Compliance Services

  • Preparation of statutory annual and quarterly statements
  • Audits of statutory and GAAP historical financial statements
  • Audits of claims processing by third-party administrators
  • Accounting assistance
  • State insurance department examinations (outsourced)
  • Tax return preparation: federal and state (including premium taxes)

Operational and Business Planning Services

  • Outsourcing of internal audit functions
  • Outsourced accounting functions
  • Risk assessment
  • Mergers, acquisition, and divestitures
  • Tax planning (federal, state, and premium tax)
  • Line of business and product line reporting and analysis
  • Investment accounting - system implementation or enhancement
  • Evaluation of reinsurance accounting controls and contract reporting
  • Dividend and premium rebate programs - system enhancement
  • Litigation support services to attorneys