Aerial view of a highway interchange

Insurance

Navigating the ever-changing insurance industry while also meeting compliance requirements and staying ahead of quickly developing technology can be overwhelming. Chart your legacy and reach your financial and operational goals: Your journey starts here.

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

    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 2022)

7th largest

P&C insurance auditor (A.M. Best 2022)

Top 25 largest

Life insurance auditor (A.M. Best 2022)

Advisor meets with client to discuss financial planning
Service spotlight

Optimize your MAR journey

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.