INSTRUCTIONS & TUTORIALS 

Click on a link below to assist you with your premium audit.  We are here to help with the process!  For additional assistance, please contact your auditor directly or email us

How to upload your documents as policyholder.

HOW TO SAVE MONEY

  • ​​​Have the proper person available to assist the auditor and answer their questions.

  • If you pay overtime to employees, properly summarize overtime paid by individual and class code.

  • Construction companies should maintain payroll records to show time and wages spent in different types of work.

  • The use of Subcontractors or Independent Contractors requires certificates of Workers’ Compensation and General Liability insurance from each subcontractor or independent contractor.

  • Sales records should show breakdowns for your various products or services.

  • Be sure you identify for the auditor any individuals who perform strictly clerical office duties, strictly outside sales duties or strictly drivers.

POLICYHOLDERS

FREQUENTLY ASKED QUESTIONS

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