Analyst reviewing data via an insurtech system


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.


We work with insurtechs to help them enter new markets and uncover tax savings.

We work with traditional insurance companies in evaluating opportunities to partner effectively with emerging organizations.

We work with private equity organizations to provide assurance over their portfolio companies through SOC reporting and other services.

Our solutions

As competitors develop their offerings and programs, your organization needs to maintain the existing base and grow new offerings. You need a business advisor that can help you on your continuing journey.

Whether your insurtech is an arm of an existing insurance company, a start-up or an established company, Baker Tilly’s specialists can help your organization throughout its lifecycle to grow quickly, integrate into the industry effectively, comply with industry regulations and be sustainably profitable.

Collaboration of industry and service specialization

No matter which path your organization is on, our professionals have the experience to help you move forward. Your organization will benefit from professionals specialized in industry knowledge (both insurance and the software and technology industries) combined with service area specialization.

Services for your lifecycle stage

In addition to supporting your core financial health through accounting, assurance and tax services throughout your lifecycle, our specialists can help your organization with a wide array of services at each juncture.

They are more than consultants. The Baker Tilly team raised the quality of our internal audit and risk management functions and helped us through the change management required to ensure success. We are extremely pleased with their work.
Craig Campbell, Chief Administrative and Risk Officer, WPS Health Solutions, Wisconsin Physicians Service Insurance Corp.
The transition of our audit work to Baker Tilly was easy, with no disruptions to our business. Because they know our world, we don’t have to answer unnecessary questions. Their experienced professionals are able to bring practical tax and accounting solutions to our complex business.
Jon Gangelhoff, Chief Operating Officer, GWG Holdings, Inc. and GWG Life
software and technology cables


ASC 606 software and technology industry supplement

By the numbers

5th largest

5th largest health insurance auditor (A.M. Best 2019)

7th largest

7th largest insurance auditor (Aon Ward Benchmarking 2018)

11th largest

11th largest P&C insurance auditor (A.M. Best 2019)

60% of states

Working or qualified to work in 60% of states using external specialists