Audits

  1. Go to Expert Insured and log in >> From the Home page, go to Create >> Select Audit.
Create Audit
  1. Locate the policy.
    1. Enter the policy number or insured’s name >> Click Search.
      Locate Policy
    2. Select the applicable result >> Click Continue.
      result
  1. Enter “Audit Endorsement” into the Summary field >> Click Continue.
    Summary
  2. Navigate to the LOB tab >> Update any information to match the Audit >> Click Continue.
    Update
  3. Enter the Audit Premium (if the audit premium is a return premium amount, be sure to enter the negative sign) >> Click Continue.
    4. Audit Premium
  4. Click Attach Audit.
    Attach Audit
    1. Click on the plus sign icon.
      Plus Sign
    2. Click Browse >> Select the Audit Endorsement >> Once attached, click Continue.
      Plus Sign
    3. Type: Audit >> Click Continue.
      Type Audit Continue
  5. Click Continue Processing.
    6. Continue Processing
  6. Confirm the information is correct >> Check the Policy and Accounting Information Verified box >> Click Continue.
    7. Confirm
  7. Email the audit to the agent.
    1. Click on ‘To’ and select the recipient.
    2. If needed, send a copy to yourself as well.
    3. Click Continue.
select the recipient