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What is CertVault?

CertVault operates as a cloud-based solution designed for the storage and distribution of insurance certificates, providing instant access to brokers, insured entities, certificate holders, and insurance carriers. The platform meticulously protects certificates by gathering vital information and organizing it in a secure, centralized database. By leveraging blockchain technology, CertVault guarantees that uploaded certificates remain unaltered, thereby preserving both integrity and transparency throughout their lifecycle. Moreover, it features real-time notifications for holders when new certificates are issued, along with a user-friendly interface that highlights essential details like expiration dates, carrier information, and the names of the insured. This innovative system simplifies the management of certificates, leading to substantial cost savings while enhancing accessibility for all stakeholders involved. Each certificate delivery is verified by the platform, and the use of blockchain reinforces the safety of the stored information. In summary, CertVault significantly improves the effectiveness and dependability of the processes related to insurance certificate management, ensuring smoother operations for all parties concerned. Additionally, its advanced features promote a more streamlined workflow that benefits the entire insurance ecosystem.

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

Autodesk A360
BIM 360
CMiC
COINS
Docusign
JD Edwards EnterpriseOne
Procore
Sage 300
Viewpoint Vista

Integrations Supported

Autodesk A360
BIM 360
CMiC
COINS
Docusign
JD Edwards EnterpriseOne
Procore
Sage 300
Viewpoint Vista

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Annual Subscription
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Patra Corporation

Date Founded

2005

Company Location

United States

Company Website

certvault.org

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
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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