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1 Cross Insurance TPA, Inc.

Ensuring business continuity

Wipfli didn’t just perform Cross Insurance’s SOC audits. The firm also offered valuable advice that helped the agency seamlessly switch to remote work — and maintain business continuity during a vulnerable time for clients.

The Challenge

Because it handled sensitive data, Cross Insurance underwent an annual SOC audit with Wipfli. It wanted to assure customers that its processes and controls were sound and effective.

The Solution

Wipfli performed SOC examinations for Cross for many years — and every year, Wipfli offered the agency suggestions beyond the scope of its SOC report. Wipfli recommended digital strategies to help Cross go paperless, limit manual controls, and add secure, remote-access capabilities.

We were much better prepared to switch to a remote workforce because of the recommendations Wipfli made to us over the years. They truly go above and beyond.
Jeff Lewis, Vice President, Alternative Markets and Loss Control at Cross Insurance TPA, Inc

The results

Because the relationship was strong, Cross accepted Wipfli’s recommendations to improve processes, efficiency and controls. The digital strategies made Cross more competitive — and more resilient. When the company had to transition to remote work during the COVID-19 pandemic, the switch was seamless and less stressful on staff.

Services Engaged

Managed technology services
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SOC examinations
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