You won’t train our team
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.
Numbers that matter
40 insurance clients in the past 10 years have transitioned from national firms to JLK Rosenberger
10th largest auditor of insurers in the United States
Largest insurance specialty firm in the West
Clients’ average A.M. Best rating: A-
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.
I am totally satisfied with JLKR’s level of responsiveness and concern about our issues. This approach gives us an opportunity to assess our business needs instead of being frustrated with bureaucracy issues that don’t make sense, and we don’t understand.
Our Insurance Services
- Agreed Upon Procedures (AUP)
- Statutory Basis Financial Statements
- GAAP Basis Financial Statements
- SEC Registration Statements – S1 and S3, periodic reports on 10K and 10Q for accelerated filers and small reporting companies
- Service Organization Control (SOC) Report – SOC 1, SOC 2 and SOC 3 reports
- Compliance and Consulting
- Statutory Basis Tax Provisions
- GAAP Basis Tax Provisions
- NAIC Annual and Quarterly Statement Preparation
- Regulatory Compliance
- Underwriting Policies and Procedures Review
- Claims File and Procedures Review
- Subrogation and Salvage
- Market Conduct Examination
- Special Investigations
- Mergers and Acquisitions
- Strategic Business Plans
- Company Formation and Licensing
- Cybersecurity & IT Best Practices Review
- Managed Security Services
- Full Stack Managed Services
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!