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Billy Insurance Hub

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

Projects Page: Guides and How-Tos

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

Billy + Your Vendors

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

Procore Integration

How-To Guides for the Integration between Billy + Procore

Autodesk Integration

How-To Guides for the Integration between Billy + Procore

Implementation Guides

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

Settings

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

Construction Insurance

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

User Guides

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

Needs Attention Page
Dashboard
Docusign Integration

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

Wallet

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

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