Policy Information

The following items are needed for EACH POLICY YEAR to conduct a complete and thorough review. Please provide as many items as you can locate. The missing items will then be requested from your agent or insurance carrier. The number of years to be reviewed will depend on the information you can provide. Our most successful reviews date back eight (8) years, however we realize that obtaining this many years of policy information may be difficult. We ask that you provide as much documentation that is readily available.

• Dec pages of the policies (indicating the detailed calculation of the estimated payrolls and premium)
• Final audit billing statements
• Experience rating worksheets (NCCI or State Rated)
• Loss history summaries
• Auditor worksheets (workpapers) prepared by insurance company payroll auditor
• A brief description of your business operations