Set up the audit
Enter the policy information, deadline, estimated payroll, and carrier request.
Collect records by requirement
Group files into payroll, employees, subcontractors, COIs, tax documents, accounting, and the audit request.
Review exceptions
Prioritize missing certificates, expired coverage, incomplete subcontractor data, missing tax forms, and approaching deadlines.
Generate the package
Create a summary that clearly labels missing information and estimated exposure, then export the organized source documents.