Premium audits require processing dozens of document types — payroll reports, federal and state tax returns, 1099 forms, audit questionnaires — and extracting detailed financial data to determine actual exposure. Manual processing is slow, error-prone, and creates bottlenecks at scale. We automate the entire audit document pipeline with 98%+ extraction accuracy.
From raw audit documents to classified, extracted, and system-populated data.
Classify incoming documents by type — payroll reports, tax returns, 1099s, audit questionnaires — and identify missing items.
Extract payroll by class code, revenue figures, subcontractor costs, and other premium-bearing data with 98%+ accuracy.
Populate your audit system, request missing data from insureds, and notify auditors when files are ready for review.
Classify carrier audit questionnaires, payroll reports, federal and state tax returns, and 1099 forms automatically.
Extract payroll data, class codes, subcontractor information, and other premium-bearing figures from structured and unstructured documents.
Identify missing audit data and automatically send email requests to the insured or their broker.
Premium audits are high-volume, document-heavy, and directly impact premium accuracy. Automation pays for itself quickly.
Automated classification and extraction processes audit documents as fast as they arrive, preventing seasonal bottlenecks.
98%+ extraction accuracy means premium adjustments are based on reliable data, reducing disputes and write-offs.
Automated follow-up ensures missing documents are requested immediately instead of waiting for manual review.
Process payroll data by class code and extract premium-bearing information for workers comp audit calculations.
Extract revenue, subcontractor costs, and other exposure bases from financial documents for GL audit processing.
Verify completeness of audit documentation and flag missing items before auditor review.
Payroll reports, federal and state tax returns, 1099 forms, carrier audit questionnaires, and other premium audit documentation.
98%+ accuracy across structured, semi-structured, and unstructured document formats with built-in validation.
Yes. The system identifies missing premium audit data and automatically emails requests to the insured or their broker.
Book a free intro call. We'll map out your workflows and show you exactly what we can automate — and how fast.