Forensic Accounting & Claim Preparation Services

Accelerating Claim Preparation Through Financial Analysis

J.A. Montgomery Consulting’s insurance-focused forensic accounting and claim management team helps public and private organizations, across various industries, navigate the complicated claims resolution process for all areas of loss.  We understand that loss events are disruptive, complicated and time consuming and financial systems are intricate and complex.

Our background in forensic accounting and claims analysis along with our extensive experience in claims preparation and management make us uniquely positioned to provide our clients with a proactive customized approach to claims resolution. We understand the importance of responsiveness and communication and work closely with our clients throughout the claim process.  We provide a rounded view in our financial analyses and modeling – looking at both the financial documentation and information as well as the overall business operations including obtaining an understanding of the loss, the business and the industry in which the client operates.  We tailor our approach to our client’s needs.

Our client centric approach and focus allows us to successfully expedite the resolution of claims.  Our claims management team will focus on your claim so you can focus on your business.

By compiling the financial data and information and preparing financial analyses, modeling and submission of complex insurance claims, the team has a proven track record of successfully expediting the settlement of claims in a broad range of areas:

  • Business Interruption / Extra Expense
  • Property Damage
  • Builders Risk
  • Crime / Fidelity
  • Cyber
  • Construction
  • Surety
  • Cyber
  • Products
  • Directors and Officers
  • Errors and Omissions
  • Specialty Lines
  • Environmental