The captive formation process can seem complex, but at Forza Capital Advisors, we guide you through every step to make sure your captive is set up legally, strategically, and smoothly. This phase turns planning into action, laying the foundation for your business’s new risk management solution. We manage the documentation, licensing, and strategy that bring your captive to life, all while preparing you for the exciting next chapter in your coverage journey.
When it comes to selecting a captive insurance formation jurisdiction, Forza handles the entire process. We evaluate top U.S. domiciles, like Vermont, Delaware, North Carolina, and Utah, based on regulatory environment, filing efficiency, and business alignment. Each state has its own standards and strengths, and our team helps match your business with the location that supports your growth and simplifies your ongoing compliance responsibilities.
Forza Capital Advisors is ready to help you form and license a captive that fits your business and your bottom line.
Building your captive insurance structure begins with choosing the right model. Once the Forza team has completed the feasibility study, the formation process tailors everything to your approved structure.
Can I change my captive’s structure later if my business grows?
Yes. Forza Capital Advisors helps clients transition from group to single parent captives as premium levels and risk strategies evolve over time.
Is legal representation required during the formation process?
While we handle most licensing logistics, Forza Capital Advisors often works alongside your legal team to ensure all entity and regulatory filings meet jurisdictional standards.
How does licensing affect my ability to start underwriting?
Your captive must be licensed before it can legally bind policies. Forza Capital Advisors ensures all captive insurance formation steps are completed so your underwriting can begin promptly.
