保险 经济趋势、监管变化、技术颠覆和消费者体验预期正在以创纪录的速度发展。 面对前所未有的颠覆和成本压力,保险公司正在应对挑战,他们在满足客户期望的同时亦需要推动创新产品和分销渠道。同时还需要应对未来运营、供应链和通货膨胀上升等问题。对于一个通常在运营模式和系统现代化方面滞后的行业来说,如今已到了转型的时刻。成功者将利用新兴技术和多样化、敏捷、技术精湛的员工队伍来赢得客户忠诚度和市场份额,同时保持盈利能力。 甫瀚咨询通过风险洞察、监管合规、良好控制等方式,提供领先技术支持,帮助保险公司卓有成效地发展。 众所周知,未来风险具有不确定性,因此,C级高管和董事会对未来新出现的问题做出预测就变得尤为重要。企业应着重建立以信任为基础的弹性文化,从而能够在瞬息万变的环境下应对不断变化的优先事项。 甫瀚咨询凭借能够为向金融机构提供切实可行的解决方案而广受赞誉,我们的解决方案体现了企业在成功应对挫折时所需的五大特征:人性化、灵活性、智能化、创新性和模块化。我们所组建的一体化团队由具备专业技能和流程经验的人员组成,帮助企业高管开发务实的、可转型的、且具有风险洞察的解决方案,以令您可以游刃有余地应对新挑战,抓住符合核心价值的结构转型机遇,确保企业未来的持续发展。 甫瀚咨询与母公司——全球首家大型专业人才解决方案公司罗致恒富(Robert Half)合作,将我们深厚的专业咨询知识与Robert Half高技能、经验丰富的专业人才相结合,采用独特、灵活的交付模式解决您企业的业务难题。 Survey April 17, 2025 2 min read Insurance risk insights According to findings from Protiviti’s latest Top Risks survey, results from the insurance industry reflect a higher level of concern about the risk environment than the general population of survey respondents. But insurers’ concern levels dropped significantly from previous years’ surveys. Where the top concern last year earned a 6.42 score from insurance... Read more What we do Our services Leadership Our Services for Insurance Companies Our insurance consulting advisors provide solutions tailored to your organization’s unique needs in the following areas: Pro Briefcase Data Privacy Data privacy regulations are in flux globally. We partner with you to build the foundations of a strong but flexible privacy program that includes understanding principles and regulatory obligations, educating stakeholders and developing a governance structure for managing changes. Pro Building office Digital Transformation Evolving needs and customer expectations challenge even the most agile organizations. We help you think differently to redefine customer experience, explore new operating models, create enhanced digital channels, and build skills that instill a culture of innovation and agility. Pro Document Consent Ecosystem Partners We work across our partner ecosystem to develop solutions to offers unbiased technology recommendations, single-sourced solutioning, and agile collaboration to solve your most complex industry-specific challenges. Pro Document Files Finance Transformation Harnessing intelligent data, new technologies and digital tools, we help transform your finance organizations for the future. We partner with you to align people, process, and technology to drive efficiency and productivity, enabling change and creating value for your organization. Pro Document Stack Managed Solutions We provide a unique and flexible delivery model for consulting, implementation and operations services to help you address short-term skill gaps, deliver project results, and transform your organization by creating the right team that can scale up or down quickly and cost effectively to fit your needs. Pro Legal Briefcase Risk management Proactive leaders know they must adopt more innovative risk management practices to succeed. We help you leverage emerging technologies, harness data and maintain a strong control environment so you stay on the leading edge of risk management while improving your bottom line. Pro Workflow Flowchart Internal Audit Through our world-class Internal Audit and Sarbanes-Oxley practices, we ensure your IA activity provides the highest value to your organization, whether you need to employ agile principles and AI to transform your IA function or co-source or fully outsource your Internal Audit and internal control compliance efforts. Pro Tools Gear Cybersecurity Cybersecurity is a top priority for boards and ERM functions seeking proper visibility and understanding of their cyber threat landscape. We help firms protect data by assessing, developing, implementing and managing end-to-end agile solutions to help you safely grow your business. Featured insights SURVEY From Automation to Autonomy - The Capabilities and Complexities of AI Agents | AI Pulse - Vol.3 6 min read Protiviti's AI Survey 3.0 reveals organizations are using Agentic AI to enhance decisions, improve efficiency and shape the future. INSIGHTS PAPER Old systems, new threats: 10 reasons to modernize your tech now 8 min read In today’s digital-first economy, technology is more than a business enabler — it’s a strategic differentiator. Organizations that leverage modern platforms gain agility, resilience, and the ability to scale innovation. Yet many enterprises still... SURVEY 2025 Global Finance Trends Survey 5 min read Finance trends 2025 report outlines CFO priorities, AI adoption in financial services, and finance transformation driving the future of finance. BLOG Financial Services CIO Dilemma Solved: Driving Growth With ServiceNow 5 min read Recently, Protiviti hosted technology executives from leading financial services institutions (FSIs) for a roundtable discussion to explore what those leaders see as their strategic priorities and emerging challenges. It was a lively discussion with... WHITEPAPER Navigating the Financial Services Industry’s Compliance Priorities in 2025: Mid-Year Checkpoint 16 min read When we published our 2025 compliance priorities for financial services companies last December, we acknowledged that for a variety of reasons, understanding and managing compliance risks this year would be a true test of the industry’s commitment... Previous Article Pagination Next Article Featured client stories Pacific Life Leverages Trust and Strong Partnerships to Achieve HR Transformation 5 min read Discover how Pacific Life transformed their HR strategies, highlighting the pivotal role Protiviti played in driving success through trust and strategic partnership. Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation 6 min read An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). The company was experiencing massive... Specialty insurer standardizes policy platforms to deliver operational efficiencies ahead of IPO 5 min read A global specialty insurance organization had been growing rapidly through a roll-up strategy to position itself for an initial public offering (IPO). The acquisitions created multiple underwriting and policy management processes and systems that... Transforming risk culture from the bottom up: A global insurance provider’s RCSA journey 4 min read A leading global property and casualty insurance provider set out to transform its risk controls as part of an ongoing effort to promote a culture of excellence. Siloed knowledge of operational risk and controls made it difficult for the organization... Insurance giant seeks staff augmentation, gains new opportunities for growth 6 min read A global insurance company — like so many other businesses — had come to rely on a service provider in India for finance operations support. It had no plan to change that arrangement. Then COVID struck. One week before 2020’s first-quarter closing,... Previous Article Pagination Next Article Leadership Michael Brauneis Mike is Protiviti’s global leader of Industry & Client Programs and a member of Protiviti’s executive team. He also serves as the leader of the firm’s global Financial Services industry practice. Mike has more than 20 years of experience focused on serving clients ... Learn More Thomas Luick Tom is a Managing Director with more than 24 years of experience helping clients in the financial services industry solve technology, compliance, and risk management challenges. In addition to leading our Technology Consulting practice for the insurance industry ... Learn More Michael Pisano Michael is a Managing Director in our National Financial Services practice and is Protiviti’s Insurance Industry Internal Audit leader. Michael focuses on Insurance and has almost 20 years of audit, management consulting, and project experience. Michael has experience ... Learn More Shawn Seasongood Shawn is a Managing Director leading the Finance and Performance Management segment. He assists clients globally in business and system transformations to address growth, scalability of systems, challenges and process effectiveness.Shawn is a leader within the ... Learn More Brennan Warren Brennan is a Managing Director in the Chicago office with over 23 years combined experience. Prior to joining Protiviti, Brennan spent 10 years of his career at a Big 4 accounting firm, focusing on external audit, internal audit, and internal controls compliance, ... Learn More Bryan Comite Bryan Comite is a Managing Director and leads Customer Experience Strategy within Protiviti Digital. With over 20 years of experience, he regularly partners with clients to solve complex challenges and connect to value across the end-to-end customer lifecycle through ... Learn More