Insurance Faced with unprecedented disruption and cost pressure, insurance companies are navigating the challenges of meeting customer service expectations at competitive rates while offering innovative products and personalized distribution channels to remain relevant. Insurance companies are also dealing with questions about labor issues and the future of work, sustainability requisites, and broader economic factors like increasing interest rates and inflation. For an industry in which many participants have historically lagged in modernizing operating models and systems, the time for change is now. Winners will leverage emerging technology and a diverse, agile, highly skilled workforce to gain customer loyalty and market share while protecting profitability.Protiviti helps insurers to be more effective and efficient in a way that is risk-sensitive, regulatory compliant, well-controlled, and enabled by leading technologies.Our firm is widely recognized for delivering practical solutions to insurance organizations that embody the five characteristics needed to succeed in the face of disruption: human, flexible, intelligent, innovative, modular. We have assembled integrated teams of technology and process advisors with the skill to help executives develop innovative solutions to confidently face emerging challenges and identify opportunities for structural transformation that align with your core values to ensure sustained future growth.Together with Robert Half, the world's first and largest specialized talent solutions firm, Protiviti offers the unrivaled combination of consulting expertise with Robert Half’s deep pool of highly skilled and experienced professionals to solve your business challenges using our unique, flexible delivery models. Survey April 17, 2025 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 FLASH REPORT Trump 2.0: The First 100 Days – A Look at Industry Winners and Losers When Donald Trump took office on January 20 as the 47th President of the United States, U.S. chief executive officers (CEOs) were looking forward to 2025 with renewed optimism based on the expectation that business conditions would improve. ... WHITEPAPER Third-Party Resilience: Increasing Transparency The threats faced by financial institutions are vast, multi-faceted and constantly evolving. The industry has responded in kind, in part by investing in resilience capabilities that enhance their ability to recover from destructive attacks, including... WHITEPAPER The Survival Guide for Chief Compliance Officers in Uncertain Times Chief Compliance Officers (“CCOs”) are facing uncertain times due to a combination of factors that challenge the stability and predictability of their operating environments. These factors include geopolitical tensions; rapidly shifting political and... PODCAST Risky Women Podcast | 2025 Top Compliance Priorities Kimberley Cole hosts Risky Women Radio with guests Carol Beaumier and Bernadine Reese to discuss the top compliance issues in 2025. They reflect on 2024, highlighting the impact of U.S. Supreme Court decisions on regulatory authority and a U.K. court... WHITEPAPER The Compliance Playbook: Navigating the Financial Services Industry’s Compliance Priorities in 2025 As we enter the new year, the financial services industry once again faces compliance risks that are increasingly diverse and complex. RESEARCH GUIDE FAQ Guide on the Use of AI for Financial Crime Compliance Ask financial crime professionals what the most challenging part of their job is, and most will likely say it is the timely identification of suspicious activity. As much as companies have worked to improve their detection capabilities given their... Previous Article Pagination Next Article Featured client stories Leading PVC Manufacturer Streamlines Supply Chain Operations with SAP S/4HANA and 3PL Warehouse Integration Leading PVC manufacturer leverages SAP S/4HANA and 3PL warehouse integration to streamline supply chain operations, managing 150 daily truckloads with enhanced data accuracy. Pacific Life Leverages Trust and Strong Partnerships to Achieve HR Transformation 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 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 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 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 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
