Dan Morris

Heather Harley

Fishers, IN
AMCM, FLMI, HIA, AIRC, ACIP, ACS, MHP, HCSA, DHP, HCAFA, LTCP, BHPA Core 1
Contact Us
855-246-0815

Primary Focus

Senior Manager/Practice Lead – Financial Analysis
Financial Analysis

As Lead of the Financial Analysis Practice, Dan manages risk-focused financial analysis projects on behalf of state insurance departments, serving as both the primary preparer and supervisory reviewer. He drives in-depth and challenging analyses prepared using best analysis practices in accordance with the NAIC Financial Analysis Handbook and Accreditation guidelines. Dan has the deep regulatory experience essential to assist states with virtually all financial regulation matters, including special investigations, mergers and acquisitions, run-off situations, troubled company reviews, rehabilitations, and receiverships.

Dan Morris

Line of Business Expertise

  • Life & Annuity
  • Health/HMO
  • Property & Casualty
  • Reinsurance
  • Captives
Education and Qualifications

  • Bachelor of Science, Business Administration, University of South Carolina, Moore School of Business, Finance and Global Supply Chain & Operations Management
  • Certified Financial Examiner
  • Chartered Property Casualty Underwriter
  • Associate in Insurance Accounting and Finance (AIAF)
  • Associate in Reinsurance
  • Associate in Risk Management Enterprise Risk Management
  • Associate in Surplus Lines Insurance (ASLI)
  • Associate in Insurance (AINS)
  • Associate in Regulation and Compliance
  • Certified Insurance Service Representative
  • NAIC Professional in Insurance Regulation