THANKS TO OUR 2025 EXHIBITORS
Actuarial Advantage, Inc.
Kyle Mrotek, Actuary
(610) 627-0702 • kmrotek@taa-inc.com • taa-inc.com
The Actuarial Advantage (TAA) is a boutique actuarial firm with 20+ years of experience in captive insurance.
Arizona Department of Insurance and Financial Institutions
Captive Division, Arizona Department of Insurance and Financial Institutions
The Arizona Department of Insurance and Financial Institutions welcomes you to the 2021 Western Region Captive Insurance Conference. We hope you enjoy your time at this year’s event. It is yet another great opportunity to learn about the benefits of captive insurers. Be sure to attend the Regulator Roundup session this year – the Department will share its insights and perspective with the group on a variety of topics. Don’t forget to visit our website to learn more about the Arizona captive program at: https://insurance.az.gov/captives. As you know, a lot has happened since the last time we met. Contact us anytime and schedule some time to catch up!
CCMS & Associates
CCMS & Associates is a claim adjusting service that specializes in applying technology solutions with a human touch. Our residential and commercial property field adjusting teams and third-party claim administrators are dedicated to solving challenges and issues in the property and casualty claims service sector. We align with our carrier partners by creating claim handling solutions that enhance their response to the policyholder needs.
Crum & Forster
Crum & Forster provides market-leading property & casualty, accident & health and specialty insurance solutions. A true underwriting company, we have a 200-year history of helping our customers manage risk with laser-focused expertise, integrity and discipline. Our people are empowered to make decisions and problem-solve with you smartly and swiftly.
Larson Certified Public Accountants
Welcome to Larson University, the Ivy League of Certified Public Accounting Firms. Our institution is dedicated to serving clients with the highest quality captive insurance expertise and sharing our knowledge of the captive industry with them throughout the year. Our goal is to help you understand the solutions, not just tell you how much they cost. Sometimes it may seem like getting the right answers is as difficult as getting accepted to an Ivy League school. At Larson & Company, our experts are available to help you find answers year-round and in a timely manner. Our high-level expertise is accessible to captives of all sizes, and we currently serve over 150 captives nationwide. Contact us today to share a rich history of success in our distinguished service environment.
Milliman, Inc.
Milliman is among the world’s largest providers of actuarial, risk management, and related technology and data solutions. Our consulting and advanced analytics capabilities encompass healthcare, property and casualty insurance, life insurance and financial services, and employee benefits. Milliman provides a broad spectrum of services for captive insurers. We provide consulting services in the areas of loss and expense liabilities, risk retention alternatives, pricing and funding, and financial modeling.
NEVADA CAPTIVE INSURANCE COUNCIL
Nevada is not only one of the older captive domiciles in the United States, it is also a domicile that has enjoyed steady growth. In the 5 years between 2013 to 2017, the number of captives licensed in Nevada, whose captive statute marks its 20th anniversary in 2019, increased over 40 percent. Single-parent captives, which Nevada law defines as pure captives, account for the bulk of that growth. In 2017, 167 single-parent captives held licenses in Nevada, up more than 60 percent since 2013. A key factor, captive managers say, that has driven Nevada’s captive growth is the quality of their regulatory staff.
OKLAHOMA CAPTIVE INSURANCE ASSOCIATION
The Oklahoma Captive Insurance Association (OCIA) was founded in 2012 and revitalized in 2023. It provides a supportive and inclusive community for captive insurance professionals, owners and service providers in the state of Oklahoma. OCIA’s core values revolve around exceptional service and open communication. The objective is prioritizing your needs, providing personalized attention and fostering strong relationships within the association. Oklahoma boasts progressive captive legislation that is continuously evolving based on the valuable input of captive owners and service providers like you.
Oklahoma Insurance Department
Titanium Sponsor
The Oklahoma Insurance Department’s Captive Insurance Division works hard to ensure that Oklahoma is the domicile of choice through modernized laws and regulations, business-friendly requirements and responsive staff.
Commissioner Mulready knows what it takes to build and run a successful captive through his thirty years of experience working in the insurance industry. Under his leadership, the Captive Insurance Division pledges to process completed license applications within 30-45 business days and will answer any questions you have by phone or email within 1-3 business days.
RH CPAs
Accounting, tax, and audit issues require knowledgeable, responsive, and customized service. RH CPAs delivers an unmatched breadth of tax and audit knowledge that fits your needs. With a 25-year history of exceeding client expectations, we act as a partner in our clients’ enterprises, not as a vendor. RH CPAs: striving to be the best, thriving on being different.
Sotera Global Management
Sotera Global Management is an award-winning professional firm that specializes in Global Captive Management, offering services designed to help clients navigate risk intelligently. Serving the industry for more than 20 years, the firm focuses on providing tailored risk management solutions, through the use of captive insurance structures including Pure, Cell, Group, Association, Branch, Risk Retention Groups and more. Sotera Global Management assists organizations in establishing and forming as well as managing captives across all sectors of business.
TAA
We are a boutique property & casualty actuarial and insurance consulting firm formed from the January 2021 merger between The Actuarial Advantage (TAA) and Financial Risk Analysts (FRA). Our goal is to provide high-quality actuarial consulting services to our clients at great value with exceptional service. Our clients include insurance carriers, captive insurance companies, self-insureds, and many others located across the country and offshore. We serve clients across numerous industry sectors.
Summit Reinsurance Services, Inc.
Summit Reinsurance Services, Inc.* (Summit Re) is a managing general underwriter and reinsurance advisor working with health insurers, managed care organizations, and self-funded employers throughout the US. We help our customers analyze, manage, and transfer risk to protect their financial stability.
UMB Bank
UMB Bank is a trusted financial partner with more than a century of experience delivering comprehensive banking and asset management services. Through its specialized Insurance Solutions Group, UMB provides tailored financial services to captive insurance companies, including custody, investment management, and trust solutions.
UCIA
The purposes of the Utah Captive Insurance Association are to: • Speak as a strong and common voice for industry issues, • Serve as an educated and experienced resource center for members and interested parties, and • Develop the captive insurance industry in the State of Utah through education and outreach. We are affiliated with the Western Region Captive Insurance Conference and the Captive Association Leadership Council, which further strengthen our resources and our ability to collaborate both regionally and nationally. As the captive insurance industry has expanded rapidly in Utah, we are pleased to represent and serve the needs of our members.
Utah Insurance Department
The state of Utah is part of the U.S. insurance regulatory framework which is a highly coordinated state-based national system designed to protect policyholders and to serve the greater public interest through the effective regulation of the U.S. insurance marketplace. Through the National Association of Insurance Commissioners (NAIC), U.S. insurance regulators. Establish national standards and best practices, conduct peer reviews and coordinate their regulatory oversight to better protect the interests of consumers while ensuring a strong, viable insurance marketplace. U.S. insurance regulators also participate in the International Association of Insurance Supervisors (IAIS) along with the NAIC by participating in major standard setting initiatives, including working with fellow regulators from around the world to better supervise cross-border insurers, identifying systemic risk in the insurance sector, and creating international best practices.
Veritas Administrators, LLC
Veritas Administrators, LLC, we don’t just handle claims—we navigate the entire ecosystem with precision. Our team has deep relationships with the key players in the industry, from insurance carriers and TPAs to tow yards, repair facilities, adjusters, appraisers, salvage vendors, and licensing authorities.