Audit Any Transaction.
Today, you audit transactions across your enterprise.
Possibly – Claims, Underwriting, Enrollment. There are large and small audit teams. You may audit in home grown tools or spreadsheets. For a few, you may have vertical tools (call audits or premium audits). Across all the transactions being audited, there is no single source of truth, no common representation of endpoints, no audit productivity standards, no tools to enable automation of single steps or processes, no simple way to aggregate different audits into an enterprise picture.
AuditWell does all of that.
Enterprise Audits is what we do.
What Kinds of Transactions
Do You Audit?
Examples of transactions
our clients audit today.
Member Enrollment
Endpoint: Ensure members and groups and properly enrolled.
Manual Claims
Endpoint: Ensure claims processors are paying claims correctly.
Broker Emails
Endpoint: Ensure broker/employer communication is accurate.
Member Calls
Endpoint: Ensure calls from members are appropriately resolved.
High Dollar Claims
Endpoint: Ensure high-dollar claims are correct before they are paid.
Benefit Config
Endpoint: Ensure benefits are properly configured or changed.
Underwriting
Endpoint: Ensure underwriting includes the correct risk inputs.
Customer Appeals
Endpoint: Ensure customer appeals are appropriately resolved.
Medicare Coding
Endpoint: Ensure Medicare HCC coding is accurate.
Credentialing
Endpoint: Ensure credentials for partners/ vendors/ providers are correct.
What Kinds of Transactions
Do You Audit?
Examples of transactions
our clients audit today.
Member Enrollment
Ensure members and groups are properly enrolled.
Manual Claims
Ensure claims processors are paying claims correctly.
Broker Emails
Ensure broker/employer communication is accurate.
Member Calls
Ensure calls from members are appropriately resolved.
High Dollar Claims
Ensure high-dollar claims are correct before they are paid.
Benefit Config
Ensure benefits are properly configured or changed.
Underwriting
Ensure underwriting includes the correct risk inputs.
Customer Appeals
Ensure customer appeals are appropriately resolved.
Medicare Coding
Ensure Medicare HCC coding is accurate.
Credentialing
Ensure credentials for partners, vendors, and providers are correct.
← swipe to explore →
Why Are You Auditing?
Most of our customers come to us frustrated.
They don’t like their answers to why they audit:
(1) Mostly we don’t audit;
(2) We audit because we have to;
(3) We audit for compliance.
There are great reasons to audit.
All enterprise transaction processes are in some part driven by people — managing those people means auditing them.
These are people answering calls, responding to emails, setting up new customers, investigating fraud, configuring systems, managing teller operations, answering provider appeals, coding medical records, reviewing appeals, chatting online with prospects, originating loans, and many other processes.
Audits frame specific satisfaction and service drivers.
Audits help manage specific satisfaction and service drivers. Configuration, enrollment, inquiry resolution, timeliness are few of the commonly audited customer satisfaction measures. Transforming customer experiences starts by understanding where customers are feel service levels are inadequate.
The world changes. Technology changes. Operations feels these changes. It is common to use focused audits to investigate.
A spike in call volume or customer appeals or broker emails or manual claims are reasons to investigate — audits support that fact-based understanding.
Tracking a platform change or a migration to a new platform requires audits.
Outside regulators and contractual performance guarantees to customers are typically well defined regulatory reasons to audit. Almost all organizations have regulatory audits and consequently the need to tightly manage audit parameters for those audits.
Many public and private companies audit as part of corporate governance. Boards and other internal governance bodies require enterprise performance measures — a portion of which come from audits.
All of the compliance audit frameworks (SOC, ISO,…) include operational compliance components that require companies to evidence operating controls — some of which come via audits. Generally speaking, audits performed for any of the five reasons above serve as evidence for certain compliance controls.
All enterprise transaction processes are driven by people — and the performance of those people is often measured by audits. These are people answering calls, responding to emails, setting up new customers, investigating fraud, configuring systems, managing teller operations, answering provider appeals, coding medical records, reviewing appeals, chatting online with prospects, originating loans, and many other processes.
Audits help manage specific satisfaction and service drivers. Configuration, enrollment, inquiry resolution, and timeliness are among the most commonly audited customer satisfaction measures. Transforming customer experiences starts by understanding where customers feel service levels are inadequate.
The world changes. Technology changes. Operations feels those changes — a spike in calls, customer appeals, broker emails, or manual claims. Focused audits are a proven method to investigate and build a fact-based understanding of what’s driving the exception.
Tracking a platform change or migration to a new system requires audits. They provide the verification layer that ensures data integrity, process continuity, and operational accuracy throughout the transition.
Outside regulators and contractual performance guarantees to customers create well-defined obligations to audit. Almost all organizations face regulatory audits, making it essential to tightly manage audit parameters and maintain accurate, defensible records.
Many public and private companies audit as part of corporate governance. Boards and internal governance bodies require enterprise performance measures — a meaningful portion of which are derived from audits.
All major compliance frameworks — SOC, ISO, and others — include operational components that require organizations to evidence operating controls. Audits performed for any of the reasons above also serve as evidence for those compliance requirements.
Datamethod
Partnerships.
Our Clients Appreciate Us.
Ask Them.
We feel the same.
We build long-term, goal-focused partnerships because
we know it means everything.
Results.
You Have Audit Goals.
We Help You Hit Them.
You wouldn’t be on our website if you weren’t trying to accomplish something.
Do your current audit tools even work?
Do the tools you have support your goals?
Trust.
Built for Scale.
Designed for Security.
We are HiTrust and SOC2 compliant.
AuditWell supports 200+ plus auditor teams.
Today.
AuditWell
Audit to motivate your team, mitigate your risks, and transform your enterprise.
Transform.
Less process. More progress.
Most companies audit. Most try not to, or just go through the motions. They don’t find what matters. And they don’t fix it.
AuditWell changes that.
We turn audits into real findings and real fixes.
“Your broker support audit team figured out which broker emails cause underwriting mistakes. In AuditWell, you coached brokers and reps to standardize exception data gathering. Underwriting improved. Your claims audit team figured out which COB claims require manual lookup. Processers were coached. COB errors dropped by 34%.”
Stop auditing the wrong way.
Find what matters. Fix it.
Improve Performance.
Enterprise.
All Operational Audits. One Platform.
Claims. Calls. Underwriting. Any transaction. Standardize how your teams audit. Connect findings across audit types. Bring coaching and remediation into the same workflow.
“You already have tools for different audits, and probably spreadsheets in between. All of those transaction audits, their findings and their remediations belong in one place – AuditWell.”
Scale how you audit.
Improve how your teams perform.
Innovate.
Machine Learning. Audit Intelligence.
Audit used to be the task you only did because you had to. Machine Learning and AI are supercharging audit capabilities.
“Structured audit population data, combined with error/finding data , lends itself to ML rule building. Which of these COB claims are most likely to have COB issues? By aiming at incremental development of rules to support discovery and auditor efficiency, machine learning is making audit programs more intelligent by design.
Similarly, at many audit workflow steps, audits gather auditor notes, responder notes, appeals notes and various workflow related attributes. Properly gathered, these audit workflow items support AI based assessment: “For all these COB errors, what are the most common root causes and most common recommended remediations.”
Stop collecting data. Start learning from it.
Motivate.
Audit for Good.
Motivate? With an audit tool?
Yes.
As you audit, surface wins.
“You matched the authorization. You coordinated secondary coverage. You processed a $145,987 inpatient claim correctly. Great Job!”
Or even better:
“Our remediation team helped reduce unresolved calls by 8%. We prevented over $500,000 in overpayments.”
Audit is meant to be for good.
Transformation is empowering and motivating.
Focus.
Building An Audit Tool Is Hard.
Put your energy toward auditing.
Audits shouldn’t feel scattered.
But they often are.
Different tools. Disconnected workflows.
Our customers audit many of transactions for lots of reasons — with teams of varying sizes. We see what makes them efficient, productive and successful. Embedded in our Audit Framework are the audit process best practices that underline all of our audit features. Case allocation, appeals, overturns, protocol checklists, scoring checklists, results reporting, operational coaching, remediation affected transactions, and so many other audit workflows.
Point your energy and focus at one system, one view, one place to manage it all.
AuditWell.
Control.
Do you have agency to make the changes you need?
I can change what my auditors audit.
I can change how they audit.
I can see how long steps take.
“Control means standardized reporting — with tools to track all of the steps in all of your audits. Control is enforcing audit protocols. Control is seeing which lookups are the most time consuming. Control is embedding specific SOC2 and ISO ready population, sample documentation and change control into every sample change. Control is seeing and tracking that remediations happen.”
Control is focusing on finding and fixing,
not on figuring out what is happening.
“We built AuditWell because audit teams told us over and over: too many spreadsheets, too many workflow steps, not enough visibility, and not enough findings with business value.”
– Ray Kobs, CEO, Datamethod

Audit Turnaround
-42%
Faster close times from intake to final review.
down improvingError Visibility
+3.1x
More errors surfaced before they reach the member.
up increasingRemediation Speed
+58%
Faster corrective action after findings are identified.
up increasingReady to Modernize Audit Workflows?
See how AuditWell reduces cycle time and streamlines workflows.








