How Our Premium Audit Process Works
While the process may vary from policy to policy, here’s a general outline of what to expect.
We’ll be in touch when the audit process begins and will provide clear instructions on what to expect. This notification provides you with time to prepare and gather the necessary documentation. This generally happens around the end of your policy term.
You’ll gather and submit required documents such as payroll records, tax forms, and sales data electronically by the due date provided in the correspondence you received. Providing accurate information helps us complete your audit efficiently.
Our team thoroughly reviews the data you submit to validate exposures and classifications. As part of this process, we may reach out to confirm specific details about your business. Prompt and complete responses are critical to avoid delays and help ensure your audit is finalized successfully.
We determine your final premium based on our findings.
Once the final audit is completed, the results will be communicated to you.
Contact Us
If you have questions specific to your audit, contact us for assistance with documentation, disputes, requests for worksheets, and audit status inquiries.