Insurance

Fiercely focused on YOUR success.

You have your vision; a picture of where you want to take your company. Getting the “picture” put together isn’t trivial. We bring many years of experience and knowledge “putting puzzles together”. We can help refine your picture if necessary, we can help put the pieces together, and we can help fill in missing pieces. We are experienced puzzle assemblers.

Insurance is a challenging business; hard/soft market cycles, customer churn, loss expense swings, competition, innovation. But a challenge is an opportunity waiting to be tackled. The Insurance Practice team is here to assist you with your opportunities and to help turn challenges into opportunities.

Wipfli’s Insurance team helps companies just like yours gain actionable insight from data, understand and serve your clients, react quickly to economic and competitive changes, and modernize technology to support your business objectives. Our deep expertise and experience in the insurance business means we are fiercely focused on helping you achieve your vision.

Data to Insight
Data to Insight
Today you need every edge, every new angle, to compete and win. Turning your historical data asset into valuable insight for improved decision making is one way to gain an edge.
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Wipfli Connect - Customer Centric View
Wipfli Connect - Customer Centric View
Differentiate your company through improved service to your clients, whoever they are and whatever their ‘role’ is in your business.
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Strategy and Technology Alignment
Strategy and Technology Alignment
Is your technology serving your business, or the other way around? Too often technology drives the business, but the two should be aligned, be partners if you will, to the success of the enterprise.
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Application Software Selection
Application Software Selection
Choosing the right software solution isn’t easy. There are many choices, and they typically ‘look’ very much alike. Determining what the best choice is for your company requires careful research and thought.
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Risk Advisory and Forensic Services
Risk Advisory and Forensic Services

Managing risk is something you take very seriously.  Whether it is compliance risk, technology risk, fraud risk, or operational risk, managing risk successfully is critical.

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Featured Expertise


Steve Kronsnoble

Steve has over 20 years of experience serving insurance companies. Having spent time as a buyer of services and consultant, Steve brings a unique perspective. Clients value his deep technology background, including his expertise in Agile methodology.

InsightsEventsNews

Wipfli LLP formalizes industry consulting practice focused on serving the insurance market
General Business - 05/09/13

Wipfli Alerts & Updates | Wisconsin State Tax Alert: Wisconsin and Unclaimed Property Obligations
General Business - 04/24/13

Wipfli earns HITRUST Common Security Framework Assessor designation
General Business - 04/22/13

Wipfli Cautions Wisconsin Businesses to Avoid Scam Involving an Annual Minutes Form
General Business - 02/08/13

Wipfli Alerts & Updates: Save Tax Dollars with Planning Strategy for 2012-2013
General Business - 01/22/13

Wipfli Alerts & Updates: Urgent - Limited Planning Window For Clients Age 70 ½ Or Older—IRA Distributions To Charity
General Business - 01/10/13

Wipfli Alerts & Updates: Congress Reaches “Fiscal Cliff” Deal! Yet Most Taxpayers Will Still Likely Pay Higher Taxes.
General Business - 01/02/13

Wipfli Alerts & Updates: 2013 Payroll Update
General Business - 12/07/12

Minnesota-based Eikill & Schilling joins Wipfli LLP
General Business - 12/01/12

Wipfli adopts Global Reporting Initiative framework for sustainability reporting
General Business - 11/26/12

Wipfli Alerts & Updates: Updated Employee Benefit Plan and IRA Quick Reference Table 2012 & 2013
General Business - 10/23/12

Wipfli Alerts & Updates: Action Required for Employers Sponsoring Health Flexible Spending Accounts With Salary Reduction Limit Greater Than $2,500
General Business - 09/13/12

John Bartell joins Wipfli as partner and co-leader of revenue cycle consulting practice
General Business - 09/12/12

Wipfli appoints Jeff Johnson as managing partner of its Spokane office
General Business - 09/09/12

Scott Riser joins Wipfli as audit and assurance partner
General Business - 08/27/12

Wipfli LLP admits six associates to the partnership
General Business - 08/01/12

Wipfli Joins 2012 Inner Circle for Microsoft Dynamics
General Business - 07/19/12

Wipfli launches Turnaround and Restructuring Services Practice helping companies in financial or operational distress
General Business - 06/24/12

Looming Tax Changes Create Uncertainty in Tax Planning Strategies... and also Opportunities
General Business - 06/16/12

Wipfli Alerts & Updates: Foreign Bank Account Reporting June 30th Deadline Approaching
General Business - 06/06/12

Rick Taylor is published in the Wisconsin CPA magazine - On Balance
General Business - 05/22/12

Wipfli LLP to attend ACORD LOMA Insurance Systems Forum
Insurance - 05/11/12

Wipfli Alerts & Updates: Does the State Owe You Money?
General Business - 03/22/12

2012 Mandatory Health Care Reporting for Employers with 250 or more W-2s
General Business - 03/16/12

Wipfli Alerts & Updates: Extension of Payroll Tax Holiday!
General Business - 02/28/12

Eide Bailly and Wipfli Accounting and Consulting Firms Discontinue Merger
General Business - 02/24/12

Wipfli Alerts & Updates: President’s Budget–Possible Significant Tax Changes Ahead
General Business - 02/14/12

Wipfli and Eide Bailly announce plans to merge
General Business - 01/06/12

2012 Payroll Update
General Business - 12/13/11

Wipfli Alerts & Updates: Last-Minute Business Tax Planning Strategies
General Business - 12/09/11

Wipfli’s Community Day helps 58 organizations
General Business - 11/18/11

Wipfli Alerts & Updates: Wisconsin changes adult child health care insurance benefit
General Business - 11/10/11

Wipfli Alerts & Updates: Workers Being Treated as Independent Contractors
General Business - 11/09/11

Wipfli Alerts & Updates: Updated Employee Benefit Plan and IRA Quick Reference Table 2011 & 2012
General Business - 11/03/11

Wipfli Alerts & Updates: URGENT—Enhanced Gift Tax Rules May Be Ending Soon
General Business - 11/02/11

Wipfli named one of the Top Five Fastest-Growing Firms in the nation
General Business - 10/07/11

Wipfli Alerts & Updates: The Importance of Updating Beneficiary Designations
General Business - 09/28/11

Wipfli formalizes Public Company (SEC) Services Practice
General Business - 09/08/11

Wipfli Alerts & Updates: Wealth Transfer Opportunities May End Soon
General Business - 09/07/11

Wipfli Alerts & Updates: Generous Depreciation Rules May Be Quickly Coming to an End
General Business - 08/24/11

Wipfli Alerts & Updates: Hackers Now Targeting More Small Businesses
General Business - 08/15/11

Wipfli LLP named a Best Place to Work for second consecutive year by the Minneapolis/St. Paul Business Journal
General Business - 07/29/11

Wipfli Alerts & Updates: Now May be the Time to Buy a New SUV for Business
General Business - 03/31/11

Wipfli Alerts & Updates: New Credit Card Protection Rules – Are You Compliant With the Data Security Standard?
General Business - 01/21/11

Wipfli Alerts & Updates: The Payroll Tax Holiday
General Business - 01/07/11

Wipfli Alerts & Updates: U.S. Treasury’s Electronic Federal Tax Payment System
General Business - 01/05/11

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Featured Success Story


The IMT Group


A simple, powerful self-service BI tool eliminated a massive data warehouse project.


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Meet: David Wagner, Senior Manager

"I listen for real meaning. Once you truly understand what people mean, not just what they say, it is then that you can drive a strategy. I enjoy matching business needs with technology to improve outcomes for my clients."



 

Blog: INSide Thoughts

Predictive analytics. A cold phrase, is it not? Cold. Imposing. Formidable. Big Brother. Minority Report. (Remember the Tom Cruise movie?) A practice that’s good for the insurance company, but bad for everyone else. But is it really?

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Wipfli's Insurance Team
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