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COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

A safeguard against the unknown

What are your top challenges? Reducing your tax bill? Managing risk? Technology and talent gaps? Whatever it is, we know your pain points — and we have solutions to overcome them.

Our team has decades of experience working exclusively with insurance companies just like you. Where other firms have generalists, we have specialists. In fact, A.M. Best ranks Plante Moran as one of the top professional service providers for insurance companies nationwide. Our team of nearly 100 dedicated insurance industry professionals serves hundreds of clients across the United States. With more than 40 years of serving insurance clients, we’ve worked with organizations that serve health, dental, property, casualty, warranty, and life insurance products. You’ll find we don’t just know the issues you face; we’ve analyzed them and understand their impact on your business.

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COVID-19 benchmarking report insights
Key findings and strategies to help insurance companies emerge stronger.

Insurance Services Thought Leadership

  • The basics of cost segregation
    Many owners of income-producing real estate are unaware that they can maximize the tax savings on their investments with an IRS-approved project called a cost segregation study. Are you one of them?
    Jonathan Winterkorn Lawrence Knutson Jeremy Sompels
    Video November 18, 2020 3 min watch
    Video thumbnail
  • Five tax-planning ideas for businesses to consider before year end

    Year-end tax planning takes on greater significance in 2020 with many COVID-19-related programs and other changes that can help businesses reduce their liabilities. Here are a few ideas that could help at return time.

    James Minutolo Michael Monaghan Stephen Eckert
    Article October 29, 2020 6 min read
    Businessman working at home in casual clothes using his home desktop computer.
  • 2020 year-end tax guide: Tax planning in unprecedented times

    Though tax planning may be far from top of mind, considering everything that’s happened this year, it’s still important. Smart tax planning can soften the impact of an uncertain economy on investors and provide much-needed relief to struggling business owners.

    James Minutolo Michael Monaghan
    White Paper October 29, 2020 25 min read
    Businesswoman working in an office during the day with glass windows behind her.
  • Benchmarking insights: How insurance companies have adapted to COVID-19 and are emerging stronger

    View our on-demand webinar to hear industry experts present key findings from the national COVID-19 Insurance Benchmarking Survey Report and strategies to help your insurance companies emerge stronger.

    Michelle Goss Jim Baird Wealth Management Natalie Pintar
    Webinar Oct. 28, 2020 60 min watch
    Close-up photo of hands hovering over a laptop computer on a wooden desk.

Our clients say

PM’s knowledge and expertise has been a significant benefit to us. The team has helped us manage risk and knows exactly how new audit standards will affect both the insurance industry overall and our individual organization. Our transition to working with Plante Moran was as close to seamless as you can get. Everyone was competent and committed to our success, evidenced by their responsive, helpful answers to a variety of questions related to our business. The audit and tax teams communicate openly with each other and us, which creates efficiencies for my team. I've been impressed by the extent to which our team has engaged with our audit committee. The relationship they've built has increased confidence in the audit and results, and has set them apart from other professionals we've worked with.”

Mark Anderson Chief Financial Officer, Delta Dental of Arizona

The right relationships can mitigate risk

Are you on the forefront of change in the industry? Do you have the resources to adapt smoothly and quickly? If not, don’t panic.

When you enlist the help of our trusted insurance industry specialists, you can breathe a sigh of relief. Our professionals stay current in the industry through involvement in IASA, including serving on the board of directors, both nationally and at the chapter level. These key relationships mean we’re one of the first to know what’s new, what’s different, and how it affects you.

In the words of Practice Leader Michelle Goss, “Our technical know-how combined with our personal touch means we give our clients focused attention. Not only will you feel listened to and valued, but you’ll also feel informed and armed with the resources to mitigate risk, balance cost and value, and make the best decisions for your clients and customers.”

How can we help your business?

Contact us or submit an RFP