Insurance focus Johnson Lambert is a large, insurance-focused CPA and consulting firm (5th largest property and casualty auditor, 9th largest life insurance auditor). This specialization suggests opportunities to explore additional audit, advisory, and compliance services for insurers navigating evolving regulatory requirements and risk governance.

SOC 2 and tech Recent news highlights a SOC 2 engagement on an AI-enabled annuity platform with zero exceptions. This underscores strong expertise in technology risk, cybersecurity, and vendor/third-party assurance, presenting cross-sell potential to insurers and tech-driven risk platforms seeking robust examination and reporting.

Leadership expansion New managing partner and partner promotions signal leadership growth and strategic investment in regulatory and advisory capabilities. This can create momentum for executive-level conversations around institutional risk management, ERM programs, and scale-driven assurance services.

Strategic partnerships Affiliation with Group 1001 indicates collaboration opportunities on advanced insurance tech and compliance initiatives. Leverage this connectivity to position Johnson Lambert as the preferred advisor for integrated assurance, cybersecurity, and technology governance across a broader insurer ecosystem.

Growth and clients With a client base of over 750 insurance entities and annual revenue in the mid-market range, there is potential to expand services to nonprofit and ERISA plans, as well as deepen offerings in internal audit, model risk, ERM, and tax advisory to cross-sell within existing accounts and attract mid-market insurers seeking end-to-end solutions.