Workers’ comp diagnostic tools

Let the business owner do the first-stage work. Get the case before you take the call.

Comp Check + Comp Audit are self-service workers’ comp diagnostics that run completely under your brand.

Put them in front of referrals, prospects, existing clients, LinkedIn traffic or website visitors. They work through the repeatable questions on the business owner’s schedule, screen against the account requirements you set, and deliver the completed case directly to you.

Your brand. Your rules. Your cases.

Workers’ comp check on a broker’s own site, California policy, with annual payroll and comp cost entered
  • Full branded workers’ comp microsite
  • Embed either diagnostic on your existing site
  • Text + email notification when a case arrives

A completed case, not another contact form.

Why self-service first.

Business owners want control before they talk to sales.

The diagnostic lets them investigate privately with their own figures, then brings you in where professional judgment is actually needed.

Gartner reported that 70% of B2B buyers prefer a completely digital, self-service buying experience. At the same time, 51% said they are more likely to encounter misleading information from GenAI, and 49% said the same of a sales rep.

Two reasons a workers’ comp prospect raises their hand.

Comp Check

When workers’ comp cost stops making sense.

The business owner enters the figures they already have and gets a finding before they are asked to identify themselves.

Run Comp Check

Comp Audit

When the audit is coming, or already arrived.

The business owner works through the payroll, subcontractor and policy questions that matter before or during a workers’ comp audit. You receive the completed case organized for follow-up.

Run Comp Audit

Filter for the business you actually want.

You set the minimum account criteria.

Cases that meet your requirements move forward normally.

Below your normal fit, the prospect is told so. If they still want you to look, the case can come through marked low priority.

So the tool filters your time without throwing away someone who may still deserve a look.

You control what earns your time without permanently throwing away the rest.

One deployment. Completely yours.

Your URL
A dedicated location you can send directly from email, text, LinkedIn, QR codes, referrals or outreach.
Your website
Embed either diagnostic into the site you already have.
Your brand
Your name, company, identity and contact path throughout the experience.
Your qualification rules
You decide which accounts deserve priority.
Your notifications
When a case arrives, you receive an email and text with the link to the case.
Your cases
No shared lead pool. No vendor deciding where the opportunity goes.

We deliver the opportunity immediately. What happens next, including speed to lead, remains yours.

What arrives before you take the call.

By the time you receive it, the business owner has already done the work a normal form leaves for you:

Identity
Name and verified mobile when verification applies.
Account facts
The workers’ comp figures they supplied.
Reason they came in
Cost problem, audit problem or other supported route.
Diagnostic finding
Exactly what they already saw.
Unresolved work
What still requires records and professional judgment.
Priority
Whether the account fits the criteria you set.

You do not start with:

“So tell me what’s going on.”

You start with the case in front of you.

Put the diagnostic anywhere you already create opportunity.

Your website.
A LinkedIn post.
A cold prospect.
A referral.
An existing client.
An email.
A text.
A QR code.

The diagnostics do not manufacture attention. They give the attention and relationships you already have something useful to do next.

You write the business. We maintain the machinery.

No quoting.
No carrier selection.
No placement.
No claim that software replaces your judgment.

We maintain the diagnostic questions, calculations, routing, qualification logic and software.

You decide what the case means and what happens next.