保険 経済動向、規制の変更、破壊的なテクノロジー、そして顧客体験への期待は、記録的なスピードで進化しています。 保険会社は、前例のない混乱とコスト圧力に直面し、革新的な商品と販売チャネルを推進しながら、顧客の期待に応えるという課題を乗り越えています。また、保険会社は、仕事の未来についての問題、サプライチェーンの問題、インフレの上昇などに対処しています。歴史的にオペレーティング・モデルやシステムの近代化に遅れをとってきたこの業界にとって、今こそ変革のときです。勝者は、新しいテクノロジーと多様で機敏、かつ高いスキルを持つ人材を活用し、収益性を維持しながら顧客ロイヤルティと市場シェアを獲得します。 プロティビティは、保険会社が、リスクに配慮し、規制に準拠し、適切に管理され、最先端のテクノロジーによって実現される方法で、より効果的かつ効率的になれるように支援します。 将来のリスクの不確実性から逃れられる人はいないため、経営者や取締役会は将来の新たな問題を予測することがより重要となっています。 組織は、信頼に基づき、変化のスピードに合わせて優先順位を変えることができる弾力的なカルチャーを構築することに注力しなければなりません。 私たちは、金融機関に対し、「human(人間性)」「Flexible(柔軟性)」「intelligent(知的)」「innovative(革新性)」「modular(変更可能)」という、混乱に直面しても成功するために必要な5つの特性を体現した実用的なソリューションを提供していることで広く認知されています。私たちは、業界とプロセスのアドバイザーからなる統合チームを編成します。経営者が実用的で変革をもたらすリスクに敏感なソリューションを開発し、新たな課題に自信を持って直面し、コアバリューに沿った構造変革の機会を特定して、将来の持続的な成長を確保できるよう支援します。 プロティビティは、世界初で最大の専門人材ソリューション企業であるロバートハーフと共に、コンサルティングの専門知識とロバートハーフが保有する高度なスキルと経験を持つプロフェッショナルを組み合わせた比類なきサービスを提供し、独自の柔軟なデリバリーモデルを使ってお客様のビジネス課題を解決しています。 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