image
image
image
image

Captive Management, Risk Retention Group Services

TAKING CARE OF DAILY DETAILS TO ACHIEVE YOUR BUSINESS GOALS
As your captive manager, our primary role is to help you maximize the value of your captive insurance company.  We offer the necessary insurance expertise, administrative services, and experienced staff to operate successful captive insurance companies and risk retention groups.   Our services are tailored to suit each company's unique needs in concert with your organization's existing capabilities. 

org Captive Management and RRG Services include:

  • Business plan development and implementation

  • Licensing, formation, registration, and redomestication services

  • Annual strategic planning for boards and management

  • Risk assessments and risk selection

  • Pro forma financial forecasting and budgeting

  • Deductible and self insured retention analyses

  • Capital and surplus allocations and profit distributions

  • Reinsurance strategies, structure, terms, and policy management assistance

  • Underwriting and premium rating

  • Premium allocations among business units

  • Policy issuance, policy administration, and certificates of insurance

  • Premium billing and administration

  • Accounting, bookkeeping, and cash management services

  • Investment policy statements, investment monitoring and Schedule D reporting 

  • Financial statement preparation, including NAIC Yellow Book reporting for RRGs

  • Claim processing and litigation management services

  • Reserve trend analysis and accruals

  • Statutory compliance and reporting services

  • Regulatory liaison services

  • RFPs and contract management services

  • Audit services coordination

  • Actuarial services coordination

  • Team action plans and communications

  • Board and shareholder meetings

  • Residency requirement fulfillment

org's philosophy is to offer you total control in choosing your captive's service providers including its actuary, auditor, attorney, investment advisor, and reinsurance broker.  Our unbundled captive management services gives you the greatest flexibility to tap into the most appropriate services for your needs while knowing exactly how much your captive is paying for these service. 

We take our role seriously: to help maximize the value you get from your captive insurance company and service providers.  




image
 
image
image
image