2. What is AuditWin?
AuditWin is the most comprehensive premium audit software in the industry. With AuditWin you may receive pre-audit information, perform audits at a clients site, and prepare the audit data for upload to the home or regional office.
AuditWin is a spreadsheet based worksheet, utilizing templates, open, and “Active Worksheets”.

3. Active Worksheet:
Active Worksheet is user friendly, allowing the automatic generation of worksheet summarization based upon the entry of related information into the detail sheet. exposures and verification amounts are automatically linked.

4. Active Worksheet:
Active Worksheet also summarizes the audit and automatically produces an entire summarized worksheet output.

5. Open Worksheet:
Open worksheet allows the auditor to enter information in any manner that they are accustomed to.

6. Template Worksheet:
The template approach allows auditors to create and or import templates that they use and are familiar with.

7. The AuditWin Tab System:
First choose an audit to open.
Once open, the tabs will appear
Important features of AuditWin are accessed using the Tab System. There are up to 8 tabs (depending on the type of audit) Tabs can only be accessed in an open audit. The beauty of AuditWin is that in the tabs system, you can create your audit any way you like.

8. Class Tab:
Subcontractors Tab:
Forms Tab:
Progress Report Tab:
Policy Tab:
Verify Tab:

9. Field Manager (Download & Upload):
Auditors are able to
download and upload audit
information through use of
field manager.
Features include:
Facilitates auditor inventory management
Transmittal of audits progress reports and schedule dates to insurance
companies
Batch printing of reports, audits, forms and logs
Flexible backup and restore of audit files
Remote error log to assist AMS support desk

10. AuditWin Features: Printable Itineraries
Download/Upload system to ACE and Audit Partner
Policy/Claims Viewer
Extensive diagnostics, logging and support
Completely customizable forms system allows you to gather
information the way you want to
Built-in backup and recovery system
Supports multiple verifications, allowing organization and checks based on how the records are organized
Linking system allows extremely flexible layout and structure
of audit
Workload management, allows sorting of workload
Many More…

11. AuditWin has become the industry standard for
creating electronic premium audits