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ABOUT US

Crest Financial was established in 1990 by partners Michael Curley and Anthony Vallone; with current partners Michael Curley and Jessica Ragazzo. We provide premium audit services throughout New Jersey as well as the Greater New York area and it's surrounding counties. Our personalized attention to our clients' needs and requirements has made us leaders in the Premium Audit field. 

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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 for our clients.  We are more cost effective than all other premium audit providers in the New Jersey, New York-Metropolitan area as our own professionally trained staff performs all audit assignments.  

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Crest Financial provides physical, hybrid, and phone audits for Workers Compensation, General Liability, Garage Liability, and Dealer Liability policies.   

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We currently use Visual Audit software to track, schedule and complete all audits.  This state of the art software was developed exclusively for premium auditing providing a detailed audit, which is easy to understand and read.    

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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 8:00am to 4:00pm.

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Quality Control is of utmost importance to our firm.  To assure the quality of the audit before it is transmitted, 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 the audit process.

25+

Years

Experience

15

Current

Carriers

10

Audit

Types

2

Experienced

Partners

OUR TEAM

Our team, consisting of experience and seasoned field auditors and expert support staff are here to administer to your premium audit needs.

PO Box 155, Ringwood NJ 07456

info@crestaudit.com  |   201-384-0558

© 2019 by Crest Financial & Management Services

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