See if you’re even in the “captive conversation” yet
Identify early warning signs you’re leaving money on the table
Know what to improve now so you’re ready later
Get the checklist and simple scorecard delivered to your inbox in under 5 minutes.
Best for CFOs, risk leaders, and owners at companies with over $200,000 in annual premium.
Many companies rush into a feasibility study only to learn their cash reserves, loss history, or internal controls aren’t strong enough yet.
This checklist lets you pressure‑test your situation first, so you can:
Avoid wasting time and fees on a “not yet” answer
See where your claims prevention and safety culture may be holding you back
Start planning, at your pace, toward a captive that actually works
Get a clear readiness score across finances, claims, and operations so you know where you stand today.
See if thin cash reserves, messy loss data, or unclear ownership of risk would stop a captive from getting approved right now.
Understand whether it makes more sense to stay on guaranteed‑cost, join a group captive, or start laying the groundwork for your own captive over time.
Download the checklist
Enter your work email and we’ll send the PDF and scorecard instantly.
Review with your team
Spend 20–30 minutes scoring where you are across claims prevention, cash reserves, and oversight.
Take the next right step
Based on your stage, we’ll send a few short emails that walk you through what to tighten up to reach the next stage.
You’ll get the PDF and scorecard right away. Then, based on what stage you’re at, we’ll send a few short emails that explain what to fix to reach the next stage. If you’re already close to ready, we’ll also offer a deeper assessment so you can validate the numbers and structure before talking to advisors or feasibility firms. [$100M Playbook Lead Nurture, Page 10]
No. The checklist is designed to help you avoid bad captives and pointless feasibility studies. If it looks like a captive could be a fit, we’ll simply show you what a more detailed readiness and savings review could look like.
CFOs, risk leaders, and owners at companies with over $200,000 in annual premium, especially in construction and similar industries with meaningful claims exposure.