How a Vendor Can Upload Certificates of Insurance to Billy
You will receive an email via Billy indicating when someone is requesting for you to upload a documents. Click the blue Submit Documents button.
If necessary, you can forward this email with the upload link to your insurance broker.
Note: if the blue Submit Documents button does not work, click the URL link at the bottom of the email to be redirected.
When you click the blue Submit Documents button you will be taken to a new webpage to upload your documents.
On this page, click the blue Choose a File button. Navigate to your document file on your computer and choose the Open button to attach.
Now that you or your insurance broker have reviewed the requirements and uploaded your documents, Billy has alerted the requesting company for certificate review.
Insurance Requirements
Please review all requirements before submitting insurance. Documents might need to include required endorsements. Failure to submit all documentation at once will delay processing.
If you have specific questions regarding the requesting company's requirements please chat or email support@billyforinsurance.com.
Insurance Policy Rejections
Once you have uploaded your docuements, the requesting company will review and either approve or reject your submitted policies.
If one or more of your policies are rejected, you will receive an email via Billy with the Subject: [Requesting Company Name] has rejected one or more of your insurance policies.
This email will show which of your policies has been approved and which has been rejected with notes as to why the rejection occurred. Please correct the issues and resubmit your Certificate of Insurance via the blue Submit Insurance button in this email.
Billy Email Notifications
You will receive automatic email notifications via Billy in a number of circumstances.
These include:
Document Request Notification - you will receive this request the day that the requesting company initially requests your Certificate of Insurance.
Subject: [Requesting Company Name] has requested documents.Document Request Notification Reminder - you will receive this request every 7 days after the requesting company requests your documents. These reminder emails will stop once you upload your documents.
Subject: REMINDER - [Requesting Company Name] has requested documentsDocument Expiration Reminders - you will receive these requests when your documents due to expire in 30 days, 15 days, day of expiration, and every 7 days after expiration until new documents are uploaded.
Subject: One or more of your documents have expired for [Requesting Company Name]
The above emails are on a per-project basis. If you are on multiple projects with the requesting company, you will receive these emails accordingly.
If you continue to receive automated reminder emails after your work is complete with the requesting company, please email us at support@billyforinsurance.com and we will mark you inactive in Billy to stop correspondence.
Updating Contact Information
You will have the opportunity to update your contact information when a Certificate of Insurance is requested via Billy. Click the Update Contact hyperlink to add your contact information then click the blue Submit Request button.
Billy Help
If you have reviewed this document and still need assistance, please reach out to Billy directly.
Website - https://billyforinsurance.com/
Email - support@billyforinsurance.com
Chat - via website