Simplify your risk and compliance challenges
Securing the future of your insurance business starts with managing your risks today.
Insurance is changing, with rising costs, new technologies and increased regulatory scrutiny putting pressure on insurers to find new ways to adapt. And while these changes bring opportunities, they also come with increased risk across your organization.
Wipfli can help you address risk in your operations, people and processes with industry-specific support.
Why Wipfli?
Wipfli’s insurance company risk management services apply talent, tools and an integrated strategy to help you mitigate risk. We take a proactive approach, providing guidance and holistic solutions that can help you manage your operations effectively.
Our risk advisory services for insurance organizations include:
Risk and regulatory compliance
Navigate complex, changing regulations with support from Wipfli. Our compliance specialists can help you mitigate risk and manage effective compliance programs while still driving productivity and profitability.
Internal controls advisory services
Wipfli can support your company in enhancing internal controls and building a more risk-aware culture. From Model Audit Rule support to IT controls reviews, we help you keep your assets and reputation secure.
ESG
With deep regulatory experience and the capability to turn your strategy into action, Wipfli can help you gain clarity and results with your ESG program. We support your organization’s ESG efforts with guidance on strategy, training, reporting and program design and implementation.
Operational risk management services
Identify, prioritize and mitigate your operational risk with Wipfli. We provide industry-specific support to help you develop the right policies and programs for your company.
Forensic advisory services
When fraud happens, Wipfli can help you gather the evidence you need for investigations, litigation and damage analysis. Our team applies the latest technology and our extensive experience to support your investigation.
Fraud investigation and litigation support
Wipfli’s multidisciplinary team can help you prevent, identify and address fraud in your company. We understand the complex and diverse fraud risks you face and can provide guidance to help you better protect your company.
Technology risk advisory
Modernizing your systems can help your company better reach customers, reduce costs and increase profitability. But with that opportunity also comes increased risk. Wipfli can help you mitigate risk while you modernize your systems with services for cybersecurity, data privacy and IT controls.
Governance, risk and controls
Wipfli can help your firm maintain effective governance and stakeholder trust with our governance, risk and controls advisory services. Our integrated team can help you operate sustainably and ethically while building long-term value.
Our team
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.
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.
Tracy Bush, CRCM
Tracy Bush is a senior manager in Wipfli’s financial institutions practice. She has more than 20 years of financial institution experience, including a strong background in compliance, Bank Secrecy Act (BSA)/Anti-Money Laundering (AML), and operations. This experience has allowed Tracy to develop strong advisory, training and leadership skills. She has designed, implemented, and monitored full-scope, risk-based compliance and BSA programs. Tracy has a deep understanding of the issues facing financial institutions and is able to provide meaningful insight and recommendations.
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.
Client success story
Discover how we helped one insurer go beyond a SOC audit to limit manual controls while staying secure.
