By connecting Billy with Microsoft Entra, your organization can:
Ensure vendors are compliant before gaining access to internal systems
Automatically restrict access if required compliance documents expire
Align vendor onboarding with IT-managed access controls
Reduce audit risk by connecting compliance status with identity access
For example:
A subcontractor with an expired COI can automatically lose access to internal software until coverage is renewed
A vendor without a submitted W9 cannot be granted access to accounting systems
What This Means for Your Team:
Once enabled:
Users with your company email domain will be able to log in to Billy using Microsoft instead of a password. If a vendor or user becomes non-compliant (for example, an expired COI), your internal access policies can be aligned with their compliance status.
How to Enable Microsoft Login
Step 1: Locate Your Microsoft Entra Tenant ID
Log in to the Azure Portal
Navigate to Microsoft Entra ID
Copy your Tenant ID
Step 2: Grant Admin Consent
Since the Billy Microsoft Entra client application is not listed in the Entra/Azure Marketplace, an Azure administrator from your organization will need to complete this one-time authorization using a direct link. Individual users do not need to do this.
https://login.microsoftonline.com/YOUR-ENTRA-TENANT-ID/adminconsent?client_id=860baec6-e7d5-4670-89f3-2e57ef97c041&redirect_uri=https%3A%2F%2Fapp.billyforinsurance.com%2Fauth%2Fmicrosoft%2Fcallback
Replace:
YOUR-ENTRA-TENANT-ID
with your organization's actual Tenant ID.
This link will open a Microsoft prompt to authorize the Billy app. After consent is granted, you will be redirected to the Billy login page. The admin does not need to log in to Billy or use the application at this stage. No further action is required at this time.
Step 3: Billy Configuration Update
Once permissions are granted:
A Billy engineer will update your organization's configuration so that users with your company email domain see a Login with Microsoft option after entering their email.
Password login will be disabled for these users.
Important Notes:
No Auto-Provisioning
This integration does not automatically create Billy accounts. A Billy administrator must still manually invite users.
User Invitations
When invited to Billy, users will be prompted to accept the invitation using their Microsoft Entra credentials.
Need Help?
We're happy to schedule a meeting to demonstrate this integration, assist with setup or answer any questions about enabling Microsoft login for your organization. Please reach out to your account manager or support@billyforinsurance.com and we will direct your question to the right person to get you started :)