Performing procedural and data auditing is a must for insurance agencies that value workflow efficiency and data accuracy. Auditing your staff’s adherence to workflows and procedures also provides valuable training opportunities and the ability to clearly identify areas for improvement.
Watch the Webinar to:
- Understand what information to audit and why
- See examples of data audit questions
- Learn what reports to use to audit your data
- Analyze and evaluate the results of the audits
- Learn additional ways to use data audits and reports