Insurance audit and review resources

AuditRes Insurance

Available

• Insurance billing audit software planning

  Define a future workflow for premium and billing evidence review.

• Insurance premium reconciliation readiness

  Prepare records that explain policy-period billing.

• Insurance invoice audit scope

  Separate insurer premium, intermediary fees and payment charges.

• Insurance refund tracking workflow planning

  Plan how to trace an approved return premium to settlement.

• Insurance billing review procurement checklist

  Evaluate review support without confusing billing review with coverage advice.

• Insurance duplicate installment review

  Investigate apparently repeated premium payments.

• Insurance cancellation return premium review

  Check the calculation after an accepted policy cancellation.

• Insurance endorsement premium timing

  Review a premium change following an endorsement.

• Insurance broker fee reconciliation

  Check separately billed intermediary fees.

• Insurance unapplied payment review

  Resolve a premium balance that remains open despite remittance.

• Manufacturing exposure audit preparation

  Prepare exposure records for a premium reconciliation discussion.

• Retail location endorsement reconciliation

  Check policy billing after stores open or close.

• Trucking fleet schedule billing review

  Reconcile vehicle changes with policy billing records.

• Property manager insurance allocation review

  Review premium allocations across managed properties.

• Hospital policy billing entity review

  Check that invoices and policy records identify the correct entity.

• Insurance audit premium calculation review

  Review an adjustment based on reported exposure.

• Insurance installment finance charge review

  Separate financing charges from underlying premium.

• Insurance renewal overlap review

  Investigate charges spanning old and renewed policy periods.

• Insurance multi-policy credit allocation

  Track a credit applied across policies on one account.

• Insurance policy number migration review

  Preserve billing continuity after a policy number changes.

• Insurance premium tax evidence review

  Prepare factual discrepancies in premium tax billing for qualified review.

• Insurance deductible billing reconciliation

  Separate billed claim-related obligations from premium.

• Insurance adjusted invoice version control

  Prevent superseded statements from being paid again.

• Insurance payment reversal investigation

  Explain a balance reopened after a payment reversal.

• Insurance billing review closeout

  Document whether an identified issue produced a financial adjustment.