Insurance

  1. Carol Bolles

    Carol Bolles

    CPA

    Partner

  2. Kaelan Ward

    Kaelan Kearney

    Director of Business Development – Financial Services

  3. Matthew R. Morris

    Matthew R. Morris

    CFA, CLP

    Managing Partner

  4. Simon P. Oddy

    Simon Oddy

    FCA, CFE, MCIArb

    Partner

  5. John Romano

    John Romano

    CPA, CIA, CFE, CITP, CSM

    Partner

  6. Russ Sommers

    Russell Sommers

    CPA, CISA

    Partner

  7. Christopher J. Tait

    Christopher J. Tait

    MBA, CISA, CCSK, CFSA, CCSFP

    Principal

  8. Jonathan Zeigler

    Jonathan Zeigler

    CPA, CITP

    Managing Partner

Protect and enhance your value

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.

By the numbers

6th largest

Health insurance auditor (A.M. Best 2023)

12th largest

P&C insurance auditor (A.M. Best 2023)

Top 25 largest

Life insurance auditor (A.M. Best 2023)

Team of professionals working on computer
Service spotlight

Address cyber risks head on

For insurance organizations especially, having the proper cybersecurity measures in place to keep your sensitive data safe and secure is essential. Proactively protect and address your cybersecurity and information technology (IT) risks. Reach out to our insurance specialists and ask about our cybersecurity and data privacy compliance services. 

You'll drive, we'll navigate

Baker Tilly insurance specialists have years of experience and the industry expertise necessary to help you navigate any stage in your insurance organization's journey. We have worked with clients from both ends of the insurance industry spectrum, and know how to collaborate with your team to get the best results possible.