Insurance Services

Our Expertise

Change is the only constant

Whether navigating a financial statement audit or developing strategies around tax, risk, compliance, technology, talent, or operations, the insurance industry is in a state of constant change. This environment demands a strong focus on risk with increased attention on internal controls, fraud, and security. As new technologies are developed to increase efficiency and meet consumer demand, additional risks and considerations from cyberthreats and protecting customer data must also be addressed. As the stressors intensify, so does the need to keep pace.

Resources and approach to achieve more — and the people to make it possible

Where other firms have generalists, we have specialists. With nearly 100 dedicated insurance industry professionals and more than 40 years of serving hundreds of insurance clients across the United States, we’ve worked with organizations across the industry, ranging from health, property and casualty insurance carriers to captive entities and insurance-pooled associations.

We’re known for our responsiveness, work quality, and high level of senior staff involvement. In fact, A.M. Best consistently ranks us as one of the top professional service providers for insurance companies nationwide. We know your pain points and have solutions to overcome them.

Our Offerings


Our tailored approach offers value beyond compliance while meeting deadlines for year-end procedures.
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Cybersecurity and technology

From IT audits to SOC examinations, we help you protect your data and manage escalating risks.
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Due diligence

We help evaluate and plan the financial, operational, and contractual aspects of your transactions.
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Employee benefits consulting

We assist with benefit plan design, pension terminations, reporting, disclosure matters, and more.
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Enterprise risk management

We review your strategic plan, management focus, and internal controls with an eye on reducing risk.
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Workspace solutions

From leasing office space to managing your portfolio, we help reimagine your real estate strategy.
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ESG strategy

We advise on the regulatory environment and help you plan an ESG program tailored to your needs.
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Talent management

We help improve your organization’s effectiveness by aligning your talent and succession strategies.
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Tax strategy and compliance

We help ensure you’re in compliance and using available tax credits, incentives, and deductions.
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Business leaders: You can’t avoid risk — so don’t. Learn how to risk the right way.


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Client Experience

The right relationships can mitigate risk

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 our 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.”

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