Agency Audits: How to Create Efficient, Profitable and Defensible Workflows

Includes a Live Web Event on 05/19/2026 at 9:00 AM (EDT)

Does the word “audit” give you night sweats? Instructor Kym Martell taps into her decades of experience auditing agencies to discuss why welcoming an audit might be the best decision your agency can make. She’ll discuss best practices of agency auditing and how it will identify workflow deficiencies, E&O exposures, lost profitability, and the strengths your agency can build upon.

Kym Martell CRM, CIC, AAI, CRIS, MLIS

Kym Martell CRM, CIC, AAI, CRIS, MLIS

Owner & Founder

K. M. Associates

With38 years of dedicated experience in the insurance and risk management field,Kym Martell has cultivated a comprehensive understanding of both agency andcompany operations. Beginning in 1995, Kym took a pivotal step in their careerby establishing a prominent training and consulting firm specifically tailoredto serve property and casualty professionals.

Throughout Kym'sillustrious career, they have consistently demonstrated a commitment toexcellence through various facets of their practice. This includes designingand delivering continuing education training programs, developing specializedcurricula to address industry-specific challenges, conducting meticulousE&O (Errors & Omissions) loss control audits, and providing targetedE&O loss control training. Kym's expertise extends further into performancecoaching, where they offer invaluable insights and strategies to enhanceprofessional development within the insurance sector. 

Additionally, Kym issought after for their role as an expert witness and their litigation supportservices, which underscore their deep knowledge and credibility in the field.

Kym Martell isrenowned for their dynamic presence as a speaker and presenter at numerousprofessional forums and private organizations. Their presentations cover a widerange of critical topics in property and casualty insurance, errors &omissions mitigation, and certification programs such as Accredited CustomerService Representative (ACSR), Construction Risk Specialist (CRIS), andAccredited Advisor of Insurance (AAI). 

Kym's contributions are furtherhighlighted by their approval as an instructor by esteemed organizations likeBig I NJ and IIABA for their E&O Risk Management Program, emphasizing theirrole in shaping industry standards and best practices.


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Webinar
05/19/2026 at 9:00 AM (EDT)  |  180 minutes
05/19/2026 at 9:00 AM (EDT)  |  180 minutes Does the word “audit” give you night sweats? Instructor Kym Martell taps into her decades of experience auditing agencies to discuss why welcoming an audit might be the best decision your agency can make. She’ll discuss best practices of agency auditing and how it will identify workflow deficiencies, E&O exposures, lost profitability, and the strengths your agency can build upon.
Course Survey
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