CompPacketPacket prep only
Workers’ comp premium-audit packet prep
Organize the records you already have into a clearer audit-response packet for your review.
Turn a messy workers’ comp audit-record request into a clean packet you can review and submit.
Start your audit packet reviewWhat you get
- Document organization and record reconciliation only.
- Missing items are flagged for review.
- You keep final review and submission control.
Why this gets messy
Audit requests often pull from payroll, vendor, and insurance records at the same time, which makes it hard to see what is present and what is missing.
- Payroll, 1099, and COI records are often scattered across folders
- Auditor requests can be hard to map back to the files you already have
- A clean packet helps your team review the records before anything is submitted
Who this is for
Contractors and small businesses that received a workers’ comp premium-audit notice and want payroll, subcontractor, and COI records assembled in one place.
What you send
Upload the notice, the request list, and the records you want organized.
- Audit notice or auditor request letter
- Payroll reports and general ledger detail
- 941s, W-2s, and 1099s
- Subcontractor COIs and payment records
- Related auditor correspondence
What you get back
A review-ready packet that groups the records by request item and calls out gaps for your review.
- Organized audit-response packet
- Missing-document list
- Subcontractor COI gap list
- Payroll and payment support folder
- Auditor-request checklist matched to provided records
How it works
- Upload the records and the auditor request list.
- We organize the packet and flag missing or unclear items.
- You review the packet and decide what to submit.
Scope
- Document preparation, organization, and record reconciliation only.
- No class-code recommendations, premium dispute work, audit representation, or insurance consulting.
- No legal, tax, compliance, payroll, OSHA, or safety advice.
- No determination of worker status, subcontractor coverage status, or insurance classification.
- No guarantee of audit outcome, approval, premium change, coverage result, tax result, or compliance result.
- Customer remains responsible for final submissions, statements, and business decisions.
FAQ
Do you give insurance advice?
No. We organize the records you provide and flag apparent gaps for review.
Can you guarantee the audit result?
No. The customer remains responsible for final submissions, statements, and business decisions.
Ready to start?
Begin the intake when you’re ready to organize the files for your final review. You stay responsible for final submissions and business decisions.