Get your auditors to focus on what matters most, not the busywork. Configure the workflow, then watch it run.
01 · Cut auditor time
Stop chasing. Start closing.
Each insured gets a channel-appropriate cadence — SMS, voice, email, mail — tuned to their class, prior response, and state rules. When direct outreach stalls, we automatically loop in the agent of record to unstick the audit. Drop-offs re-engage on their own. Your auditors stop chasing and start closing.
Adaptive 4-channel cadence
Insured self-schedule
Auto-loop the agent of record when the insured stalls
Audit-trail every touch
Day 0 · 9:14a
SMS
Hi Dana — quick 6-minute audit for Oakwood Pub. No login: tap here →
Day 0 · 9:22a
Reply
On the road, tonight ok?
Day 0 · 9:23a
SMS
All set. Link works any time. I'll check in 5p if you're free.
Day 0 · 5:02p
Voice
2-min check-in, voicemail dropped with call-back code.
Day 0 · 7:48p
Portal
Payroll uploaded via photo · validated · class 5606 confirmed
Day 1 · 8:10a
Email
Summary & sign-off sent to agent · audit closed
02 · Productive ratio
Insureds finish in 6 minutes — no logins, no PDFs.
Mobile-first forms in language insureds actually understand. Live validation against your class codes and state rules. Payroll uploads accept photos of 941s, CSV, or direct API. The result: more audits close, fewer ghost.
Mobile-first, no login required
Live class-code validation
Photo / CSV / API payroll
E-sign + receipt at close
0:00
Link tap
SMS → branded mobile page
1:10
Confirm entity
FEIN pre-filled · one tap
3:25
Payroll photo
OCR validates vs. WC class
5:47
Sign & done
E-sign, receipt, calendar hold
03 · Right contact, every time
First touch lands. Every time.
Contact info goes stale fast — phone numbers change, agents move, businesses pivot. AuditCake keeps each insured's record continuously synced from your policy admin, billing system, agent of record, and public business filings, so the first call doesn't end in voicemail.
Continuous sync with policy admin, billing, AOR
Public-record fallback (state filings, business registries)
Bounce + unreachable detection across channels
Surfaces stale records back to your operations team
Oakwood Pub & Eatery
FEIN ••3847 · NY · GL 5606
Synced 3h ago
Primary contact
Dana Park · CFO
(555) 218-3020verified
dana@oakwoodpub.comverified
Synced sources
✓Policy adminDuck Creek
✓BillingOne Inc
✓Agent of recordABC Brokers
✓State filingsNY DOS
Auto-updates this week
· 3 phone numbers refreshed across the book
· 1 email bounced — replaced with verified address
· 2 new contacts discovered via AOR sync
04 · Quality you can defend
Catch drift, misclassification, and underreporting in real time.
Your senior auditor, on every single file. Trained on thousands of commercial audits, the Co-Pilot drafts exposure summaries, flags class-code drift, and catches officer-exclusion gaps. Auditors highlight a line, drop a question, and the insured replies inline — every change is on the audit trail.
Drafted exposure summaries on every audit
Class-code drift detection
Officer & exclusion checks
Inline review with the insured — full audit trail
Co-Pilot · AUD-9263 · Oakwood Pub & Eatery
Class drift · 5606 → 5645
Carpentry (NOC) receipts up 31% YoY; split test vs. declared 5606 shows premium impact of $4,820.
Officer exclusion · unverified
2 officers on roster exceed state cap. Recommend requesting exclusion election + signed certificate.
Payroll reconciles · GL ✓
Uploaded 941s match insured-declared payroll within 0.3%. Co-Pilot confident ≥ 92%.
Day 0 · 9:14a
SMS
Hi Dana — quick 6-minute audit for Oakwood Pub. No login: tap here →
Day 0 · 9:22a
Reply
On the road, tonight ok?
Day 0 · 9:23a
SMS
All set. Link works any time. I'll check in 5p if you're free.
Day 0 · 5:02p
Voice
2-min check-in, voicemail dropped with call-back code.
Day 0 · 7:48p
Portal
Payroll uploaded via photo · validated · class 5606 confirmed
Day 1 · 8:10a
Email
Summary & sign-off sent to agent · audit closed
0:00
Link tap
SMS → branded mobile page
1:10
Confirm entity
FEIN pre-filled · one tap
3:25
Payroll photo
OCR validates vs. WC class
5:47
Sign & done
E-sign, receipt, calendar hold
Oakwood Pub & Eatery
FEIN ••3847 · NY · GL 5606
Synced 3h ago
Primary contact
Dana Park · CFO
(555) 218-3020verified
dana@oakwoodpub.comverified
Synced sources
✓Policy adminDuck Creek
✓BillingOne Inc
✓Agent of recordABC Brokers
✓State filingsNY DOS
Auto-updates this week
· 3 phone numbers refreshed across the book
· 1 email bounced — replaced with verified address
· 2 new contacts discovered via AOR sync
Co-Pilot · AUD-9263 · Oakwood Pub & Eatery
Class drift · 5606 → 5645
Carpentry (NOC) receipts up 31% YoY; split test vs. declared 5606 shows premium impact of $4,820.
Officer exclusion · unverified
2 officers on roster exceed state cap. Recommend requesting exclusion election + signed certificate.
Payroll reconciles · GL ✓
Uploaded 941s match insured-declared payroll within 0.3%. Co-Pilot confident ≥ 92%.
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— The dashboard
What your team actually opens every morning.
Live ledger, Co-Pilot flags at the top, exceptions queue — not 300 tabs of email.
AC
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Slice
Heartbeat +1
Audits (47)
Status · Due
AUD-7841
GL4820193A·Riverside Grill & Bar
HEARTBEAT
02/20/26
AUD-3295
CP7731048B·Coastal Comfort Café
HEARTBEAT
02/20/26
AUD-6107
CP9206531B·Lakeside Bistro LLC
HEARTBEAT
02/21/26
AUD-4582
GL5019284A·Harbor View Lounge
HEARTBEAT
02/22/26
AUD-9263
GL6102847A·Oakwood Pub & Eatery
SUBMITTED
02/22/26
AUD-1738
LQ8034721·Summit Provisions Co.
HEARTBEAT
02/23/26
AUD-4421
GL2189043C·Cedar & Stone Kitchen
REVIEW
02/24/26
AUD-9263
/ GL6102847A
Oakwood Pub & Eatery
AI Co-Pilot summary
Payroll up +18.4% YoY. Class 8810 appears under-reported vs. ADP Payroll Reports. Recommend verification of officer exclusion.
Activity
Baker, J. Reviewed payroll recommendation
2h ago
Insured Submitted payroll file
4h ago
Co-Pilot Flagged class 5606 exposure
6h ago
System SMS reminder sent
1d ago
6 min
median audit completion
94%
insured response rate
24%
fewer unproductive audits
3.1×
audits per FTE
See it against your own book.
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