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What's Too Big For a New Auditor?

(Scheduler Version)


December 2019

As many of you already know, some of our audits can be just too big and/or too complicated for new auditors. Before scheduling appointments for our newbies, please keep the following in mind. The guidelines should be used for the first 3 weeks of scheduling AND for new auditors through their 4thmonth. However, as all of us learn in different ways and at different paces, please be mindful of the auditors you are working with and contact Bob or Melinda with any questions or concerns to avoid having your auditors find themselves over their heads at an audit.


· Number of Class Codes: 1 or 2 Class Codes (3 if all or most have low estimated exposures)

· Estimated Exposure Limit: Less than $500k payroll

· Number of States: California only

· Number of Entities: One only

· Carriers: AmTrust is easiest, but we don’t have to limit Carrier if other requirements are met

o No GuideOne or Berkeley audits

o No Farmers with multiple locations

· Dual Wage: Allowed only with low exposure of $200k or less


· Based on Sales or Payroll: OK

o 1 or 2 codes only

o Sales any size

o Payroll Limited to $500k Estimate

· Multiple Entities: No

· Multiple States: No

· No Garage Liability Audits

· All Berkley Virtuals can only be billed at 1 hour – not suggested for New Auditors

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