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Billy Logo

Billy

Insurance tracking and compliance management software

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Billy Reviews

Overall rating

4.8

/5

30

Rating criteria

  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.52/10

Reviews by rating

Pros and cons

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

Recommended

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 10 days 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.

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

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Allen Harrison

Reviewed 20 days 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.

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 20 days 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

TE
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Trinaty E.

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 recommend10/10

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Managing Insurance Compliancy Simplified

Reviewed a month ago

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.

Pros

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

Cons

The only feature we would like to see integrated into the program is a way to sort the project # column.

Vendor response

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!

SD
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Stacey D.

Construction, 51-200 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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Billy Makes Vendor Compliance Possible

Reviewed 20 days ago

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.

Pros

The Team at Billy are the Best of the Best! The Application is simple to use and has made a major POSITIVE impact on our workflow. It has reduced the number emails regarding insurance by at least 90%. This has allowed our team to focus on value added processes. Due to the volume we were always reactive when it came to getting the documents. Billy has allowed us to be Proactive and work wtih our subcontractors in a timely and efficient way.

Cons

I have asked for the World from the Billy team and they have delivered! No system will be exact to everyone's specification, however, they always try to provide a work around if our request is not possible.

SM
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Sheryl M.

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 recommend10/10

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

Reviewed 20 days ago

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.

Pros

Their team! I cannot say enough about their customer service and live chat. The way they work with us to make sure we are as efficient as possible is amazing. They continually go above and beyond. Billy immediately updates compliance and allows us to manually upload and override any issues. We have shaved off days and hours of wait time for both our company and our subcontractors wait time to get paid.

Cons

I would like to options to "sort" columns and rows to view our home pages/dashboards to the view that we would like to see. For example, we would like to move our project # to be the first column vs the project name. Or we would like to be able to put the project # in ascending order if we want. This is minor in comparison to what Billy has done for us so it is something we are willing to get used to.

KB
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Kristyn B.

Construction, 51-200 employees

Used daily for 6-12 months

Review source

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

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Menemsha Billy Review, Kristyn

Reviewed a month ago

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.

Pros

I found that the most useful aspect of Billy is that the information from the documents is automatically transferred over to the side navigation bar. It makes reviewing insurance faster and limits the scope of error from typing manually. Another impactful aspect is the availability to export the information to an excel document. This makes a major impact on my process when I need to transfer large amounts of data weekly into our accounting system.

Cons

One aspect of Billy that could be improved is the addition of customizable review options for specific vendors. We have certain acceptations for Umbrella coverage and based on the state the vendor is located and could really benefit from Billy automatically picking up on these details.

BF
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Brian F.

Construction, 11-50 employees

Used daily for 2+ years

Review source

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

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Billy for Insurance Compliance Tracking

Reviewed a month ago

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

Pros

Our team of 5 project accountants uses Billy to track sub-contractor and owner direct insurance compliance across approximately 60 projects. We love that Billy is user friendly, summarizes compliance status across all projects, and saves us significant time as compared to our previous system of manually tracking insurance compliance in excel spreadsheets.

Cons

Some additional report options may be a useful feature.

JS
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Jennifer S.

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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Great software!

Reviewed 10 days ago

[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.

Pros

The user friendly software allows Vendor's to easily upload their Certificate of Insurance and for our company to quickly review COI's based on compliance.

Cons

All features are great! No complaints! [sensitive content hidden] helps understand your processes and suggests new ways to ensure Vendor's are in compliance.

MF
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Michon F.

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 recommend9/10

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Awesome service!

Reviewed a month ago

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.

Pros

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

There is not much that I do not like, but there are some glitches every now and then. Nothing major.

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

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Billy saves you time and money

Reviewed 2 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.

EM
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Eileen M.

Construction, 51-200 employees

Used daily for 6-12 months

Review source

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

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Billy review

Reviewed 19 days ago
Pros

Billy is easy to use, on the user end as well as the subcontractor end. The links provided in the email are easy to use, and once the subs were used to using the platform, they appreciated how easy it was to use.

Cons

The only item I struggle with (and I know the team is working on a solution) is that I'm not able to see the emails that the platform sends on our behalf. However, if I have a particular question, all I need to do is contact our customer success rep and she is able to give me the information I'm looking for immediately.

AW
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Alison W.

Construction, 501-1,000 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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Thank you for making our lives easier!

Reviewed 10 days ago

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.

Pros

The customer service and user-friendly product.

Cons

There are no cons to this product. The customer support team works closely with us to identify these needs and identify best workflow and enhancements as needed.

TH
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Tracy H.

Construction, 1-10 employees

Used daily for 6-12 months

Review source

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

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Billy an awesome solution

Reviewed a month ago

Amazing!!!

Pros

Billy has made our lives so much easier. Everything in one place, easy to use, great people. Just can't say enough good about this product!

Cons

There really isn't anything I don't like about Billy. However, I think all things can be improved upon. I would like to see Billy add things like a license check and then check every time it is due to expire, a bond check, W9, etc.

VR
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Veronica R.

Insurance, 201-500 employees

Used daily for 6-12 months

Review source

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

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billy feedback/review

Reviewed 10 days ago

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

Pros

Billy listens to our needs and makes sure they are able to design the software to see fit and they always try to make things easier for us.

Cons

I do not have complaints about billy product at this time.

CG
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Chelsea G.

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 recommend10/10

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Gets the job done!

Reviewed 25 days ago
Pros

easy friendly system.. quick turnaround!

Cons

kind of repetitive initially- we repeat ourselves often with what subs do and don't need tracking.

CO
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Carolanne O.

Real Estate, 1-10 employees

Used weekly for less than 6 months

Review source

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

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Very Happy to Have Found Billy!!!

Reviewed a month ago

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

Pros

I think the customer service is fantastic. [sensitive content hidden] has been with us since day one. She is very knowledgeable, patient and very easy to communicate with. If she doesn't have an answer immediately, she will get one ! 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.

Cons

I don't there is anything I actually dislike about Billy. They have promised and come through with new features that are really helpful and continue to do so. We made the right choice.

BS
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Brenda S.

Construction, 51-200 employees

Used daily for 6-12 months

Review source

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

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Billy - Great Program for Tracking Insurance for Construction

Reviewed a month ago

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

Pros

The ease of review COIs and that the program updates into our Procore Program.

Cons

At this time I don't have any issues until I use more.

SM
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Suzie M.

Construction, 51-200 employees

Used daily for 6-12 months

Review source

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

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1st time user of Billy

Reviewed 20 days ago
Pros

The customer support is outstanding. Turn around time on questions is very quick. Communication is key.

Cons

It would be nice to be able to have more than 1 contact for a subcontractor.

AP
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Amaya P.

Construction, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Love it!

Reviewed 18 days ago
Pros

Billy has made the COI reviewing process quick & easy.

Cons

Everything is great, I don't think anything needs to be improved yet.

LC
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Liz C.

Construction, 11-50 employees

Used daily for 6-12 months

Review source

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

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User Friendly

Reviewed a month ago

All is good

Pros

Works with Procore makes it easy to work with

Cons

No answer at this time for I like the softeware

ND
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Nicole D.

Construction, 51-200 employees

Used weekly for less than 6 months

Review source

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

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Billy has transformed our COI management system for the better.

Reviewed a month ago

I have had an excellent experience with Billy to date.

Pros

No longer have to email COI requests. One repository for all COIs. Sleek, functional, easy to use. Customer support is out of this world fantastic and responsive.

Cons

I wish there was a way to require the additional insured documents and COIs are all saved as 1 PDF.

MN
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Mark N.

Construction, 51-200 employees

Used weekly for 6-12 months

Review source

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

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Nexus Solutions - MN

Reviewed 11 days ago
Pros

The product is very intuitive and the staff is super helpful.

Cons

Being able to track and request other start-up/closeout documentation would be nice. I know this is already in the works.

LM
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Larrisa M.

Construction, 51-200 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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User of Billy

Reviewed 20 days ago

Overall it has been pretty good. No major snags as of yet.

Pros

How they go in and upload their documents. It is less steps for me, makes tracking a lot easier.

Cons

I wish you could delete out unnecessary parties. Example we have our own company in our lists, its not needed. I would like to exclude things like that.

BS
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Bobby S.

Construction, 501-1,000 employees

Used monthly 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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IT Admin love it!

Reviewed 10 days ago
Pros

Great product to keep our Risk department happy

Cons

Not much , they take feedback seriously and help implement change for the better