How We Work

Ease begins with the first contact when our scheduling team reaches out to set up your client’s appointment. Our scheduling staff works in sync with our auditors and senior managers to rapidly adapt to any changes or requests, providing your clients with a relaxed and flexible experience. Additionally, the scheduling department ensures a strong start by informing clients what documents and information they’ll need for their appointment. When applicable, they’ll also obtain the necessary documents in advance of the audit appointment.

Our auditors are integrated with our review team. Each audit passes through our review staff and our quality control team, at no additional cost to our customer. This team is tasked with verifying all classes, application of rules, development of final premium, and underwriting communication. Our review team communicates directly with your team, insureds, and agents as needed.

We know that the best results come from a cohesive, collaborative and communicative environment, and so believe in an open-door policy, where there is no question too small or silly to be asked. This applies from the most senior auditor on down.. Auditors can, and are encouraged to ask questions at any time to the director of field services, audit supervisor, and review manager. All reviewers participate in ongoing support to auditors.