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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.

About

SubLien is subcontractor-compliance software for general contractors. It brings lien-waiver requests, COI collection and review, W-9s, vendors, projects, and payment-run records into one workflow. Teams prepare conditional or unconditional progress and final waivers, keep the project state and selected form source visible for customer or counsel review, and collect signatures through secure email links. For COIs, document parsing prefills facts; the customer's reviewer checks the source, edits any recorded value, compares the record with company, project, or optional vendor minimums, and records the customer's conclusion. SubLien works standalone, with optional Procore and QuickBooks Online integrations. Every paid plan includes every feature and unlimited users, vendors, and projects; only document allowance differs. SubLien records the customer's workflow and does not make legal-validity, coverage, compliance, authority, enforceability, or payment decisions.

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

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

Audience

Companies searching for a solution to manage their construction compliance operations

Audience

General contractors of any size that manage lien waivers, COIs, W-9s, subcontractor records, projects, and payment runs.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

Annual Subscription
Free Version Not Supported
Free Trial Supported

Pricing

$199/mo, billed quarterly
Free Version Not Supported
Free Trial Not Supported

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

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Billy
Founded: 2021
United States
billyforinsurance.com

Company Information

SubLien
United States
sublien.com

Alternatives

Alternatives

GCPay

GCPay

Autodesk

Categories

Categories

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

Integrations

BIM 360 Supported
CMiC Supported
COINS Supported
Docusign Supported
JD Edwards EnterpriseOne Supported
Procore Supported
Sage 300 Supported
Viewpoint Vista Supported

Integrations

BIM 360 Not Supported
CMiC Not Supported
COINS Not Supported
Docusign Not Supported
JD Edwards EnterpriseOne Not Supported
Procore Not Supported
Sage 300 Not Supported
Viewpoint Vista Not Supported
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