Audit committee and corporate governance consulting 
Board and audit committee advisory 
Capital raising solutions 
CFO advisory services 
Claims consulting 
Customer strategies/consumer engagement 
Demutualization consulting 
Digital solutions 
Market assessment  
Pre-risk quantum reviews
Risk optimization 
SEC advisory services 
Technology-based claims solutions 
Transaction advisory services  
Tax credits and incentives 
Unclaimed property 
 
CASE STUDY
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Debt consolidation company closes security vulnerability after successful external penetration testing 
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Our insurance specialists will accompany you and your team in analyzing your organization’s current practices and portfolio, and in putting together a plan to help your business grow. Our team will assist in: 
Explore what’s possible in growing your business
Disrupt
Agile internal auditing 
Board training  
Change management 
Cost containment strategies 
Data solutions and analytics 
ERP design and implementation 
Financing modeling and decision support  
HR strategy and transformation 
HR technology  
Outsourced and co-sourced accounting 
Outsourced and co-sourced internal audit
Tax transformation and automation 
 Workforce and talent management 
By utilizing our insurance audit and advisory services and industry-fluent approach, your team will be better able to address emerging risks, streamline business processes and strengthen internal controls. 
Disrupt the status quo with resource optimization
Mitigate
Actuarial solutions 
Artificial Intelligence (AI) governance
Business and continuity planning/disaster recovery  
Cybersecurity risk assessment and consulting 
Cyber risk insurance analysis 
Digital forensics data loss prevention 
Data privacy assessment, design, and implementation 
Enterprise risk management and ORSA assessments 
Financial crimes
HIPAA security assessments 
HITRUST assessments 
IT audit
Internal audit  
Litigation support 
Major claims forensics 
Policy reviews  
Regulatory compliance  
Sarbanes-Oxley (SOX) compliance and implementation assistance 
State risk-focused insurance examinations
Baker Tilly can help your team identify, mitigate and optimize these risks so you can focus less on problems, and more on making your business the best it can be.
Mitigate risk and manage compliance
Build
Audits, accounting, and reporting: Statutory, GAAP employee benefit plan, agency, TPA and MGA 
Corporate and intangible asset valuations 
Cover holder reviews 
Digital forensics 
Due diligence 
Environmental, Social & Governance (ESG) advisory and assurance 
ESG tax strategy 
Federal, multistate, and international tax 
Fraud and forensic investigations  
Model Audit Rule (MAR) implementation assistance  
Quality assurance review (QAR) 
Risk assessment and planning 
SOC 1, 2 and 3 reporting 
State nexus consulting 
Tax solutions, compliance and advisory
Valuations 
Our insurance specialists are able to recognize issues and advise clients on practical solutions that will produce better outcomes aligned to their strategic objectives.
Build a better tomorrow by gaining assurance 
 
Navigate your journey. 
Insurance organizations are facing a number of obstacles and having Baker Tilly’s specialists by your side can only benefit your business. We have the industry experience necessary to help you optimize risks, address challenges and break down boundaries.