Confirm the fields
Review the insured company, insurer, policy number, effective date, expiration date, coverage type, and certificate holder.
Do not trust extraction silently
OCR can accelerate data entry, but the original certificate should remain available and every extracted field should be editable before use.
Find partial coverage
Compare certificate dates with the subcontractor work start and end dates. Record uncovered date ranges and the payments associated with them.
Continue preparing
- Workers Comp Audit Checklist: Records to Collect
- Subcontractor Insurance Audit Checklist
- How to Prepare for a Workers Comp Audit
- Payroll Records for a Workers Comp Audit
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