Final Audit

Reference Material：Final Audit rec’d from carrier. Agent Management System

Average Time：15 Mins

The agent will send final audit to us via email.

We will locate the policy, update the agent management system based on the final audit, incorporating changes to premiums (additional premium or return premium) and exposures (gross sales or payroll).

Subsequently, we will transmit the final audit to the insured.

Outsourcing the final audit process to our experienced team allows insurance agents to reduces operational costs, enhance operational efficiency and reduce turnaround times.