Audit Preparation Process

Hi, I’m Nathan Glass, founder of Glass Insurance Agency. If your agent has never walked you through the audit preparation process, I’m not surprised. Most haven’t. And let’s face it, why would an agent want to help you minimize your insurance premium when they’re the ones that get a raise when that cost goes up? Well, at Glass Insurance Agency, we do things differently. That’s why we labeled our service platform the team-based model. When you read our ebook, you’ll see that the audit preparation process doesn’t start a month or two months after your policy expires. In fact, it starts before your policy even begins. That’s when we make sure that you’re set up properly from the get-go. If you’re not utilizing real-time billing, you need to make sure you’re making midterm adjustments, because if your sales go through the roof, you’re going to be writing a large check at the end of that policy period that you weren’t expecting, and probably didn’t account for. Audit should never be a secret. We know the rates when the policy is written. That’s why, for our clients, we provide them a spreadsheet with their individual rate per thousand of sales for rate per a hundred of payroll, so that as their business grows and they create financial efficiencies, they know exactly what their insurance costs is going to be in real-time. This is just one of the many tools that we provide because we’re not focused on selling your product. We’re here to help solve a problem. If you would like to speak to one of our advisors today, reach out via email, phone, or schedule an appointment, and we’d be happy to set aside the time to help. If you’re not receiving the advice you know you should be, please, reach out so we can help you experience transparency you can trust.

Call Glass Insurance Agency in Livermore CA at (925) 443-1050