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What is CertChase?

CertChase is an intuitive online platform specifically designed for general contractors and remodelers, enabling them to effectively manage subcontractor certificates of insurance (COIs) and trade licenses. Users can conveniently import subcontractor details through spreadsheet copy-pasting or by uploading CSV files, set deadlines for document submissions, and generate unique upload links for subcontractors, all without the need for those subcontractors to create an account. The platform utilizes advanced technology to extract critical data from uploaded PDF documents, identifies any missing, expired, or inadequate coverage papers, and sends automatic email reminders until all compliance standards are fulfilled. Moreover, a detailed status board offers a snapshot of subcontractors' compliance, highlighting those who are current, those with upcoming expirations, and those needing additional follow-up. With an option for a shareable view and a weekly summary, teams managing projects and operations can efficiently monitor all necessary documentation. This service is particularly ideal for teams that wish to handle vendor compliance in-house rather than outsourcing the review process, thus ensuring enhanced oversight and organizational efficiency. Furthermore, the platform’s user-friendly design allows for seamless collaboration among team members, making it an indispensable tool in the construction and remodeling industries.

What is Billy?

Billy serves as an all-in-one solution for effortlessly handling insurance and compliance requirements. It empowers users to pre-qualify subcontractors while efficiently managing key documents such as Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. By integrating smoothly with various platforms like Procore, Autodesk, Sage 300, and JD Edwards, Billy removes the hassle of duplicate data entry, which minimizes errors and saves valuable time. The platform enhances efficiency through automated reminders for documents nearing expiration, real-time compliance tracking, and proactive notifications, ensuring that businesses remain compliant with regulations. Additionally, Billy incorporates sophisticated features such as an insurance wallet and AI-enabled solutions that foster connections among contractors, brokers, and carriers, thereby promoting smooth workflows. Designed specifically for the construction sector, Billy not only simplifies intricate processes but also empowers teams to concentrate on securing projects while maintaining compliance with ease and precision. With its user-friendly interface and advanced functionalities, Billy stands out as a vital tool in the competitive landscape of construction management.

Media

Media

Integrations Supported

Integrations Supported

BIM 360
CMiC
COINS
Docusign
JD Edwards EnterpriseOne
Procore
Sage 300
Viewpoint Vista

API Availability

API Availability

Has API

Pricing Information

Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Version

Pricing Information

Annual Subscription
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CertChase (gocertchase.com)

Company Location

United States

Company Website

gocertchase.com

Company Facts

Organization Name

Billy

Date Founded

2021

Company Location

United States

Company Website

billyforinsurance.com

Categories and Features

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
OSHA Compliance
Risk Management
Version Control
Workflow / Process Automation

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