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Insurance Services

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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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Business transition planning

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Succession planning: The C-suite guide for low-risk leadership transitions
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The four myths of succession planning: Are they holding you back?
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Related Events

  • IASA 2020
    Plante Moran is proud to sponsor and exhibit at IASA 2020, the nation’s premier event for insurance industry professionals.
    Event June 7, 2020 Upcoming
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Insurance Services Thought Leadership

  • COVID-19: Responding to the Families First Coronavirus Response Act
    On March 18, the president signed the Families First Coronavirus Response Act. What does this mean for you and your organization? During this webinar, our tax and employee benefits consulting experts will discuss how this law will affect you.
    Stephen Eckert Michael Krucker Preston Ridinger Rebecca Smart
    Webinar March 25, 2020 1 hour watch
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  • Leadership during COVID-19: Seven steps to restore control
    Leading your organization is already challenging enough — COVID-19 has made it even more difficult. Complete our seven-point checklist to restore your sense of control in uncertain times.
    Stan Hannah
    Article March 25, 2020 4 min read
    Female professional looking at tablet
  • GASB initiates new project with significant GASB 84 implications
    Once this new standard is issued, it will likely have a significant impact on determining whether defined contribution pension and OPEB plans meet the definition of a fiduciary component unit under GASB 84.
    Michelle Watterworth Marie Stiegel
    Article March 5, 2020 1 min read
    Man sitting at a table with him laptop, reading a paper report
  • The four myths of succession planning: Are they holding you back?
    We all know that succession planning is important, but why do so many of us feel our plans are ineffective? If you’re buying into these four myths, it could be getting in the way of a successful business transition.
    Stan Hannah
    Article February 27, 2020 3 min read
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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 Kevin Krause, “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.”

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