Insurance
Insurance
Carol Bolles
CPA
Partner
Mark Herzinger
Principal
Kenneth N. Hugendubler
CPA
Partner
Kaelan Kearney
Director of Business Development – Financial Services
Matthew R. Morris
CFA, CLP
Managing Partner
Simon Oddy
FCA, CFE, MCIArb
Partner
John Romano
CPA, CIA, CFE, CITP, CSM
Partner
Russell Sommers
CPA, CISA
Partner
Christopher J. Tait
MBA, CISA, CCSK, CFSA, CCSFP
Principal
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.
Read our latest insights
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)
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.
Industry specialization
Health Plans
Helping health plans bring all the pieces together to find the right solutions for you.
Insurance Regulators
Baker Tilly provides highly credentialed professionals to assist state regulators in completing state examinations including IT exams and cyber assessments.
Insurtech
Insurtech’s rapidly evolving environment means innovation is both your best growth opportunity and your biggest competitor. Work with a team that can help you win your race.
Financial Services
The financial services industry continues to diversify, but competition and more complex vendor relationships make determining business strategy more complicated.
Internal Audit
Leverage industry-specialized internal audit for organizational success.
Tax Transformation & Automation
Helping clients apply digital transformation strategies to achieve long-term goals
Risk Advisory
Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.
ESG and sustainability
Going beyond responsibility to value and opportunity, we provide comprehensive and industry-focused environmental, social and governance (ESG) and sustainability advisory and assurance from development to execution.