Model Audit Rule Checklist for Insurers Nearing $500 Million in Written Premiums

Staying ahead of Model Audit Rule (MAR) compliance requires a proactive, well-structured approach. This checklist outlines the key steps, deadlines, and governance updates needed at the $300 million and $500 million thresholds, helping your organization stay prepared and in control.

Download your copy to:
  • Prepare for critical deadlines and required documentation at the $300M and $500M thresholds.
  • Implement necessary governance updates for the Audit Committee, Internal Audit, and Financial Reporting.
  • Foster seamless collaboration between Finance, IT, Operations, and Audit.
  • Leverage advanced analytics and emerging tools to streamline compliance efforts.

Download Your Checklist

Additional Model Audit Rule Resources

Johnson Lambert specializes in guiding insurers like you through MAR’s evolving landscape. Check out these additional resources to help you navigate internal controls, governance, and audit processes as your organization continues to grow.

Model Audit Rule 101: What Insurance Companies Need to Know

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Model Audit Rule: Timeline and Planning Guide

Insurance companies experiencing premium growth know that success brings new opportunities—and new...

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MAR and Emerging Cybersecurity Risks: Protecting the Integrity of Financial Reporting

Compliance with Model Audit Rule 205 (MAR) demands more than just well-documented financial reportin...

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Why We’re Your Trusted Partner in MAR Compliance

  • 01

    Deep Insurance Expertise

    You benefit from our 35+ years of insurance experience, NAIC technical knowledge, internal control best practices, and expertise in emerging risks.

  • 02

    Seamless Collaboration

    Our flexible consulting services adapt to your existing internal and external audit teams to create synergy across compliance efforts.

  • 03

    Future-Ready Solutions

    We combine cybersecurity assessments, data analytics, process automation, and continuous monitoring to ensure your MAR program is scalable and ready for the future.

  • 04

    Communication & Attentiveness

    We deliver clear, consistent updates and responsive support from a dedicated team that speaks your language.

  • 05

    Cost-Effective Compliance

    Our streamlined projects—backed by proven results with insurers of all sizes and complexities—reduce time, effort, and rework.

Meet Our MAR Leadership Team

Johnson Lambert Business Advisory Services Partner Kim Mobley, CPA, CISA, CISSP

Kim Mobley

Partner

Matt Kranisky

Managing Director

Jordan Fulbright

Senior Manager

Ready for One-on-One Guidance?

Our team has a proven track record of successfully leading insurers through MAR compliance on time and on budget. From risk assessment to final reporting, we’re here to streamline the process and ensure compliance while optimizing your operations. Let’s meet to discuss how we can help you:

  • Develop or enhance your MAR program.
  • Execute risk-based assessments and testing to validate internal controls.
  • Provide remediation support and reporting to ensure compliance readiness and long-term sustainability.