Service Provider Directory

PMA Specialty Markets is a single point of access for your captive needs. We structure both rent-a-captive and wholly owned captive programs and support them with specialized underwriting, reinsurance, claims administration and risk control services. PMA offers its own reinsurance mechanism. We are part of PMA Companies, a premier provider of workers compensation and related commercial insurance risk management solutions. PMA Insurance Group has an A.M. Best rating of "A" Excellent, is licensed and admitted in 50 states, and has been in business for nearly 100 years.

As the challenges confronting institutional investors continue to grow, many organizations are seeking better ways to achieve their investment objectives while controlling risk and managing costs.‍ Through our comprehensive, disciplined process, we work to understand our clients’ investment goals to help construct a tailored solution unique to the needs of their organization.

Paul Frank + Collins P.C.is a Burlington-based multi-practice firm celebrating over 50 years of service to our clients and the community, serving businesses, whether located in Vermont, throughout New England, the country or around the world. Our 30 lawyers advise in core practice areas including, captive insurance, insurance services and coverage work, both domestically and for the London and Bermuda markets, commercial finance, business and tax, litigation, energy law, property and development, trusts and estates, employment and labor, business immigration and patents and trademarks. PF+C attorneys bring a depth of knowledge and committed focus to each new challenge, and offer the unique combination of worldly insight and local know-how to every client. At PF+C, we are locally rooted and globally minded.

Performa is an independent, 100% employee-owned asset management firm that has been dedicated to serving the needs of captive insurance companies and their service providers for more than 20 years. With offices in Vermont, Bermuda and South Carolina, we know captives and understand their specific investment objectives, liability needs and regulatory requirements. Throughout our history, we have focused exclusively on managing assets for captive insurance companies. We work without the distractions and conflicts that can exist for other investment advisors owned by larger, multi-line financial services firms. Performa's primary objectives are balance sheet preservation while prudently building surplus for our captive clients. Performa's business and resources are predicated on delivering investment and client service capabilities to captives of any size, business line, or stage in their life cycle with a competitive and transparent fee structure. Choose Performa as the partner to help your captive grow.

Pinnacle Actuarial Resources, Inc. is an independent, full-service consulting firm that ranks among the largest property/casualty actuarial firms in the United States. Owned by our professional staff, we are large enough to provide a wealth of expertise and world-class solutions, yet small enough to be flexible, timely and cost-effective. Pinnacle serves hundreds of clients, including the majority of the largest policyholder-owned captives, as well as captive managers, auditors and regulators, self-insured employers and groups. Our superior communication, unmatched expertise and extraordinary customer service help you drive better business decisions. Discover Pinnacle's Commitment Beyond Numbers at www.pinnacleactuaries.com

Pinnacle Financial Partners is one of the few banks providing a full scope of services to the captive insurance industry. We offer unparalleled personal advisory services in start-to-finish captive insurance solutions to help businesses grow and meet long-term financial goals.

Primmer Piper Eggleston & Cramer PC is the leading law firm representing captives in Vermont, having formed the State’s first captive insurance company in 1982. Our firm has grown in lockstep with the growth of the Vermont domicile, providing our attorneys with unmatched experience and understanding of the legal and regulatory environment in Vermont. Our attorneys now represent well over 300 captives and alternative risk facilities, both in Vermont and in other key domiciles, and collectively offer over 100 years of industry experience. We work continuously on behalf of our clients to promote a sound but flexible regulatory environment and maintain long-standing relationships with key regulators and service providers. Our attorneys are ready to assist in captive planning and organization, restructurings, mergers, directorial and corporate support, claims services, policy wording and reinsurance agreement drafting, litigation, regulatory matters, employer benefit programs, federal and state taxation and re-domestications both onshore and offshore.

Our captive insurance industry group provides audit, actuarial and US tax consulting support to over 300 captive insurance companies. Our professionals understand the unique accounting, tax and regulatory issues which face the captive insurer and its owners.

Quadrant is an MGA, Program Administrator, and Wholesaler for commercial insurance products nationwide. Products include Professional Liability, Management Liability, Cyber Liability, GL and difficult to place risks. For 20+ years Quadrant has specialized in insurance practices, its leading programs are ACPRO Insurance Company Management & Professional Liability and ABPRO Agent & Broker Professional Liability. www.quadrant-us.com.

RH CPAs, PLLC is a full service accounting, audit and tax firm with a specialization in the insurance industry. Our tax and audit teams have broad experience across the industry, whether the discussing Statutory Accounting, GAAP Accounting, IFRS Accounting, or Tax Accounting, we have people who specialize in those areas. We are Personable, Responsive, Dependable, Team Players with a Can Do Attitude.

Regnier Consulting Group, Inc. is headquartered in Stevens Point, Wisconsin. The firm provides personalized property and casualty actuarial consulting services to insurance companies, self-insured corporations, captive insurance companies, risk retention groups, trade associations, and municipalities. In 2003, Regnier Consulting Group expanded its consulting practice to include small business accounting and corporate tax preparation. At Regnier Consulting Group we take great pride in offering our clients the prompt, personal yet affordable service they are looking for in an actuarial and accounting consulting company. In a special study that was released in January 2006, A.M. Best Company, Inc. recognized Regnier Consulting Group, Inc. as one of the top ten actuarial consulting firms in North America.

Rimkus is a worldwide leader in engineering and technical consulting. Operating from more than 110 offices around the globe, we provide services to corporations, insurance companies, law firms, and government agencies. Rimkus experts specialize in forensic consulting, construction dispute resolution, solutions for the built environment, and product development support for the consumer, industrial, and healthcare industries.

Risk International is an independent actuarial and risk management consulting firm. We provide expert assistance to businesses and public entities who wish to establish self-insurance, captive insurance or other alternative risk transfer programs.

We specialize in providing comprehensive captive insurance solutions tailored to meet tomorrow's challenges. From guiding clients through the complexities of captive insurance company formation and structuring to ensuring seamless regulatory compliance, our expertise ensures clarity and confidence in every decision.

Risk Services provides comprehensive consulting & design of alternative market risk financing programs in numerous domiciles & provides a full range of unbundled insurance management & administration services.

RiverStone is a group of insurance, reinsurance, and service companies specializing in the management of legacy and run-off insurance businesses and portfolios. With over 500 professionals with deep industry expertise in claims, customer service, litigation, and financial restructuring, we offer creative and varied deal structures to deliver sustainable outcomes you can count on. We lean forward to develop and deliver innovative exit solutions to help shore up capital and meet board-level mandates to help focus an insurer's business. We know that reliability, security, and finality all come from an ability to not only assess the risk up front but to execute the deal at the scale and speed required by the business.

SIGMA Actuarial Consulting Group, Inc. is an independent property and casualty actuarial firm. Our consulting services include all analyses necessary to insure proper financial reporting and program funding. We have experience in developing both traditional and alternative insurance programs for entities of all sizes and types. 

Sedgwick CMS designs and implements cost-effective claims administration programs for employers located throughout the United States and Canada. Our specialty services include workers' compensation, medical professional liability, auto/general liability, disability and integrated injury management.

Shores, Tagman, Butler & Company, P.A., was founded in 1978, with a goal of providing superior professional accounting services. The firm has grown to serve various types of businesses throughout the United States. Our commitment to excellence is evidenced by the selection of our staff, continuing education programs, research resources, and an emphasis on quality control. The firm has the resources of a large accounting firm with the personal attention of a smaller one, which allows us the flexibility to tailor services to meet your needs. Ultimately, our level of service has retained many long time satisfied clients. Above all we place a premium on timeliness, thoroughness, and accuracy.

The success of an accounting firm depends upon how well it understands the needs of its clients and how competently and efficiently it meets those needs. We are committed to developing a relationship with each client that will foster an understanding of that client's needs and, above all, to maintaining the highest accounting and ethical standards of our profession.

Smith & Howard (formerly Bauknight Pietras & Stormer P.A.) is a full-service accounting firm that focuses on providing assurance, tax and consulting services to the property and casualty insurance industry. We serve both commercial carriers and alternative risk vehicles including captive insurance companies, risk retention groups, mutual and reciprocals located in domiciles throughout the United States.

Pro Group participates in the analysis, formation and on-going management of captives as an approved captive manager in Arizona, Utah and Nevada.
Pro Group rebranded to Sotera Global Management in 2024

For more than 30 years, Specialty Captive Group has delivered innovative risk financing solutions designed to control clients' total cost of risk. Our team focuses on developing customized strategies to provide companies with a comprehensive risk management program. We understand the challenges that face many organizations and tailor unique programs to help reduce insurance costs and drive profit over the long-term.Captive services include, but are not limited to, feasibility / actuarial studies and strategic reviews, general management services, financial reporting, regulatory compliance, underwriting and technical insurance consulting, loss analysis, fronting, reinsurance, and collateral negotiation, and risk management services.

Spring Consulting Group, LLC provides strategic consulting services to insurance and financial services organizations throughout the world. Spring's executives have extensive industry and consulting expertise in areas such as life insurance, retirement services and health care. In addition to advising the insurance and financial services industry, the firm provides consulting directly to employers on the use of captive insurance facilities for employee benefits. Spring assists clients in all phases of strategy, assessment, development and implementation.

Stephens Insurance LLC (an affiliate of Stephens Inc.) is a full service insurance brokerage firm in Little Rock, Arkansas servicing Property & Casualty clients, as well as Life & Health/benefits throughout the country. Our teams' focus is on alternative risk solutions, primarily single parent captives and self-insurance. In addition, Stephens Capital Management, a division of Stephens Inc., specializes in captive funds investment management.

Strategic Risk Solutions (Vermont) Ltd. provides consulting and management services for captives, group programs and holding companies within numerous industries including manufacturing, power and utilities and health care.

The Swiss Re Group is a leading wholesale provider of reinsurance, insurance and other insurance-based forms of risk transfer. Dealing direct and working through brokers, its global client base consists of insurance companies, mid-to-large-sized corporations and public sector clients. From standard products to tailor-made coverage across all lines of business, Swiss Re deploys its capital strength, expertise and innovation power to enable the risk taking upon which enterprise and progress in society depend. Founded in Zurich, Switzerland, in 1863, Swiss Re serves clients through a network of 56 offices globally and is rated "AA-" by Standard & Poor's, "A1" by Moody's and "A" by A.M. Best.

A Vermont-based firm of money managers offering high quality, personalized investment and asset management services to Vermont captive insurance companies as well as individuals, businesses and institutions. Manages $8 billion in assets and has been providing clients with superior investment performance for over 75 years. In-house investment professionals and captive insurance consultant work in partnership with captive and manager to chart individual investment strategies based on specific industry payment patterns and lines of insurance duration. In addition to receiving local, personalized management and service, captives also benefit from our close proximity to Vermont captive regulators and Vermont captive management companies.

REM's national Property & Casualty TPA services provide personalized attention, leakage-reducing claims management and superior information capabilities that meet individual customer needs with customized solutions.

Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower an organization's internal staff investment committee and board members to become more efficient.

Travelers has been actively engaged in the captive business for over 30 years. Our dedicated Specialty Group Captive business delivers casualty solutions for group and association captives with the flexibility to offer products on a bundled or unbundled basis. Whether you choose to have your claims serviced by our outstanding claim organization or seamlessly integrated from your preferred service provider, each policy issued by Travelers and reinsured by your captive carries the strength of Travelers' superior financial ratings.

The Willis Towers Watson Global Captive Practice provides expertise in designing, forming, managing and providing strategic guidance to captives of all types in over 35 major captive domiciles. Willis Towers Watson is engaged with more than 700 captives worldwide, approximately 450 of which are under management. There are three principal aspects to our services for captives: Captive Consulting, Captive Management, and Actuarial Services. The Practice has over 200 dedicated employees, including CPAs, risk finance specialists, actuaries, captive management experts and strategic planning consultants.

Wilmington Trust is a leading provider of fiduciary and entity management services on an international scale. As a natural expansion of our expertise in entity management services, we created Wilmington Trust Captive Management Services to serve the entity and investment management needs of captive insurance companies, risk retention groups, and other alternative risk structures. Through our highly skilled team of captive insurance and administrative professionals, we offer continuity and institutional support. We provide services for virtually all of the captive's needs, from inception through ongoing management and regulatory compliance. As part of the Wilmington Trust Corporate Family, we are proud to share the name that represents over 100 years of integrity, stability, continuity, and independence. Backed by such considerable resources, we are committed to bringing our clients the high level of consistent and customized service that you require for your most complex transactions. For more information please contact Kirk Mooneyham, CPA at 303-256-7106 or visit us at www.wilmingtontrust.com. ©2005 Wilmington Trust Corporation. Affiliates in California, Delaware, Florida, Georgia, Maryland, Nevada, New York, Pennsylvania, South Carolina, London, Channel Islands, Cayman Islands, Dublin, and Milan.

Womble Bond Dickinson has served as trusted counsel to businesses across the insurance sector for decades.

Operating in both the US and UK, our insurance lawyers have accumulated a breadth of invaluable experience and are especially well-versed in litigation, transactional and regulatory matters.

Yousif Capital Management, a leading institutional investment advisor, specializes in providing customized investment solutions for captive insurance programs. The company manages assets for more than 50 captive insurance programs, many of which are domiciled in Bermuda, Grand Cayman, Michigan among others. The firm offers both separately managed fixed income and equity portfolios.

Zurich is a market leader in the captive industry offering services that can help unlock the full potential of your captive. For over 20 years, Zurich's Captive Services professionals have been delivering specialized knowledge and experience to captive owners around the world to help meet their most complex needs. Whether single-parent, group, agency, cell or program captive –, even Special Interest Group (SIG) Captives and Risk Retention Groups (RRG), Zurich's Captive Services team can help any kind of captive work better.