Premium Audit Support
Preparation of payroll, sales and exposure documentation ahead of carrier premium audits.
Premium Audit Support
Premium audits go more smoothly when records are organized ahead of time. We help agencies and their clients assemble and organize the payroll, sales and exposure documentation that carriers request for audits.
- Document completeness checklist
- Variance summary for your review
- Follows your procedures, inside your systems
Challenges we help with
Audit requests arrive with short deadlines.
Clients send incomplete or unorganized records.
Audit results are not reviewed against what was expected.
What’s included
- Audit request tracking and reminders
- Organizing payroll and sales records into carrier formats
- Comparing audit results to estimated exposures for your review
Not included, or only with your approval
- Performing the carrier audit
- Disputing audit results without your instruction
How the work flows
- Audit requests are logged with deadlines.
- We request and organize documents from the agreed sources.
- Your team reviews the package before it is sent to the carrier.
Quality checks
Document completeness checklist
Variance summary for your review
Data & access
Please do not send client files, policy documents or personal data through our website forms. We agree a secure channel during onboarding.
Frequently asked questions
If you would like us to, we can contact clients within an agreed script and timeline, on behalf of your agency.
Let’s Build a Better Back Office Together.
Tell us about the work you would like to hand over. We will review it with you and propose a practical starting point.