COEUM Announces Audit 4Agencies

Insurance agency software

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.

Press Contacts
COEUM Technology



More Posts

Insurance agency software

Success 4U: An Agency Audit Turns Profitable…

Simple question…If you could pay $1,000 and turn it into a $25,000 savings, would you? Of course you would…and that’s exactly what a recent Michigan Independent Insurance Agency choose to do. Let me explain. Having grown from a small Agency

COEUM 4Agencies Launches

COEUM Announces 4Agencies Program

Packaged Offering to Make Remote Irrelevant for Insurance Agencies Michigan, August 10, 2021 — Expanding the offerings of its product and service portfolio, COEUM Technologies, a leading provider of revenue enabling software and service solutions, today announced the immediate availability

COEUM Audit for Insurance Companies

AUDIT…A Latin Word For “Oh Boy”

Ok, last time I checked, the loss of common sense was not a Covid symptom. So having that as a base understanding, try and explain a simple concept to me. It has been a brutal year of adjustments, pivots and

COEUM Vault Data Room

COEUM VAULT…Think Of It As The Company Junk Drawer

In days of yesteryear, keeping track of corporate knowledge information was easy. It was always in one of two places…third filing cabinet on the right in the “file room”, or wherever Agnes – Corporate Keeper of all Knowledge told you