Remote Audit Wizard
USS965 REL 5.0 Remote Audit Wizard

The United Systems and Software, Inc. (USSI), Remote Audit Wizard (USS965) integrates with USS915e Worker's Compensation Administration System to provide auditors and underwriters with detailed information and tracking of payroll and premium audits.

Product Description

Remote Audit Wizard includes client software that runs on a remote auditor's personal or notebook computer. The client software allows the auditor to:

• Receive Audit Assignments
• Diary / Schedule Audit Visits
• Enter Detailed Audit Information
• Transmit Completed or Incomplete Audits to the Home Office for Processing

The Remote Audit Wizard home office host software provides for:

• Assignment of Audits
• Transmission of Audits to Remote Auditors
• Receipt of Completed and Incomplete Audits
• Review / Editing of Information Received from the Auditor
• Update of Policy / Employer Records and Audit Billing
• Control Reporting

Remote Auditing Features

The Remote Audit Wizard client captures detailed information concerning the insured including:

• Demographic Information
• Source of Documents
• Name, Social Security Number, Class Code, Type of Employee, Gross Payroll, Adjustments, Occupation
• Description of Operations
• Questionnaire
• Notes
• Owner / Officer Status and Exclusions

Home Office (Host) Features

Auditors are assigned to insureds, and are designated as in- house, or remote. Remote auditors receive download files that includes their audit assignments, and updates to control codes and tables, all of which are generated by the host. Underwriters are notified at the receipt of an audit from the auditor. Underwriters may edit all information received. Changes to the insured demographics are highlighted, and the Underwriter may choose to update the master file with the changes. When the Underwriter’s review of the audit is completed, the Underwriter may choose to; 1) update the master files with the audit information generate an audit bill; 2) reassign the audit to another auditor; or 3) mark the audit as incomplete.

The audit status is tracked within the Employer Master inquiry. An audit status report is available to show the number of audits that have been assigned, uploaded, returned, and completed, by auditor.

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