351 PEOPLE

Insurance

Wherever you need us
National coverage, local expertise. We're ready to help.

Preparing your insurance business for what’s next

The insurance industry continues to evolve, shaped by new technologies, shifting regulations and rising customer expectations. At Baker Tilly, we help insurers navigate disruption and prepare for lasting success in this dynamic market. Our advisors bring deep industry knowledge and practical, tailored strategies to help your business both meet today's challenges and seize tomorrow's opportunities.

Forward-thinking consulting, auditing and tax strategies

Our team understands the complex challenges facing today’s insurers, from data analytics and financial transformation to modernizing claims processes and improving customer experience. We work closely with you to manage risk, invest wisely in technology and enhance operational efficiency – all key steps toward sustainable growth.

With decades of experience across property, casualty, life and health insurance, we deliver personalized support that blends financial, regulatory and operational expertise. Whether you’re strengthening governance, benchmarking performance or refining strategy, our focus is always on helping your business adapt and thrive.

Comprehensive services for insurers

  • Planning – With experience in general business, succession and technology, we'll help you develop strategic plans to reach your goals.
  • Operations – Our knowledgable advisors benchmark performance and establish best practices for operations, compensation, technology, management and administration.
  • Profitability – We'll guide you through cost pressures, revenue challenges and opportunities to improve your bottom line.

Our expertise

  • Accounting
  • Assurance
  • Financial reporting
  • Tax advisory
  • Strategic and annual business planning
  • Operation reviews (HR, compensation, etc.)
  • Succession planning and financing
  • Technology planning
  • Financial and operations benchmarking
  • Valuation and related advisory services
  • Mergers and acquisitions
  • Bookkeeping practices

To learn more, connect with your Baker Tilly advisor today.

Speak to one of our experts
Learn more
Solutions within reach
Wherever you need us.
Connect now