Insurance

Thanks to our 12 areas of expertise, WeMa covers all the accounting, financial, legal, social, organizational and strategic issues facing the insurance industry.

Our key services include :

• Accounting expertise & financial advice: rigorous accounting follow-up, preparation of accounts, analysis of technical margins, tax optimization, management of provisions and reporting adapted to the sector’s regulatory requirements.
• Payroll management & social consulting: Complete payroll management, social compliance, personnel administration, optimization of managerial status, HR support and monitoring of obligations specific to insurance intermediaries.
• Legal advice & compliance (WeMa Legal): Drafting and securing contracts, insurance law, regulatory compliance (distribution, LCB-FT, RGPD), support for portfolio restructurings, transfers or acquisitions.
• Audit & internal control: certification of accounts, risk analysis, internal control assessment, claims review, administrative cybersecurity and preparation for regulatory audits.
• Strategic support & development: optimizing firm or agency performance, digitalization, internal structuring, business development, portfolio buyouts or sales, external growth.

Each coaching session is tailored to your business (company, mutual, brokerage, agency, insurtech), your size and your objectives.

When you choose WeMa, you benefit from :

• Customized support Solutions tailored to the prudential, contractual and operational requirements of the insurance industry.
• Sector-specific technical expertise: in-depth knowledge of the accounting, social, legal, regulatory and financial requirements specific to the insurance business.
• Regional proximity: A presence throughout Eastern France and in Paris for responsive, long-term support, as close as possible to agencies, firms and structures.
• An innovative approach: Digitalization of processes, optimization of management, analysis tools and support in transforming your business models.