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Types of audits

Physical Audit

A physical audit is an on-site review of your business records by a Society® Insurance representative. If your business records are located at an address other than your policy address, such as an outside accountant, please notify the auditor.

Mail Audit

If a physical audit isn’t performed, you’ll be asked to complete an audit through the mail. You will be asked to include supporting records, such as copies of tax reports.

Preliminary Audit (for Assigned Risk Pool Policies)

At the beginning of your policy term, the auditor will review a representative period in order to project the premium for the full policy term.