Why Choose CASE?

Policyholder Convenience - less scheduling, supporting documents sent by fax/e-mail/snail mail/web - policyholder chooses, document requests can be completed off business hours. Field visits can be made to pick up or scan required documentation for later analysis and provide applicable observations/photographs.

Centralized Consistency and Experience - All analysis and review performed at central office, no methodology differences between reports, no bias or pressure from agent/policyholder affecting outcomes, all files reviewed by 25 year underwriting professional.

Supporting Documents to "Bullet Proof" Audits - All CASE audits require some form of third party documents to benchmark and validate policyholder volunteered information. All third party and volunteered documents are available in a few key strokes via the CASE web secure system. Although audits may be contested, they are far less likely to see substantial adjustment without contradicting documentation and logical explanation after the fact. This same supporting documents approach makes tough underwriting decisions defensible in a loss control context.

Success Based Fee System/Auto Caps - CASE doesn't charge for reports not complete enough to meet standards. No "Forced Audit" or "Non Compliant" charges. Further, any services exceeding agreed upon caps are subject to a proven exception process to avoid excessive fees on large or complicated requests.

Process Driven and Status Transparency - Insurers working with CASE enjoy a process driven approach to customization, execution and reporting. In addition, any audit or loss control report ordered can be immediately "looked up" using conventional collaborative systems. Audit formats all illustrate formulas and use of source documentation. Both audit and loss control formats are exportable and database friendly.

  • Lowered costs for unsuccessful audits and reports
  • Avoidance of premium compromises from lack of immediately available documentation
  • Getting it right the first time, avoiding policyholder frustration
  • Reduced time spent on audit processing and negotiation
  • Customized approach to the insurers specific needs, filling transparency gaps