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Insurance Agencies & Brokerages

Performance partners in your profession.

Those in the insurance industry – whether it be health, dental, auto, home, life, disability, long-term, business, or others – are used to working in an environment constantly in flux. But healthcare reform, new regulations, and COVID-related market forces have changed the industry from one dealing with small changes to one facing seismic shifts. Yet, while consumer and business demands are forcing adjustments in the industry, it is also growing at an unprecedented pace. That is why working with an accounting firm that can help you remain compliant with the numerous regulatory requirements and provide advice on long-term tax planning is vital to your success.

Have coverage gaps uncovered during the pandemic led to customers demanding new coverage or “cover-plus” policies? Are you prepared for the tax implications new legislation, like the Inflation Reduction Act, will have on your insurance brokerage? Is your agency operating at peak efficiency with policies in place to prevent fraud?

You spend your days helping your clients minimize risk, but are you doing all you can to protect your financial interests and prepare for the future? At BeachFleischman, our team of insurance industry professionals can help you manage your costs and meet your objectives so you can focus on serving clients’ needs and growing your business.

Are you ready to partner with a team with a deep dedication to – and knowledge of – the insurance industry? Let BeachFleischman help.

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Partner with our financial & professional services team!

BeachFleischman provides the tax, audit, and comprehensive advisory services that insurance agencies and brokerages need to succeed. If you would like to set up a consultation, please complete the form. We look forward to talking to you!

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