Subject Matter Experts > Compliance

Insurance Compliance Consultants

The Jacobson Group delivers insurance compliance consultants as a timely and cost-effective solution to a variety of insurance organizations’ compliance needs: offering guidance on regulatory changes, preparing filings, assisting with compliance auditing preparation or remediation, and providing expert support for other special projects. In addition, Jacobson’s tenured subject matter experts can lead compliance training to ensure knowledge is transferred to 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 insurance regulatory compliance services when Jacobson provides have immediate access to insurance compliance experts who will be committed exclusively to your assignment’s success? Contact a Jacobson representative today to discuss how our interim resources can meet a variety of needs.

Regulatory Compliance Services

Jacobson provides regulatory compliance consultants with proven expertise regarding 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 experience and marketplace credibility, they are able to quickly step in to address critical compliance and filing situations. Regulatory compliance consulting firms often come with high costs or competing client demands, while Jacobson’s subject matter experts solution offers flexibility, control and expert insurance compliance solutions.

Healthcare Compliance Experts

The health insurance industry faces unique regulatory challenges. Thus, healthcare organizations require experts with specific skills and experience to stay on top of requirements and  help them maintain compliance. Jacobson’s consultants offer insurance compliance services to assist health plans with meeting various regulations . Our specialists’ areas of expertise in the healthcare compliance space include the following:

  • Appeals and Grievance Process Review
  • Compliance Analysis
  • Compliance Auditing
  • ERISA Compliance
  • Interim Management
  • Medicaid Compliance Audit Preparation and Remediation
  • Medicare Compliance Audit Preparation and Remediation
  • New Legislative and Insurance Regulatory Compliance Guidance
  • Rate and Forms Filings

2023 CTA Appeals and Grievances Consultant

Life and Disability Compliance Experts

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

  • Compliance Analysis
  • Compliance Auditing
  • Interim Management
  • New Legislative and Regulatory Compliance Guidance
  • Product Contract Analysis
  • Rate and Forms Filings
  • SERFF Filing Expertise
  • Technical Writing

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 compliance consultants can provide assistance in the following areas:

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

Our Insurance Compliance Network

For 50 years, Jacobson has been developing an extensive network of insurance compliance consultants. To view a sampling of the consultants available for 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