Build a relevant, growing business
Your business is built on connection.
You want to connect your customers to the policies that will meet their needs while maintaining strong relationships with both them and carriers. And in the digital world, that increasingly means adopting new solutions for creating a better customer experience and greater operational efficiency.
Wipfli’s insurance agency consulting can help you navigate your business challenges, from adopting the technology you need to stay relevant to increasing revenue.
Why Wipfli?
Wipfli provides the solutions and guidance you need to build a successful future for your business.
Our team has industry experience with a wide range of organizations. We understand the challenges you face, from navigating increasing costs and regulations to working with your carrier’s outdated tech stack.
With our strong CPA foundation and extensive insurance technology knowledge, we can provide you with the holistic support you need to compete in a changing industry.
Assurance services
Wipfli’s audit and assurance team can assist your company with everything from financial statement auditing to financial statement preparation. We go beyond reports, offering you actionable insights to mitigate risks and strengthen your business.
Digital services
Wipfli’s digital services team has extensive experience in helping agencies and brokers adopt the right solutions while navigating their regulatory and operational challenges. Whether you want to customize your software or optimize your policy administration system, we can help you use technology to improve your performance.
Tax services
Effective tax planning can be a strategic tool to help you manage costs and compliance. Wipfli’s tax team can help you manage complex tax laws and accounting so that you can optimize your tax position.
Risk advisory services
Let Wipfli help you improve your internal controls and risk management. We provide industry-specific support and integrated strategy to help you manage risks and navigate an evolving regulatory environment.
Outsourced services
Wipfli provides the strategy and leadership you need to help your back office operate effectively. With an experienced team and industry-tailored solutions, we’re ready to support your talent, technology, operations and accounting so that you can focus on driving growth.
Organizational performance consulting
Wipfli’s organizational performance team transforms insights into action, helping ensure that your organization stays aligned with your vision of success. With support for strategic planning, leadership and operations, we can help you build a healthier, more agile business.
Transaction advisory services
Maximize the value of your transaction with Wipfli. Our end-to-end transaction services support you with the insights and analysis you need to see a successful return on your transaction.
Our team
Greg Foster, CPA
Greg Foster is a partner with over 30 years of practice in public accounting. His experience includes providing insurance, banking, credit union and securities clients with various services including financial statement audits, public and private securities registrations and mergers and acquisitions. As leader of the insurance services group, Greg oversees a variety of services to insurance companies including traditional insurers and reinsurers as well as captives, risk retention groups, reinsurance pools and similar arrangements.
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
