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
Principal
Jonathan Zeigler
CPA, CITP
Managing 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 2023)
12th largest
P&C insurance auditor (A.M. Best 2023)
Top 25 largest
Life insurance auditor (A.M. Best 2023)
Forge a new path forward: Implement a Model Audit Rule program tailored to your organization
For insurers that exceed the $500 million direct and assumed written premiums threshold, Model Audit Rule (MAR) implementation can be a significant undertaking. Baker Tilly’s insurance and regulatory specialists are dedicated to the development, successful implementation, ongoing testing and maintenance of your MAR program. We can customize and integrate an approach with your internal audit plan, enterprise risk management and compliance functions.
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 Evolution & 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
Leading in specialties including compliance, risk, controls, assurance, sustainability, decarbonization strategy development and technology consulting, we provide comprehensive environmental, social and governance (ESG) and sustainability advisory that spans solutions for any company, function or challenge.
You'll drive, we'll navigate
Baker Tilly insurance specialists have years of experience and the industry expertise necessary to help you navigate any stage in your insurance organization's journey. We have worked with clients from both ends of the insurance industry spectrum, and know how to collaborate with your team to get the best results possible.