Insurance expenditure and retentions
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
CAPTIVE READINESS ASSESSMENT
Is a captive insurance company right for your organisation?
An independent and confidential assessment of whether your risk profile, insurance expenditure, loss history, capital position and strategic priorities justify a captive programme.
Request a Confidential Readiness DiscussionTHE STRATEGIC QUESTION
The decision before the decision.
Before committing to a feasibility study, licensing process or advisory team, organisations need a clear view of whether a captive is likely to be economically and operationally justified.
Our work is independent, evidence-led and calibrated to the organisation’s risk profile, jurisdiction, capital capacity and governance capability.
SCOPE OF WORK
The workstreams that establish substance.
Claims history and risk concentration
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Candidate insurance classes
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Commercial-market constraints
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Capital and governance readiness
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Data and operating capability
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Cross-border considerations
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Fronting, reinsurance and collateral
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
KEY DELIVERABLES
Decision-useful, board-ready outputs.
01
Executive Go / No-Go memorandum
02
Captive opportunity map
03
Initial premium and retention estimate
04
Indicative capital and operating-cost range
05
High-level domicile shortlist
06
Roadmap for feasibility, formation or alternatives
CONFIDENTIAL INITIAL DISCUSSION
Begin with a clear and confidential assessment.
An initial discussion provides an independent first view of the questions, evidence and workstreams that matter.
Request a Confidential Readiness DiscussionInitial discussions are confidential and non-binding.