SubLien
SubLien is subcontractor compliance software for general contractors. Lien waivers, COIs, W-9s and other vendor documents live on one record per subcontractor, across every project. Subs sign or upload from a secure link with no account or app, and reminders go out on schedule until they respond. Lien waivers work in all 50 states, using the statutory waiver form wherever a state prescribes one, or your own waiver PDFs. For COIs, AI prefills the ACORD 25 and your reviewer checks it against your company, project and vendor minimums. Every signed waiver gets an audit trail, an independent timestamp and a public lookup. SubLien works standalone over email, and the Procore, QuickBooks Online and Intuit Enterprise Suite integrations are included on every plan. Pricing is based on active vendors: from $199/month for up to 50 vendors to $1,099/month for 500, billed monthly or annually with two months free. Every plan includes every feature and unlimited users and projects.
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Billy
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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Insure Assist AI
Insure Assist AI helps independent commercial insurance agencies process policy paperwork and issue certificates of insurance. Its AI operations team reviews commercial policy packets, including declarations, schedules, and endorsements, to identify limits, coverage gaps, and exclusions with references to carrier PDF pages. The platform supports preparation of ACORD 25 and ACORD 28 certificates, endorsement extraction, certificate-holder records, and direct email delivery from agency Microsoft 365 or Google Workspace accounts. A broker-governed client portal lets commercial insureds and contractors request or download approved certificates from mobile devices. Agencies can use the system for policy intake, coverage review, certificate workflows, and client self-service.
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InsureCert
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly.
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