What we do

Our Process

A more personal approach to business insurance

Getting to know your business

Unlike traditional insurance brokers, we’re dedicated to getting to know every client on a personal level, learning everything we can about their assets, their employees, and how they operate. This helps us ensure that everything is covered, no matter what. 

Finding just the right fit

Our process is customized according to the way you run your business. We help you choose the right group captive organization, joining you with businesses just as committed to safety and engagement. And we tailor our support to complement your own organization’s structure, filling in wherever there are gaps. 

Focusing on long-term health

Our support doesn’t simply end once documents are signed. We remain your partner throughout the life of the captive, developing a multi-year plan to improve your risk score and supporting you with the HR and compliance services that will help create a better workplace.

Our services

We work tirelessly to become a part of your team

Insurance firms with their own HR teams are few and far between, and our avoidance and advocacy team is unmatched in group captive firms. These experts bring years of experience to save time, money, and earn the trust and loyalty of each of our clients.

Let’s talk about how group captive insurance can better position you for growth.