Skilled in 60 Minutes - Auditing Your TAM System (Session 1)

Will will be looking to break down how to audit your TAM system into two sessions. So it will be important to make sure you also book on to session 2.

This session will discuss a few ways reports can help audit your system to make sure your information has integrity and tell you what is going on in your business.

System audits are an essential part of a modern brokerage as they help to ensure that your reporting is accurate and that your staff are doing their work correctly.

Learning Outcomes:

• Identify what reports can be used to audit your system
• Examine and be able to assess the database for accuracy
• Create User Reports to be run on a regular basis for auditing