You can now see whether your customers have submitted their premium audit information in SFM Agency Manager (SAM).

To view a policy’s premium audit status:

1. Go to the “Policies” tab and your list of policies will appear.
2. Select the policy you want to check on from the list, and the overview screen will appear.
3. Click “Audit summary” on the left.

From the audit summary screen, you’ll be able to see details on any open audits including the date the audit was opened, current audit status, and correspondence sent to the policyholder.

Also, here are a few other reminders on recent SAM upgrades:

• Upcoming e-mods available in SAM
• SFM continues to improve SAM system
• SAM security enhancements

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