Create a modern, unified and efficient workplace
Technology is helping insurers adapt to a changing industry with new ways to reach customers, manage operations and drive revenue.
From optimizing your policy administration system to creating a flexible workplace, implementing and connecting systems is critical to building your long-term success. Let Wipfli help you secure your future with industry-specific services to help you adopt proven solutions.
Why Wipfli?
Wipfli helps you implement the systems you need on a timeline that expedites your ROI.
Our team analyzes your current systems, designs custom solutions and implements them, with additional support for adoption, training and maintenance. Whether you want to unify your data or connect better with customers, our decades of experience with insurance enterprise solutions can help you change the trajectory of your business.
How we help
Policy administration systems
Wipfli understands that having the right policy administration system — and using it efficiently — is crucial to your success. Our team brings our technology experience and industry experience to help you upgrade, modify or enhance your system.
Guidewire implementation
Confidently replace legacy policy administration systems with Guidewire, guided by our insurance-savvy team. We specialize in simplifying core system implementations, with our extensive Guidewire experience. We can also scale our services to fit your needs for implementation, configuration or integration.
CRM selection and implementation
Wipfli provides support for your CRM journey at every stage. We help you select and implement the right CRM solution, customizing solutions to help you accelerate sales and deliver high-value service.
ERP selection and implementation
The right ERP can unify your critical business functions, from finance and HR to customer communication. Wipfli works with you to understand your specific goals and challenges so that we can migrate your data, provide training and transform your operations effectively.
Connect ERPs and CRMs
Integrating your ERP and CRM can improve your operations with a master customer record, streamlined financial operations, centralized processes and harmonized workflows. We can help you connect your systems under a single strategy to amplify the impact of your ERP and CRM.
Ongoing ERP and CRM support
We know your journey doesn’t end after implementation. That’s why we provide ongoing maintenance and enhancement support so your technology investments can stay secure and keep running smoothly.
Financial performance management
We bring our insights and industry knowledge to help you pick the financial performance management tools that fit your company. We’re ready to give you solutions for consolidating data, enhancing reporting and improving your ability to budget, forecast and model.
Modernized systems and workplace
Overcome talent and operational challenges with a modern workplace. We can help you modernize your legacy systems or build new ones that elevate the user experience. And we go beyond tools, helping you design a flexible workplace that improves access, collaboration and experience without compromising security.
Our team
Karen A. Mitchell
Karen Mitchell brings more than 25 years of experience in the financial services and nonprofit industries, as well as industry and regulatory perspectives to her work. Karen currently provides consulting services in the areas of risk management, particularly enterprise risk. She assists clients in obtaining the highest level of success by helping to identify and navigate the risks associated with achieving strategic objectives.
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.
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.
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Client success story
How we helped one insurer save time and money by integrating a custom fraud protection solution with Sage Intacct.
