the exit interview form - nysada · january 25, 2017. 2 the purpose of this presentation is to...
TRANSCRIPT
1
The Exit Interview Form
Presentation to Auto Dealers
January 25, 2017
2
The purpose of this presentation is to provide you with information on NYSIF’s new Premium Audit Exit Interview Form.
Introduction
3
The exit interview is conducted at the conclusion of an audit to provide the customer with a complete understanding of how the audit was done and the impact that the audit results will have on the policy’s premium.
The Exit Interview
4
The main components of an “exit interview” with a NYSIF customer are as follows:
• To fully explain the rating board classification codes applied to the account; to discuss to which employees the codes were applied to; and to describe the amount of payroll included.
• Further, the exit interview points out any changes to classifications and/or changes to payrolls.
• It can be used to apprise the customer of the audit results in comparison to the deposit.
• Discuss and resolve any open questions or issues raised.
The Exit Interview
5
Old Exit Interview Form
• Form is handwritten.
• Auditors use one page and make copies at assured, or use a carbon paper form.
• Time consuming to fill out.
• No information regarding potential premium impact.
• Auditor brings in office copy to be scanned to eFile.
6
New Exit Interview Form
• Fully electronic.
• Policyholder receives a PDF copy via email.
• Form is populated electronically in seconds from the audit worksheets.
• Includes information regarding impact on manual premium.
• Form is uploaded to eFile at the end of the day with completed audit.
7
• Create efficiencies by eliminating the need for paper forms.
• Provide the policyholder with a completed, legible form.
• By including Manual Premium information, provide the policyholders with an incentive to have this discussion.
• Enhance the exit interview process.
Goals for Use of New “Exit Interview” Form
8
Early Feedback
• Auditors find it very easy to use.
• Policyholders have provided positive comments.
9
Future Phase
• Group Managers, brokers, and policyholder will be able to access the exit interview form from their NYSIF online accounts.
• Copies of detailed audit worksheets will be provided at the time of audit.
• Worksheets will also be available on online accounts as well.
• Include a calculation of actual premium.
10
11
12
13
14
15
16