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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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Insurance Services Thought Leadership

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    Perpetrators of cyber-attacks threaten daily to infiltrate your systems with malicious intent. A cyber resilience strategy can help you withstand attacks and minimize business disruption to protect your data—and your profits.
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  • GLBA Safeguards Rule updated: FTC defines “financial institutions”
    You may not define your company as a financial institution, but the FTC may regarding the GLBA Safeguards Rule and the Privacy Rule. We discuss the released updates and what can be a complex road to compliance.
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  • Three disruptive technologies poised to shake up the insurance industry
    The insurance industry won’t be immune to disruptive technology, as certain applications are continuing to expand to companies all over the country. Prepare now to use blockchain, artificial intelligence, and other technology. Read more at IASA eInterpreter.
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  • Insurance Perspectives
    Welcome to Insurance Perspectives, your hub for insights on everything from data security and cost management to the challenges of customers’ increasing expectations, changing business models, and digital technologies. Subscribe now.
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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