Audit Lab

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Case Snapshot

Case ID
Policy #
Coverage
Auditor
Due Date
Status
Reviewer

Case Close Out

Case Closed Out

Review

Documents

Billing Hours

Endorsements

Policy Notes

Claims

Case Inventory

Reviewer Hours

Hours Spent on Review:

Assign Auditor

Assign to:

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

Entity *

Location *

State Code *

Class Code *

Description

Description will be automatically filled when you enter a class code.

Estimate

Send to Summary

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

Description Guide

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Watch Auditors

Get notified when these auditors submit cases for review:

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Contact Information

This information will be used for generating contact letters and official correspondence.

Phone Number

Fax Number

Email Address

Mailing Address

Mark Case as Critical

Note for Auditor (Required):

⚠️ Critical Case Alert

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

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 Payroll from Excel

Step 1: Download Template

Download the Excel template, fill in your employee payroll data, then upload it below.

Step 2: Upload Filled Template

Select Excel File:

📋 New Cases Assigned