Premium Audit Methods

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I’ve had the pleasure of working with the people at MTI since 1988 through various positions at several insurance companies.  I consider MTI to be an extension of my underwriting operation in terms of the service and support that they provide to me and my clients  From onsite loss control inspections to phone-contact premium audits to special consultation meetings with insureds, the staff from MTI has always been patient, professional and well prepared.

- Gwen McCaffrey
Program Manager
QBE The Americas


Service Brochure (PDF) click here for Premium Audits Brochure


for more information.

MTI utilizes a third-party encrypted portal to streamline the secure collection of financial documentation required for the premium audit process. The portal provides a convenient and secure method for policyholders and their representatives to submit payroll records, tax filings, sales records, and other supporting documentation directly to our audit team.

The secure portal is fully integrated into the MTI premium audit workflow process, allowing only authorized MTI personnel to view information while maintaining strict confidentiality and data protection standards.

Features

Secure Document Upload
Each audit has a unique login and password, enabling policyholders to quickly submit requested documentation directly to their audit. Access is restricted to authorized MTI personnel.

Protection Against Unauthorized Access
The secure portal utilizes multiple layers of security including encryption, authentication control, and controlled file access to ensure sensitive financial information remains protected.

Restricted File Types
To protect the system from malicious files, only approved file formats such as PDF, XLSX, XLS, DOCX, DOC are accepted.

Automated Document Destruction
Documents are automatically deleted from the secure portal after completion of the audit process to further protect sensitive information.

Why This Matters

MTI’s third-party encrypted portal eliminates the risks associated with email attachments while providing a faster, more efficient way to submit sensitive financial documentation during the audit process. This results in faster audit completion and improved data security.