Build a foundation for sustainable success
Insurance carriers are facing a changing business environment.
The increased frequency and severity of claims means carriers need new solutions for optimizing operations, resource allocation and underwriting. And as customer expectations evolve, carriers face growing pressure to deliver innovative products and engaging customer experiences.
Wipfli can provide the support your business needs to adapt, with guidance to help you navigate the current market and secure your future.
Why Wipfli?
Wipfli brings decades of insurance experience and a wide range of specialties to help you face your challenges. Our holistic support in critical areas, from accounting and compliance to IT and human capital management, helps us provide solutions that reach all areas of your business.
Assurance services
Wipfli’s audit and assurance team delivers more than just a report. We turn our findings into actionable insights that you can use to improve compliance, financial health and your business.
Tax services
Get strategic support for your tax challenges with Wipfli. Whether you need to navigate complex tax laws and compliance or want guidance for effective tax planning, Wipfli can provide industry-specific support to help you achieve your goals.
Risk advisory services
Mitigate your risks with industry-specific risk advisory services from Wipfli. Our team can help you manage and monitor your operations and regulatory compliance effectively.
Digital services
Modernize your business and customer experience with Wipfli. Our extensive insurance technology experience can help you adopt, integrate and optimize the latest solutions so that you can see the operational and customer outcomes you want.
Outsourced services
Wipfli offers the strategy and leadership necessary to help ensure your back office operates effectively. With an experienced team and industry-tailored solutions, we’re prepared to manage your talent, technology, operations, and accounting so that you can focus on driving growth.
Organizational performance consulting
Realize your vision of success with Wipfli’s organizational performance services. We provide the strategy, leadership and operations support you need to create a high-performing business.
Transaction advisory services
Wipfli combines industry-specific knowledge and experience to help you maximize the return on your transaction. Our end-to-end support gives you the insights and analysis you need to maximize value at every stage of your deal.
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.
Carlos Vega
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.
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.
Thomas J. Loring, CISA
As a senior manager in Wipfli’s risk advisory services practice, Tom Loring performs a variety of functions in internal controls, information technology (IT), and information security. He performs technology auditing in all areas of IT-related controls, including IT department organization and administration, daily operations, software change management, logical security, and physical security.
Client success story
Wipfli helped Cross Insurance reduce risk and increase its resiliency through disruption.
