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Billy Insurance Hub

Welcome to the Billy's Insurance Hub! Browse our library of COI and insurance related articles..

1 author15 articles
Projects Page: Guides and How-Tos

Setting up new projects, why is a contract non-compliant, requirement groups, and more!

1 author10 articles
Billy + Your Vendors

Vendor Submission Portal, Billy's automated emails, Directory, and more!

3 authors7 articles
Procore Integration

How-To Guides for the Integration between Billy + Procore

1 author7 articles
Autodesk Integration

How-To Guides for the Integration between Billy + Procore

1 author3 articles
Implementation Guides

Set up inbox rules, Managed Plan roles and responsibilities, New to Billy: User Guide and more!

1 author9 articles
Settings

Permissions, Billy Teams, Add and Edit Insurance Requirments, and more!

1 author6 articles
Construction Insurance

How and What Billy Reviews for Managed Plans, Construction Insurance Basics

1 author1 article
User Guides

Quick guides that also reference more in-depth articles for the "jobs to be done" in Billy

2 authors5 articles
Needs Attention Page
1 author1 article
Dashboard
1 author2 articles
Docusign Integration

Everything you need to know about setting up and utilizing the docusign integration

1 author1 article
Wallet

The tool to send/manage your upstream insurance requests in a centralized place+manage broker contacts.

2 authors2 articles
Integrations

Collection of Softwares that integrate with Billy

1 author2 articles
Feature Releases

Any and all updates from the Billy team about what is new and improved :)

1 author1 article
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