Eliminate manual insurance tracking and reduce the time spent chasing subcontractors and vendors for Certificates of Insurance, endorsements, and other required compliance documents.

Connect ProjectSight data to Billy to initiate vendor compliance workflows based on the projects, contracts, and purchase orders your team is already managing in ProjectSight.

Automatically request, collect, and track Certificates of Insurance and required endorsements from subcontractors, vendors, and insurance brokers, with automated reminders and status updates.

Automatically compare vendor insurance documentation against project- or contract-specific requirements to identify missing, expired, or insufficient coverage before it creates a compliance issue.

Give project, risk, accounting, and AP teams a centralized view of which vendors are compliant, which documents are missing, and which requirements need attention.

Use Billy's AI-powered review capabilities to analyze Certificates of Insurance and endorsements, identify potential issues, and accelerate the compliance review process.

Connect Trimble ProjectSight with Billy to automate vendor insurance compliance. Import projects, contracts, and purchase orders into Billy, automatically initiate compliance requests, collect COIs and endorsements, validate coverage against project requirements, and maintain a real-time compliance record for every vendor.