Insurance

Transforming insurance for future success

Our financial services experts have the talent and ability to transform your insurance business so it can both meet the challenges of today more effectively and be fully prepared for the opportunities of tomorrow.

In an ever‑changing business landscape, there are numerous market disruptors for insurance providers which threaten your stability and growth trajectory.

To address this disruption and expand your business, our talented advisors provide personalized, specialty support through our in‑depth knowledge of financial, regulatory, compliance, technological, operational, benchmarking and bookkeeping issues related to your market.

Insurance consulting, auditing, and tax services designed to ensure your success in a complex and dynamic environment.

The insurance sector is currently grappling with significant challenges that are transforming the landscape of the industry. From advancements in data analytics and financial transformation to the critical importance of enhancing customer experience and reimagining claims processes, insurers must strategically prepare for the substantial changes impacting all facets of the industry.

We recognize the intricate challenges you encounter and their implications for your business operations. Our team of insurance specialists will guide you in managing risk, investing in technology, enhancing operational efficiencies, and prioritizing customer experience—all essential elements for fostering sustainable growth. As a reputable authority in accounting, auditing, tax, and consulting services, we possess the comprehensive industry expertise necessary to navigate challenges and capitalize on opportunities.

Expert services

In addition to the property, casualty, life and health insurance industries, we assist with:

• Planning: With experience in general business, succession and/or technology, our team will help you develop and implement strategic plans to maximize your business goals
• Operations: With decades of experience, we can help benchmark your business, establishing best practices for all aspects of operations, including compensation, management processes, technology, financial and administration
• Profitability: We can navigate the rising costs of doing business, as well as address low revenue growth concerns

Our services include:

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