MSO Partners with Crest Financial for Audit Services

July 2026 Glen Rock, NJ — MSO, Inc. (The Mutual Service Office, Inc.) is pleased to announce a partnership with Crest Financial & Management Services to offer Workers’ Compensation audit services on a national basis, where permitted by state law.

Crest Financial provides physical, hybrid, and phone audits for Workers Compensation, General Liability, Garage Liability, and Dealer Liability policies. They 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. Quality control is of utmost importance to Crest. To ensure 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 their quality control procedure to ensure the accuracy and completeness of the audit process.

“We are excited about our partnership with an insurance industry leader such as MSO,” said Jessica Ragazzo, partner at Crest Financial.

Jan Scites, MSO’s President and CEO, adds “We are delighted to have the Crest Financial team provide audit services to MSO member companies and the insurance industry on a nationwide basis.”

For further information, go to www.crestaudit.com, or contact Jessica.Ragazzo@crestaudit.com.

MSO is a national property and casualty rating service bureau, providing product development and rating services to the insurance industry since 1944. MSO has long been an industry leader, offering programs that are comprehensive and easy to use. MSO will work with companies to customize programs to meet a company’s marketing and underwriting requirements.

For information on all the programs and services offered by MSO, call Sue C. Quimby, CPCU, Sr. Vice President / Media Editor.