Audit intake
Start with a screen, not a subscription
The first step is to decide whether the portfolio is worth a paid audit. Export from WSIB Compass for Ontario files, or send a loss run for a scoped ON, BC, or AB review.
Have a WSIB Compass export?
Upload the CSV to see portfolio cost concentration, open claim exposure, and which files warrant a full review.
Have a loss run or advisor file?
Email the file type, province mix, and approximate claim count to hello@claimnexus.ca for a scoped audit quote.
Schedule 2 portfolios (municipalities, hospitals, school boards) are reviewed for direct-cost and LOE exposure. SIEF does not apply to Schedule 2.