Crest Financial, established in 1990, by the current partners Anthony Vallone and Michael Curley, provides Premium Audit Services throughout New Jersey as well as Long Island, Bronx, Manhattan, Brooklyn, Queens, Staten Island, Westchester, Putnam, Orange, Ulster, Dutchess and Rockland Counties in New York.   Our personalized attention to our clients' needs and requirements has made us leaders in Premium Audit services in the Metropolitan Area.   

 

We routinely update our procedures and technology to make our services better.   Our goal is to provide the best audit possible that is both timely and cost effective to our clients.  We are more cost effective than all other premium audit providers in the New York- New Jersey Metropolitan area as our own professionally trained staff performs all audit assignments.  

 

Crest Financial provides Physical audits, Hybrid audits, Phone audits and Mail audits for Workers Compensation, General Liability, Garage Liability, Dealer Liability, Liquor Liability and Auto policies.  Let us customize your audit to fit your individual criteria and budgets.  

 

We currently use Visual Audit software to track, schedule and complete all audits.  This state of the art software developed exclusively for Premium Audit provides a detailed audit, which is easy to understand and read.  Your audit processors will appreciate how easy it is to find the final exposure for each audit.  

 

To keep close control of all audit inventories, we have an experienced office staff to schedule all auditor appointments.  They understand what is required to complete each audit and will help the policyholder in having all the records necessary when the auditor arrives.  This will also help speed up the audit process, saving time and money.  Our office is staffed daily from 8:00 am to 4:00 pm.

 

Quality Control is of utmost importance to our firm.  To assure the quality of the audit before it is transmitted to you, it is reviewed by one of the partners of the firm.  This is the last step in our quality control procedure to assure the accuracy and completeness of your audit.