Planning
Interactive toolContractor premium audit checklist
Turn preparation into eight practical steps. Save your progress and download a checklist for your next review.
Build your checklistTHE AUDIT READINESS LIBRARYA clearer path from
A clearer path from
records to review.
Start with a plan, understand the evidence, and make your next follow-up count. Practical resources for subcontractor-heavy businesses.
Browse guides & toolsA PLACE TO START
What would you like to work on?
Choose a goal, save your next steps, or share the path with your team.
Start with the records, then connect the evidence.
3 steps · 0 savedSaves to this browser. Shared links open the selected goal.
FIND YOUR NEXT STEP
Guides & tools
Your reading listSave resources to revisit on this browser.
4 resources to explore
Workers’ Comp
GuideWorkers’ Comp audit readiness
Follow the relationship between subcontractor payments, Workers’ Comp evidence, and coverage dates.
Read the WC guideGeneral Liability
GuideGeneral Liability premium audits
Organize payment records and General Liability evidence for your policy-period review.
Read the GL guideWorkflow
GuideFrom COI tracking to audit reconciliation
See how payment-level review, separate coverage tracks, and exception follow-up fit together.
Explore the workflowMAKE THE LIBRARY YOURS
A few helpful details.
Can I save or share a complete reading path?
Choose a goal and select Save this path to add its guides to your reading list without removing existing saves. Copy path link creates a public link that opens the same goal for someone else; it does not share your saved list or checklist progress.
Where are my saved resources kept?
Your reading list is saved in this browser, with no account required. It does not sync between devices. Download the list to keep the titles and public links in a text file.
Can I pick up the checklist later?
Yes. The interactive checklist saves completed steps in this browser. You can focus on remaining steps and download either the full checklist or just the remaining work.
Which guide should I start with?
Use Prepare for an audit for a records-first path, Review coverage evidence for the Workers’ Comp and General Liability guides, or Organize follow-up for the exception-review workflow.
PUT THE GUIDE INTO PRACTICE
Run a free risk scan Bring your records into one workspace.
Start with up to 3 subcontractors and 8 evidence files. No card required for the free scan.