Most captive owners would rarely admit that they don't have a strategic plan. They would like to, but they don't know where to start. And, when you add to that the general difficulty of strategic planning, that is a lot of inertia to overcome. Fortunately, there are best practices that Captive Owners can use to get better strategic plans in place. And after you've watched the video, download our fact sheet for more information.
Learn more about typical types of coverages, coverage restrictions, captive advantages, and a few other tips from SRS Managing Director Patrick Theriault.
Financial setbacks may impact long-term success. Making prevention and mitigation strategies is essential in preventing severe losses and reduces the impact of a bad year for your client.
You provide innovative solutions to build a relationship. Understanding when self-funding is beneficial and when it's not, can be a difficult conversation. But with trust, it can be done!
Develop strategic, compelling, and simple approaches to make your case more effective.
You know accurate underwriting is crucial for self-funding success. With AI technology revolutionizing underwriting, your clients can take advantage of precise decision-making tools.
Leveraging data can drive significant change and save in additional costs for your clients. Learning to read complex data allows you to spot trends and identify opportunities for your client's...
[EH1]It looks like other benefit partner videos include the “: Benefit Partners” at the end rather than using the phrase at the beginning. Thoughts? Simple adjustments such as implementing cost...
Patrick Theriault, Managing Director, Strategic Risk Solutions East Captive Management Services, sat down with Lori Chordas from AM Best TV during the Vermont Captive Insurance Association annual conference. The two...
The Vermont Captive Insurance Assocation annual conference was held last week in Burlington, VT. Melissa Hancock, SRS' COO and Managing Director, spoke with AM Best during the VCIA conference as...
There are a few things to think about when identifying whether a captive is right for your business. Watch this quick video and then reach out to us to talk...
Hear from SRS’ President and CEO Brady Young on what it means to him to be celebrating SRS’ 20th Anniversary this year.
Celebrating 40 years with the state that started it all! “Vermont allows good things to happen.” – Derick White, Managing Director – Strategic Risk Solutions Visit Vermont Captive Insurance to learn more.
Establishing a Single Parent Captive may give you the control you need when it comes to your business’ insurance program.
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