Insurance Agencies and Brokerages

What We Do

Insurance agencies, agents and brokers is a significant industry specialty for our firm and we have extensive knowledge of the issues, trends and challenges that insurers face every day. We utilize integrated teams of insurance accounting, tax and business advisory professionals who are well versed in all the key issues that you face on a daily basis.

We work with life, health, auto and other personal lines agencies as well as traditional commercial lines and property and casualty companies. Hancock Askew has a breadth of services designed to meet all your needs.

Audit & Enterprise Risk Services for Insurance Agencies & Brokerages 

Our audit and risk practice can help identify risks and opportunities beyond the traditional financial reporting function.

• Business Process and Information Technology Risk & Control
• Capital Markets
• Corporate Governance
• External and Internal Audit
• Merger & Acquisition services

Consulting Services for Insurance Agencies & Brokerages 

• Benchmarking Services
• Compensation and benefits plans and consulting
• Succession and estate planning
• Mergers & Acquisition facilitation
• Outsourcing and Shared Services
• Strategy and Operations
• Dispute Consulting
• Business Valuation

Tax Services  for Insurance Agencies & Brokerages 

• Comprehensive Tax Solutions
• Multistate Tax
• Process Solutions
• Tax Controversy Services

What can our specialists do for you?

Hancock Askew's full-service team provides multiple services with an emphasis on maximizing value to the client through our knowledge, insight and meticulous methodology.


It’s hard to start fresh each year when an audit firm has turnover.  I really enjoying having the same team year-over-year, it makes things go smooth and efficient. The team doesn’t hesitate to educate me on new regulations.  They also provide suggestions or recommendations from other companies so we can benchmark to our peers.

Karrie Andes
North America Benefits

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