Service Provider Directory

Johnson Lambert LLP is North America's largest insurance-focused audit and tax firm. For over 25 years, the insurance industry has been our focus, distinguishing our firm as possessing a unique depth of expertise specifically relevant to our client needs. We serve a national and selectively international client base including over 400 captive and commerical insurance entities. Visit www.johnsonlambert.com.

Key Corp. is one of the nation's largest financial services companies, with assets of approximately $80 billion. Key's commercial banking team in Vermont will customize the right solutions with the right timing to fit your needs and enable your company to achieve anything. Connect with specialized strategic services, financing asset acquisitions, interest rate risk management, cash management, and investment banking.

KeyState manages captives in 8 U.S. domiciles (including Vermont) and administers the largest, and only, Bank Captive Program in the country. KeyState's Bank Captive Program has been endorsed by 27 state banking associations.

Specialists in Captive Reinsurance, Casualty Programs, Medical Malpractice and Eldercare Liability Placements.

Kroll Bond Rating Agency (KBRA) is a full service credit rating agency offering accurate, timely, transparent ratings and research. KBRA is registered with the U.S. Securities and Exchange Commission as a Nationally Recognized Statistical Rating Organization (NRSRO). In addition, KBRA is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider (CRP).

As businesses evolve, they need a stable, adaptive insurer that is always looking ahead. We provide comprehensive, tailored business insurance solutions with expertise and care to help protect your people, property, and reputation.

Dave "Lucky" Lippa is the first recipient of the Associate in Captive Insurance professional designation. Further information can be obtained at www.lippainsurance.com.

We provide innovative risk solutions that help people and businesses build confidence and resilience in a complex landscape. Together, we are sharing risk to create a braver world.

M&T Bank and Wilmington Trust have over 30 years experience providing a full array of tailored financial services to the captive insurance industry. Whether you are looking for efficient and effective banking solutions, customized investment management, or insurance collateral services, our dedicated captive insurance team is committed to meeting the specific needs of the captive industry by bringing a unique blend of knowledge, experience, and resources to every client relationship we serve.

Assurance Alternative Risk consults, designs, markets and manages alternative risk programs. We specialize in all forms including captives, group captives, risk retention groups and self-insured trusts/pools. We also handle all aspects of Controlled Insurance Programs or Wrap Ups.

MSO is an advisory rating service bureau providing policyform, rule, actuarial, and statistical services to insurers since 1944. MSO haslong been an industry leader, offering commercial and personal lines programsthat are comprehensive, yet easy to use. MSO works with companies to customizeniche market products that meet their specifically targeted marketing andunderwriting requirements.

Formerly known as Agile- Captive Specialists, a division of Valley National Bank, provides creative premium finance and capital solutions for the captive industry, including: 1) Pure Captive Premium Finance - Finance up to 100% of the annual premium for any pure captive. This provides significant cash flow relief for the parent. 2) Alternative Loan Back Program - Easy-to-use loan product offers an alternative to lending back from captive to parent. These programs help clients avoid pitfalls commonly associated with traditional loan back programs. 3) Collateral Financing Program - Specifically designed for new captives in need of assistance with capital. 4) Private Premium Finance Company Formation - For group captives and risk retention groups interested in starting a premium financing company, Agile can help establish structure, regulatory compliance, and day-to-today business operations. As captive specialists, we strive to offer creative and comprehensive premium finance and capital solutions that are easy to use and clearly valuable for captive owners.