Market Analysis
Program Design 


We utilize our years of expertise to design to programs by putting the necessary facilities in place for each program. In addition to the necessary facilities, we write the policies for each program to ensure each clients needs are met by their respective programs.  

Program Management

We manage the processes of:

  • Application Review

  • Underwriting

  • Pricing

  • Renewals

  • Claims Review

  • Captive Reporting

  • Reinsurance & Excess Reporting

  • Program P&L management  

  • Excess Claims Filing

Data on a Touch Pad
Team Meeting
Financial Operations


With each program we create and manage, we provide:

  • Consolidated Program

  • Captive Accounting

  • Monthly Client Cash Accounting

  • Invoicing

  • Enrollment Reconciliation

  • Program Financial Results

  • Cash Activity Reports

  • Loss Reports

  • Activity Bordereaux

Young Lawyer
Program Structure


In the design and creation of new programs, we provide:

  • Captive with Segregated Sells

  • Design Captive Structure

  • Fronting Carrier Arrangements

  • Policy Creation

  • Reinsurance or Excess Treaty Placement



To ensure legal regulatory viability for each program, we provide:

  • Structure Documentation

  • Program Memorandums

  • Document Audits

  • Liaise with outside counsel

  • Manage Legal Documentation Filing

  • Document Check-List