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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

Year-end tax planning opportunities and tax reform

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2 min read
New GAAP revenue recognition standard could cause hefty tax bills for private companies
Accrual-basis taxpayers adopting the new revenue recognition standard in 2019 should act now to assess the revenue recognition impact on this year’s tax return. Here’s what you need to know.
Caitlin Slezak
Article December 9, 2019 2 min read
Tax planning: Key 2019 year-end strategies for individuals
Jerry Jonckheere
Webinar Wednesday, Nov. 20, 2019, 2 - 3 p.m. EST 1 hour watch
Tax planning: Key 2019 year-end strategies for businesses and owners
Brett Bissonnette
Webinar Wednesday, Nov. 20, 2019, 10 - 11 a.m. EST 1 hour watch
Five tips to manage your individual taxes before the end of 2019
James Minutolo
Article October 18, 2019 6 min read

Insurance Services Thought Leadership

  • GLBA Safeguards Rule updated: FTC defines “financial institutions”
    You may not define your company as a financial institution, but the FTC may regarding the GLBA Safeguards Rule and the Privacy Rule. We discuss the released updates and what can be a complex road to compliance.
    Colin Taggart Emily Fletcher
    Article November 21, 2019 3 min read
    Three people looking at a computer screen
  • Three disruptive technologies poised to shake up the insurance industry
    The insurance industry won’t be immune to disruptive technology, as certain applications are continuing to expand to companies all over the country. Prepare now to use blockchain, artificial intelligence, and other technology. Read more at IASA eInterpreter.
    Terry Olejnik Sarah Pavelek Natalie Pintar
    Article September 23, 2019 6 minute read
    Photo of disruptive technology
  • Insurance Perspectives
    Welcome to Insurance Perspectives, your hub for insights on everything from data security and cost management to the challenges of customers’ increasing expectations, changing business models, and digital technologies. Subscribe now.
    Kevin Krause
    Newsletter September 20, 2019 3 min read
    Rainbow over road
  • Is your IT department ready for the disruption ahead?
    Not sure how your IT department is doing? What’s worked in the past doesn’t guarantee future success. If you’re setting IT priorities (and you should be!), here’s how to assess your IT department for the digital future.
    Marvin Sauer Judy Wright
    Article September 11, 2019 6 min read
    Man standing in back tech room

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 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