# Billy Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Billy Software - reviews, pricing plans, popular comparisons to other Compliance products and more.

Source: https://www.capterra.com/p/219465/Billy/alternatives

---

# 

 Billy Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Billy

## What is Billy?

Billy is an end-end insurance management platform that makes it easy for you to track, verify and report on the compliance status of your vendor's insurance policies. Billy is trusted by construction companies to collect and verify insurance certificates to enforce contract compliance Billy is trusted by property managers to manage tenant compliance and collection of insurance data, automate follow-ups with tenants to send notifications about missing or expiring policies.

## What is Billy used for?

[Compliance](https://www.capterra.com/compliance-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Risk Management](https://www.capterra.com/risk-management-software/)

Top alternative

Featured

Overall rating

Based on 31 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Contact vendor  
for pricing

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Billy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://billyforinsurance.com/&name=Billy)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Billy

4.7 (31)

VS.

[4.3 (84)](https://www.capterra.com/p/150242/Gensuite/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (31)

Ease Of Use

3.9 (84)

Value For Money

4.7 (27)

Value For Money

4.1 (73)

Customer Service

4.9 (30)

Customer Service

4.4 (79)

## Billy alternatives

[4.4 (85)](https://www.capterra.com/p/88891/EHS-Management-Software/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (129)](https://www.capterra.com/p/152559/KPAEHS/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.4 (106)](https://www.capterra.com/p/102848/EHS-Management-Software/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.7 (80)](https://www.capterra.com/p/141558/DoneSafe/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Task Management

4.7 (20)

20.00% of 20 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Compliance Management

4.9 (18)

72.22% of 18 reviewers that rated this feature as important or highly important

Track and manage adherence to policies for any service, product, process, or supplier

Compliance Tracking

4.9 (18)

88.89% of 18 reviewers that rated this feature as important or highly important

Track and report regulatory data to either internal management or external stakeholders

Customizable Templates

4.4 (16)

37.50% of 16 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

Real-Time Reporting

4.6 (15)

53.33% of 15 reviewers that rated this feature as important or highly important

Active reporting of data and metrics

Access Controls/Permissions

4.4 (14)

50.00% of 14 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Billy 40 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

System alerts about the need to escalate an issue or request

Application programming interface that allows for integration with other systems/databases

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Easily track all contractor information in one centralised location

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Store, manage, and track all electronic documents in a centralized location

Manage, store and organize emails within the system or via third-party apps

Manage the risk of both financial and reputational loss resulting from nonadherence to current legislation

Observe and track the demand, usage, progress or quality of a system, product, or user

Ability to handle several projects simultaneously

Manage risk that occurs from systems failure or inadequate processes

Create, manage, and track policies and procedures within an organization

Receive data and information in real time

Active monitoring of systems, applications, or networks

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Identify, monitor, and assess risks to brands

Analyze potential risks across the organization

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Reporting of risks associated with specific actions, events, or entities

Assess and score risks using risk matrices

Track information, qualifications, and contact details of subcontractors

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.6 (31)

4.6

Based on 31 reviews

## Pricing

Value for money

4.7 (27)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

4.7 (27)

4.7

Based on 27 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (30)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (30)

4.9

Based on 30 reviews

## User reviews

Overall rating

4.7

Based on 31 reviews

Filter by rating

5(23)

4(8)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

BS

Brenda S.

Lead Project Coordinator

Construction

### "Ease of COI Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 7, 2025

Very easy to use and navigate the program

Pros

The ease of reviewing COIs, responding to contractors if certificate is rejected.

Cons

Nothing about billy - just the tedious task of review COIs.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MC

Mckinzie C.

Operations Manager

Construction

### "Billy Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 4, 2023

Pros

Billy is easy to use and continually gets better as they improve systems

Cons

Billy is confusing to vendors to check and see what is needed. There is a lot of repitition

Switched from

[myCOI](https://www.capterra.com/p/234580/myCOI/)

MyCOI sucked. It did not make review easy for us or vendors to see

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TH

Tracy H.

Operations Manager

Construction

### "Billy - THE All in One Compliance Platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 27, 2023

From day one it has been AMAZING! and I don't say that often. But this group is the best. Brittany deserves a shout out as she is a superstar!

Pros

All in One and growing with the types of docs they are managing. Integration - They are working on integrating with different software Growing - This is a company that is continuing to grow. Constant upgrades Customer Service - Best I get from any company I deal with period!!!!!! Ease - Super easy to implement, use, monitor!

Cons

It is really hard for me to find something negative. It has been one of my favorite software experiences (and I have had oh so many). I would like to see more docs/checks go on the platform faster. i.e. check for valid contractors license, current bond, etc.

Alternatives considered

[myCOI](https://www.capterra.com/p/234580/myCOI/)

Reasons for choosing Billy

We found them at a tradeshow and the connection was immediate and strong. We liked the way this software performed, the enthusiasm of the staff and where they came from as well as where they are going with the software (i.e. more docs/checks being added) as well as integration with other software programs like Procore, etc.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BS

Bobby S.

IT MANAGER

Construction

### "IT Admin love it!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 1, 2023

Pros

Great product to keep our Risk department happy

Cons

Not much , they take feedback seriously and help implement change for the better

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 16, 2023

Thank you for taking the time to leave us a review! Awesome to hear that your IT Admin are loving it. We will always use your feedback to make our product better for you and your team!

SP

Stephanie P.

VP of Finance

Construction

### "Outstanding Customer Service and Streamlined product "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 1, 2023

Streamlined our process and saved us time and money. Excellent customer service.

Pros

Makes our lives easier, easy to use and learn

Cons

None, they have a great product and good customer service.

Alternatives considered

[myCOI](https://www.capterra.com/p/234580/myCOI/)

Reasons for choosing Billy

Responsive, personable team. They know construction and insurance. Care for their customers and easy to use product.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 16, 2023

Thank you for leaving a review Stephanie! We love working with you and your team and look forward to many more successful years together.

AW

Alison W.

Assistant Risk Manager

Construction

### "Thank you for making our lives easier!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 1, 2023

The platform has streamlined our process tremendously allowing us to review thousands of certificates a week and improve our process allowing us to efficiently work on getting vendors compliant as well as serve as a central hub for document control and reference.

Pros

The customer service and user-friendly product.

Cons

There are no cons to this product. The customer support team works closely with us to identify these needs and identify best workflow and enhancements as needed.

Reasons for choosing Billy

The team was personable, had a background in construction, and willing to listen to our needs and consider our feedback to make the product work best for us. You could tell they truly care about their customers and want to create a product for the industry.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 16, 2023

Thank you for the review Alison! It has been such a pleasure working with you and your team and you have provided us with so much valuable feedback we've implemented into the software. Looking forward to growing with you all as we keep moving forward!

JS

Jennifer S.

Sr. Risk Specialist

Construction

### "Great software!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 1, 2023

\[sensitive content hidden\] has helped our company streamline a process on reviewing Certificates of Insurance. Vendors are able to upload their COI with one easy click while we are able to request revisions and ensure each Vendor is in compliance.

Pros

The user friendly software allows Vendor's to easily upload their Certificate of Insurance and for our company to quickly review COI's based on compliance.

Cons

All features are great! No complaints! \[sensitive content hidden\] helps understand your processes and suggests new ways to ensure Vendor's are in compliance.

Reasons for choosing Billy

The pricing and how easy it was to navigate from each COI.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 16, 2023

Thank you for the review Jennifer! It's wonderful to hear that Billy has helped streamline your processes on reviewing COI's. We appreciate the feedback and will always take it back to the team to discuss and implement into the software.

VR

Veronica R.

Risk Coodinator

Insurance

### "billy feedback/review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 1, 2023

Compliance is a huge deal for our company usage for payment purposes and overall making sure we have the necessary insurance on file

Pros

Billy listens to our needs and makes sure they are able to design the software to see fit and they always try to make things easier for us.

Cons

I do not have complaints about billy product at this time.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 16, 2023

Thank you for leaving a review Veronica! Your feedback is what makes our software great. Keep the input coming. It's always fun seeing feedback turn into features in the platform!

MN

Mark N.

Project Coordinator

Construction

### "Nexus Solutions - MN"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 31, 2023

Pros

The product is very intuitive and the staff is super helpful.

Cons

Being able to track and request other start-up/closeout documentation would be nice. I know this is already in the works.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 16, 2023

Thank you for the review Mark! It's been a pleasure working with you and your team. The feedback your team has provided has been wonderful. We're working on the start-up/closeout feature functionality and have some other exciting things coming in the roadmap for this year and beyond!

VL

Val L.

Admin

Construction

### "Easy to use "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 30, 2023

Pros

It's super easy and makes my life easier

Cons

Need more functionality. Great program so far, excited to see what's next

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 16, 2023

Thank you for the review Val! Feedback from users like you is the most important to us. We would love to set up time to hear what functionality you would like to see in the software. We take this feedback to the team and work to fit it into our roadmap in building new features. Please reply to this response or email support@billyforinsurance.com and we will get time on the books!

[View all Reviews](https://www.capterra.com/p/219465/Billy/reviews/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)