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Insurance

Focused on Insurance. Built for Your Business.

One of the biggest complaints we hear from insurers served by national firms is the inexperience and lack of continuity in the service team. You’ll find the opposite at JLK Rosenberger; even our most junior staff members are trained in insurance, fluent in insurance industry jargon, acronyms, and statutory accounting. This brings immediate efficiencies for insurers, even in first-year engagements.

When selecting professional advisors to help navigate the shifting waters of the insurance industry, you need to choose a specialist firm. We work with traditional insurers, pure member and captives/micro captives, insurance trusts, insurtech companies, public entity risk pools, and title insurance companies.

Need an insurance expert who understands your risk?

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How JLK Rosenberger Can Help

Audit

  • Agreed Upon Procedures (AUP)
  • Statutory Basis Financial Statements
  • GAAP Basis Financial Statements
  • Service Organization Control (SOC) Reports

Tax

  • Compliance and Consulting
  • Statutory Basis Tax Provisions
  • GAAP Basis Tax Provisions

Accounting

  • NAIC Annual and Quarterly Statement Preparation
  • Monthly Accounting Assistance
    • Monthly Investment Accounting
    • Reinsurance, including Assistance with Settlements
  • Financial Statement Preparation
    • Management or Board Financial Statements
    • Auditor Financial Statements

Consulting

Take the Next Step

Discover a better option in insurance accounting, consulting, audit, and tax services. For additional information on our firm, approach and insurance company services, click here to contact us. We look forward to hearing from you!

CLIENT TESTIMONIAL

“The continuity from staff to staff and year to year in understanding Kubota’s business, even if there is a staffing change, is superb. The entire team including the partner is available for questions and is very timely with responses. It is one of the best auditing firms that I have dealt with in my career.”

Janice Moreland
Kubota Insurance Corporation
CLIENT TESTIMONIAL

“They were incredibly responsive to our needs and inquiries, ensuring that any questions we had were addressed promptly and thoroughly. I was particularly impressed by their low auditor turnover, which provided consistency and a seamless experience.”

Dave Sacks
Aegis Extended Services, LLC
CLIENT TESTIMONIAL

“They are more than just an audit firm, but a true business partner.”

Paul Cash
McGraw Group of Companies
CLIENT TESTIMONIAL

“They take a proactive approach in tackling high risk audit areas ensuring any issues are properly addressed well before they become actual issues, and are concerned with the overall long-term financial health of their clients.”

Western Mutual Insurance Services Corp.

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Meet our insurance experts