Policyholders

Preparing for an audit

Preparing for a Builders Mutual audit

Being prepared is the first step toward having a successful premium audit. By knowing what documentation to provide and how far back you should go with your records, you are already ahead of the process. We created this audit kit as a tool to help you:

  • Learn what records to provide
  • Get ideas on organizing records
  • Understand retention guidelines for certain records
  • Get insight into common audit questions on remuneration and class codes
  • Identify tips on working with subcontractors

Download Audit Preparation Kit

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