Generating a PIA Report

Our post-issue audit report ensures insurance policies are accurate and compliant, checking for mistakes or oversights during issuance.

To generate a post-issue audit report in our portal, follow these steps:

  • In the left menu panel - click on the “Post-Issue Audit” icon
  • Then, click on the “Generate New Report” button in the upper right corner of your screen
  • In the pop-up that opens, choose the required Business Line
  • An automatic report name will be presented (Business Line name - Date)
    • The name can be edited manually
  • After choosing the business line and adding a name, you can choose the time range for the cases that you would like to have within the report.
    • The dates in the range are the case upload dates - i.e. all cases upload from start date to end date
    • If a date range is not added, the report will include all the cases in the Business Line
  • The counter below the date range will present the number of cases within the chosen time range
    • Please note that the number of cases only includes cases in “Completed” status
      • There is a maximum of 500 cases per report
    • If some of the cases required have not been completed, the report will not include them