Services Overview

Physical audits – our auditors will visit the policyholder to discuss their business, review the classification rules and develop the exposures by state that apply to each classification code.  The auditor also develops a plan for efficient information development in future years to minimize time and expense in the long run. The goal of this process is to develop a smooth, accurate process that minimizes work for the policyholder and ensures accuracy.

Statement audits can be provided for smaller policyholders and policyholders with a good system in place for reporting, to increase efficiency and convenience for the policyholder. Final audit information is obtained by mail or telephone and the audit completed without a visit to the policyholder. We have provided tools on this website to assist and educate policyholders in completing their final audit.

Captive Services – we will design an audit process that makes final exposure development a smooth process every year.

Policyholder direct services – many employers prefer the same auditor every year who understands their business, works as a team member, makes the annual audit a smooth and seamless process, and provides many opportunities to reduce expenses for the employer. Employers can have VISTA complete the annual work comp audit for them with VISTA handling all the communications with the Insurance Company to ensure a smooth, hassle free process.

Audit Process Engineering develops unique processes that combine knowledge of the Insurance Company, the policyholder, and the agencies to keep all parties informed and educated, and produce an accurate final audit as efficiently as possible.

  • Insurance companies Premium audit department processes for can be reviewed and “tweaks” suggested to improve efficiency.  Setting up a new audit department?  Give us a call if you’d like to discuss, we have done that work and can suggest some solutions to avoid reinventing the wheel.
  • Large employers Helping design optimum reporting systems for premium audit is a great opportunity to improve the annual audit for those large employers.  A stable, efficient system reduces large employer expenses and ensures they have accurate premium calculations.
  • Small employers process effectiveness can be reviewed and improved, including suggestions for methods contractors and others can use to track employee work by job done to split earnings into the proper rated classes according to state rules.  This can be a real help to even a smaller employer.

Visual audit support Visual audit includes installation and training for Visual premium audit system – assist with server and laptop installation and getting new employees up to speed as quickly as possible.

Form design for both gallery and inline forms

Business analyst support

Min/Max Library subscription eliminates keying in the workers compensation minimum and maximums

SQL Support Services SQL Support and programming to provide the custom access to data you need-Excel spreadsheets powered by SQL provide instant access to your data with live data feeds directly from visual audit server

– SQL reporting tools and custom reports to assist your IT department