Services

System Audits

Reports are the backbone of any agency.  Reports let you know not only how your agency is doing, but in what direction it is going.  They will also tell you if your data is correct and how your staff is doing.  We will provide you with key reports that are essential to running a best practice agency. Below are a few ways reports will help audit your system to make sure your information has integrity and what is going on in your agency which will will show you where to find and how to access them.

Using the Book of Business Report – This report can be used for many things besides getting your book of business.  Remember, the Book of Business Report uses the billing screen to get the data.

·         Finding incorrect policy types/status codes

·         Finding policies that have expired but have current status codes

·         Finding policies that are cancelled but have future expiration dates

·         Finding the premium/commission/customer/policy count per CSR/Producer

·         Using the Book of Business Report to know your Revenue Per Relationship

·         Finding zero premiums or commissions on a billing screen using extra criteria.

·         Using the Date First Written to audit new screens that were entered on the computer.

·         Using the Book of Business Report to track Lost Business including Premium/Commission/Producer and Company using extra criteria.

Accounting Reports are also very good in auditing your system. 

Running the Aged Receivables Report in J/E Between Item Account Mode to find invoices that need to have debits and credits applied and have a zero balance.

Running the Unapplied Cash report to find  money on account that might need to be sent out for direct bill, or invoiced.

Month End – Reports to Run to check mistakes before month end.

 Running Producer Reports to check commissions before month end close

 Running Account Current Reports to check Issuing Companies against Billing
 Companies.

Consulting – Identify an agency’s needs and concerns from conversations and review of current processes/data.   Generate awareness and positive energy around how automation can help them.  Propose cost effective solutions, provide training and follow up through project completion.