Subject Matter Experts > Compliance

Insurance Compliance Consultants

The Jacobson Group delivers insurance compliance consultants as a timely and cost-effective solution to your compliance needs. Our subject matter experts can be used as an alternative to traditional insurance compliance consulting firms to offer guidance on regulatory changes, prepare filings, assist with compliance auditing preparation or remediation, or provide expert support for other special projects or workload needs in your compliance department. In addition, Jacobson’s tenured consultants can lead compliance training to ensure knowledge is transferred to your existing staff or to simply bring them up to speed on changing regulations and requirements.

Although we provide these senior-level compliance professionals on an interim or project basis, our professionals deliver such exceptional work product and knowledge that our clients often find additional projects for them and sometimes even extend an offer for full-time employment. Why turn to outsourced compliance services when you can have immediate access to insurance compliance experts who will be committed exclusively to your assignment’s success? Contact a Jacobson representative today about your company’s needs.


Complimentary Guide: 2017 Regulatory Changes


Regulatory Compliance Services

Jacobson provides regulatory compliance consultants with proven expertise for special compliance projects, state filings and audit preparation. Our consultants are in tune with the continually evolving regulatory landscape. Leveraging an average of 15 years of industry expertise and marketplace credibility, they are able to quickly step in to address critical compliance and filing situations. We provide the same level of talent and experience as conventional regulatory compliance consulting firms without the high cost, red tape or competing client demands. Experience the flexibility, control and quality of our subject matter expert solution today.


Healthcare Compliance Experts

The health insurance industry faces unique regulatory challenges and thus requires experts with specific health career experience to stay on top of requirements and suggest operational adjustments to maintain compliance. Jacobson’s healthcare compliance consultants are available for immediate deployment to help health plans comply with various regulations, including preparing for the HITECH Act’s audit for HIPPA privacy, security and breach notification rules. Our healthcare compliance fields of expertise include the following:

  • Appeals and Grievance Process Review
  • Compliance Analysis
  • ERISA Compliance
  • Medicaid Compliance Audit Preparation and Remediation
  • Medicare Compliance Audit Preparation and Remediation
  • New Legislative and Regulatory Compliance Guidance
  • Regulatory Expansion Guidance

Appeals and Grievances Consultant


Life and Disability Compliance Experts

Regulatory changes continue to sweep the life insurance industry. It is difficult to find life insurance compliance consultants with expert knowledge of life and disability operations and compliance requirements. Jacobson’s proprietary approach connects clients promptly with the skills they require to stay on top of their compliance efforts, including the phase-in of principal-based reserving and compliance with the DOL Fiduciary Rule. Our life and disability subject matter expertise includes the following:

  • Compliance Auditing
  • Compliance Analysis
  • Interim Management
  • Regulatory Guidance

Download our statutory reporting actuary case study.


Property and Casualty Compliance Experts

Finding the right compliance talent at the right time can be a challenge for those in the property and casualty industry. Jacobson leverages the depth of our network to make subject matter expertise accessible on demand. Our consultants can provide assistance in the following areas:

  • Corporate Licensing
  • Interim Management
  • Internal Auditing
  • Policy Language Drafting
  • Producer Appointments
  • Rate and Forms Filings
  • Regulatory Review Analysis
  • Sarbanes Oxley (SOX) Compliance

Our Insurance Compliance Network

Through nearly 50 years, Jacobson has developed an extensive network of insurance compliance consultants. To view a sampling of the consultants available for your special projects and interim engagements, search for compliance consultants now.


Medicare Compliance Analyst
Life Insurance Carrier

Compliance Analyst
Financial Services Organization

Life Compliance
Property and Casualty Organization

Compliance Specialist
Multi-line Provider

Vice President of Compliance
Health Insurer