Our AMS360 Workflow Compliance Audits can help you ensure that your agency’s procedures are being followed accurately and efficiently by your entire team. Our consultants will take your existing procedures and create a customized worksheet that outlines expected waypoints, timelines, action types, suspense, and document types.
To ensure that your agency’s procedures are being followed consistently, we select at least two transactions of each type (New Business, Renewal, Endorsement, and Cancellation) from different customers, spanning different time periods. This approach allows us to assess compliance for both small and large customers, ensuring that all customers receive the same high level of service.
We present the worksheet and our findings in a live web session with managers, allowing you to identify areas for improvement and take action to optimize your agency’s workflow. If your agency does not have formal procedures, we conduct the audit using “best practice” standards to ensure compliance with industry regulations and guidelines.
Our AMS360 Workflow Compliance Audits can be used to confirm adherence to standards/procedures and to identify areas where additional training is needed. With our help, you can achieve greater compliance, efficiency, and profitability for your agency.
Contact us today to schedule your AMS360 Workflow Compliance Audit and take the first step towards optimizing your agency’s workflows.