Micheal was very helpful and answered…
Micheal was very helpful and answered all my questions and even sent me attachments to print so I could upload
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Billy is an online company. Based on 34 reviews on TrustPlane, it has an average rating of 4.9 out of 5 stars. Last reviewed November 24, 2025.
Micheal was very helpful and answered all my questions and even sent me attachments to print so I could upload
Extremely responsive and always happy to help. Kelsey is AMAZING!!!
Excellent and efficient help at the click of a button!Kelsey is the best!
Wow where to start. You might think for such an agile, small team that Billy.com might be a little lacking on the CRM side of things but that couldn't be further from the truth. Ever since my company took them on as our insurance vendor a few months back, their team has been incredible to work with and couldn't be more responsive. The AI product works really well scrubbing the relevant data from insurance documentation, and the User Interface is very intuitive and simple, so everyone from your computer whizz kids to the folks who maybe didn't grow up using computers can both navigate the system with ease. From the kickoff meeting and brief user training portion, to the everyday problem solving in real time, you would think this company has been doing this for 50 years. Layna and Kelsey are so wonderful to work with, and are seemingly always available when a question or issue arises, that I've wondered if they work 24 hours a day. If they don't get right back to you via the handy instant message feature or by email, they respond super quickly. With a solid product, and a stellar team, you can't go wrong choosing to work with Billy.com.
Layna and Brittany have been outstanding from the very beginning! They've been incredibly responsive, addressing all of our questions and making the transition from MYCOI to Billy smooth and effortless. We chose to move to Billy because, while we had great experiences with MYCOI over the years, we noticed some areas where things were slipping through the cracks. With Billy, we’ve found a team that’s quick to respond and resolve any challenges we face. Additionally, they are very open to feedback and actively share suggestions for system improvements with the team.
Wow she is Amazing the only person that was clear in everything we need was her thank you for everything.
Kelsey was quick to respond and help to resolve an issue with a Subs COI. Kelsey and Layna have always been on top of it and I appreciate both of them tremendously!
The implementation of Billy for COI tracking has transformed our process, making it proactive rather than reactive. Previously, managing COIs was time-consuming and prone to delays, often leading to lapses in coverage. With Billy, automated reminders and a centralized dashboard allow us to address compliance issues before they arise, ensuring continuous coverage.Billy’s excellent customer service has been a major benefit, providing quick and knowledgeable support during setup and daily use. This has streamlined our workflow, protected our interests, and ultimately saved time and resources.
Some how I ended up doubling my projects. Went on to chat and it was easily & quickly corrected! Thank You!
Our team found Kelsey's training and follow-up resources to be extremely helpful. We appreciated how she took the time to slow down, dive into our questions and issues, and made sure all loose ends were addressed. Her knowledge was impressive, and she always had an answer for any issue we raised—even if it meant connecting us with someone else who could help. Her enthusiasm for getting things right, particularly when clarifying the differences between Executed and Approved, really stood out to us. As a team, we're excited about the new features Billy will bring.
I deal with Layna & Kelsey with Billy for a lot of our clients. I have found them both to be very prompt and helpful in their replies. They make things so much easier for me in my busy day. Thank you both!
Billy has been a wonderful tool for processing insurance certificates quickly and efficiently and their in app chat feature has been extremely useful. So far I've used the in app chat feature twice to help me figure something out and Layna and Kelsey were very quick to answer my questions and help guide me through step by step.
Billy is great for construction project compliance. The billy team is always so helpful and knowledgeable offering recommendations to help its users get the most out of the website's tools and reports. I would highly recommend to those seeking to streamline tracking and managing project compliance.
We had a great strategic call today with Brittany Page, VP Partner Success with Billy. We have been using the solution for about a year and a half and have been impressed with the efficiencies its provided our team already. Just as important to us is the ongoing training, education and enhancements we have seen. Our call today was more strategic and how we could help each other improve and be more collaborative. We walked away with some potential solutions and follow up items to work on both sides. This collaboration is vital when choosing a solutions provider. Billy has been great to work with and Brittany has continued to provide front line support for us. We look forward to the continued partnership.
Layna at Billy responded in what seemed like seconds to our original request, and then we quickly worked through multiple issues, and resolved the whole matter quickly. Layna was fantastic to work with, and so responsive !! A pleasant relief from the struggles we sometimes have with other vendors. Great work, Layna !!!
Billy has made it their intention from day one to meet or exceed he expectations on the construction industry compliance, and insurance challenges. @KelseyVanSleen is our company's Partner Success and Implementation Specialist, and her attention to detail and determination to support successful use of the Billy program is exceptional! Our company does not just accept ACORD documents that illustrate insurance coverages, our requirements include endorsements, project-specific forms, enrollment verification to third-party (OCIP) policies, prequalification of vendors to satisfy subguard policies, etc. And Billy has provided us with a suite of tools to accomplish this, and a fantastic team to support our success in their program. Thank you, from DAVIS/REED Construction, Inc.
I consistently have outstanding experiences with Layna! She always goes above and beyond to address my concerns or questions promptly and professionally. Her dedication to ensuring a smooth and pleasant experience truly sets her and Billy apart! Thank you Layna for all you do!
My experience with Billy has been excellent! I have worked with Kelsey and Layna and they have always gone above and beyond to make sure I understand issues or topics we discuss. They are very responsive and they follow up to make sure everything is going well. They are friendly and always happy to help. I'd highly recommend this system and company for your insurance tracking needs. Make life so much easier!
What makes Billy great is their commitment to excellence in all they do!! Their service team is top notch, always accessible through their help chats and always striving to work to make compliance easier for their clients. Thanks Billy, for being a part of our team!
Awesome group of people to work with. Always very helpful, patient and FAST to respond! Couldn't be happier with the service and team.
According to TrustPlane, Billy has a 4.9/5 rating based on 34 verified reviews as of April 2026. Source: trustplane.app/company/billyforinsurance-com