Invotex Group Insurance Industry Advisory Services

Insurance Industry Advisory Services home Representative Engagements Clients

Key Contacts:

A. Thomas Finnell, Jr.
Managing Director James E. Stangroom
Managing Director Timothy J. Foley
Director James B. Morris
Director Kerby R. Baden
Director Philip M. Ermer
Director Donald W. Sirois
Director

Insurance Industry Advisory Services

News & Events

U.S. insurers today face unprecedented pressures and need the guidance and expertise of advisors who can help them address challenges caused by:

Escalating subprime debt / credit crisis and adverse macro-economic forces
Impact of global efforts to create a more unified insurance regulatory structure and related international financial reporting standards
Persistent needs to improve performance and reduce costs
Expanding litigation and fraud-related costs
Expanding and more onerous regulatory compliance requirements

Invotex’s professionals have diverse backgrounds in both the insurance industry and in public accounting. Our consultants have served as CFOs and financial managers of both large and medium-sized firms, as partners in Big-4 audit firms including national office roles, as claims counsel, and as internal auditors and SOX project managers.

Our legacy strength in insurance regulatory services provides us with the background and core competencies in insurance accounting, auditing and financial and regulatory matters for which insurers need practical advice and assistance. We are frequently called upon to assist clients in the areas of:

CareFirst must raise its surplus, Ulman, Danielle, The Daily Record, January 8, 2010.

Carefirst tells Maryland regulators reserve level is ‘healthy’ as is, Insurance & Financial Advisor, November 19, 2009.

Report deems surplus for CareFirst, subsidiary ‘not excessive,’ Insurance & Financial Advisor, November 5, 2009.