Insurance
CPA
Partner
Principal
CPA
Partner
Director of Business Development – Financial Services
CFA, CLP
Managing Partner
FCA, CFE, MCIArb
Partner
CPA, CIA, CFE, CITP, CSM
Partner
CPA, CISA
Partner
MBA, CISA, CCSK, CFSA, CCSFP
Principal
CPA, CITP
Partner
Create your own future with a proactive and collaborative relationship geared towards growth-oriented solutions. Our team specializes in all aspects of the insurance industry – including property and casualty (P&C) and life insurers, health plans, insurtechs, insurance regulators, reinsurance and captive insurance companies – and will help to not only protect your value, but enhance it. By improving operations tailored for your organization, you can overcome challenges and disruptions thrown your way.
Health insurance auditor (A.M. Best 2022)
P&C insurance auditor (A.M. Best 2022)
Life insurance auditor (A.M. Best 2022)
For insurers that are approaching or have exceeded the $500M threshold of direct and assumed written premiums, understanding the Model Audit Rule (MAR) internal control over financial reporting requirement and lifecycle is a key piece of regulatory compliance. Whether you're just starting your MAR implementation journey or looking to evolve an existing program, it's vital to define what you want from your MAR program and align it with your organization's overall strategy.
Wondering where to start? Follow the link below to learn more about MAR.