Traditional insurance doesn’t always serve growing, profitable companies well — especially those with predictable risks & good safety practices. An 831(b) captive allows you to retain underwriting profit, take control of how you finance risk, and build long-term value. We help you determine if a captive makes sense, structure it responsibly, and manage it the right way.
How It Works
- Discovery & Feasibility
We analyze your current coverage, losses, premiums, and financial performance to evaluate whether a captive is a viable strategy.
- Education & Evaluation
We walk you through how captives work — the risks, the benefits, the obligations — and answer every question so you can make an informed decision.
- Design & Setup
If you move forward, we help structure the captive plan, coordinate service providers, and align coverage with your retained risks.
- Ongoing Support
We stay involved as your business and risk profile evolve — helping you adjust the structure, measure outcomes, and maintain compliance.