Live WebinaR

 

Audit Insider:

What Every Agent Needs to Know

 

DATE: THURSDAY, AUGUST 8

TIME: 11:00 AM - 12:00 PM ET

If you've ever had a client call you frustrated after a premium audit came back higher than expected, you know how fast that conversation can go sideways.

You're not alone—and it's usually not the client's fault, or yours. But there are things you can do before, during, and after an audit to protect your clients and your relationships.
 

What To Expect: 

  • Why audits come back higher than expected, and the most common causes agents miss
  • How to set client expectations before the audit starts 
  • What the audit process looks like inside, step by step
  • How to handle a disputed result
  • What do at renewal when a large adjustment is on the table
  • Live Q&A

Webinar PresenterS

clark

Clark Williams

Premium Audit Manager

Clark is an insurance professional with over 20 years of experience in premium auditing, specializing in workers' compensation and general liability. After roles at Builders Insurance Group and Summit, he joined FWCI, where he leads the audit department's day-to-day operations, oversees software system implementation, and manages the training and development of audit staff. 

 

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George ScHWAB

Vice President of Operations

George is an insurance operations professional with over 20 years of experience optimizing policy administration, billing, claims, and customer center operations. Before joining FWCI, he held key roles at technology-focused organizations, including Roost, Capgemini, Majesco, and CGI Group, where he managed insurance operations for large and regional carriers. 

 

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