Insurtech sits at the confluence of cutting-edge technology and the insurance industry. Delivering on the promise of innovation to create new opportunities for companies and customers is the focus of their work. The introduction of monitoring devices, wearable activity trackers and customer-facing applications are the tip of the iceberg. Each creates the opportunity for insurance companies to provide new coverage combinations and rates based on individual data. Beyond creating new tech, insurtechs must also manage their tax, accounting, and financial reporting needs. Often times, these are more complex because of regulatory reporting imposed by the industry. For this reason, it’s essential to work with a provider that has experience in the industry.

Insurtech Services

  • Audit and assurance services
  • Tax planning & compliance
  • Back office accounting
  • Premium tax filings
  • Internal control assessment/documentation
  • Agency reporting/Trust account analysis
  • Regulatory compliance consulting
  • Entity structuring

Contact Us

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


These are just a few of the partnerships that help strengthen the support we provide to our clients.