Related Products
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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.
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About
Our goal is to streamline your customer aquisition process and grow your bottom line. We own and generate our traffic from some of most powerful insurance domains available including SmartFinancial.com and UnitedStatesInsurance.com. Here’s how it works. We locate high intent insurance customers while they are shopping online. We then ask them to fill out a 35 question application including details about their current coverage and contact information. The consumer information is then screened and verified by LeadiD/Jornaya, xVerify, RealValidation, and our proprietary human screening process. Pre-qualified prospects are instantly delivered to your agency ready for a quote. We match insurance customers with the best conversion channel and forward collected application information to you via lead, call, or click.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a solution to manage their construction compliance operations
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Audience
Companies searching for a solution to power their insurance sales
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Annual Subscription
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBilly
Founded: 2021
United States
billyforinsurance.com
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Company InformationContactability
Founded: 2012
United States
www.contactability.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Compliance Features
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
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Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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Integrations
BIM 360
CMiC
COINS
Docusign
JD Edwards EnterpriseOne
Procore
Sage 300
Viewpoint Vista
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Integrations
BIM 360
CMiC
COINS
Docusign
JD Edwards EnterpriseOne
Procore
Sage 300
Viewpoint Vista
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