Forza Capital Advisors knows that setting up a captive is just the beginning. Our captive management services give your business the tools, oversight, and support to keep things running cleanly and compliantly. From day-to-day administration to strategic performance monitoring, we handle the back-end work so you can focus on your core operations.
To provide added assurance, Forza partners with vetted third-party administrators who handle core insurance operations for your captive. These partners ensure licensing, claims, accounting, and regulatory tasks are carried out correctly and on time. As your captive manager, Forza remains your main point of contact, bringing together all moving parts for seamless execution. It’s peace of mind, without the pressure of internal administration.
Let Forza Capital Advisors take the burden off your internal team. Our captive management services let you focus on strategy while we manage operations, reporting, and compliance.
Choosing the right jurisdiction is one of the most important parts of long-term captive management success. Forza Capital Advisors helps evaluate the best U.S.-based domiciles for your business, balancing regulation, flexibility, and cost. Whether you’re forming a single-parent captive or joining a group captive, we make sure your licensing and governance are aligned with your structure’s unique needs and future goals.
Can Forza help adjust my captive if our risk profile changes?
Yes. Forza Capital Advisors regularly reviews client captives and makes adjustments to policy structures, coverage types, and strategy to reflect your evolving risk environment.
What happens if we face a regulatory audit?
Forza works proactively to ensure your captive remains audit-ready. We manage documentation, coordinate with auditors, and provide detailed reports for full compliance across the board.
Does captive management include investment oversight?
Yes. While we work with financial partners, Forza makes sure your captive’s reserves are invested within allowable guidelines and align with your risk tolerance and long-term strategy.