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Insurance Services

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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). 

Related industries

Tax reform and planning opportunities

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1 min read
Tax reform webinar series: Understanding the impacts of new guidance
Are you wondering how the Tax Cuts and Jobs Act and recently released guidance will affect you? Our tax reform webinar series will cover critical details, allowing you to understand the new guidance, make informed decisions, and evaluate year-end planning.
Stephen Eckert
Article September 12, 2018 1 min read
Foreign tax credits: What’s in your basket
Lisa Roelofs
Webinar August 7, 2019 60 min watch
GILTI: The new era of global taxation and planning
Steve Schnepel
Webinar July 24, 2019 60 min watch

Insights for owner-managed businesses

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8 min read
Turning risk into opportunity: Five questions to ask
Organizations make themselves vulnerable to risk in ways you may not have thought about. Are you vulnerable? Ask yourself these five questions.
Doug Farmer
Article August 28, 2017 8 min read
Business succession in your future? Consider these questions
Katie Redle Wealth Management
Article August 18, 2017 3 min read
Keep IT right-sized through growth and change
Sri Chalasani
Article September 20, 2017 4 min read

Related Events

Insurance Services Thought Leadership

  • Tax reform: What property and casualty insurance companies need to know now
    Reforms enacted by the Tax Cuts and Jobs Act (TCJA) may affect tax planning for property and casualty insurance companies. Businesses should consider the effects of the new law on 2017 financial statements and tax returns for 2018 and beyond. 
    John Fritz Theresa Greenway
    Article February 28, 2018 6 min read
    Writing on paper
  • Insurance Data Security Model Law: A response to cybersecurity threats
    With more data breaches occurring every day, the National Association of Insurance Commissioners has released the long-awaited Insurance Data Security Model Law. Here’s what you need to know about the insurance industry response to cyber and data security threats.
    John Fritz Brendan MacKinnon
    Article November 8, 2017 2 min read
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  • 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.
    Casey Janick
    Article August 3, 2017 3 min read
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  • 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.
    Article September 26, 2016 2 min read
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  • 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
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  • 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.
    Article October 27, 2016 1 min read
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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.”

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