Skip to Content
City buildings at night

Insurance Services

Plante Moran Logo

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

COVID-19: Adapt faster, emerge stronger. Access our resource center.

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.

SHOW MORE

Related industries

Business transition planning

man looking out window at a mountain
4 min read
Succession planning: The C-suite guide for low-risk leadership transitions
Don’t have a formal succession plan? You’re overdue, but in good company — a recent study showed only 8% of businesses had a comprehensive program. This guide will get you up to speed on how to start planning for a business transition.
Stan Hannah
Article March 13, 2020 4 min read
The four myths of succession planning: Are they holding you back?
Stan Hannah
Article February 27, 2020 3 min read
Want to reward staff? Consider a nonqualified deferred compensation plan
Katie Redle Wealth Management
Article February 24, 2020 5 min read
Shirtsleeves to shirtsleeves: Breaking the family business cycle
Dawn Jinsky Wealth Management
Article February 5, 2020 3 min read

Related Events

  • Preparing for your 2019 employee benefit plan audit amid COVID-19
    Getting ready for your 2019 annual employee benefit plan audit takes time and resources. Join our webinar to learn what best practices our experts recommend during these unprecedented times.
    Lindy Beldyga Kimber Smail-Benedict Suzy Walch
    Webinar June 4, 2020 60 min watch Upcoming
    Professional alone in office
  • IASA Xchange virtual conference
    Hear from Plante Moran experts to help prepare your insurance organization for a post-COVID-19 economy at this year’s IASA Xchange virtual event June 8-9.
    Casey Janick Bryan Karas Shelby Mathers Natalie Pintar
    Event June 8, 2020 Upcoming
    Man sitting at desk, drinking coffee and looking at his phone
  • Benefit plan operational matters during COVID-19 and beyond
    When it comes to benefit plans, staying compliant and up to date on internal control matters is always of utmost importance. During this webinar, our experts will discuss DOL and IRS focus areas and common compliance issues.
    Lindy Beldyga Theresa Banka Laura Taylor
    Webinar June 10, 2020 60 min watch Upcoming
    Man working alone in his house
  • Audit, accounting, and COVID-19: An employee benefit plan update

    Join our webinar as our experts provide an update of various accounting, auditing, and reporting matters affecting employee benefit plans. 

    Lindy Beldyga Theresa McDowell Steve VanSteenkiste
    Webinar Thursday, June 18, 2020; 2-3 p.m. 60 min watch Upcoming
    Woman sitting at office desk using her telephone.

Insurance Services Thought Leadership

  • CARES Act update: Maximizing the employee retention credit

    The employee retention credit, created as part of the CARES Act in response to the COVID-19 pandemic, has raised many questions. During this webinar, our experts will address the most significant aspects of the credit.

    Stephen Eckert Amy Forester Ginger Powell Rebecca Smart
    Webinar May 20, 2020 60 min watch
    Businessman sitting at a coffee shop counter reading about the CARES Act in a newspaper.
  • Cybersecurity alert: Hacking and COVID-19

    Don’t let the COVID-19 pandemic distract from cybersecurity — remember, hackers thrive in crises. Consider these precautions to minimize risk and protect data.

    Phillip Long Andrea Selke
    Article May 12, 2020 5 min read
    A cybersecurity professional working in a server room.
  • Comparison of COVID-19 employer tax incentives

    Two pieces of recent COVID-19 legislation provide 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 May 8, 2020 30 min read
    A person running on a walkway outside a government building.

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