Name: Billy Insurance Compliance + Vista
Brand: BuildAP, Inc.

Billy Insurance Compliance + Vista screenshot 1

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Product Overview

Billy automates insurance compliance for Viewpoint Vista customers. Collect and validate COIs and endorsements, track expirations, and sync real-time compliance status to Vista so accounting and project teams know which vendors are compliant and safe to pay.

Features

Automated COI & Endorsement Collection
Automatically request, collect, and track Certificates of Insurance and required endorsements from subcontractors and brokers, with reminders and status updates handled for you.
Insurance requirement validation (by project or contract)
Automatically validate vendor insurance against project or contract requirements so accounting teams can confidently determine when a vendor is compliant and safe to pay.
Real-time compliance status synced to Viewpoint Vista
Automatically update vendor compliance status in Viewpoint Vista so accounting teams always know which vendors are compliant and safe to pay.
Expiration tracking and automated reminders
Automatically track insurance expiration dates and send reminders to vendors and brokers before coverage lapses, keeping compliance current without manual follow-ups.
AI Agent For Compliance Review
Uses AI to review Certificates of Insurance and endorsements, flag missing or incorrect coverage, and assist teams in validating compliance faster and more consistently.
Managed compliance services (optional)
Optional managed services where Billy’s CRIS-certified compliance specialists handle document review, follow-ups, and exception management on your behalf.