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Billy Logo

Insurance tracking and compliance management software

Table of Contents

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Billy - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Billy overview

What is Billy?

Billy is the all-in-one software that allows businesses to easily organize, manage, and streamline insurance tracking and compliance management operations. The software helps accounting departments, risk managers, contract administrators, property managers, third-party administrators, and insurance brokers collect insurance certificates, send renewal requests, and enforce contract compliance. The automated certificate module captures insurance requirements, insurance certificates, and other documents using artificial intelligence (AI) and stores certificates, endorsements, and other documents in a centralized location.

Who uses Billy?

By industry, Billy reviewers are most commonly professionals in construction (94%). The most frequent use case for Billy cited by reviewers is compliance (58% of reviewers).

What are the most popular integrations for Billy?

The Billy integration most frequently cited by reviewers is Procore, a construction management product rated 4.7 out of 5 for its integration with Billy.

Starting price

Free

Alternatives

with better value for money

Billy’s user interface

Ease of use rating:

Billy reviews

Overall rating

4.7

/5

31

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.47/10
Rating distribution

5

4

3

2

1

23

8

0

0

0

Pros
“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.”
EK

Erin K.

Controller

“From day one it has been AMAZING! and I don't say that often. But this group is the best.”
TH

Tracy H.

Operations Manager

“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.”
MF

Michon F.

Office Manager

Cons
“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.”
SD

Stacey D.

Assistant Controller

“No system will be exact to everyone's specification, however, they always try to provide a work around if our request is not possible.”
SD

Stacey D.

Assistant Controller

“I don't there is anything I actually dislike about Billy.”
CO

Carolanne O.

Accounting Manager

Who uses Billy?

Based on 31 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Construction
Insurance
Real Estate

Use cases

Compliance
Insurance Policy
Construction Management
Risk Management
Contractor Management

Billy's key features

Most critical features, based on insights from Billy users:

Compliance tracking
Compliance management
Real-Time reporting
Access controls/permissions
Customizable templates
Version control

All Billy features

Features rating:

Real-Time data
Activity dashboard
Activity tracking
Archiving & retention
Multiple projects
Risk management
Reporting & statistics
Document management
Task management
Audit trail
Audit management
Real-Time monitoring
Real-Time notifications
Real-Time updates
Reputational risk management
Risk analysis
Risk reporting
Risk scoring
Subcontractor management
Third-Party integrations
Workflow management
Policy management
Operational risk management
Monitoring
Legal risk management
Email management
Dashboard
Contractor management
Contractor database
Contract/License management
Contact management
API
Alerts/Escalation
Accounting

Billy awards

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Billy pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Billy price and value

Value for money rating:

To see what individual users think of Billy's price and value, check out the review snippets below.

“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.”
EK

Erin K.

Controller

“From day one it has been AMAZING! and I don't say that often. But this group is the best.”
TH

Tracy H.

Operations Manager

Billy integrations (2)

Integrations rated by users

We looked at 31 user reviews to identify which products are mentioned as Billy integrations and how users feel about them.

Procore logo
Procore

Integration rating: 5.0 (6)

This allows our Site guys to see what they need for compliance in the field. Also, if compliance hasn't been met when the subcontractor gets on site, their office can update this and we can get them working near instantly.

We use Procore for all of our business needs during the construction phase of our projects and being able to integrate with Billy for insurance compliancy for our subs is very critical in our industry.

Billy makes the data transfer seamlessly from the platform to the project. Less data entry for me! :)

MN

Mark N.

Project Coordinator

1/3

Other top integrations

Billy support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
24/7 (Live rep)

Training options

Live Online
Webinars
Videos
In Person
Documentation

Billy FAQs

Q. What type of pricing plans does Billy offer?

Billy has the following pricing plans:
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. What are the benefits of using Billy?

• Reporting & statistics
• Activity dashboard
• Compliance management
• Certificate of insurance management
• Reporting/analytics
• Alerts/notifications
• Customizable reports
• Real-time reporting
• Real-time data
• Integrations
• Customer support
• Dedicated customer success manager


Q. Who are the typical users of Billy?

Billy has the following typical customers:
Large Enterprises, Mid Size Business, Public Administrations, Small Business


Q. What languages does Billy support?

Billy supports the following languages:
English


Q. Does Billy offer an API?

No, Billy does not have an API available.


Q. What other apps does Billy integrate with?

Billy integrates with the following applications:
Procore


Q. What level of support does Billy offer?

Billy offers the following support options:
Email/Help Desk, Phone Support, 24/7 (Live rep)

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