Service Provider Directory

Helio is a captive consulting and management firm that boasts concentrated expertise, "Constant Consulting" service platform, and "Captive Management by Captive Owners" as its key differentiators.

At Hylant Global Captive Solutions, we believe that risk management is important, and so do our clients. But finding the right solutions isn't always a clear path. With this is in mind, we help you navigate the world of captive insurance to better define, finance and manage the risks inherent to your business. Our team works closely with you to deliver a broad spectrum of appropriate alternative risk solutions from captive consulting, program administration, captive management and more. A customized captive solution can play a crucial role in your organization's long-term success.

Imperial PFS has helped policyholders with their cash flow needs for more than 35 years. As the nation's largest privately-held, independent premium finance company, we originate more than 40,000 loans per month. We serve the Traditional, Alternative Risk and Captive insurance markets by providing installment plans that feature flexibility and a wide range of payment options and service features. Our installment programs create value by improving cash flows, liquidity and balance sheet results for all stakeholders with measurable improvements in financial metrics. Let us show you how a premium finance program can enhance the installment experience for your policyholders and clients while reducing your hard costs for billing, servicing and collecting premiums. For more information please contact Dick Crnkovich, VP at (253-310-1966), dick.crnkovich@ipfs.com or Mike Keegan, AVP at (913)461-7594, mike.keegan@ipfs.com.

Innovative Captive Strategies (ICS) is doing business boldly by challenging the way insurance has always been done. With our captives, our members have control over premiums, risks, and rewards. Because bigger isn’t better — better is better.

Our team of experts specializes in transforming complex risks into clear-cut, straightforward solutions. We don’t just calculate risks; we understand them, humanize them, and master them.

At Innovative Stop Loss Solutions, tech-enabled doesn’t mean touch-free. It means touchpoints that resonate, interactions that matter, and a partnership that feels as real as the care it supports.

Our clients rely on our swift execution, accurate results, and lasting partnerships. By prioritizing relationships and leveraging technology, we turn high-cost claim challenges into opportunities for growth and security.

Along with our sister company, CCMSI, Intercare actively partners with healthcare providers to manage professional & general liability claims. Intercare offers workers' compensation and auto claims services. We also provide flexible, customized independent claims audits and innovative consulting solutions.

Johnson Lambert LLP is North America's largest insurance-focused audit and tax firm. For over 25 years, the insurance industry has been our focus, distinguishing our firm as possessing a unique depth of expertise specifically relevant to our client needs. We serve a national and selectively international client base including over 400 captive and commerical insurance entities. Visit www.johnsonlambert.com.

Key Corp. is one of the nation's largest financial services companies, with assets of approximately $80 billion. Key's commercial banking team in Vermont will customize the right solutions with the right timing to fit your needs and enable your company to achieve anything. Connect with specialized strategic services, financing asset acquisitions, interest rate risk management, cash management, and investment banking.

KeyState manages captives in 8 U.S. domiciles (including Vermont) and administers the largest, and only, Bank Captive Program in the country. KeyState's Bank Captive Program has been endorsed by 27 state banking associations.

Specialists in Captive Reinsurance, Casualty Programs, Medical Malpractice and Eldercare Liability Placements.

Kroll Bond Rating Agency (KBRA) is a full service credit rating agency offering accurate, timely, transparent ratings and research. KBRA is registered with the U.S. Securities and Exchange Commission as a Nationally Recognized Statistical Rating Organization (NRSRO). In addition, KBRA is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider (CRP).

As businesses evolve, they need a stable, adaptive insurer that is always looking ahead. We provide comprehensive, tailored business insurance solutions with expertise and care to help protect your people, property, and reputation.

Dave "Lucky" Lippa is the first recipient of the Associate in Captive Insurance professional designation. Further information can be obtained at www.lippainsurance.com.

We provide innovative risk solutions that help people and businesses build confidence and resilience in a complex landscape. Together, we are sharing risk to create a braver world.

M&T Bank and Wilmington Trust have over 30 years experience providing a full array of tailored financial services to the captive insurance industry. Whether you are looking for efficient and effective banking solutions, customized investment management, or insurance collateral services, our dedicated captive insurance team is committed to meeting the specific needs of the captive industry by bringing a unique blend of knowledge, experience, and resources to every client relationship we serve.

Assurance Alternative Risk consults, designs, markets and manages alternative risk programs. We specialize in all forms including captives, group captives, risk retention groups and self-insured trusts/pools. We also handle all aspects of Controlled Insurance Programs or Wrap Ups.

MSO is an advisory rating service bureau providing policyform, rule, actuarial, and statistical services to insurers since 1944. MSO haslong been an industry leader, offering commercial and personal lines programsthat are comprehensive, yet easy to use. MSO works with companies to customizeniche market products that meet their specifically targeted marketing andunderwriting requirements.

Formerly known as Agile - Captive Specialists, a division of Valley National Bank, provides creative premium finance and capital solutions for the captive industry, including: 1) Pure Captive Premium Finance - Finance up to 100% of the annual premium for any pure captive. This provides significant cash flow relief for the parent. 2) Alternative Loan Back Program - Easy-to-use loan product offers an alternative to lending back from captive to parent. These programs help clients avoid pitfalls commonly associated with traditional loan back programs. 3) Collateral Financing Program - Specifically designed for new captives in need of assistance with capital. 4) Private Premium Finance Company Formation - For group captives and risk retention groups interested in starting a premium financing company, Agile can help establish structure, regulatory compliance, and day-to-today business operations. As captive specialists, we strive to offer creative and comprehensive premium finance and capital solutions that are easy to use and clearly valuable for captive owners.

Maple Capital Management provides investment management services to clients nationwide. With offices in Vermont and Georgia, we can provide customized investment solutions for your captive insurance needs.

Marsh Captive Solutions Group's captive management operation is the largest in the world and offers a comprehensive suite of services. MMC is a leading professional services firm with risk, investment and consulting businesses. More than 50,000 MMC employees worldwide provide analysis, advice, and transactional capabilities to clients in over 100 countries.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to businesses and individuals.

Midwest Employers Casualty (MEC) offers customized products and services to the agency and group captive segments. MEC is a member company of W. R. Berkley Corporation, and has an A. M. Best rating of A+ (Superior).

Milliman, Inc. has serviced the Vermont captive and risk retention group market for over 20 years. For over 50 years, Milliman, an international firm of actuaries and consultants, has evaluated risks and opportunities for clients in the areas of healthcare, employee benefits, life insurance/financial services and property and casualty insurance.

NovaData Solutions is a Philadelphia-based insure-tech company that is revolutionizing the auditing process of property restoration invoices with speed, accuracy and integrity. Our service leverages a proprietary technology called Rest-Assured® which was created to automate the identification of issues on property restoration invoices. NovaData offers Insurance Companies, MGA’s, Adjusting Firms, TPA’s, Building Consultants, and Risk Management Professionals a unique capability to quickly compare expense rates and ratios against industry norms to more consistently find savings while reducing time and expense.

PMA Companies and Old Republic Risk Management, members of Old Republic General Insurance Group, are leaders in providing custom-designed Risk Management insurance products through the use of captives, deductibles, retrospective rating and other cash flow plans. Our programs are provided on an unbundled basis, with emphasis on the highest level of service. While collectively we offer a full suite of risk management and insurance solutions, our expertise in unique industry segments is unsurpassed.

We provide primary casualty insurance products to large corporate and group insureds. A pioneer in the alternative risk market since the early 1950s, Old Republic Risk Management delivers solutions and services that offer unparalleled flexibility to our insureds through innovative insurance program design and structure. Our service platform affords us a reputation among the very best at policyholder service in this market.

Dating back to 1881, Oppenheimer and its predecessors have been financial services pioneers. We are proud of our long-standing, rich history and celebrate our 140th Anniversary in 2021.

Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our clients using our extensive experience, resources, research, and knowledge to help advance society, improve our communities, and leave the world a better place.

Today, our people’s dedication and creativity make us uniquely qualified to provide clients with the guidance they demand.

At Optimum Quantvest Corporation, we take a different approach to traditional US fixed income and equity investing.

Never losing sight of the forest for the trees, our combination of macro-economic and fundamentally-based analysis aims to outperform over the long-term.

While our expertise is investment management, becoming a trusted partner and adviser defines our purpose. We specialize in assisting pensions, insurance companies, corporations, endowments, foundations, individual and high-net worth individuals. Optimum Quantvest Corporation is a registered investment adviser with the US Securities and Exchange Commission.

Single-platform software that cuts through the complexities of risk and insurance, backed by best-in-class support.

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.

With more than 30 years of industry experience, Primmer attorneys advise clients in the areas ofcaptive planning and organization, restructuring, mergers, directorial and corporate support, claims services, litigation, regulatory matters, employer benefit programs, federal and state taxation and re-domestications both onshore and offshore. The firm also provides legal assistance related to formation of special purpose financial insurance companies. A regional law firm, Primmer has offices in Vermont, New Hampshire, Maine and Washington, DC.

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 Analysis Services, LLC helps level the playing field in the insurance marketplace. We deliver enhanced data analytics that improve the Financial and Operational results of Captives. We help our clients have a competitive advantage powered by our proprietary AI and Automation Assisted analytics and experience. Clients have saved 18% or more on their reinsurance. Clients have also benefited from the analyses graphically showing the value of management initiatives that improve risk performance.

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.

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.