Insurtech

As competitors develop their offerings and programs, your organization needs to maintain the existing base and grow new offerings. You need a business advisor that can help you on your continuing journey.

Whether your insurtech is an arm of an existing insurance company, a start-up or an established company, Baker Tilly’s specialists can help your organization throughout its lifecycle to grow quickly, integrate into the industry effectively, comply with industry regulations and be sustainably profitable.

No matter which path your organization is on, our professionals have the experience to help you move forward. Your organization will benefit from professionals specialized in industry knowledge (both insurance and the software and technology industries) combined with service area specialization.

In addition to supporting your core financial health through accounting, assurance and tax services throughout your lifecycle, our specialists can help your organization with a wide array of services at each juncture.

• Build infrastructure
  – Accounting policy/structure development
• Product development
  – Customer experience and innovation
• Regulatory and capital optimization

• Expansion
  – Partner or distribution strategy
• Process improvement
  – Strategic assessments (people, process, technology)
• Continuous R&D
  – R&D tax credit study
• Strategy refinement
  – Go-to-market solutions

• Enhance compliance/governance
  – Go-to-market solutions
• Continuous growth management
  – MAR implementation and maintenance assistance
• Exit strategy
  – Financial forecasting/modeling