BillyReviews of billyforinsurance.com

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.