Audit Works Rx connects insurance carriers and premium audit firms like never before — eliminating the complexity of insurance audits with a process that is simple, smart, and secure.
A premium insurance audit software company utilizing a virtual software processing environment — replacing travel and manual labor with secure cloud technology.
High engagement, consistent rules interpretation, and exceptional customer service result in fewer audit disputes and satisfied policyholders.
Technology in place of labor, and no travel expense, delivers significant cost savings for carriers and audit firms alike.
Detailed, accurate information is imported directly from trusted sources — auditors start with clean data and finish faster.
A secure cloud-based platform with clean audit trails, trust-grade data handling, and integrations built for insurance compliance.
A complete premium audit toolkit — from class code intelligence to carrier and general ledger integrations.
Handle interim and pre-underwriting audit capability without extra tooling.
Stay current with changes in class codes and rating algorithms automatically.
Calculation of actual earned and manual premium, built into every audit.
Integration with payroll companies and vendor systems for clean data imports.
Automatic handling of owners' and officers' minimum and maximum payrolls.
Class code and rating info from NCCI, ISO, and State Bureaus at your fingertips.
Business search and verification tools built for regulatory requirements.
Diary and to-do list functionality keeps every audit on schedule.
Audit WC, GL, Commercial Auto, and more within a single platform.
Direct integration with carrier policy management systems.
Integration with online general ledger systems for seamless reconciliation.
Unique processing for PEOs and staffing companies with complex payrolls.
A flexible, cloud-based solution for audit planning, project delivery, issue tracking, and reporting.
Detailed, accurate information is imported directly from trusted sources — payroll providers, vendor systems, and carrier platforms.
Auditors work securely from anywhere with NCCI, ISO, and State Bureau class code data, auditor diaries, and dispute-reducing engagement tools.
Results flow directly into carrier policy management and online general ledger systems — reconciled, reported, and dispute-free.
Specialized financial, operational, and technology expertise for agencies, MGAs, wholesalers, carriers, and insurance-adjacent businesses. Our dual-discipline approach strengthens financial accuracy, modernizes systems, and streamlines premium workflows.
Insurance accounting requires specialized processes beyond traditional bookkeeping — tracking premiums, commissions, carrier settlements, trust accounts, and complex multi-party transactions. We provide structured, compliant, and fully reconciled accounting operations that eliminate reconciliation issues and accelerate month-end close.
Accurate tracking of premium collections, carrier payables, producer commissions, and refunds.
Month-end reconciliation, statement matching, and financial reporting.
Ensuring fiduciary compliance and clean audit trails.
Support for SAP/GAAP reporting frameworks used across the insurance industry.
Reliable statements, reserve tracking, and operational transparency.
Workflows that eliminate reconciliation issues across premium flows, endorsements, and refunds.
Modern insurance operations depend on technology — cloud platforms, data systems, cybersecurity, and automation. We deliver the strategic guidance needed to plan, build, and optimize these environments, bringing experience from solving similar problems across many businesses.
Aligning IT systems with business objectives and regulatory requirements.
Designing scalable, secure environments that support growth.
Protecting sensitive insurance and financial data.
Streamlining workflows across accounting, CRM, policy admin, and carrier systems.
Turning operational and financial data into actionable insights.
Avoid costly missteps and implement solutions efficiently — guided by proven experience.
We support organizations seeking greater control, transparency, and financial efficiency in their risk-management programs — from feasibility analysis and formation to ongoing governance, compliance, and strategic optimization. Whether your goal is cost stabilization, improved claims oversight, or long-term risk-financing strategy, we ensure your captive operates with precision, compliance, and measurable value.
Feasibility studies, domicile selection, regulatory filings, and entity setup tailored to your operational and financial objectives.
Full support with statutory reporting, audits, governance requirements, and ongoing regulatory communication.
Premium development, reserve analysis, financial statements, investment policy guidance, and capital adequacy monitoring.
Oversight of claims handling, TPA coordination, loss-run analysis, and performance benchmarking.
Program design, reinsurance placement support, cost modeling, and long-term captive performance planning.
Board support, policy issuance, service provider coordination, and day-to-day captive administration.
Premium flows, endorsements, refunds, and multi-party settlements don't exist in other industries — our systems are built for them from day one.
Precise insurance-specific accounting support alongside strategic IT consulting that aligns technology with business goals.
A virtual software processing environment replaces site visits and manual labor — audits move faster at a lower cost.
Consistent rules interpretation and exceptional customer service keep policyholders satisfied and disputes rare.
We audit multiple lines of insurance including Workers' Compensation, General Liability, and Commercial Auto — with unique processing for PEOs and staffing companies.
Our high level of engagement, consistent rules interpretation, and exceptional customer service result in fewer audit disputes and satisfied policyholders. Detailed, accurate records are imported directly from trusted sources, so audits start clean.
Yes. We integrate with payroll companies and vendor systems, carrier policy management systems, and online general ledger systems — so results flow straight into the tools you already use.
The platform includes NCCI, ISO, and State Bureau class code and rating information, kept current as rating algorithms change.
A captive insurance company gives your organization greater control, transparency, and financial efficiency over its risk-management program. We support every stage — formation, regulatory compliance, financial management, claims administration, and day-to-day operations. Contact us to discuss whether a captive fits your objectives.
Reach out through the contact form below or call us at +1 813 727 0048. We'll schedule a walkthrough of the platform and discuss your audit, accounting, IT, or captive management needs.
Questions about the platform, accounting & IT services, or captive management? Send us a message.
Our team is ready to walk you through the platform and discuss how we can help your organization.