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Insurance Services

Regularly ranked as one of the top firms serving the insurance industry by AM Best Company, we’re experienced in evaluating changing regulations and your business objectives to provide thoughtful, insightful guidance. 

Our clients provide a wide array of insurance products and represent a cross-section of the insurance industry, ranging from health and medical insurance carriers to captive entities and state insurance associations. We provide our clients with services ranging from audit, tax planning and compliance, and IT security consulting to Own Risk and Solvency Assessment (ORSA), internal audit, and Model Audit Rule Compliance (MAR). 

Up Next

Tax strategies

Effective tax strategies today and tomorrow image
1 min read
Where angels fear to tread: An essay on tax legislation
Many states are finding that their governments (and voters) aren’t as divided as they are at the federal level. What will this mean going forward?
William W. Henson
Blog July 07, 2017 1 min read
Tax reform proposal vague by design?
William W. Henson
Blog May 02, 2017 1 min read
Trump Administration outlines tax plan
Michael Monaghan
Article April 28, 2017 3 min read
Border tax uncertainty highlights range of possible implications
William W. Henson
Blog April 25, 2017 2 min read

Insights for owner-managed businesses

Insights for owner managed businesses image
2 min read
Having one good CEO isn’t good enough: Here’s what to do if you want your business to last
The key to seamless transitions, and organizational sustainability, is to find the best candidates (yes, plural) for leadership positions and fully prepare them, long before they assume their new roles. Here are some ideas for identifying your successors.
Gordon Krater
Article June 15, 2017 2 min read
Cybersecurity is like a sponge: Five ways to safeguard your data
Sarah Pavelek
Article June 14, 2017 4 min read
Reaching a plateau in your business? Reignite growth.
Tim Weed
Article June 14, 2017 7 min read
Leadership succession planning best practices: A C-suite guide for the future
Steve Gravenkemper Ph.D.
Article June 12, 2017 4 min read

Insurance Services Thought Leadership

  • Change the character of your net capital losses
    Insurers that sell investments in the face of abnormal losses may have the opportunity to change the character of a net capital loss into an ordinary deductible loss. Our three-part approach shows you how.
    Doug Youngren Casey Janick
    Article August 03, 2017 3 min read
    Picture of a group of people looking at a tablet
  • Fraud happens
    Straight from our forensic investigative practice, these suggestions will help you establish critical policies and procedures to avoid it. Because trust is not an internal control.
    Michelle McHale-Adams
    Article September 26, 2016 2 min read
    Troubled bridge over water
  • Don't neglect tech: Cybersecurity is key to due diligence
    An independent assessment of your target's network, data, and cybersecurity measures mitigates risk — and headaches. Don’t overlook these seven areas.
    Raj Patel Jennifer Fiebelkorn
    Article April 12, 2017 3 min read
    Image of people standing in a server room
  • Ethics and the insurance industry
    Public perception of ethics in the insurance industry is... Let's just say it's not at an all-time high. Changing those perceptions takes a top-down, enterprise-wide approach. These guiding principles and questions can help.
    Article February 23, 2016 5 min read
    Business woman working with papers
  • Fraud: Reporting it to the IRS
    If you’ve been defrauded, there are two steps to bringing the fraudster to justice. First, tell the police. Then, the IRS.
    Michelle McHale-Adams
    Article October 27, 2016 1 min read
    Stones in water

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Our clients say

PM’s responsiveness is outstanding. There has never been a time that I sent an email or made a call that I didn’t get a response within a matter of hours. I feel like the PM team is a trusted advisor so that when we’re going through tough decisions, I know I can call up our partner and get informed counsel.

Laura Czelada President & CEO, Delta Dental Insurance of Michigan, Ohio, & Indiana

Our Team

Our team of more than 80 dedicated insurance industry professionals serve more than 150 clients nationwide. With 40+ years of serving insurance clients, we’ve worked with organizations that directly or indirectly serve health, property, casualty, warranty, and life insurance products. Our team has deep technical expertise and takes a practical approach to solving complex problems, always focusing on growing our clients’ organizations and monitoring industry trends. In the words of Practice Leader Kevin Krause, “We give our clients personal attention and responsiveness, guaranteeing they feel listened to, informed, and valued.”