Premium audit workpapers
Audited exposures computed from the insured's records
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the insured's records and the policy classifications
Computes the audited payroll, sales or other exposure basis from the insured's records by classification
Computes the exposures and the premium difference
Compares the audited figures against the estimated ones and drafts the additional or return premium
Drafts the workpapers and the statement
Produces the audit workpapers and the statement to the insured
Works in
SAP, Box, Snowflake
SAP, Box, SnowflakeWhat it does
- Computes the audited payroll, sales or other exposure basis from the insured's records by classification
- Compares the audited figures against the estimated ones and drafts the additional or return premium
- Produces the audit workpapers and the statement to the insured
Connects to
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