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Captive Assessment
At CaptiveOne, our first step is to discover underwriting opportunities to help determine how a captive can be adequately applied to your business. We include your trusted business advisors, such as lawyers and CPAs, in the process so that your captive insurance company is designed to best meet your needs.
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Captive Formation
During the formation process our professionals work to establish your captive insurance company, can arrange for a loan to cover the initial set up costs, and coordinate all of the underwriting so that commercially reasonable premiums are charged for coverage to protect against your business’s particular risk.
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Captive Management
Once your captive has been formed, our management professionals oversee the administration and processing of claims, manage compliance issues relating to the operation of your captive, file your captive’s annual tax return, provide you with continuing advice on premium reserve management, and report to you on a consistent and frequent timeline.