Auditing Services for Insurance Agencies
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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.
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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.
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.
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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.
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.