Wipfli logo
Insights - Articles, Blogs and on-demand webcasts

Articles & E-Books

Cross Insurance TPA, Inc.
Jeff Lewis, Vice President, Alternative Markets and Loss Control

“We were much better prepared to switch to a remote workforce than we would have been without the recommendations Wipfli made to us over the years. They truly go above and beyond.”


Because of the recommendations Wipfli has made to Cross Insurance TPA (Cross) over years of performing its annual SOC exams, the organization was much better prepared to move to a remote workforce in response to the COVID-19 pandemic.

Situation and strategy

As a service organization handling sensitive data, Cross has an annual SOC audit performed in order to provide its customers with assurance that its processes and controls are sound and effective. The organization has engaged Wipfli to perform the audit for many years.

Part of Wipfli’s value-add is going above and beyond just performing the audit. Wipfli also provides organizations with recommendations outside the SOC report for how they can improve in a range of different areas. 

In Cross’s case, Wipfli’s recommendations helped the organization transition to paperless workflows, implement more system controls and reduce manual controls, and implement technology that allows remote access, making it much easier for employees to work from anywhere.


With the strong relationship that Cross and Wipfli have built, Cross trusts that the Wipfli team’s recommendations will improve its processes and increase efficiency. Because it has implemented key recommendations and best practices, it has not only put itself ahead of the curve but also made itself much more resilient as a business and organization.

That couldn’t be more evident than in its response to the COVID-19 pandemic. The organization transitioned seamlessly to remote work, helping to reduce stress on employees and ensure business continuity.

Client profile

Cross Insurance TPA is the third-party administrator division of Cross Insurance, addressing worker’s compensation insurance, claims resolution and loss control services.

Relationship Executive(s)

Thomas J. Loring, CISA, Senior Manager

Durward J. Ferland, Jr., CISA, CISM, CRISC, Principal