Audit & Tax Consulting for Insurance Services | Plante Moran
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{ Insurance Services }

AM Best ranks Plante Moran among the top firms serving the insurance industry

 
 

As competition continues to increase and investment returns continue to shrink, insurance companies are striving to reduce claims leakage and improve risk management. Plante Moran’s Insurance practice can help.

Other Highlights:

- Enterprise Risk / Internal Audit / Model Audit Rule Compliance
- IT Security
- HR Consulting
- Facilities Strategies (CRESA)
- Investment Monitoring

We’ll couple our core services — audit and tax — with other specialized services such as business process improvement, SSAE 16 internal control evaluations, and HIPAA consulting to help you turn challenges into opportunities and, ultimately, make better business decisions.  Learn more.

Tax Consulting

Because we understand that every business decision has tax consequences, we have hundreds of tax specialists in our firm. Some of these specialists concentrate specifically on the needs of insurance companies.

These tax specialists are committed to keeping our insurance industry clients current with regulatory, legislative, and other business issues and trends that affect tax frameworks. They can assist clients with compliance issues such as preparing and/or reviewing federal tax form 1120PC and state premium taxes, as well as provide tax minimization, strategy planning ideas, and other consulting services.

Financial Statement Audit

Plante Moran’s insurance practice has tripled in the last five years. Why the growth? Our insurance specialists understand how to serve insurance companies. When you hire us to conduct your financial statement audit, we know how important it is for you to meet regulatory deadlines and avoid surprises. Our approach to client service and technical expertise is unmatched.

Financial Reengineering

It is unclear exactly what the New Normal will mean to the insurance industry. But as the details are being worked out, it is clear that the industry is in for dramatic economic, competitive, and regulatory changes. How can you strategize and stay ahead of the curve?

Operations Improvement

You can ensure a competitive edge for your organization by focusing on process improvement. From improving customer service to eliminating cost of redundancy, our experts can help.

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