SubLien
SubLien is lien waiver and COI tracking software for general contractors of any size. Collect lien waivers, certificates of insurance, W-9 source files and vendor documents on one vendor record across projects. Subcontractors respond through secure emailed links without accounts or fees; automatic reminders follow missing and expiring documents. Use your own waiver PDFs or SubLien's library for all 50 states and DC; paper signing and upload apply where required. AI checks each COI against your requirements; a person on your team records the decision. W-9s remain source files and are not read or sent to AI. Works standalone or with Procore or QuickBooks Online/Intuit Enterprise Suite. Plans start at $199/month for 25 active vendors. Every plan includes all features and unlimited documents, users and projects. Annual billing offers two months free. Book a demo; no free trial.
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Insure Assist AI
Insure Assist AI helps independent commercial insurance agencies process policy paperwork and issue certificates of insurance. Its AI operations team reviews commercial policy packets, including declarations, schedules, and endorsements, to identify limits, coverage gaps, and exclusions with references to carrier PDF pages. The platform supports preparation of ACORD 25 and ACORD 28 certificates, endorsement extraction, certificate-holder records, and direct email delivery from agency Microsoft 365 or Google Workspace accounts. A broker-governed client portal lets commercial insureds and contractors request or download approved certificates from mobile devices. Agencies can use the system for policy intake, coverage review, certificate workflows, and client self-service.
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InsureCert
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.
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Billy
Billy is your one-stop shop for all insurance and compliance needs, designed to streamline and simplify your workflows. Pre-qualify subcontractors with ease and automatically track critical contract documents such as Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. With seamless integrations into platforms like Procore, Autodesk, Sage 300, and JD Edwards, Billy ensures compliance data flows directly into your project and accounting systems, eliminating double data entry and minimizing errors. Our platform supports document management, real-time compliance tracking, automated reminders for expiring documents, and proactive alerts to reduce risks and improve efficiency. Billy’s AI-powered solutions and insurance wallet integration connect contractors, brokers, and carriers, delivering frictionless workflows that help businesses stay compliant, win more jobs, and get paid faster.
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