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 compliance consulting firms to provide guidance on regulatory changes, prepare filings, assist with audit 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 provide 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 do provide these senior-level compliance professionals on an interim or project basis, they provide such exceptional work product and knowledge that our clients often find additional projects for them to assist with 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 project’s success. Contact a Jacobson representative today about your company’s needs.


Complimentary Guide: 2017 Regulatory Changes


Regulatory Compliance Services

Jacobson provides regulatory compliance consulting professionals with proven expertise for special compliance projects, state filings and audit preparation. Our consultants are in-tune with the continually evolving regulatory landscape and leverage an average of 15 years of industry expertise and marketplace credibility 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 specific health career experience to stay on top of requirements and make suggestions for operational adjustments to maintain compliance. Our consultants are available for immediate deployment to help health plans comply, 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



Life and Disability Compliance Experts

Regulatory changes continue to sweep the life insurance industry. Finding compliance experts with the knowledge of life and disability operations and compliance requirements is difficult. Our 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. We leverage the depth of our network to make the subject matter expertise needed 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

For nearly 50 years, we have 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 Advantage RADV
Audit Chart Reviewer (2)

Health Plan

Compliance and Regulatory Expert
Primary Carrier

Compliance Consultant
Property and Casualty Organization

Compliance Specialist
Multi-line Provider

Vice President of Compliance
Health Insurer