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Insurance Services

Plante Moran

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

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

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    The TCJA limited like-kind exchange transactions to real estate, meaning that personal property included in an exchange could trigger current-year tax consequences. Recent IRS guidance clarifies how to qualify for tax deferral. Here’s what you need to know.

    Jonathan Winterkorn Lawrence Knutson Jon Powell Kyle Downey
    Article March 26, 2021 5 min read
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  • Hiring cybersecurity talent? Five things you should know
    As cybersecurity threats rise, you must look further than IT credentials when hiring the professionals charged with keeping your data safe.
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    Article March 26, 2021 2 min read
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  • Comparison of COVID-19 employer tax incentives

    Recent COVID-19 legislation provides several generous tax incentives for employers through the payroll tax system. This alert provides a detailed analysis of each of these incentives, including illustrative examples and a comparative summary table for easy reference.

    Michael Krucker Kurt Piwko Brett Bissonnette Preston Ridinger
    Article February 19, 2021 30 min read
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  • Substantiating loan necessity for the Paycheck Protection Program
    Forgivable loans have eased stress for many businesses, but proving the necessity is a challenge. Our experts offer suggestions to help you provide the right context to your PPP loan forgiveness application.
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    Article February 5, 2021 3 min read
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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