Our Captive Insurance Process
Forza Capital Advisors’ captive insurance process gives businesses more control, flexibility, and clarity every step of the way.
Consultation & Feasibility Study
Smarter Insurance Starts With the Right Process
Forza Capital Advisors simplifies what others complicate. Our captive insurance process is built to give business owners a clear path toward better coverage and lower costs. From the first consultation to ongoing management and reinsurance placement, we stay hands-on at every stage. We offer a streamlined experience that delivers results.
Forza’s Captive Insurance Process at a Glance
Below are the five key steps in our proven captive insurance process:
The Steps of Our Captive Insurance Plan
#1: Consultation & Feasibility
We start by evaluating your current coverage, premium levels, and goals to determine if a captive insurance model is the right fit for your business.
#2: Design & Structure
If a captive makes sense, we move into design: outlining coverages, governance, and financial structure tailored to your risk profile.
#3: Formation & Licensing
Once the plan is finalized, we handle all regulatory filings, form the captive, and secure licensing in a recognized domicile for full compliance.
#4: Management
We stay involved long-term, overseeing operations, monitoring claims, and ensuring compliance so your captive performs and grows with your business.
#5: Reinsurance Placement
To mitigate large losses, we connect your captive to top-tier reinsurance providers for added protection and long-term financial stability.
Our Captive Corporation Structure Options
Every business is different, and so is every captive. Forza helps you choose the structure that fits your size, industry, and risk profile. Whether you’re ready to go solo or looking for a shared model, our team walks you through every structural option available and how it aligns with your goals. Our captive insurance policies can also be tailored to everything from workers’ comp to cyber risk, offering full-spectrum coverage under one smart plan.
FAQs About Our Captive Insurance Process
How long does the full captive insurance process take?
Forza Capital Advisors typically completes the full process, from feasibility to licensing, in a few months, depending on complexity and domicile requirements.
Can Forza help with ongoing compliance and audits?
Yes. Forza stays engaged well beyond setup, managing compliance, audits, and filings so your captive runs smoothly and stays in good standing.
What happens if my business grows or changes?
Your captive can evolve, too. Forza Capital Advisors helps restructure or scale your captive as your operations, risk profile, or goals shift over time.
