Best Practices in CWM: Would your program pass a compliance audit?

Learn how a leading U.S.-based national insurance company applied best practices to prepare for and excel in a comprehensive 9-month internal audit.

In addition to verifying policy compliance objectives, audit scope included payment processes, data interfaces, system balancing, production error handling, and validating daily production support touch points.

This Best Practices account details the CWM program’s preparation, audit support process, and all the activities that led to a successful outcome.

Download this document to:

  • Learn how this client produced hundreds of documents, reports, and flowcharts to support the audit process
  • Read how the CWM team gave auditors real-time access to Beeline VMS so they could check their data
  • Understand how annual internal document reviews and self-audits prepared the CWM team for audit success
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