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How do we handle principals, employees and subcontractors to provide an audit to industry and carrier standards? We will discuss similarities in how to audit WC and GL policies but will also address the differences and the ways to research and identify those differences. Often confusion comes from not understanding the rules vs employee duties. Knowing how to handle Principals and employees in each makes the auditing process easier.

Objectives: To understand the differences as well as the common similarities so that each audit is done to industry and policy standards.

Presenter

Laurel West is currently a Professional Development Specialist and part of the training team at AFIRM. She has been with AFIRM since 1998. She started in the phone audit department and has done auditing, phone and physical, loss control surveys, regional management and training of new reps nationwide. Her background prior to Auditing is in real estate and mortgage. She obtained her APA and is currently working on her AINS.

This webinar will focus on the changing world of premium audit and how virtual audits have increased due to necessity and the implications related to that. Items covered will include: Challenges and benefits with remote-physical/virtual audits replacing physical audits Transitioning back to physical audits- what does this look like? Voluntary and phone audits- how have these processes changed? Technology How has technology improved to facilitate the virtual audit world? How can technology best be applied to all product types? What new analytical considerations have emerged from our experiences?

Points of Discussion

     Challenges and benefits with remote-physical/virtual audits replacing physical audits
     Transitioning back to physical audits- what does this look like
     Voluntary and phone audits- how have these processes changed?
     Technology
          How has technology improved to facilitate the virtual audit world?
          How can technology best be applied to all product types?
          What new analytical considerations have emerged from our experiences?

Presenter

Kevin Kramer is currently the Director of Quality Assurance & Training at NEIS, Inc. and is responsible for quality review, dispute resolution and new hire and on-going training of field staff. He has been in the premium audit industry since 1985 in varying roles. Kevin has a bachelors degree and Business Administration & Economics from Augsburg University and an MBA in Finance from the University of Illinois. He also holds the APA, CIPA and PMP designations.