Billy Reviews - Pros & Cons, Ratings & more

QT9 QMS

monday.com

Smartsheet

myCOI

TrustLayer

Flashtract

Billy offers an easy and cost-effective way to track certificates of insurance, automated renewal requests, and continuous end-to-end compliance.

Billy

Web-based

Controller

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.

Operations Manager

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

Office 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.

Assistant Controller

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.

Customer Service - Best I get from any company I deal with period. Ease - Super easy to implement, use, monitor.

Senior Compliance Specialist

Sleek, functional, easy to use. Customer support is out of this world fantastic and responsive.

Contract Administrator

Their professionalism and creating a program that makes my work duties so much easier has been a real lifesaver the past few weeks that we have been using it.

Accounting Manager

The software is user friendly and Billy is adding different features that we can grow with to accomplish our goals for COI's and other vendor documents.

Accounting Assistant

I have been using Billly for insurance for over six months and I have had a great experience with using the program and collaborating with their team.

It has been an excellent experience and  look forward to working with them for years to come.

Construction admin

Easy to use, I love that our reps from Billy actually respond so quickly.

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

Once the integration took place from our old tracking system to Billy, it runs so smoothly and is so easy to use.

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

All in One and growing with the types of docs they are managing. Integration - They are working on integrating with different software.

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!

Billy - THE All in One Compliance Platform

Billy Review

Alison

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!  

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

Outstanding Customer Service and Streamlined product 

Thank you for leaving a review Stephanie! We love working with you and your team and look forward to many more successful years together.

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. 

Billy saves you time and money

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! 

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. 

Allen Harrison 

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!  

Managing Insurance Compliancy Simplified

Hi Trinaty - Thank you for taking the time to leave a review. You will be happy to know we took your feedback on sorting the Project columns to our team after our last discussion and it has been prioritized for work as a new feature. We will be in touch as soon as this functionality is released! 

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.  Billy has provided an amazing application which allows us to save the compliance documents, follow up easily when something is non-compliant and it systematically prompts the vendor to submit renewal documents.  It has reduced our emails significantly and allows our entire team to see the vendor status in real-time.

Billy Makes Vendor Compliance Possible

So far it has been WAY beyond our expectations.  The amount of hours spent by our admin staff on insurance compliance and chasing has been cut by more than 1/2.  

Billy is the best decision we have made regarding insurance tracking. 

What an incredible review Sheryl! We appreciate the thoroughness and kind words. It's partners like you that make Billy what it is. We understand it can be scary switching software solutions and love to hear that it has been such a positive experience for you and your team. 

The feedback you have provided was heard and we're happy to report that you can sort columns and rows on your home page with Project filters. Project numbers now show in the first column and are sorted accordingly! 

It's been a pleasure working with you and your team and we look forward to many years of continued success together.

Billy review

Thank you for the review Eileen! It has been such a pleasure getting to know you and your team to better understand how our software is truly solving some of the pain points that happen in the construction industry. We're working on a robust reporting suite in the software this year that includes visibility into the automated emails flowing from Billy. Keep the feedback coming, we love it! 

[sensitive content hidden] has helped our company streamline a process on reviewing Certificates of Insurance. Vendors are able to upload their COI with one easy click while we are able to request revisions and ensure each Vendor is in compliance.

Great software!

Thank you for the review Jennifer! It's wonderful to hear that Billy has helped streamline your processes on reviewing COI's. We appreciate the feedback and will always take it back to the team to discuss and implement into the software. 

The platform has streamlined our process tremendously allowing us to review thousands of certificates a week and improve our process allowing us to efficiently work on getting vendors compliant as well as serve as a central hub for document control and reference.

Thank you for making our lives easier!

Thank you for the review Alison! It has been such a pleasure working with you and your team and you have provided us with so much valuable feedback we've implemented into the software. Looking forward to growing with you all as we keep moving forward! 

Compliance is a huge deal for our company usage for payment purposes and overall making sure we have the necessary insurance on file

billy feedback/review

Thank you for leaving a review Veronica! Your feedback is what makes our software great. Keep the input coming. It's always fun seeing feedback turn into features in the platform! 

Nexus Solutions - MN

Thank you for the review Mark! It's been a pleasure working with you and your team. The feedback your team has provided has been wonderful. We're working on the start-up/closeout feature functionality and have some other exciting things coming in the roadmap for this year and beyond! 

Billy allows us to centralize all vendor insurance certificates in one place, which streamlines our entire insurance tracking process. 

Billy for Insurance Compliance Tracking 

Thank you for the review Brian! It has been great working with you and your team over the past couple years. 

Your feedback has been wonderful in helping us build out features and functions in the software. We have reporting on the roadmap for upcoming work this year and I'll be sure to reach out as soon as we get going to get your take on what is being built! 

I have been using Billly for insurance for over six months and I have had a great experience with using the program and collaborating with their team. Billy has asked for our feedback and implemented many changes based on our suggestions. [sensitive content hidden] has also given quick responses anytime there was a bug or question and helped to resolve it. 

Menemsha Billy Review, Kristyn

Billy has made it easier and quicker to track our COIs.

Billy - Great Program for Tracking Insurance for Construction

Thank you for your review Brenda! It's wonderful to hear Billy has made tracking COI's easier for you and your team. Keep the feedback coming! 

1st time user of Billy

Thank you for the review Suzie! It has been wonderful getting to know you and your team and it's always fun being able to work together in person. 

We just released multiple contacts functionality so I'll be booking time with you to show what we created! 

My experience with Billy has been awesome. There is so much value in this product, especially in the construction industry, we are constantly looking for ways to be more efficient and productive with our time.Billy has helped us with that. 

Awesome service!

Thank you for the review Michon! It was been such a pleasure working with you and your team. Looking forward to many more years of success together! 

It has been an excellent experience and  look forward to working with them for years to come! 

Very Happy to Have Found Billy!!!

Thanks for the review Carolanne! We are so happy to hear that your experience has been wonderful. Our entire team comes from construction industry backgrounds so we truly take the feedback you provide and try to make our solution better for construction overall. Looking forward to many years of success together! 

Love it!

Thank you for the review Amaya! It's been wonderful working with you and your team. We're looking forward to many years of continued success together! 

I have had an excellent experience with Billy to date. 

Billy has transformed our COI management system for the better. 

Thank you for the review Nicole! We love to hear that we've helped nix duplicate data entry across systems and save your inbox. 

We've taken your feedback to the team to discuss and understand how merging additional documents after receiving them would be helpful. 

Keep the feedback coming! 

Gets the job done!

Thank you for the review Chelsea! We appreciate your patience in the transition. We are happy to report that new functionality around the Procore integration was released this week giving you all the power to make adjustments needed and not have to relay it to our team. We will be in touch with a feature release email - keep an eye on your inbox! 

Thank you for the review Rodrigo! Feedback from users like you is the most important to us. We would love to set up time to hear what notifications, customization, and integrations you would like to see in the software. We take this feedback to the team and work to fit it into our roadmap in building new features. Please reply to this response or email support@billyforinsurance.com and we will get time on the books! 

Overall positive though very limited. If we see a need, we may continue to expand our use of its provided services.

Simple and Easy

Thank you for the review David! Feedback from users like you is the most important to us. We would love to set up time to hear what functionality you would like to see in the software. We take this feedback to the team and work to fit it into our roadmap in building new features. 

We have project summary reports within the Coverages page for export and do have automated reminders - that's one of the primary features our users love! It sounds like 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! 

Billy Reviews (2025)

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Pros and cons

31 reviews