Audit for Insurance Agencies
Packaged Offering for Immediate License & Appointment Review
COEUM Technologies, an emerging leader of Work From Anywhere productivity solutions today announced COEUM Audit for Insurance Agencies. The Self-Administered Audit Service provides insight and review of the most common points State Regulators look to in review of Independent Insurance Agencies.
Built with Industry Expertise of Auditors and Investigators, COEUM Audit for Insurance Agencies eliminates the most common Administrative oversights and omissions which result in Fines and Penalties from State Regulatory Departments. Utilizing the insight gained with decades of Industry Experience, COEUM Audit provides an immediate snapshot of issues such as:
- DRLP Listing & Assignment
- Appointment & Licensing Filings
- Continuing Education
- Terminated Agent License Notification
“Insurance Agencies have had a most difficult year as the Industry has been forced to adjust to a new Operational Model. In developing a new Operations Environment, the standard practice of Administrative filings with State Regulators has been often overlooked”, stated Dale D. Royal, CEO of COEUM. “Delivering a low-cost administrative review of the Agencies filings provides a proactive strategy to ensure not only Best Practices, but a simple mechanism to reduce the likelihood that Administrative fines that could range from $2,500 to $25,000 are eliminated”.
With immediate availability and fees beginning at $500, COEUM Vault can be executed as:
- A One Time Audit Review
- A Quarterly Review
- In an Outsourced “Licensing As A Service” model
About COEUM Technologies
COEUM Technologies is an emerging leader of tailored Software and Services for today’s modern distributed workplace. Steeped in decades of Operational Expertise, COEUM’s technology-based solutions provide seamless, scalable and practical solutions that inspire communication, collaboration and productivity no matter the time, distance or geography for Employee and Customer alike.