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Audit

Case Snapshot

Case ID
Insured
Policy #
Coverage
Auditor
Due Date
Status
Reviewer

Case Close Out

Case Closed Out

Review

Documents

Billing Hours

Endorsements

Policy Notes

Claims

Internal Notes

Return Case to Auditor (RFC)

Case Inventory

Reviewer Hours

Hours Spent on Review:

Assign Auditor

Assign to:

Contact Attempts

Create Letter

Free Form Sales Dates

Reorder Locations

Move Location to Another Entity

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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Contact Information

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Phone Number

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Note Library

Company Notes

These are system-generated notes. Toggle them on/off to show in your Automated Notes menu.

Personal Notes

Create your own frequently-used notes

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Add New Note

Note Name

Note Text

How did the call go?

Note (optional)

Manage Call Presets

Outcome options shown after a call. Changes only affect your account and also apply in Horizon.

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 Audit Notes Verification

Import Case from Legacy XML

Search legacy archive: Type at least 2 characters to search 18,000+ legacy cases

Legacy Case ID (Ticket Number): Auto-filled when you pick a search result, or enter the ticket number directly.

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

Reorder Columns

Drag the handle (⋮⋮) to reorder columns for the current entity and location. Columns from other entities/locations are not affected.

Import Data from Excel

Step 1: Download Template

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

Step 2: Upload Filled Template

Drop your Excel file here

or click to browse · .xlsx, .xls

Append instead of replacing previous imports.
By default, re-importing clears the previous Excel rows on each affected tab and keeps your manual edits. Check this box only if you want to add to existing imported data instead.

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