Armada

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Audit

Case Snapshot

Case ID
Insured
Policy #
Coverage
Auditor
Due Date
Status
Reviewer

Case Close Out

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Review

Documents

Billing Hours

Endorsements

Policy Notes

Claims

Internal Notes

Case Inventory

Reviewer Hours

Hours Spent on Review:

Assign Auditor

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Contact Attempts

Create Letter

Free Form Sales Dates

Reorder Locations

Reorder Entities

Review Queue

Remote In - View Auditor's Case

Enter the case number of the case you want to remotely view. This will lock the case for the auditor while you review it.

Case Number

You are remotely viewing this case. The auditor cannot make changes until you release it.

Case ID:
Locked From:
Locked At:

Add Class Code

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State Code *

Class Code *

Description

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Codes containing "EXCL" will not be checked by default.

Description Guide

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Note Library

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Mark Case as Critical

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Add New Policy

Policy Number *

Policy Type / Coverage *

Carrier

Effective Date

Expiration Date

Clone Policy

Cloning From:

New Policy Number *

What to clone:

Entities Principals Locations Class Codes Employees & Payroll Subcontractors Sales/Units Audit Notes Verification

Import Case from Legacy XML

Legacy Case ID (Ticket Number): Enter the ticket number from the legacy system (XML filename)

New Case ID (Ticket Number): Enter the new ticket number for this imported case

Import Data from Excel

Step 1: Download Template

Download the template, fill in your data across the tabs (Payroll, Other Remuneration, Subcontractors, Sales, Units), then upload.

Step 2: Upload Filled Template

Select Excel File:

📋 New Cases Assigned

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