What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With...

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Transcript of What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With...

Page 1: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.
Page 2: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.

What is What is AuditWinAuditWin??

AuditWin AuditWin is the most comprehensive premium audit software in is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit the industry. With AuditWin you may receive pre-audit

information, perform audits at a clients site, and prepare the audit information, perform audits at a clients site, and prepare the audit data for upload to the home or regional office.data for upload to the home or regional office.

AuditWin is a spreadsheet based worksheet, utilizing templates, AuditWin is a spreadsheet based worksheet, utilizing templates, open, and “Active Worksheets”.open, and “Active Worksheets”.

Page 3: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.

Active Worksheet:

Active Worksheet is user friendly, allowing the Active Worksheet is user friendly, allowing the automatic generation of worksheet summarization automatic generation of worksheet summarization

based upon the entry of related information into the detail sheet. based upon the entry of related information into the detail sheet. exposures and verification amounts are automatically linked. exposures and verification amounts are automatically linked.

Page 4: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.

Active Worksheet also summarizes the audit and Active Worksheet also summarizes the audit and automatically produces an entire summarized automatically produces an entire summarized

worksheet output.worksheet output.

Active Worksheet:Active Worksheet:

Page 5: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.

Open worksheet allows the auditor to enter information in any Open worksheet allows the auditor to enter information in any manner that they are accustomed to.manner that they are accustomed to.

Open Worksheet:Open Worksheet:

Page 6: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.

Template Worksheet:

The template approach allows auditors to The template approach allows auditors to create and or import templates that they use and create and or import templates that they use and

are familiar with.are familiar with.

Page 7: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.

The AuditWin Tab System:

Important features of AuditWin are accessed using the Tab System. There are up to 8 tabs (depending on the type of audit).

Tabs can only be accessed in an open audit. The beauty of AuditWin is that in the tabs system, you can create your

audit any way you like.

First choose an audit to open.First choose an audit to open. Once open, the tabs will appearOnce open, the tabs will appear

Page 8: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.

Class Tab:

Subcontractors Tab:

Progress Report Tab:

Forms Tab:

Policy Tab:

Verify Tab:

Page 9: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.

Field Manager (Download & Upload):

•Facilitates auditor inventory management •Transmittal of audits progress reports and schedule dates to insurance companies •Batch printing of reports, audits, forms and logs •Flexible backup and restore of audit files

•Remote error log to assist AMS support desk

Auditors are able todownload and upload auditinformation through use of field manager.

Features include:

Page 10: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.

AuditWin Features:AuditWin Features:•Printable Itineraries

•Download/Upload system to ACE and Audit Partner •Policy/Claims Viewer

•Extensive diagnostics, logging and support •Completely customizable forms system allows you to gather information the way you want to•Built-in backup and recovery system

•Supports multiple verifications, allowing organization and checks based on how the records are organized

•Linking system allows extremely flexible layout and structure of audit

•Workload management, allows sorting of workload

•Many More…

Page 11: What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform.

AuditWin has become the industry standard for creating electronic premium audits