Alternatives to Billy
Compare Billy alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Billy in 2026. Compare features, ratings, user reviews, pricing, and more from Billy competitors and alternatives in order to make an informed decision for your business.
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SmartCompliance
SmartCompliance
Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management. -
2
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
3
Procore
Procore Technologies
Procore is a leading provider of cloud-based construction management software, designed to connect project stakeholders, including owners, general contractors, specialty contractors, and public agencies. The platform facilitates collaboration across various construction sectors such as commercial, residential, industrial, and infrastructure projects. Procore's comprehensive suite of tools covers project management, quality and safety, design coordination, BIM, field productivity tracking, project financials, invoice management, and accounting integrations, all aimed at enhancing efficiency and accountability throughout the construction lifecycle. With a commitment to advancing the construction industry, Procore serves over 16,000 customers and more than 2 million users across 150+ countries. -
4
Billy
Billy
Billy is an intuitive and easy-to-use invoicing software that allows you to send unlimited invoices and stay in control of your business. Billy invoicing software lives up to all legal requirements and is simple to use. With Billy you can do simple and professional invoicing for free with no creditcard required. You can keep track of your invoices and better handle your finances with the easy-to-use invoicing software. With Billy Basic you get all these tools and even more completely for free. Upgrade to Billy Pro or Billy Premium to create your own personal invoicing templates and several other features that help you keep your finances in order. With Billy Pro and Billy Premium, you can create a professional and personalized sales experience with customized invoicing templates. The invoice designer allows you to create invoices that suit your business and appeal to the customers.Starting Price: $13.80 per month -
5
Build It For Me
Build It For Me
Build It For Me redefines your WordPress journey with the power of AI. Whether you’re crafting a brand-new site, maintaining an existing one, or looking for SEO-enhanced content and customized coding, our AI copilot is ready to assist. Whether you’re a pro or a newbie, Billy helps you build, customize, and manage your site with ease. But Billy isn’t alone, he’s joined by the writer bot and the widget builder, ready to boost your WordPress site. Our AI-powered blog post generator crafts engaging articles efficiently, enhancing your blog’s content effortlessly. Our AI-powered widget creator quickly designs customizable, interactive widgets for your website. Whether you're a pro or a newbie, Billy helps you build, customize, and manage your site with ease. Contact us to learn how our experts can help you create a stunning website, or to do custom web development for you. Billy is a WordPress plugin that offers detailed instructions and guides to navigate your website.Starting Price: $29 per month -
6
Jones
Jones
Collect, verify, and approve COIs and other insurance documents with ease. Reduce risk, ancillary costs, and revenue loss by simplifying risk management for every transaction. Vet, prequalify, and get your subcontractor COIs compliant faster. Jones helps property management and construction companies to reduce insurance risk across every property, project, and application. Track and manage COIs and insurance docs in real-time. End-to-end process management and aggregated analytics. Access tens of thousands of pre-populated insurance certificates, documents, and contacts so you can improve compliance and manage vendor procurement in a smarter, faster way. Look up vendors’ predicted compliance status before hiring them. Share vendor insurance data between your properties and end redundant tasks. Tap into existing vendor data instead of collecting every COI from scratch. Extract requirements directly from contracts and easily create new requirements in minutes. -
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Constrafor
Constrafor
Streamline your back-office tasks with our industry leading cloud-based solutions. Our intuitive and integrated platform automates contract administration, COI compliance, procurement, invoicing, and more. Streamline and automate insurance compliance with our industry-leading COI management platform. Our cloud-based solutions take the hassle out of risk management, so you can be confident in your protection. COI compliance has never been easier. Streamline both client and subcontractor contracts. Keep your documents in one place, accessible anywhere. Easily log change orders, simplify tracking changes, and automate the signature process. We use state-of-the-art Machine Learning and AI algorithms to parse through insurance documents so you can say goodbye to manual entry. Take advantage of automated communications with subcontractors, so you never have to deal with long email chains again. Plus, we will automatically notify you when insurance documents are set to expire.Starting Price: $15 -
8
HoundDog
HoundDog
HoundDog automates the entire certificate of insurance collection and verification process. Easily get the other compliance documents you need, as well, as W9s, MSAs, subcontractor agreements, and more. Using internal staff to chase down and verify COIs and compliance paperwork is a very inefficient use of an employee's time. HoundDog's tech can automate it all at a fraction of the cost. HoundDog uses AI and machine learning to seamlessly capture your document needs. Collecting COI renewals on time often gets missed, which increases the risk to the organization. It's estimated that over 25% of all businesses are uninsured. This is a problem you want to avoid. HoundDog automatically fetches renewals and can reveal coverage gaps instantaneously. HoundDog's automation collects COIs and other documents from your contractors, and vendors (and often directly from insurance agents). Our software uses AI & machine learning to read the data and verify it against your requirements. -
9
bcs
bcs
Track COIs effortlessly with our top-rated software, trusted by the top companies in the world. Upload a COI to automatically scan and review the document. The bcs extractor scans the COI and shows color-coded results and deficiencies in real-time. When vendors or agents submit COIs they see this live, color-coded feedback so they can fix any discrepancies before the document is sent to you. Manage compliance and streamline vendor onboarding processes with ease. COI tracking is essential but vendor compliance encompasses so much more. bcs is here to help with the whole process. Instantly find pre-qualified vendors in your area with our powerful search feature. View their profile, and see reviews from industry peers. The most sophisticated contract, lease, or loan agreements won’t protect your organization without compliant insurance. Stop hunting down COIs with bcs’s certificate of insurance tracking software.Starting Price: $0.50 per month -
10
Docutrax
Risk Toolbox Inc.
The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.Starting Price: $4,500 per year -
11
Pins Advantage
Pins Advantage
Avoid potential project delays, fines, and legal repercussions from coverage gaps. Automatically notify insureds of renewals and easily work with agents on COI submissions. Reduce the time spent dealing with insurance coverage, compliance, and broker submissions. Use templates to standardize workflows and apply requirements to all insureds on a single project. Avoid penalties and administrative overhead by optimizing team workflows and increasing efficiency. Have confidence that all your contractors and vendors are compliant and up-to-date on their insurance policies. With PINS you can know that insurance coverage is taken care of across your business so you can focus on what matters. Standardize and automate insurance submissions based on your preferences. We use machine learning-enabled OCR to make the certificate flow as quick and easy as possible. PINS checks for submission compliance against the requirements. -
12
RiskPartner
RiskPartner
A powerful, yet easy-to-use, web-based software solution that manages the tracking of incoming certificates of insurance. It offers a centralized view of incoming certificates, compliance, and risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. Effortlessly manage your certificates of insurance with our user-friendly web-based solution, ensuring a comprehensive approach that not only saves time and money but also streamlines the entire insurance management process. Empower your team with our user-friendly solution, providing a self-service platform that allows easy and efficient control over your COI processes. Employ our advanced rules-based automation engine for easier communication with your vendors, suppliers, tenants, subcontractors, and franchisees. The solution provides access to a central repository for certificates, requirements, vendors, and other relevant information along with real-time access to critical compliance data. -
13
TrustLayer
TrustLayer
Avoid claims and lawsuits that can cost your business millions. We make time-consuming manual tasks a thing of the past. TrustLayer helps you automate the management and verification of certificates of insurance with AI & machine learning technology. Our technology enables you to verify coverages, check exclusions, get insight into insurance validity in real-time, and much more than conventional tracking tools. Real-time proof of insurance for frictionless onboarding. Easily request, verify, and track vendor insurance coverage. Offer customers live, verifiable proof of insurance. Reduce repetitive tasks that are error prone and time-consuming. Easily request and verify proof of insurance from your business partners. Verify insurance coverage and other compliance documents in real-time. Create new compliance goals for any information you want to verify. -
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illumend
illumend
Illumend is an AI-powered insurance compliance management tool that automates and simplifies third-party certificate of insurance tracking, contract requirement extraction, and risk visibility so teams spend less time on manual processes and more on strategic work. It uses its built-in AI assistant, Lumie, to read contracts, extract insurance obligations, request and review COIs, verify coverage against requirements, and flag compliance gaps in real time, replacing spreadsheets, inbox chasing, and slow manual reviews. Lumie also guides third-party partners through uploading documents with plain-language instructions and manages renewals and reminders automatically, so nothing is missed or expires. Compliance status and risk insights are visible instantly across all partners, helping organizations identify gaps, prioritize issues, and maintain audit-ready records without specialized insurance expertise. -
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C2COI
C2COI
C2COI is a user-friendly, cloud-based certificate of insurance management and tracking system. Manage your COIs confidently and help ensure insurance coverage continuity among professionals. Our dashboard allows you to view all of your business partners' important COI information at a glance. Search for all your partner policies either by date or policy type and access a list of all partner certificates and expiration dates. Remain audit-ready at all times. C2COI tracks all of your partners' policies and will notify you and your business partners when policies are coming up on their expiration date. C2COI manages and tracks certificates of insurance across multiple industries; from contractors to property managers, insurance agents, and risk compliance managers. Automating certificate of insurance tracking saves time and money. Staff and management time and cost savings especially during annual policy audits. -
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COI Pro
COI Pro
COI Pro is a leading provider of certificate of insurance tracking software that streamlines the process of collecting, verifying, and managing COIs. COI Pro is a leading provider of COI tracking software that streamlines the process of collecting, verifying, and managing certificates of insurance. Organizations rely on COI Pro to effectively mitigate risk across their supply chain, while reducing the administrative burden of document management. COI Pro works with small businesses, mid-size organizations, and large corporations that utilize suppliers, contractors or vendors to run their business. Streamline your insurance certificate tracking with efficient software solutions. COI Pro will migrate all your documents within 72 hours after an agreement is completed. For new certs, we offer user-friendly upload capabilities, including easy-to-use templates. Unique COI requirements can be set up and managed at the division or business unit level. -
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CertFocus
CertFocus
A fully domestic certificate of insurance tracking solution that is flexible, proven and scalable, delivering the industry’s highest compliance levels of over 90%. We earn your business every day with the highest compliance, improved economies and best-in-class service. That is why CertFocus does not require any long-term agreements. Simple, easy and quick implementation lets our clients choose either our self-service or full-service model. Group reports and dashboards by region or function and aggregate them into full corporate reporting. Other certificates of insurance tracking solutions merely diagnoses or track compliance. Our innovative service, supported by credentialed insurance professionals, cures the issues, directly increasing COI compliance. -
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Asuretify
Asuretify
Imagine if you no longer had to pour over COIs to verify insurance compliance. Asuretify’s AI technology extracts the most important data from COIs, policy documents, endorsements, and more to give you the complete picture. Say goodbye to spreadsheets and manual reviews, say hello to automation and your personal AI assistant. Asuretify powered by Injala leverages advanced artificial intelligence to relieve your insurance verification burden. With Asuretify’s AI technology, you can read and review entire policy documents in a matter of minutes. Whether your trade partners provide just a COI or the complete policy, our AI delivers the details that matter so you can complete verification in a snap and move on to more meaningful tasks. Imagine never having to ask your trade partners for their insurance documents again. Asuretify makes it easy to invite your trade partners to pop in and upload their documents in no time.Starting Price: $1 per month -
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InsureMO
eBaoTech
InsureMO (Insurance Middle Office) is an insurance middleware platform for insurers, brokers, agents, channels, InsurTechs and start-ups; enabling use cases for any product and channel. InsureMO is the chip powering the insurance industry ecosystem allowing insurers to create products faster, solution providers to include their innovations and distributors to create insurance apps to on-sell products to customers. Don’t reinvent the wheel. Find the most popular products in your region, customize and go to market without having to define your product from scratch. Customize and maintain your products using our state-of-the-art insurance product design tools. Access hundreds of services to support any insurance policy lifecycle. From life, general, and health-specific functionality to sophisticated policy servicing APIs. Use our service orchestration tools to build and run your insurance applications just the way you want. -
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myCOI
myCOI
Ask your CFO or risk manager just how much claims and lawsuits can cost your business. If you are collecting certificates just to confirm they were received, you have no guarantee that your requirements are being met. myCOI Central is built on a foundation of insurance industry logic to ensure you remain protected with the appropriate coverage. There’s no more need to worry about stacks of certificates cluttering up your office or hours of frustrating phone calls and emails to chase down certificates. myCOI Central provides your company with a solution to automate your insurance certificate requests, collection, and compliance resolution, while also giving your team a single, centralized repository to view compliance. Win business and boost retention by providing agency-branded, industry-leading insurance tracking software to your insureds. Offer software only or add on your own compliance review services. -
21
BillyBox
Hormesis Labs
BillyBox is an invoice management tool that connects to your email (Gmail, Zoho, or any IMAP provider) and automatically collects invoice PDFs from your inbox. It extracts key data from each invoice — vendor name, amount, currency, and date — and lets you classify them as business, personal, or ignored using a fast swipe-based mobile interface or keyboard shortcuts on desktop. Once classified, export everything as an organized ZIP file ready to send to your accountant. Supports multiple email accounts, monthly ingestion, duplicate detection, and works with 50+ known invoice domains and 25+ vendor formats. Free tier available, paid plans from €9.99/month.Starting Price: $9.99/month -
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TrackSurePro
TrackSurePro
Maintaining compliance and managing risks can be challenging without the right tools. Enter TrackSurePro’s innovative COI tracking software, your ultimate certificate of insurance tracking solution. Our cutting-edge solution transforms the complex task of COI management into a streamlined, worry-free process. COI tracking, or certificate of insurance tracking, involves managing and monitoring certificates of insurance to ensure they are up-to-date and compliant with your business requirements. In today’s complex business environment, effective COI tracking is not just a best practice—it’s a necessity. By implementing a robust COI tracking system, you safeguard your business against potential liabilities, ensure regulatory compliance, and streamline your operations for greater efficiency and peace of mind. By implementing an effective COI tracking system, businesses can mitigate risks, ensuring they stay protected, compliant, and operationally efficient. -
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Billie
Billie
Leverage the power of flexible payment terms to achieve your core business goals. Get paid upfront while your buyers choose their preferred payment terms. Let your buyers split the payment of larger purchases into 3 installments. Offer consolidated payments and accessible trade credit lines to buyers. Unify the payment experience across all of your sales channels. Offer flexible payment terms in your webshop. Unlock the potential of cross-border trade and serve buyers across Europe. Based on proprietary, machine-learning-enabled risk models, fully digitized processes, and a highly scalable tech platform, Billie offers freedom to big and small businesses alike through fast liquidity, automated workflows, and access to modern payment solutions. Delight your business buyers with their no. 1 payment choice for checkouts and increase B2B sales in your webshop. Your customer selects their goods, proceeds to the checkout, and then goes to the payment selection page. -
24
MySportSite
MySportSite
Making a website for your team has never been quite so easy, not to mention affordable. Important information can be posted quickly, game schedules are easy to share, and the whole team can be easily reached. Busy parents can now stay on top of Billy and Jane's sports practices by downloading or synchronizing their calendar with the site, and they really appreciate being e-mailed when a practice changes. No more phone trees or messy e-mail lists. Photos, videos, and player statistics make it easy to see how the team is doing and what they are up to. It's fun and cutting edge! Players can know what games are coming up, discuss games and socialize on the team forums, participate in polls, download practice plans, and stay closely connected to their team. On competitive teams, the player statistics feature provides an invaluable and easy way for players to track their progress through the season.Starting Price: $48 per year -
25
Constructionline
Constructionline
Constructionline is a UK-based supply-chain and procurement management platform that serves as a centralized register of pre-qualified contractors, consultants, and material suppliers, enabling buyers to discover and vet suppliers quickly and contractors/suppliers to showcase their compliance credentials. It maintains a database of over 45,000 verified suppliers accessible to thousands of buyers from construction firms, public-sector agencies, and large organizations. Members can attain different levels of accreditation (Bronze, Silver, Gold, sometimes “Verified” or higher), with each tier reflecting graduated levels of verification around health & safety, financial standing, corporate/legal compliance, insurance, quality assurance, and supply-chain practices. For buyers (e.g. developers, contractors, public agencies), Constructionline simplifies procurement by providing a pre-qualified pool. -
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Highwire
Highwire
Highwire’s Prequalification Platform empowers GCs and owners to understand each contractor’s strengths and weaknesses and help them succeed through continuous engagement and improvement—a concept we call Contractor Success. Highwire addresses a broad spectrum of risk assessments, including safety, financial stability, capacity, and insurance (COI). When your project is ready to begin, Highwire’s integrated field applications provide essential tools for inspection, incident reporting, and ongoing risk evaluation. With over 60,000 contractors in the Highwire Network, many of your subcontractors and suppliers are likely already connected. With Highwire, you can: - Enhance safety and reduce recordable incidents. - Prevent costly delays by minimizing contractor defaults. - Ensure compliance with industry regulations. - Streamline processes, eliminating manual work and saving valuable time. - Achieve significant savings in insurance programs. -
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COI Tracker
COI Tracker
The importance of collecting, verifying, and reporting on COIs is not exciting nor glamorous. Regardless of its lack of appeal, it is a critical aspect of any organization to reduce the risks of claims and lawsuits that can be damaging to the business. With COI Tracker, we take the struggle and frustration out of the collection and verification of COIs for you. We do one thing and one thing exceptionally well, track COIs for your business. With our full-service COI tracking solution, we promise you will no longer waste hours making calls, playing phone tag, and sending the same e-mail five times requesting certificates. You can remove “checking renewal dates” from your calendar and tasks because we are taking care of that for you. Vendors and subcontractors will tell you that using COI Tracker to submit their COIs is easy and simple. Even though our system automates everything, if you ever need to call us, we will be available and make you a priority. -
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Docsumo
Docsumo
Document AI software with Intelligent OCR technology helps you convert unstructured documents such as pay stubs, invoices and bank statements to actionable data. Works with documents in any format with minimal setup. Extract totals, invoice numbers, payment terms, and more from multiple invoices in just a few clicks. Categorize table line items and get calculated attributes to automate decisions. Review captured data with human-in-the-loop tool & validate with external APIs or database. We use enterprise-grade security to ensure that your data is secure. You have complete control of your data processed through Docsumo. 50% less operational cost with automated rent roll processing. Onboard customers in real-time with quick and accurate logistics document processing. Verify tax return details in real-time with intelligent OCR API. Error-free data extraction from Energy & Utility bills.Starting Price: $25 per month -
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Rosetta Risk Management
Rosetta Risk Management
RRM seamlessly collates, translates and presents risk performance data in a single platform delivering clarity on a project-by-project basis or for your portfolio. We’re leading the way in maximizing the value from the digitalization of the built environment to unlock unprecedented capabilities across the insurance industry. Dramatically increases awareness, transparency and predictability of a portfolio by unifying risk data from project management platforms into one space. Make better decisions with accurate data and significantly improve risk transfer. -
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Bunker
Bunker
On-Demand Insurance and Compliance Verification Platform. Protecting The Enterprise. Powering The On-Demand Workforce. Outsource Your Insurance Compliance Headaches to the Experts. We've dedicated the past three years to creating one-of-a-kind insurance enterprise solutions. Whether you’re a gig economy platform, a Fortune 500 company leveraging contingent workers, or a general contractor managing subcontractors - Bunker ensures that your independent workforce is instantly insured and 100% compliant.Starting Price: $299 per month -
31
Beam
Beam
Beam is an all-in-one construction and financial management platform designed to help contractors manage sales, finances, compliance, and operations in a single hub. It consolidates tools like spreadsheets, email, shared drives, and accounting software to simplify workflows and save time. Beam includes features such as estimating and proposals, invoicing and online payments, change order management, bill payment, card and expense management, daily logs and tasks, and a cash management account. It offers job costing to improve project profitability, lien waiver management to automate lien waiver collection, and compliance tracking for insurance and licenses. Beam's client portal allows for professional estimates, invoices, and change orders, enhancing client communication. The Beam Visa Card automates receipt capture, improves cash flow, and earns 1% cash back. Beam integrates with QuickBooks Online for seamless bookkeeping.Starting Price: $200 per month -
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GCPay
Autodesk
GCPay is a cloud-based construction payment management platform that automates the entire pay application process between general contractors and subcontractors. It streamlines workflows for billing, lien waivers, compliance documentation, and electronic payments — all from one centralized dashboard. By integrating directly with leading construction ERP and accounting systems, GCPay eliminates manual data entry and reduces human error. Users can create, exchange, and track payment documents in real time while ensuring compliance across every project. Built for speed and transparency, GCPay simplifies complex financial workflows and helps contractors get paid faster. Trusted by hundreds of top construction companies, it delivers consistency, accuracy, and control throughout every phase of payment management. -
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Evident
Evident ID
Transform your approach to managing critical partners with our advanced TPRM platform. Our solution goes beyond traditional risk management by seamlessly integrating the evaluation of suppliers, vendors, and customers into a unified, automated system. By leveraging a vast network of verified businesses and collecting and monitoring thousands of data points, we enable you to focus on what truly matters—proactive and strategic risk management for your most crucial relationships. -
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Siteline
Siteline
Siteline is the only pay app and lien waiver management software for subcontractors. Bill 6x faster and reduce invoice aging by 30%. Siteline generates pay apps (including any custom form) and provides a central hub to manage and submit them per the GCs' requirements. Automate and manage lien waivers, track compliance documents, run visual A/R reports, project monthly billings, and forecast cash flow. Siteline even integrates with many ERPs and GC payment portals for greater efficiency. -
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EvolveNXT
EvolveNXT
Whether you are a health insurance carrier or any other broker commissions-centered business, EvolveNXT’s platform offers the ability to customize a suite of solutions to effectively streamline your sales performance and day-to-day management of complex business processes. We’ve spent more that a decade working with premier insurance carriers and developing a solution to handle the complex needs of highly competitive and regulated carrier markets. Our compliance-based solution will enable you to increase your organization’s sales channel efficiency while achieving sustainable enrollment growth. The most complex and highly regulated commissions are paid to Medicare brokers. Utilize EvolveNXT to manage and automate your Medicare compensation while keeping CMS compliance. Our commission's management software for insurance carriers improves operational efficiency while enabling teams to reach optimal sales performance. -
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MergeWare-TIFA
J&J Technology Consulting
This software for Insurance Brokers automates the Truck / Commercial Insurance Form processing by transferring data from your source Quick Quote to any other Carrier Application, Broker Agreement/Legal Docs, Permits, or any other form. Best part is that we utilize your existing MS Office licensing and therefore there is no need to pay additional licensing fees. Additionally, TIFA is configured to be plug and play with our CRM application.Starting Price: $1700.00/one-time -
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Avetta
Avetta
Avetta connects the world's leading organizations with qualified suppliers, contractors and vendors. Avetta’s expertise is contractor management services. When you hire a contractor, you want to know they have the qualifications you need—the experience, the workforce, the certifications. With Avetta’s software you can find all the information you need to manage your supply chain in one central, customizable location, instead of having to gather it from several departments. Prequalifying suppliers is an important first step to managing supply chain risk. But collecting all the right documentation, verifying the data, and managing the process for a large number of suppliers is both complicated and costly. When you work with Avetta, our team of professionals does all the heavy lifting. We’ll streamline your qualification process, saving you time and money. -
38
Salus
SALUS Technologies
With the power of SALUS, you can manage safety compliance across your entire organization from a single source. Built for the field, SALUS delivers an easy-to-use solution your workers will adopt, so you can capture the data that matters to your business. With SALUS, users can sign and submit documents; track certificates; and manage subcontractors, worksites and assets all from a centralized dashboard. SALUS streamlines your safety workflows and allows you to spend less time on admin work and more time focused on what matters most - leading your team. -
39
Pathway Insurance Software
Pathway
Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.Starting Price: $120 per month -
40
Rhoads
Rhoads
Rhoads knows overcoming compliance complexities is essential to keep producers selling and keeping your business moving. Our software solutions and add-on services empower carriers, brokers, and agencies to streamline and automate your most demanding and difficult work. Top-performing carriers and brokers-from organizations with 100,000+ producers to those with only a few-trust our software solution to boost efficiency, lower costs, reduce compliance risk, and drive revenue. Resolves producer compliance concerns. Provides intuitive and seamless data access that can empower your enterprise. Offers easy implementation that’s configurable for your needs. Integrates fully with your existing tech stack. Automates 99% of licensing and appointment compliance in every state. Rhoads is a technology transformation company that provides automated compliance systems and services to the insurance industry. Rhoads is the leading provider of insurance compliance management solutions. -
41
HammerTech
HammerTech
HammerTech is a comprehensive construction safety and site operations platform designed to help general contractors and self-perform contractors manage compliance, reduce risk, and streamline field processes. With modules for digital worker onboarding, pre-task planning, equipment tracking, safety observations, incident reporting, and subcontractor management, HammerTech centralizes safety and site operations on one efficient platform. Trusted by leading builders in the U.S., Canada, Australia, and the U.K., HammerTech replaces paper-based systems and disconnected apps with a mobile-first solution that improves visibility, drives accountability, and strengthens safety culture across job sites. Key features include: • Digital onboarding and orientation • Subcontractor and crew management • High-risk activity planning and permits • Real-time safety data and analytics (via HammerTech Insights) • Flexible configuration or prebuilt forms with HammerTechGO Build Safer & SmarterStarting Price: Custom Quote -
42
Agenzee
Agenzee
Agenzee is a cloud-based insurance licensing, appointment, and compliance management platform designed to automate and simplify the complex regulatory processes faced by insurance organizations and individual producers in the United States by providing a unified dashboard, real-time tracking, and intelligent alerts for license renewals and carrier appointments so teams never miss deadlines or fall out of compliance. It centralizes workflows that traditionally rely on spreadsheets or disparate tools, offering automated license applications and renewals, direct integration with the National Insurance Producer Registry (NIPR) for daily synchronization of data accuracy, and the ability for carriers to submit new or termination appointment requests directly through the system. Agenzee enhances visibility with interactive dashboards and customizable widgets that provide insights into compliance status, open tasks, and regulatory actions.Starting Price: $20 per month -
43
CertAdvisor
Recordables
For nearly three decades, Recordables has been providing software to a wide array of employers to automate their claims filing, tracking and reporting. Managing compliance of incoming Certificates of Insurance is made easy with CertAdvisor from Recordables. Our software stores insurance certificates electronically, reports any deficiencies, and notifies your vendors of their deficiency with automated emails and/or letters. Managing thousands of certificates is no longer the cumbersome and arduous task it used to be. Reminders for certificates nearing expiration, track multiple insurance types, unlimited vendor levels (different requirements for each vendor type), track limits of liability compliance, automation of form letters and/or emails, notify internal departments of vendor deficiencies, vendor notification log, electronically store certificates and other documents, notes with spell check feature, multiple standard reports. -
44
AgentSync
AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems. -
45
Brisc AI
Brisc AI
Brisc is an advanced agentic AI insurance software designed to improve productivity, simplify workflows, and support better decisions for insurance teams by automating complex operational tasks within carriers, managing general agents (MGAs), reinsurers, and brokers. Its suite of specialized AI agents acts as digital workers that autonomously execute tasks like reconciling bordereaux with bank statements, extracting and validating submissions and claims data, and triaging submissions based on underwriting criteria while working within existing business rules and workflows. Brisc’s natural language AI interface and command center, Brisc Insights, let users ask questions, access insights instantly, and interact with agents to refine workflows, generate reports, and automate repetitive processes. Built on a secure AI backbone that centralizes data, retains context, and continuously learns, the platform uses specialized tools to read, understand, and act on complex insurance documents. -
46
Cluda
Cluda
Cluda is an AI-powered insurance policy analysis, comparison, and renewal automation platform designed to help brokers and insurance professionals streamline their back-office workflows by eliminating manual checks, reducing errors, and speeding up key tasks. It uses intelligent document ingestion to upload and standardize complex policy documents in formats like PDF and Word, automatically extracts key data and clauses using advanced OCR and AI, and generates clear side-by-side policy comparisons that highlight differences in coverage, exclusions, and terms with direct links back to the source documents for verification, reducing the risk of missed changes and compliance issues. Cluda also maps extracted and compared data into branded renewal reports using firm-specific templates, saving hours of manual reporting and enhancing client communications, and it supports an AI-driven assistant for coverage queries and policy insights. -
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Kay
Kay
Kay.ai is an AI-powered operational assistant designed specifically for insurance brokers, agencies, and underwriters to automate tedious back-office workflows and enable higher productivity. It works with your existing systems, including agency-management systems, carrier portals, email, PDFs, and CRMs, to complete tasks such as quoting commercial lines (BOP, GL, auto, property), renewing personal-lines books, generating ACORD forms, issuing certificates of insurance, updating policy records, and entering data across carrier websites. Kay is built to “log in, fill out forms and handle all the tedious data-entry work”, and supports workflows across 100 + carriers and any AMS/CRM without the need for heavy integrations. The platform allows users to delegate repetitive browser-based tasks, document processing, form-entry, and servicing work so that staff can focus on higher-value client interaction. -
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Employee Navigator
Employee Navigator
Software for insurance brokers, carriers, and HR departments to make running a business easier. Employee Navigator works with the nation's leading insurance brokers and insurance carriers to provide companies of all sizes with modern benefits & HR software. Join the nation’s fastest growing benefits and HR platform today and see what over 1,000 brokers and 27,000 companies of all sizes have already discovered. Employee Navigator’s SOC2 (Service Organization Controls) Type II certification demonstrates our commitment to security, integrity, confidentiality, and privacy. -
49
365HomeBuilder
Western Computer
365HomeBuilder is a cloud-based, fully integrated ERP solution tailored for residential home-building companies and powered by Microsoft Dynamics 365 Business Central. It offers end-to-end functionality from estimating and sales through purchasing, job costing, multi-entity accounting, and closing settlements, all in one unified platform. It supports powerful multi-entity financials, enabling builders to track costs and revenue across multiple investors or build entities within a single database rather than separate charts of accounts. It includes embedded bank-draw management, tracking loans and budgets tied to lenders, and automated lien-waiver processing so payments to subcontractors are aligned with required waivers. Vendor insurance tracking alerts for expiring policies and can block payments if coverage lapses. 365HomeBuilder also generates settlement statements automatically, prints MICR checks for different entities, and integrates with Microsoft Office 365 tools. -
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Sibro
Sibro
SIbro insurance broker software helps you to organize and track every stage of a policy; from prospects management and renewal follow-ups, preparation of RFQs and quote comparison sheets, to collecting payments, delivering policies to customers in order, endorsements, and more. Sibro's insurance claims management module not only helps you track, but also automates and eases your entire in-house claims management. Sibro suggests the documents required for a claim. It can fetch real time claim updates via TPA integration. They aid you in ways you have never thought about. Sibro's accounts module systematically corrects mistakes and ensures insurance broker's due receivables. It helps you track every receivable invoice and their reconciliation. It also exposes cases where we missed receiving brokerage. Sibro also eases your IRDAI compliance process significantly.Starting Price: $4500.00/one-time/user
