AUDITING SERVICES

Auditing Services for Insurance Agencies

At Kite, we believe audits are a powerful tool for insurance agencies. Through an audit, you align company goals and workflows, keep data clean, provide training opportunities and establish performance benchmarks. But many agencies don’t have the time or resources to regularly conduct audits. To remedy this and help agencies unlock the potential audits offer, we’ve developed a customizable service.

Insurance Audit Services Tailored to Your Agency

We don’t have a single, specific audit form and what we offer entails more than a quick policy check. Why you’re seeking an audit and what you want to accomplish are unique to your agency. From improving data accuracy to standardizing workflows, or optimizing Applied Epic, we’ll tailor an audit to fit your goals.

1.

You'll work with our in-house team

Auditing is more than following a form or process. Our expert Applied Epic consultants learn your procedures and what’s important to you. We take the time to understand who your agency is, what you need and what you’re looking for before we start an audit.

2.

Uncover opportunities and solve problems

Whenever there is a change in workflows or you add employees, you have an opportunity to further develop your team’s skills and make your agency more efficient. Use the results from an audit to sharpen your focus and point to how you can improve. Similarly, if a process is constantly breaking down, an audit will help you uncover the problem and determine how to resolve the issue.

3.

Fulfill requests by E&O carriers

Independent insurance agencies frequently approach us for help with Errors & Omissions audits. We bring the same tailored approach and dive into their procedures. By working with us, the agencies simplify the process, prove compliance and benefit from the insights thorough audits provide.

4.

We can show your team how to conduct an audit

For clients who have the resources to internally carry out audits, we provide training. We go through the steps, explain what needs to be done and help create processes our client can follow.

Maximize Performance, Productivity and Data Accuracy

Audits allow management the ability to gauge their efficiency and evaluate their staff's performance using specific and relevant metrics. Conducting an audit will reveal gaps in compliance with agency procedures and subsequently identify areas for process improvement.

Clients who use Kite Technology's auditing services:

Sign Up for a Complimentary Consultation

Kickstart your auditing process with a complimentary consultation. During the meeting, we’ll learn about your agency, problems you’re facing and your objectives. Start a conversation with us today: Give us a call or send us a message.

Auditing Services for Insurance Agencies

At Kite, we believe audits are a powerful tool for insurance agencies. Through an audit, you align company goals and workflows, keep data clean, provide training opportunities and establish performance benchmarks. But many agencies don’t have the time or resources to regularly conduct audits. To remedy this and help agencies unlock the potential audits offer, we’ve developed a customizable service.

Insurance Audit Services Tailored to Your Agency

We don’t have a single, specific audit form and what we offer entails more than a quick policy check. Why you’re seeking an audit and what you want to accomplish are unique to your agency. From improving data accuracy to standardizing workflows, or optimizing Applied Epic, we’ll tailor an audit to fit your goals.

1.

You'll work with our in-house team

Auditing is more than following a form or process. Our expert Applied Epic consultants learn your procedures and what’s important to you. We take the time to understand who your agency is, what you need and what you’re looking for before we start an audit.

2.

Uncover opportunities and solve problems

Whenever there is a change in workflows or you add employees, you have an opportunity to further develop your team’s skills and make your agency more efficient. Use the results from an audit to sharpen your focus and point to how you can improve. Similarly, if a process is constantly breaking down, an audit will help you uncover the problem and determine how to resolve the issue.

3.

Fulfill requests by E&O carriers

Independent insurance agencies frequently approach us for help with Errors & Omissions audits. We bring the same tailored approach and dive into their procedures. By working with us, the agencies simplify the process, prove compliance and benefit from the insights thorough audits provide.

4.

We can show your team how to conduct an audit

For clients who have the resources to internally carry out audits, we provide training. We go through the steps, explain what needs to be done and help create processes our client can follow.

Maximize Performance, Productivity and Data Accuracy

Audits allow management the ability to gauge their efficiency and evaluate their staff's performance using specific and relevant metrics. Conducting an audit will reveal gaps in compliance with agency procedures and subsequently identify areas for process improvement.

Clients who use Kite Technology's auditing services:

Improve report accuracy

Prevent Errors and Omissions

Take full advantage of Applied Epic

Establish benchmarks for performance

Identify weaknesses and develop employee training opportunities

Analyze and balance employee workloads

Develop metrics for performance reviews and compensation

Standardize processes

Sign Up for a Complimentary Consultation

Kickstart your auditing process with a complimentary consultation. During the meeting, we’ll learn about your agency, problems you’re facing and your objectives. Start a conversation with us today: Give us a call or send us a message.

Watch our Latest On-Demand Webinar:

How Auditing Drives Performance in Applied Epic

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