Insurance QA Audit Checklist
Comprehensive checklist for auditing insurance cases and ensuring quality standards.
Audit Reference Number
*
Date of Audit
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Auditor's Full Name
*
First Name
Last Name
Department or Team Audited
*
Please Select
Claims
Underwriting
Customer Service
Sales
Other
Type of Audit
*
Routine QA Audit
Focused QA Review
Follow-up Audit
Other
Audit Checklist
*
Rows
Compliant
Partially Compliant
Non-Compliant
N/A
Accurate documentation present
1
2
3
4
Timely claim processing
5
6
7
8
Proper customer communication
9
10
11
12
Correct policy application
13
14
15
16
Compliance with internal procedures
17
18
19
20
Regulatory requirements met
21
22
23
24
Overall Case Quality Rating
*
1
2
3
4
5
Additional Findings or Notes
Recommendations for Improvement
Audit Outcome
*
Pass
Fail
Conditional Pass (with follow-up required)
Auditor's Signature
*
Submit Audit
Submit Audit
Should be Empty: