Our Services

Tailored Solutions for Brokers and Businesses

We offer a range of services designed to meet the needs of brokers and businesses looking to optimize their risk management strategies.

Custom Captive Program Development

Tailored risk management solutions designed to meet your unique needs.

Turn-Key Captive Programs

Ready-made solutions that help you place clients quickly and efficiently.

Educational Resources & Consulting

Ongoing education and expert consulting to empower your team with knowledge.

Our Process

  • We start by ensuring that all parties involved fully understand alternative risk financing and captive insurance strategies.

  • We conduct a thorough assessment to identify your unique risks, historical losses, and demographic/geographic data, ensuring that all decisions are data-driven and informed.

  • We handle the formation process, working closely with actuaries, underwriters, and legal counsel to create a customized captive program.

  • We oversee the ongoing operations, compliance, and guidance to ensure your captives success.

Simplifying Risk Management, One Step at a Time