COISafe

COISafe

Code Signal Software
Billy COISafe

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Billy:

About

Billy is your one-stop shop for all insurance and compliance needs, designed to streamline and simplify your workflows. Pre-qualify subcontractors with ease and automatically track critical contract documents such as Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. With seamless integrations into platforms like Procore, Autodesk, Sage 300, and JD Edwards, Billy ensures compliance data flows directly into your project and accounting systems, eliminating double data entry and minimizing errors. Our platform supports document management, real-time compliance tracking, automated reminders for expiring documents, and proactive alerts to reduce risks and improve efficiency. Billy’s AI-powered solutions and insurance wallet integration connect contractors, brokers, and carriers, delivering frictionless workflows that help businesses stay compliant, win more jobs, and get paid faster.
COISafe:

About

COISafe is a web-based certificate of insurance (COI) tracking application for general contractors and teams responsible for subcontractor compliance. Users can add subcontractors, define insurance requirements, and collect certificates through uploads or email forwarding. The service reads submitted COIs and organizes coverage status, including current, expiring, and missing documentation. It flags requirements such as additional insured status and minimum coverage limits, helping teams identify certificates that need review and follow up with subcontractors for updated documents. A dashboard tracks certificate records and renewal dates. COISafe also integrates with Procore and QuickBooks Online to support vendor and insurance-status workflows. It provides a browser-based alternative to spreadsheet-based tracking for teams managing subcontractor insurance documentation.
Billy:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
COISafe:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Billy:

Audience

Companies searching for a solution to manage their construction compliance operations
COISafe:

Audience

General contractors and staff who monitor subcontractor coverage, flag expired policies, and follow up for updated certificates.
Billy:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
COISafe:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Billy:

API

Offers API Supported
COISafe:

API

Offers API Not Supported
Billy:

Screenshots and Videos

COISafe:

Screenshots and Videos

Billy:

Pricing

Annual Subscription
Free Version Not Supported
Free Trial Supported
COISafe:

Pricing

$49/month
Starter is $49/month for up to 25 subcontractors and 3 active projects. Growth is $149/month for up to 100 subcontractors, and Pro is $249/month for up to 250 subcontractors. All plans include unlimited team members and have no setup fee. A 30-day free trial is available with no credit card required.
Free Version Not Supported
Free Trial Supported
Billy:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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COISafe:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Billy:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
COISafe:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Billy:

Company Information

Billy
Founded: 2021
United States
billyforinsurance.com
COISafe:

Company Information

Code Signal Software
Founded: 2026
United States
www.coisafe.com
Billy:

Alternatives

COISafe:

Alternatives

CertChase

CertChase

CertChase (gocertchase.com)
Billy:
COISafe:
Billy:
COISafe:
Billy:
COISafe

COISafe

Code Signal Software
COISafe:
Billy:
SubLien

SubLien

Sublien LLC
COISafe:
Billy:

Categories

COISafe:

Categories

Billy:

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Not Supported
Environmental Compliance Not Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Not Supported
ISO Compliance Not Supported
OSHA Compliance Supported
Risk Management Supported
Sarbanes-Oxley Compliance Not Supported
Surveys & Feedback Not Supported
Version Control Supported
Workflow / Process Automation Supported
Billy:

Integrations

Procore Supported
BIM 360 Supported
CMiC Supported
COINS Supported
Docusign Supported
JD Edwards EnterpriseOne Supported
QuickBooks Online Not Supported
Sage 300 Supported
Viewpoint Vista Supported
COISafe:

Integrations

Procore Supported
BIM 360 Not Supported
CMiC Not Supported
COINS Not Supported
Docusign Not Supported
JD Edwards EnterpriseOne Not Supported
QuickBooks Online Supported
Sage 300 Not Supported
Viewpoint Vista Not Supported
Billy:
Claim Billy and update features and information
Claim Billy and update features and information
COISafe:
Claim COISafe and update features and information
Claim COISafe and update features and information