Insurance Audit
1) Project Manager:
- Assign to Sam Team
2) Sam Team Audit Preparation:
- Save relevant information - credentials in 1N, documents in FC
- Gather Requested Documents
- Prepare list of relevant questions for information that we don't have.
- No need to provide draft. Only ask relevant questions or mention regular procedures
- Ask the following question to client for employees and vendors
- Only ask for companies that are doing jobs related to the company.
- Exclude vendors paid less then 500 Don't ask for unrelated services or products.
- Review prior audit to fill in Column - "Services performed - per prior year".
*SP-03 FILL IN a brief description of the services performed for the following individuals.
| Payee | Amount Paid | How Paid | Services performed per prior year | Briefly Describe services performed |
| Mr. A | 3,500 | Employee | Waiter | Waiter |
| Mr. B | 1,800 | Non - Employee | N/A | Delivery |
| Mr. C | 2,750 | Non - Employee | N/A | Repairs - He fixed electrical problem. |
3) Project Manager:
- Gets Answers to questions.
4) Sam Team:
- Finalizes insurance audit.
- Move to Closed