offers customizable endorsement requests, including waivers of subrogation and additional insured needs for individual projects. With flexible document collection, insurance requirements stay organized and aligned with project-based compliance throughout.

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Automated Email Alerts And Reminders

The platform automates email notifications for missing certificates and upcoming policy renewals for subcontractors and insurance agents. It automatically sends scheduled reminders and continues compliance activities without constant monitoring of administrative efforts.

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Frictionless Subcontractor Experience

Billy streamlines certificate submission through secure branded upload links without requiring any login credentials. With direct document uploads, subcontractors and their insurance brokers can submit compliance information via a simple, accessible process.

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Pros And Cons of Billy

A quick look at Billy's strengths and weaknesses to
help you decide if it's the right fit

Pros

Saves time managing insurance documents
Smooth implementation and onboarding experience
No vendor login required for document submission
Easy to review insurance certificates
Offers customizable user permission levels

Cons

COI reviews remain time-consuming
Needs broader document management capabilities
Limited visibility into automated email history

Billy Reviews

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What level of support does Billy offer?

Billy offers support through email, online contact form, blog, tutorials, and FAQs.

Does Billy have a mobile app?

No, Billy does not offer a dedicated mobile application.

Who are the typical users of Billy software?

Billy features are used by general contractors, project managers, compliance and risk teams, and subcontractors working across the construction, insurance, and technology sectors.

What other apps does Billy integrate with?

Billy offers integration with a range of third-party applications, including Procore, Autodesk Construction Cloud, DocuSign, Sage Intacct, JD Edwards EnterpriseOne, Viewpoint Vista, and Acumatica Cloud ERP.

What types of pricing plans does Billy offer?

Pricing for Billy is estimated at $200 and $800/organization/month. Request a detailed Billy price breakdown for your organization today.

Does Billy offer an API?

Yes, Billy offers an API.

What language does Billy support?

Billy primarily supports the English language.