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Insurance tracking and compliance management software

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Billy Pricing, Features, Reviews and Alternatives

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. 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 level of support does Billy offer?

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

Billy product 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.

Key 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

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

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Why am I seeing this?

Billy pricing information

Value for money

4.7

/5

31

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Billy features

Functionality

4.6

/5

31

Total features

44

5 categories

Most valued features by users

Activity Dashboard
Third-Party Integrations
API
Reporting/Analytics
Reporting & Statistics
Compliance Management
Workflow Management
Real-Time Data

Functionality contenders

Billy users 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.
From day one it has been AMAZING! and I don't say that often. But this group is the best.
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.
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.
No system will be exact to everyone's specification, however, they always try to provide a work around if our request is not possible.
I don't there is anything I actually dislike about Billy.

Overall rating contenders

TH
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Tracy H.

Construction, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Billy - THE All in One Compliance Platform

Reviewed 8 months ago

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.

LW
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Loryn W.

Construction, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Allen Harrison

Reviewed a year ago

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.

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! 


AW
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Alison W.

Construction, 201-500 employees

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Alison

Reviewed a year ago
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! 


SP
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Stephanie P.

Construction, 501-1,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Outstanding Customer Service and Streamlined product

Reviewed a year ago

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.

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.

EK
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Erin K.

Construction, 1,001-5,000 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Billy saves you time and money

Reviewed 3 years ago

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.

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!

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