Service Provider Directory

To find a better way to reduce risk and grow business in today's competitive climate, you need to think differently. At Artex, challenging business as usual is our daily practice.

We employ a creative approach that transcends models, procedures and routines. A process that is equal parts insight and imagination. This mindset yields better management of risk, better strategies for cost containment and better solutions for (re)insurance and alternative risk.

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Bank of America Merrill Lynch offers access to a broad range of financial services that can meet the specific needs of captive insurance companies, including banking, cash management, custody and investment advisory services. Global Institutional Consulting (GIC) is a specialized group comprised of highly experienced advisors who focus on assisting institutional clients meet the investment needs that their unique situation may require. We put the strength and intellectual capital of Bank of America Merrill Lynch to work in your best interest with customized advice and robust investment solutions. Our group is one of the approved advisors to manage captives at Bank of America Merrill Lynch. Investing money for captive insurance companies is likely very different from the investment approach the Parent organization takes on its other pools of assets. Therefore, investment strategies must consider any Regulatory Constraints, Actuarial Considerations, Collateral Requirements, GAAP Reporting Standards and Insurance Company Taxation. The combination of experience, industry knowledge and the firm's institutional investment and research platform enable us to develop and implement investment strategies designed to meet the business purpose of the captive. Risk management and preservation of capital are at the center of all investment decisions.

Bauknight Pietras & Stormer P.A. is a full service accounting firm that focuses on providing assurance, tax and consulting services to the property and casualty insurance industry. We serve both commercial carriers and alternative risk vehicles including captive insurance companies, risk retention groups, mutual and reciprocals located in domiciles throughout the United States.

Broadspire provides customized, integrated claims solutions to clients across the globe. Through our industry-leading expertise, innovative technology and unrelenting focus on continuous improvement, we implement programs that result in lower costs, faster recovery times, and greater satisfaction for everyone involved.

No matter where you are on your growth journey, we can help you find solutions to meet your ever-evolving insurance and risk management needs. If you are a highly complex multinational company, an individual or anything in between, our experienced teams can help every step of the way.

CapVisor Associates is a Captive Advisory firm and a SEC-Registered Investment Advisor specializing in providing highly customized insurance asset management services to the alternative risk markets. Collectively, we bring more than 140 years of insurance asset management experience, over 50 of which have been focused on helping Captives, Self Insurers, RRG's, etc. to correlate the insurer's investment strategy with their business objectives. Following a rigorous evaluation of the client's circumstances, we work collaboratively to design and implement customized investment programs or specific strategies in accordance with the insurer's liabilities, liquidity requirements, risk budget, regulatory, accounting and tax situation. We offer two primary services: Consulting (outsourced CIO) and Manager Search. Both services include design or revision of investment policy and guidelines, customized benchmark(s), and optimized strategic and tactical asset allocations. Assisting clients to implement their plan through a network of best-in-class asset managers, measuring and reporting results and monitoring managers as we seek to provide unbiased and precise execution of the investment program.

Captive Advisory Partners is a global consulting firm that can take your idea from concept to completion. We are intensely independent and provide a la carte services from pre-feasibility consultation to run off. In today's environment of emerging opportunities and fluid business objectives, our expertise in insurance and finance enables us to provide swift responses, innovative offerings, and timely conclusions.

Captive formation and ongoing administration and consulting, risk financing and underwriting, risk management, policy services, reinsurance & broker services.

Chubb is the world's largest publicly traded property and casualtyinsurer. With operations in 54 countries, Chubb provides commercial andpersonal property and casualty insurance, personal accident and supplementalhealth insurance, reinsurance and life insurance to a diverse group of clients.The company is distinguished by its extensive product and service offerings,broad distribution capabilities, exceptional financial strength, underwritingexcellence, superior claims handling expertise and local operations globally.Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE:) and is a component of the S&P 500 index. Chubb maintains executiveoffices in Zurich, NewYork, London and other locations, andemploys approximately 30,000 people worldwide. Additional information can befound at: new.chubb.com.

Clearwater Analytics provides daily, web-based, investment accounting portfolio reporting and analytics for insurers, institutional investors, investment managers, custody banks, and electronic trading portals.

Comerica Bank provides banking services to captives including letters of credit, custody, Regulation 114 Trusts, asset and treasury management. Comerica is one of the leading banks servicing the captive insurance industry, is active in all major domiciles, is highly rated and NAIC-approved.