Insurance

Helping Insurance Companies Achieve Financial and Operational Excellence

We work across property & casualty, life & retirement reinsurance, and InsurTech, transforming finance and operations organizations to achieve scale and operational excellence.

Future Ready Insurance Operations

Property & Causality
Life and Retirement
Reinsurance
Insurtech

How We Can Help

  • CFO Services: Deliver scalable and flexible accounting, financial reporting, and audit support solutions and can assist reinsurance, investment, and other accounting teams with monthly close activities, statutory reporting, and independent pricing verification.
  • InsurTech Infrastructure: Provide industry specialists and subject matter experts in IPO readiness, technical accounting, process optimization, cybersecurity, and risk & compliance requirements.
  • Minimize Cost and Maximize Efficiency: Identify inefficiencies which allow us to implement improvements in areas such as First Notice of Loss (FNOL), reconciliations, treasury processes, and cash management.
  • Achieve SOX Compliance: Improve control environment by identifying and establishing new monitoring controls, documenting key controls, and testing existing controls.
  • Develop a Comprehensive Systems Strategy:  Select and implement software that meets current and future needs. We are an official implementation partner for cloud solutions such as Coupa, and automation solutions such as UiPath.
  • Security for Peace of Mind: Implement the right cybersecurity solution to protect PII, PCI, and company data, facilitating a growing, thriving business.
  • Value-Added Data & Analytics: Help you stand up a data governance program and establish policies and procedures.
Insurance Consulting Services

Service Offerings

Risk & Compliance >

We help your business improve the way it manages business risks and addresses complex compliance requirements.

TECHNOLOGY SOLUTIONS >

We help you with system implementation and post-production services with expertise in SaaS and cloud technologies supporting finance and operations teams.

Business Transformation >

We help support your business and risk management functions through the delivery of process design, optimization, and selection.

Technical Accounting >

We help to stand up your finance team through simplification of processes, technical guidance, and operational assistance.

Enterprise Innovation >

We help support your business and risk management functions through the delivery of emerging automation and data capabilities and related advisory services.

Cybersecurity >

We help support your company by guiding and informing leadership on cyber risks, trends, strategy, and regulatory focus.

Meet Our Insurance Leadership Team

AML Leadership
Katie Penney

BRUCE KLEIN

Partner Lead

Bob Michaels

BOB MICHAELS

Partner