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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

  • How CEOs can take control of cybersecurity risk

    CEOs may not be getting all the right information to properly strategize cybersecurity efforts. Communication gaps and information overloads can hinder decision-making. In Chief Executive, Raj Patel explains how companies can implement the right security tools to deliver results.

    Raj Patel
    Article September 16, 2021 4 min read
    Business professional in casual clothes at home taking a phone call on their cell phone.
  • Budgeting for cybersecurity requires a new approach

    Cyberattacks are surging. In CFO, Raj Patel discusses why the time has come for companies to forget traditional budget approval processes for cybersecurity strategy and instead focus on three key areas for corporate spending.

    Raj Patel
    Article September 14, 2021 1 min read
    Business professional walking down a walkway.
  • Medicaid and commercial health plans: Accounting considerations for 2021 and beyond

    Medicaid health plans, commercial insurers, and providers face opportunity and uncertainty as the COVID-19 public health emergency and regulatory flexibilities end in December 2021. Understanding the impact on your plan’s accounting and financial reporting is crucial. We share key considerations.

    Tom Marchese Andrea Barnes
    Article September 1, 2021 4 min read
    A nurse assisting an elderly patient in bed.
  • 2021 insurance benchmarking insights: Key findings and strategies from our national survey

    Download the Plante Moran & IASA 2021 Insurance Benchmarking Report for immediate access to insights on the strategies your industry peers are employing to mitigate elevated risks, incorporate a “workplace of the future” model, strengthen staffing models, and elevate company culture to a higher level.

    Michelle Goss Jamie Essenmacher Terry Olejnik
    White Paper August 27, 2021 5 min read
    Business professional sitting at a desk using a laptop.

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