Guide

The workers' comp audit came back with $22,000 of additional premium due in 30 days. What covers it?

Three steps in order. Check the audit: subcontractors without a certificate of insurance on file get counted as your payroll, and producing the certificates now removes them. Ask the carrier for installments; most will spread a large adjustment rather than cancel a paying policy. Fund what is left with a working capital loan on your deposits in one to three business days — a cancelled comp policy shuts a contractor down, so the deadline is real.

Why the bill is bigger than you expected

A workers' comp premium is an estimate on projected payroll, trued up at the end of the policy year by an audit. If the business grew, or the auditor put staff in a higher-rated class, the adjustment is a real bill. The one that surprises contractors most is subcontractors: any sub you paid who cannot be shown to have carried their own comp gets treated as your employee, and their entire payment is added to your payroll exposure at your rate.

The bill is typically due in 30 days, and an unpaid audit balance is grounds for cancellation. A contractor without comp cannot be on most job sites, which is why this is a deadline and not a negotiation to leave for later.

Shrink it before you fund it

Ask for the auditor's worksheet. Line by line: which subs were counted, which employees were put in which class, whether overtime premium pay was excluded as the rules allow, whether officers were included who should have been excluded. Then collect certificates of insurance from every sub who had their own coverage during the year and send them in. Audits are revised on evidence more often than people expect, and a revised audit is the cheapest money on this page.

Cost of $50,000, by product

BANK TERM LOAN60 months · hardest to qualify for$13,700SBA 7(A)120 months · lowest monthly, slowest$34,200ONLINE TERM LOAN18 months · days, not months$11,500LINE OF CREDIT12 months · pay only on what you draw$7,400MERCHANT CASH ADVANCE9 months · fastest, no score floor$15,000$0$36,000
Total cost of capital on a $50,000 facility, with the term stated on every bar — a comparison that hides the term is not a comparison. An advance is the most expensive money here and the only one that reaches a business the bank has already declined. Illustrative figures at mid-range pricing, not an offer.

The carrier's plan, then funding

Carriers routinely accept installments on a large adjustment for a policyholder who is current on the new year's premium — a few months is normal, sometimes longer. Ask the agent to request it in writing. It costs little or nothing and it is better than any loan.

What the plan does not cover, or if the carrier insists on payment in full, a working capital loan or a cash advance on your last three to six months of deposits covers in one to three business days. Send the audit statement and the cancellation date with the bank statements; a funder reading a dated insurance bill on a growing contractor is reading a normal request. Borrow the balance, not a round number, and ask for weekly payments that match how your draws land.

Next year's audit

Collect a certificate of insurance from every sub before the first check, not at audit time. Report payroll to the carrier quarterly if they offer it, so the estimate tracks reality and the true-up is small. And put a share of every month's payroll aside for the adjustment, because a growing contractor will owe one every year. A line of credit is the backstop for the year it is larger than the set-aside.

Sources

Related questions.

Can the carrier cancel my policy over an unpaid audit?
Yes, with notice, and a cancellation for non-payment follows you to the next carrier. Paying on a plan keeps the policy in force; ignoring the bill does not.
Will a funder ask what the money is for?
They ask. An insurance audit adjustment is a common, well-understood answer, and the audit statement makes the amount obvious. It is not a negative signal on its own.
Do I have to pay if I think the audit is wrong?
Dispute it in writing with evidence, and ask the carrier to hold cancellation while the dispute is reviewed. Paying the undisputed part while the rest is reviewed usually keeps everyone reasonable.

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