Why Brokers & Agents Partner With “Simple Audit Solutions”

Helping Your Clients Survive Their Workers' Compensation Premium Audit

As a Senior Premium Auditor with Nine Years experience reviewing workers' compensation policies and payroll records in the State of California and the Western United States, I help business owners prepare for their annual premium audits before problems become costly.

My service is designed to complement—not replace—the valuable work performed by insurance Brokers and Agents. I provide specialized audit preparation support that helps your clients understand audit requirements, organize records, identify potential issues, and approach their audit with confidence.

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What I Do

I provide independent Workers' Compensation Premium Audit Preparation Consulting for California Businesses at Affordable Prices.

Services include:

· Audit Readiness Reviews

· Payroll and Classification Reviews

· Subcontractor Documentation Reviews

· Certificate of Insurance Verification Guidance

· Audit Record Preparation Checklists

· Audit Risk Assessments

· Educational Resources for Business Owners

My goal is simple:

“I Help California Contractors avoid Costly Workers Comp Audit Mistakes before they become Expensive Audit Bills”

Who I Help…

I primarily work with Contractors

· General Contractors

· Electrical Contractors

· Plumbing Contractors

· HVAC Contractors

· Roofing Contractors

· Framing & Rough Carpentry Contractors

Typical Client Profile

· 5–25 employees

· Annual workers' compensation policy

· Limited experience with premium audits

· Concerned about unexpected audit adjustments

Common Problems Your Clients Face

Many business owners:

· Do not understand how premium audits work.

· Have incomplete subcontractor records.

· Cannot locate certificates of insurance.

· Mix payroll between classifications.

· Wait until the auditor arrives to gather records.

· Receive unexpected additional premiums.

· Feel overwhelmed by the audit process.

These issues can create frustration for both Clients and Agents.

Benefits to Insurance Brokers & Agents

Enhanced Client Service

Offer Clients access to a specialized affordable audit preparation resource.

Stronger Client Relationships

Helping clients navigate audits builds trust and loyalty.

Increased Retention

Clients who feel supported are more likely to remain with their Broker.

Fewer Audit Complaints

Prepared Clients often experience less frustration during the audit process.

Additional Value Without Additional Staff

Provide expert audit preparation resources without increasing your workload.

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Why Work With Me?

· Nine Years as a Senior Premium Auditor

· Extensive California Workers' Compensation Audit Experience

· Independent and Objective

· Focused on Education and Preparation

· Understands Contractor and Small Business Operations

· Practical, Real-World Guidance with 30 Years Small Business Ownership

My mission is to help business owners understand the audit process and avoid costly mistakes while helping Brokers deliver exceptional service to their clients Affordably.

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Let's Help Your Clients Prepare.

Together, we can improve the audit experience, strengthen client relationships, and help business owners approach their audits with greater confidence.

How the Referral Process Works

Step 1: Broker/Agent Introduction

You identify a Client who may benefit from Audit Preparation assistance.

Step 2: Client Consultation

I conduct a Free Initial Consultation to understand the client's operations, audit concerns, and recordkeeping practices along with a Complimentary Workers Compensation Audit Preparation Checklist.

Services Offered by Simple Audit Solutions:

California Contractor Audit Readiness Review - $199 Broker Pricing: $99

“Quick Snapshot” Preparation Package

· 30 minute Zoom or Phone Consultation

· Workers Comp Audit Preparation Checklist (Resource #1)

· Top 5 Most Costly Mistakes Report (Resource #2)

· Simplified Audit Risk Questionnaire & Scorecard (Resource #3)

· 10 Most Common Mistakes and How to Avoid Them (Resource #4)

· Simplified Subcontractor Review Worksheet (Resource #5)

· Review of Payroll Record Keeping & Classification Codes

California Contractor Annual Readiness Membership $39 a month

“Always Audit Ready“ Preparation Package

· 30 minute Zoom or Phone Consultation

· Customized Action Plan

· Workers Comp Audit Preparation Checklist (Resource #1)

· Top 5 Most Costly Mistakes Report (Resource #2)

· Simplified Audit Risk Questionnaire & Scorecard (Resource #3)

· 10 Most Common Mistakes and How to Avoid Them (Resource #4)

· Simplified Subcontractor Review Worksheet (Resource #5)

· Sample email “Request for Audit Information from Auditor”

· Pre-Audit Preparation Checklist – Missing Document Review

· Payroll Reporting and Classification Code Review

· Subcontractor Certificate Review Service (Resource #7)

· Quarterly Audit-Readiness Emails & Guide

· Quarterly Recordkeeping Checkup & Check-in

· Business Owner’s 90 Day Action Plan (Resource #7)

· Direct email access for questions and support

Step 3: Client Preparation

The client receives practical guidance and tools to help prepare for the audit.

Step 4: Audit Support

The client enters the audit process with greater confidence and improved organization.

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Benefits to Your Clients

Reduced Stress: Clients understand what records will be requested and why.

Better Organization: Important documents are gathered before the audit begins.

Fewer Surprises: Potential issues can often be identified before the audit.

Improved Understanding: Clients gain a clearer understanding of premium audits.

Time Savings: A Prepared Client can often complete the audit process more efficiently. Increased Value of Insurance Services Provided Clients appreciate savings of time and money on the simplified process.