Level 1 Audit
Minimal Data
Expert Opinion
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Limited Competing Market Offers
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Premium Audit
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Review of Administrative Processes
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Expert Opinion Provided
See Contract
Requirements: Interview with the administrating staff member
Level 2 Audit
Full Privacy
Investigation
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Limited Competing Market Offers
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Premium Audit
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Review of Administrative Processes
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Audit Checklist Provided
See Contract
Requirements: Employee Census, Plan Booklet, Premium Amount
Level 3 Audit
Full Investigation
Deep Clean
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Full Suite of Competing Market Offers
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Premium & Commission Audit
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Review of Administrative Processes
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Formal Audit Document
See Contract
Requirements: Employee Census, Plan Booklet, Last 2-3 Renewal Statements (Claim Experience and Rate History)
** All audits are free of change and no obligation
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Disclosure
All quotes are provided by Red Helm Insurance Ltd. FSRA license #37440M, an independent brokerage specializing in health benefits. While all effort is made to ensure accuracy, quotes, rates, and plan details may be subject to review or change without prior notice. Plan eligibility is not guaranteed and may be subject to a medical questionnaire or other eligibility criteria. By submitting your information in our quote request form, you are accepting the terms and conditions of our website and are accepting that we communicate with you electronically for the purpose of solicitation.