Premium Audit Management Technology & Software is the Future of Premium Audits

Matt Hickman, Director Business Development

February 4th 2025

In today’s competitive landscape, Davies stands out—not just because of what we do, but because of how we do it.

Premium auditing isn’t just about crunching numbers or meeting compliance requirements. It’s about empowering our clients with clarity, accessibility, and exceptional service. Our mission is to build strong, trust-filled relationships—and it’s why our clients choose us as their trusted partner.

Raising the Bar

We don’t just meet expectations—we aim to redefine them. By listening to our clients, anticipating their needs, and delivering tailored solutions, we ensure that every interaction adds value. Whether it’s a service request, a consultation, or an ongoing partnership—our commitment to excellence pushes us to raise the standard of service continuously.

The Davies Difference Pillars

At the heart of our services is a commitment to empowering our clients. By providing clear, actionable reports, user-friendly tools, and a team of highly trained professionals, we simplify complex tasks and deliver exceptional results.

Clear, Actionable Reports

Making critical business decisions requires clarity, and that’s exactly what our reports provide. We transform complex data into straightforward, actionable insights, empowering our clients to make confident decisions quickly.

Research shows that well-structured reports save time and improve outcomes. Our clients trust us to deliver concise, precise, and relevant information that doesn’t just tick boxes but drives results.

A Secure, Real-Time Client Portal

Transparency and accessibility are essential for our clients, so we built a portal powered by Insurity, a trusted third-party platform known for its reliability and security. This robust system combines advanced technology with user-friendly functionality to provide real-time updates, secure document storage, and seamless access to essential information.

Checking the progress of an audit is quick and simple. Clients can:

  1. Log in to the portal.
  1. Input the policy number in the search tool.
  1. Click the “progress” button.

It’s that straightforward. The portal is designed to save time, reduce stress, and keep our clients informed at every step. Whether it’s tracking an audit’s progress or downloading reports, our system ensures a smooth, worry-free experience.

Consistent, Proactive Engagement

Delivering a report is just the beginning. We stay connected with our clients through regular check-ins, open communication, and ongoing support. Research indicates that 87% of clients value proactive engagement from service providers, with ongoing communication playing a key role in enhancing satisfaction and loyalty. This focus on relationship-building ensures that our clients feel supported at every stage of the process.

These touchpoints allow us to adapt to evolving needs and build stronger relationships. We believe great service doesn’t stop at the finish line—it’s an ongoing commitment.

Skilled, Knowledgeable Auditors

We know that companies that invest in comprehensive auditor training see 25% higher retention rates and a 30% increase in client satisfaction, so we ensure our team is both technically proficient and equipped with the interpersonal skills to deliver exceptional service.

Our auditors set the standard for excellence, thanks to Davies’ rigorous and extensive training program. This high standard of preparation is a testament to our commitment to quality, with clients and even competitors recognizing the value of our Davies-trained auditors.

Our training program doesn’t just focus on the technical aspects of premium auditing—it’s a holistic approach that ensures auditors are equipped with both the knowledge and interpersonal skills to deliver outstanding service. Auditors undergo intensive education on specialized topics, such as industry compliance updates, emerging auditing trends, and sector-specific challenges. This includes focused modules on topics like interpreting complex payroll structures, understanding industry-specific risk factors, and staying ahead of regulatory changes that could impact premium audits.

Beyond the initial training, auditors participate in ongoing professional development through webinars, weekly sessions, and a structured series of advanced workshops. These programs cover a variety of nuanced subjects, from advanced data analysis techniques to best practices for client communication, ensuring that every auditor remains a trusted expert in the field.

With access to resources and mentorship at every stage, our auditors are not just prepared to meet industry demands—they’re equipped to exceed expectations and provide a truly exceptional client experience.

A Training Program That Sets Us Apart

Our training program is among the most comprehensive in the industry, transforming individuals with no prior auditing experience into skilled professionals. Auditors are guided through an immersive process, including online modules, hands-on mentorship from regional developers, and a structured nine-week curriculum on specialized topics.

Regional developers provide ongoing support through weekly meetings, webinars, and one-on-one sessions, ensuring auditors are prepared and confident in their roles. Our commitment to excellence is evident in the high standards we set for our auditors. Clients and competitors alike acknowledge the value we bring to the audit process.

Elevated Client Experiences

We’re committed to delivering exceptional service by simplifying the process and empowering our clients to focus on what matters most via:

  • Broader Perspective & Expertise thanks to a team of auditors that work across industries identifying trends and staying ahead of compliance updates. This range of experience allows us to meet unique demands and tailor insights for every client’s business.
  • Cost-Effective Solutions that can significantly reduce your operating costs and improve efficiency. By partnering with Davies, clients have saved up to 30% while benefiting from our expert team and advanced technology.

Choose Davies, Gain a Partner

From secure access and clear reporting to proactive engagement and expert auditors, our team focuses on elevating the premium auditing experience for every client, every time.

Contact us today and discover how we can help simplify your premium auditing process, or email matthew.hickman@us.davies-group.com.

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