Premium Audit Automation demo

Agents chase the payroll and sales records, reconcile them by class code, and hand the auditor a finished draft. 1:10

What the demo shows

An audit solution that gathers payroll and sales records and reconciles them by class code.

Six agents chase the insured's records, tie the payroll register to the Forms 941, read every employee's job title and timecards, check every subcontractor payment against a certificate and draft the audit; the auditor reallocates payroll between class codes on one board, and the premium recounts as the payroll moves.

Transcript

  1. Premium Audit Automation reconciles and ensures payroll by class code for premium auditors.
  2. Today, auditors chase records for weeks, and too many audits close on the estimate.
  3. For Brightwater Framing, the agents gathered every record and tied payroll to the 941s to the penny.
  4. On the class code board, three people coded clerical have payroll titles saying lead carpenter, foreman, and carpenter.
  5. Renata drags their $210,000 into carpentry, and the premium recounts.
  6. A lapsed subcontractor adds $96,000 of labor, $60,500 due, every change explained.
  7. Audits close on actual figures, not estimates, in weeks sooner.
  8. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.