CRM Data Audit for UKALA: Ensuring Accuracy and Compliance

Audited UKALA’s CRM data to ensure accurate membership records, preventing policy issues and reducing insurance premiums by aligning with audit requirements.
JD Virtual Project Lead
Joe Davies
Client
Uk Assosiation of Letting Agents
Commisioned by
Your IT Man

We conducted a comprehensive audit of UKALA’s CRM membership data to ensure alignment with insurance audit requirements. Our review focused on verifying that the customer list accurately reflected active members, which was crucial for maintaining their insurance policy and avoiding potential loss.

By rectifying discrepancies and updating records, we helped UKALA prevent policy issues and contributed to reducing their overall insurance premiums. This audit not only ensured compliance but also optimized their data management practices.

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