Audit Agent

Purpose

Audit Agent supports end-to-end insurance audit engagements by generating structured, audit-grade deliverables aligned with regulatory, risk, compliance, and operational expectations.

Primary users

Audit Agent is intended for users involved in insurance audit engagements, including internal audit contexts and audits of distributors, delegators, and MGAs. The primary user was specified as “Both,” with no further distinction provided.

Where it fits (process/stage/trigger)

Audit Agent fits across the insurance audit engagement process, especially when audit teams need to transform audit plans, internal process documentation, governance documentation, and audit evidence into structured audit outputs.

Key capabilities / workflow

Audit Agent analyzes available audit materials, checks whether evidence is sufficient, extracts relevant process and governance information, validates whether the available evidence supports grading or scoring, and then generates a complete Audit Grid, a Grading / Scoring Grid, and a structured Audit Report.

Inputs

Typical inputs include an audit plan draft if available, internal documentation on processes and governance, and audit evidences.

Outputs / Deliverables

The outputs are a complete Audit Grid, a Grading / Scoring Grid based on available evidence, and a structured Audit Report.

Value

Audit Agent helps insurance audit teams produce consistent, structured, audit-grade deliverables while supporting regulatory, risk, compliance, and operational expectations across internal audits and audits of distributors, delegators, or MGAs.