Developer Documentation

COI tracking and insurance compliance, fully programmable

The Billy API lets you automate certificate of insurance (COI) tracking, vendor compliance, and requirement management from any system: your ERP, project management platform, or custom application. Conventional HTTP, JSON in and out, RESTful design.

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Construction Third Party Risk: The COI Gap GCs Miss

Construction site at golden hour with crane silhouette; third party risk and COI compliance for general contractors.

Billy vs COMPASS by Bespoke Metrics: Prequal Compared

Billy vs COMPASS for Subcontractor Prequalification

Billy vs COMPASS by Bespoke Metrics: Which Prequalification Approach Fits Your Team? If your COMPASS renewal is coming up and you’re weighing alternatives, this guide compares the two platforms honestly: standardized network prequalification versus prequalification built into your systems.

Vendor Compliance Reporting: 13 Reports Every Contractor Needs

Every general contractor knows the feeling. A subcontractor gets hurt on site, a claim gets filed, and suddenly everyone is asking the same question: was that vendor insured, and can you prove it?

Subcontractor Prequalification in Procore: Complete Vendor Risk Workflow

How to run prequalification, bidding, and compliance in one place instead of five. If you’re a general contractor, you’ll find this essential.

Billy + Sage Intacct — Configuration Guide

Configuring Sage Intacct for Billy to read and write vendor-compliance data through Sage Intacct Web Services.

CG 20 10 Equivalents: Which Additional Insured Endorsements Actually Count?

When a general contractor asks a sub to name them as an additional insured, the CG 20 10 10 01 is the form everyone references. Here’s what it does, which endorsements actually count, and how to verify them.

AI-powered COI Tracking and Vendor Prequalification

Sync with Viewpoint Vista’s vendor records and Pre-Construction module.

Billy vs. HoundDog: Construction Compliance Comparison

Billy and HoundDog automate COI tracking but serve very different buyers. This honest comparison covers integrations, AI review depth, ERP connections, and which platform is right for commercial construction general contractors.

How to Request a COI from a Subcontractor (Script + Email Template)

A vague COI request creates delays. A complete, specific request gets a compliant certificate on the first submission, with a ready-to-send email template included.

AI COI Review vs. Human Review

Here’s what AI genuinely does well, where it still falls short, and why the best construction compliance programs combine both.

How to Manage Your Outbound COIs as a Subcontractor

Here’s how to manage your outbound certificates efficiently and how Billy’s free Insurance Wallet makes the whole thing a one-time setup.

COI Tracking in Excel: Limitations and Alternatives

Excel works for COI tracking at small scale but breaks predictably at larger ones. Here’s exactly where it fails, what it costs, and the signals you’ve outgrown the spreadsheet.

Billy vs. Constrafor: Free Prequal vs. Integrated Compliance

Comparison of Billy and Constrafor prequalification processes, focusing on capabilities and their respective advantages.

Primary and Non-Contributory Insurance: What It Means and How to Verify It

Primary and non-contributory language determines which insurance pays first, and most GCs accept COIs without confirming PNC is in the policy.

CG 20 37: Why Completed Operations Coverage Is the Endorsement GCs Forget

Explains the necessity of CG 20 37 and its application post-project completion.

CG 20 10 Explained: What GCs Actually Need to Know

An overview of CG 20 10, the most required endorsement in construction, and verification tips for subcontractors.

Autodesk COI Compliance: What Autodesk Construction Cloud Doesn’t Handle

Explanation of the gaps in COI collection and renewal automation addressed by Billy.

CMiC COI Compliance: How Billy Automates What CMiC Can’t

Details on CMiC's limitations regarding COIs and how Billy offers a solution.

5 Best CertFocus Alternatives 2026

Honest comparisons of the best alternatives to CertFocus and insights on their suitability.

7 Best Project Compliance Tracking Software Tools (2026)

Managing compliance across multiple projects and vendors is essential for contractors. An overview of the best tools available.

5 Best Compliance Depot Alternatives 2026

Comparative insights of the top alternatives to Compliance Depot and their features.

Best Vendor Prequalification Software for Construction (2026)

Billy is the only construction-native platform that combines COI tracking and vendor prequalification in one system.