Insurance Services

Our Expertise

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.

Satisfy your stakeholders

Our clients provide a wide array of insurance products and represent a cross-section of the insurance industry, from health and property and casualty insurance carriers to captive entities and insurance-pooled associations.

Our services include:

Audit

Are you satisfied with your current auditor’s industry knowledge and ability to complete the audit efficiently and on time? With our partner-level involvement, insurance technical expertise, and customized approach, we’ll meet deadlines for your year-end procedures and the final audit report. We’ll also make sure to bring value beyond just compliance.

Due diligence

Do you have in-house resources to advise on a potential transaction? We can evaluate the financial, operational, and legal aspects before you seal the deal. We recognize the time-sensitive nature of these engagements and can work quickly to minimize surprises and evaluate the ROI while you focus on the everyday operations of your business.

IT audits

How prepared are you for a cyber incident? While testing your IT and cyber controls is a must, you need to do more than just check the boxes — it’s vital to protect yourself and your customers. We can assist with a readiness assessment, penetration testing, and the necessary reporting so your sensitive data, as well as your reputation, stay intact.

SOC examinations

Can you offer your customers an independent report of your internal controls? If not, it’s time to safeguard your reputation. We perform SOC 1, SOC 2, and SOC 3 exams every year. We’ll perform readiness assessments, so you know what to expect and how to prepare.

Talent assessment

Are you hiring the best people? Do you have a succession plan in place? We can help with organizational analysis, talent assessments, management team due diligence, 360-degree surveys, and cultural transformation. We know it’s critical that your people possess institutional knowledge; we’ll give you confidence to make sure you’re staffed with top talent, now and going forward.

Tax strategy and compliance

Are you maximizing your savings? Since we operate as a national practice, we’re experts in the federal, state, and local tax laws you’re subject to, and we’ll help make sure you’re in compliance. And since you offer innovative solutions for your customers, we’ll also help you explore R&D tax credits.

Technology

Are you using cutting-edge tools to help define and guide your business strategy? Our firm has designed and customized innovations that can augment many aspects of your internal processes. AI-enhanced auditing tools have decreased contract review time and increased error identification, and our Analytics Center of Excellence can dive into your data for benchmarking insights against your peers and the industry.

Insights

MORE INSIGHTS

Business professional in casual clothes reviewing documents.

February 16, 2023

Case Studies

SEE ALL CASE STUDIES

Action Benefits Southfield, MI, USA, location

March 24, 2023

Stay or relocate? An expiring lease unlocks opportunity for new corporate real estate strategy

In anticipation of a lease expiration, insurance agency Action Benefits engaged Plante Moran Cresa to find a modern, amenity-rich office space that better aligned with its space needs and business objectives.

Case Study / 2 min read

Brown & Brown Insurance new leased space in Troy, Michigan

October 26, 2021

Tenant representation firm assists Brown & Brown with lease negotiation on new office space

Brown & Brown, Inc., is the fifth largest insurance brokerage firm in the nation, and as the company grew, Plante Moran Cresa helps find office space that would support its business objectives.

Case Study / 1 min read

May 31, 2011

Delta Dental expands HQ to meet LEED-certified Silver standards

To keep up with its growth and prepare for the future, Delta Dental embarked upon a large-scale project to expand and update its 160,000-square-foot headquarters.

Case Study / 1 min read

Client Experience

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.”

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