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• Professional and Financial Lines
• Quality Assurance
• Accountants

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Accountants

As the ICAEW has produced a comprehensive checklist for ensuring Practice Assurance Standards are in place (mandatory for ICAEW firms and optional for ACCA / other practices), we have not developed a self-assessment questionnaire for Accountants at this stage.

However, we do conduct on site reviews based on the ISO 9001 model, claims experiences, and/or the ICAEW Practice Assurance Checklist.  This may be in response to QBE Underwritings’ own requirements, for instance, following one or more claims, or at the request of a broker or policy holder where a business case can be demonstrated.  In addition, a variety of on-site support services are available.  Longer running projects may attract consultancy fees, although under certain circumstances fees may be subsidised by QBE.

Site Audit: This provides a more in-depth investigation than is possible when conducting a brief on-site review. Site audits involve examination of a cross-section of the firm’s files in detail and all practice management policies and procedures. Particular emphasis is placed on reviewing complaints and claims histories and the measures instigated to prevent recurrence of the problems encountered.  To prepare for a site audit or review, please download our Professional & Financial Lines (Generic) - Audit Preparatory Checklist and Site Audit Information Sheet.

Quality Standards Implementation Service: This is applicable to organisations of all types and sizes utilising both generic QA standards (e.g. ISO 9001) and industry specific standards such as the Practice Assurance Standard. The process includes assistance with documentation, implementation, training, and where relevant, preparation for third party assessment.

Training Services: Focussing on risk management, quality assurance and management systems, our training packages can be delivered as public courses or to individual practices whereby the emphasis can be tailored to suit particular risk management issues within the firm.

Bespoke Consultancy Services:  These are available to clients with unique requirements for which a service can be specially developed.  This might include for instance, risk reviews with individual personnel, root cause analysis, or detailed claims reviews, and will draw on a mixture of risk management, quality assurance and analytical expertise.