Billy, the leading construction compliance management and COI tracking platform, is pleased to announce its new integration with Docusign, the Intelligent Agreement Management company. This partnership delivers a powerful, all-in-one solution designed to streamline construction risk management, bridging the gap between construction and insurance while enabling faster, more compliant project execution.

Construction teams face increasing challenges managing critical documents like Subcontract Agreements, Certificates of Insurance (COIs), Master Service Agreements (MSAs), tax forms, lien waivers, warranty letters, and business licenses. These forms often require signatures, recurring compliance obligations, and demand vigilant tracking, creating a risk-prone, time-consuming process when managed manually or across technical tools.

The new Billy and Docusign integration simplifies these workflows by enabling construction professionals to prequalify vendors, execute contracts, and track compliance documents from a single, centralized platform. Insurance brokers can also embed directly into their clients' workflows, fostering better collaboration and visibility.

“Billy has revolutionized how we manage compliance. From collecting COIs to signing documents seamlessly with Docusign, everything is streamlined and centralized,” says Crystal Taito, a satisfied Billy customer. “The support from Billy’s team has been phenomenal, they’ve truly made compliance management effortless.”

Key Features and Benefits:

• All-in-One Risk Management: Prequalify vendors, draft and execute subcontracts MSAs, and collect COIs, tax documents, and licenses—before issuing contracts.
  
   
• Seamless Workflow Integration: Connect with top ERPs like Sage 300, Sage Intacct, COINS, Viewpoint Vista, CMiC, JD Edwards and project management tools like Procore and Autodesk for consistent data across platforms.
  
   
• Streamlined Document Execution: Execute subcontracts, master service agreements,  lien waivers, warranty letters, and other signed documents directly within Billy or your integrated systems.
  
   
• Broker-Centric Collaboration: Insurance brokers gain access to compliance tracking, —all in one place.
  
   
• Automated Compliance Tracking: Set document reminders, monitor expirations, and reduce manual admin work with real-time dashboards.
  
   

“Our integration with Docusign reinforces Billy’s mission to eliminate compliance headaches for construction teams,” says Nyasha Gutsa, Founder & CEO of Billy. “Now, firms can manage risk from vendor onboarding to contract execution all without leaving their platform of choice.”

The Billy and Docusign integration is now available to all Billy customers with an active Docusign account. For more information, visit www.billyforinsurance.com/docusign.