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Gain instant credibility

The incredible growth and interest in the captive insurance industry has resulted in a crowded field of "consultants" almost overnight.  The lack of regulation of captive managers and consultants puts brokers in unknown waters as they attempt to separate the wheat from the chaff.  Unaffiliated with any carrier or captive manager, our primary goal is to provide instant credibility and simplify the lives our broker partners.  Beyond the initial transaction, we'll help you and your clients for as long as you need us. 

Our captive insurance experts typically provide the following services to our broker partners:

  • Initial captive education for producers

  • Captive viability analysis for books of business, groups, or individual insureds

  • Captive education and proof of concept for prospective captive owners

  • Strategic advice for new and existing captive programs

  • Continuing education on captive insurance trends

  • "Quarterbacking" the captive onboarding, formation, operations, and renewal process

With an independent and education-led approach, our expert advice will help your agency quickly and easily identify viable opportunities,  increase revenues, and maintain your hard-earned reputations. 


Have a client that has asked about a captive?  Got your eye on a prospect that you'd love to bring into the fold?  Want to discuss a current client and see if a captive is a good fit?  Send us a quick note and we'll find some time to talk.

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