A Straightforward Audit Process

We utilize leading industry software to address the specific needs of our clients while adhering to important industry standards and best practices. Our service offerings provide clients with a straightforward audit process and extensive resources, allowing them to retrieve detailed audit data easily.

Our Total Quality Management (TQM) approach to auditing is now the industry standard. We conduct quality reviews of all audits, irrespective of the audit method. Completed audits can easily be ordered and retrieved online, offering flexibility, easy access, and on-time delivery.

Premium Audit Solutions

Exceeding industry standards of quality, reporting, and time service. 

If you are interested in learning about our ability to perform field services in your state, please click the link below to inquire.   

Our Coverage

You're familiar with the great services we provide you with premium audit, but did you know we do so much more? 

Physical Audits
We conduct physical audits when on-site visits are required to provide the most thorough and up-to-date information to make informed business decisions.

Remote Audits
When an on-site visit is not possible, practical, or advantageous, our experienced field auditors can conduct a remote audit with the same level of expertise and detail as a physical audit. These are typically conducted by auditors located within the same state as the insured. These auditors are experts in state-specific audit rules and regulations. Utilizing state-of-the-art technology, the remote audit aims to maintain familiarity and expectations of the on-site experience.

Mail Audits
Our mail audit service provides a secure, straightforward way for policyholders to enter the basic data needed to calculate earned premiums for smaller policies. This service utilizes a secure, logical online portal for policyholders to self-report.

Virtual Audits
Our virtual audits audit all relevant records, similar to a physical audit, at a lower cost. This method offers more detailed information and is the perfect alternative to our verified phone audits.

Verified Phone Audits
Verified phone audits are conducted over the phone at the Telephone Audit Center, eliminating the need for on-site visits. This is an efficient and cost-effective tool for smaller or less complex audits. Our highly skilled, customer-oriented associates obtain the necessary financial information and combine it with documents attested and signed by the policyholder. Verified phone audits are ideal for smaller policies and are proven to increase ROI.

Our Phone Audit Plus service allows for limited document collection and attachment, which adds extra value to your audit.

 Special Services
We provide special services like premium extensions, billing services, and manage the audit process.

We offer a diverse range of solutions designed to empower your business at every stage

Our Other Services

Please fill out the form below, and we will get in touch with you. 

Contact Davies

“We truly value our relationship with Davies. They initiate contact with our customers professionally and provide attentive service. Our staff also receives responsive treatment for any needs. We can depend on Davies’ prompt and reliable services to help us continuously satisfy our customers."

Indianapolis-Based Premium Audit Client

Matthew Hickman
Director Business Development
Matt.Hickman@us.davies-group.com

Key Contact

Our Services

Testimonial