There's a lot of value when you can see what someone sees. This is why you have access to the Vendor Submission Portal! Let's review what this portal is, how to access it, and what it offers.
Before we jump in, please review this quick video that shows you what the vendor's experience is like with Billy:
What is the Vendor Submission Portal?
When a vendor receives email from Billy, the Submit Documents button or blue link below the button takes them to the Vendor Submission Portal.
While this portal is primarily a webpage that contains what is needed for compliance, here is a comprehensive list of what exists on this page:
Company Logo. This gives vendors confidence this is a request from your company.
Project information. Project number, name and address. If you need this listed in the Description of Operations, this is where they can find this information.
Update contact. This link allows them to update their insurance contact information proactively.
Sample Document. A visual representation of most requirements already listed in the portal. Sometimes a visual is helpful in addition to a list!
Compliance Requirements. The required documents, policies, limits, Description of Operations language, Additional Insured parties, and anything else required for the vendor to become compliant is listed on the left side of the page.
File Upload Box. Vendors can upload as many documents as they need by dragging and dropping files or choosing a file from their file explorer.
In-app Chat. Vendors have direct access to Billy's support team just like you do in the bottom right-hand corner of this page.
How can I View the Vendor Submission Portal?
Each contract on a project has a unique link to that contract's portal. This link is accessible in the 3 dots next to the contract name. Click Copy Request Link to copy this link, then paste it into a new browser tab to view.
Why Would I Want Access to the Vendor Submission Portal?
The 2 main reasons for accessing the vendor submission portal are viewing sample COIs and helping vendors upload documents.
View Sample COI
This is where you can see the Sample Document assigned to that project.
Help Vendors Upload Documents
When working with vendors on adopting your new compliance process with Billy, you might need to provide the portal link to a vendor via email.
If vendors can't find the email in their inbox, you can grab this portal link to get them there faster.
PRO TIP
Vendors should search their inbox for the email address set up as your account's Sender Signature (aka the email Billy sends emails "from"). Reach out to an Admin or Standard User on your account to find out what this email is, or Partner Success can provide you with this via the in-app chat!
If you have any questions about the Vendor Submission Portal, use the in-app chat or email support@billyforinsurance.com