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Issues

Resolve the highest-risk gaps before generating the audit package.

High

Upload insurance certificate for Apex Plumbing

No valid workers' compensation certificate is attached for February 2 through April 14.

Potentially exposed payments

$18,400

Estimate only, not a final premium determination.

Upload COI
High

Metro Electrical coverage ended before work

Coverage ended March 1, but recorded work continued through March 22.

Potentially exposed payments

$12,800

Estimate only, not a final premium determination.

Review coverage
High

Northside HVAC certificate expired

Only $250 of recorded payments are currently supported by verified coverage.

Potentially exposed payments

$17,050

Estimate only, not a final premium determination.

Fix dates
Attention

Upload Q4 payroll tax form

The Q4 Form 941 is missing from the audit package.

Add document
Attention

Audit deadline is approaching

The carrier requested the completed package by September 18, 2026.

Review timeline

Search Audit Check

Search subcontractors, documents, audits, and policy numbers.