ID Audit

A Process to Assist Every Step of the Way

The ID Audit is the cornerstone of the program.  Through our 5-step process we are there to support every step of the way.

  1. Fact Finding
  2. Analysis
  3. Recommendation
  4. Implementation
  5. Servicing

We meet with you to provide a complete review of your client profiles and situations.

We provide you and your clients with a professional, simple and complete analysis of their insurance options. As part of our process, we’ll first arrange a personalized follow-up meeting to walk you through the analysis and customize it for presentation to your client.

We make available a host of in-firm resources to support your office and team on an ongoing basis:

Training: monthly/quarterly lunch and learn presentations with sales ideas, case studies, and insurance audit examples.

Education: Monthly newsletters with relevant articles and updates within the industry.

Marketing:  Customized communication for you to share with your clients including introductory email/mailings, client surveys, educational pieces, newsletters, etc.