Who approves
Audits are usually set to need an account manager, because a response can change the premium.
Workflows / Premium audits
Premium audits
Audit requests and carrier audit notices kept on a clock, with each document request and dispute followed up.
- 01Recognize and match
- 02Route and time it
- 03Mark what you are waiting on
- 04Your team reviews and responds
- 05Approve and close
What arrivesNew request
A carrier audit notice, a request for payroll or sales records from a customer, or a dispute about an audit result.
Routed, timed and tracked until it is done
[ Step by step ]
How Shlix handles premium audits.
The same order every time, recorded on the task as it runs. Anything unclear stops for a person instead of being guessed.
- From the request
- From your AMS
- A person decides
- Done and on record
Recognize and match
The audit, the customer and the policy period it covers.
Route and time it
To the person who handles that account, with Overdue flags before the carrier's deadline is missed.
Mark what you are waiting on
Usually the customer's records. The clock pauses and a follow-up is scheduled, every five business days by default.
Your team reviews and responds
Checking the figures and answering the carrier stays with your people. Shlix records what was done.
Approve and close
An account manager approves where required, and the task closes on the record.
[ Control ]
Who signs off, and what stays on record.
What is recorded
Every request, reply, owner and time, so a disputed audit has its history ready.
Does Shlix calculate the audit?+
No. It tracks the audit work and keeps the record. The review and the figures are your team's.
[ Read next ]
[ Other workflows ]