Insurance Policy Checking Checklist. Insurance policy checking and administration. An insurance audit is often conducted on behalf of insurance companies that issue worker's compensation, general liability and risk insurance policies.
Insurance policy software can provide you with the tools you need to develop new types and tiers of policies to present to buyers. Identify critical stakeholders both internal and external. The second one is a yes/no check box column where you can check whether the coverage has been taken or not.
A thorough life insurance policy review should start with this checklist.
Identify the policies, stakeholders, administrative and system requirements for the policy implementation. Insurance requirements checklist checklist item The reverse side of this checklist includes additional coverages you should consider. Patra en gaged with the agency to customize policy checking workflows in applied epic and implemented the service across all of their businesses.