ProSource Solutions / Agency briefing
Premium Audit Preparation
Prepare payroll, subcontractor and sales records for an insurance premium audit and ask the insurer which documents its review requires.
What to understand
Policies rated on estimated payroll, sales or other exposures may be adjusted after an audit. Records need to support the actual work performed—not simply the estimate used when the policy began.
Your next step
Organize payroll by duties and state, subcontractor invoices and certificates, and sales records where relevant. Ask your insurer which records its audit requires.
Read the primary source
Travelers · Premium audit documents
Educational information only. Follow the linked source for current requirements. Insurer references do not establish a carrier appointment.