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