Our Process

The Corprotect Process™

the clarity phase

The clarity phase allows us to gather information so we can understand your dangers, opportunities and strengths in your business. Knowing where you are now and where you want to go allows us to help you get there.

Initial Engagement

  • Discovery interview

Items Needed

  • Profit & loss statements
  • Insurance policies
  • Business entity chart
  • Tax returns
  • Loss runs
  • Litigation history
  • Other information

The Optimization Phase

This is where we review where you currently stand and make appropriate recommendations to optimize your situation.

Stage I Feasibility Analysis

  • Captive structure
  • Domicile
  • Key risks
  • Premium capacity
  • Captive ownership
  • Bid for implementation

The Results Phase

This is where we implement your Integrated Captive Solution and address the design team’s recommendations.

Implementation Agreement

  • Stage II feasibility & actuary study
  • Incorporation
  • Captive application
  • Open account
  • Capitalization
  • Policy distribution
  • Premium paid

The Protection Phase

This is the ongoing process of monitoring and adapting your captive to your ever-changing needs.


  • Quarterly statements
  • Annual review
  • Audit (if required)
  • Actuary review
  • Annual Board Meeting
  • Tax return

get started today

Contact us for a free consultation