Computerize Your Office
Large View - Nrm Audit
Rubin Group Insurance Auditing
This extensive program manages entire company from A-Z, including policy information, auditor commissions, invoices, billing, daily clock-in/out, internal messaging/emails and many features too numerous to list. Auditors/Managers log in from the field or home to update status of audits, flag urgent records, upload relevant documents and much more.
Color-coded dashboard helps to visually classify policies into stages of processing. Alerts on dashboard remind staff members which policies have urgent outstanding tasks.
Office staff adds new policies. Field staff can later access documents that are uploaded and linked to the policy.
Separate billing module keeps track of employee payroll and client billing.
Calendar organizes audit visits by day for each auditor
Full module for paying auditors accurate commission Full module for billing insurance companies for audits completed Full module, including clock-in/out, for paying office staff by hourly rate Pre-filled Word documents created per audit, containing audit information (trick programming involved here!) Internal email messaging module flags users upon login, and also notifies them of new messages at their alternate email addresses Highly informational splash page alerts each user to outstanding invoices/audits as applies to his/her workday Full-featured calendar lists daily, weekly, or monthly audits Muliple levels of login - insurance companies, auditors, office staff, master - each site feature can be adjusted to any level of security Data tracking - changes to audits are tracked and can be viewed by master admin for review/verification purposes
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