Billy AI Review Assistant

Instant COI review that removes the back and forth, guidance that helps vendors fix their own mistakes, and an AI assistant that answers questions without adding to your workload. The Billy AI Review Assistant gives you fewer emails to manage, fewer corrections to chase, and a smoother approval process from start to finish.

The Real Bottleneck in COI Compliance

If you manage vendor compliance, you know the real slowdown isn’t collecting COIs. It’s the confusion and back-and-forth that follows. Vendors submit incomplete documents, you send corrections, they resubmit, and your inbox fills up while projects stall. Billy fixes the communication loop that causes these delays.

Meet the Billy AI Review Assistant

Your New AI-powered compliance teammate

When a vendor uploads a COI:

1. Billy scans the document Billy reviews the uploaded COI and identifies areas that may not meet project requirements.

2. Vendors get clear correction guidance

Vendors see what needs to be updated, why it matters, and how to fix it before the COI reaches your team.

3. Your team receives cleaner submissions

With clearer guidance upfront, COIs arrive more complete and accurate, helping approvals move forward without constant explanations.

You eliminate guesswork.

Vendors get clarity.

Projects keep moving.

Ask Billy Anything

Your team can chat with the AI Review Assistant to:

• Clarify requirements
• Understand coverage details
• Resolve COI questions fast

You get instant support without digging through documents or waiting on others.

With Billy’s AI Review Assistant You’ll Have

Fewer Emails and Follow Ups

Subs see what’s missing and can fix issues before the COI ever reaches you.

Faster Approvals

Clean COIs mean less back and forth and less waiting.

Less Admin Work

Your team spends more time building and less time chasing.

It’s like adding a team member without hiring one

The Billy AI Review Assistant gives you the support of a dedicated compliance coordinator who never gets tired, never loses track, and always provides clear guidance. It reviews COIs, explains requirements, and answers your team’s questions instantly.

Frequently Asked Questions

What is Billy’s AI Review Assistant?
Billy’s AI Review Assistant is an automated COI review tool built for construction teams. It instantly analyzes certificates of insurance (COIs), checks coverage, limits, and endorsements, and shows vendors what needs to be corrected before the COI ever reaches your team. You get clean, compliant documents without the back-and-forth.

How does the AI Review Assistant work?
Vendors or brokers upload a COI into Billy. The AI Review Assistant reviews the document in seconds, compares it to your insurance requirements, highlights what’s missing or incorrect, and explains how to fix it. Your team only sees COIs that are ready for approval.

Who is Billy designed for?
Billy is built for General Contractors, Subcontractors, Developers, Homebuilders, Owners, and Risk/Insurance teams who manage high volumes of COIs and compliance documents. If your compliance workflow is repetitive, manual, or slow, Billy automates the heavy lifting.

Can my team ask the AI questions about coverage or requirements?
Yes. The AI Review Assistant acts like a real compliance coordinator. It can clarify requirements, explain coverage terms, and answer COI questions instantly—no digging through documents or waiting on other departments.

Does Billy reduce follow-ups and vendor chasing?
Absolutely. Vendors see what is missing and get step-by-step instructions to correct their documents. This drastically reduces emails, clarifications, and manual review time.

What types of COI issues does Billy detect?
Billy identifies common compliance problems such as:

• Missing endorsements (CG 20 10, CG 20 37, Waiver of Subrogation, Primary/Noncontributory, etc.)
• Incorrect coverage limits
• Expired policies
• Missing Additional Insured language
• Missing Umbrella or Workers Compensation requirements

The AI tells vendors exactly how to fix each issue.

Does Billy integrate with Procore and other project platforms?
Yes. Billy integrates directly with Procore to automatically sync vendors and projects into Billy. This eliminates double data entry and keeps your compliance data connected to where your teams already work.

How fast does Billy review a COI?
In most cases, the AI reviews a COI in seconds. This means your team can process documents as quickly as vendors upload them, without bottlenecks.

Is Billy secure for handling insurance documents?
Yes. Billy uses encrypted document storage, secure upload links, and strict access controls to protect sensitive insurance and compliance data. Only the right people see the documents.

How do I get started with Billy’s AI Review Assistant?
You can request a live demo to see a COI reviewed in real time, or start with a free trial to test Billy with your own documents.

Streamline your COI compliance tracking with Billy

Save Time

Simplify your construction insurance needs with Billy. We offer a one-stop shop for all your insurance needs, including automated collection and verification of certificates of insurance (COI), W9 forms, Business Licences and other compliance documents.

Integrate Seamlessly

Automatically transfer project and vendor data from Procore into Billy and eliminate data entry, without any manual steps.

Stay Compliant

Get the right documents the first time. No logins are required. Allows your vendor or their broker to upload documents and eliminate manual correspondence with automations.