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What is AuditWin ?

What is AuditWin ?. AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform audits at a clients site, and prepare the audit data for upload to the home or regional office.

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What is AuditWin ?

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  1. What is AuditWin? AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform audits at a clients site, and prepare the audit data for upload to the home or regional office. AuditWin is a spreadsheet based worksheet, utilizing templates, open, and “Active Worksheets”.

  2. Active Worksheet: Active Worksheet is user friendly, allowing the automatic generation of worksheet summarization based upon the entry of related information into the detail sheet. exposures and verification amounts are automatically linked.

  3. Active Worksheet: Active Worksheet also summarizes the audit and automatically produces an entire summarized worksheet output.

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

  5. Template Worksheet: The template approach allows auditors to create and or import templates that they use and are familiar with.

  6. The AuditWin Tab System: First choose an audit to open. Once open, the tabs will appear 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.

  7. Class Tab: Subcontractors Tab: Forms Tab: Progress Report Tab: Policy Tab: Verify Tab:

  8. Field Manager (Download & Upload): Auditors are able to download and upload audit information through use of field manager. Features include: • 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

  9. 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…

  10. AuditWin has become the industry standard for creating electronic premium audits

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