Get your auditors to focus on what matters most, not the busywork. Configure the workflow, then watch it run.
01 · Smart Engagement
SMS, voice, email, mail — orchestrated, not blasted.
Each insured gets a channel-appropriate cadence tuned to their class, prior response, and state rules. Drop-offs re-engage automatically. No human chases anyone.
Adaptive 4-channel cadence
Insured self-schedule
Loop-in agents only when stuck
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 · Zero-Touch Onboarding
Insureds complete the full audit in under 6 minutes.
Mobile-first forms, no logins, no PDFs. Live validation against your class codes and state rules. Payroll uploads accept photos of 941s, CSV, or API.
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 · AI Co-Pilot
Your senior auditor, on every single file.
Trained on thousands of commercial audits. Drafts exposure summaries, flags class-code drift, surfaces the three things that matter. Human-in-the-loop on every line.
Drafted exposure summaries
Class-code drift detection
Officer & exclusion checks
Human approval on every line
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
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%.
01
02
03
— 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. GL receipts. Recommend verification of manager exclusions.
Activity
Baker, J. Approved estimate
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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