Captive Management Platform is a ready‑made software product developed for captive managers to bring together every captive operation – from policy management and claims to reinsurance, compliance, and actuarial analysis – into a single environment.
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Regulatory and domicile
Manage regulatory obligations, domicile‑specific requirements, filings, exceptions, governance records, correspondence, licenses, and supporting documents.
Compliance
Manage regulatory and governance compliance across captive programs. It helps teams stay on top of filings, deadlines, validation, reporting, and audit readiness through structured workflows and clear oversight.
Fees and billing
Manage invoicing, payments, collections, management fees, and billing‑related reporting. Captive management teams can track billed/received amounts, monitor outstanding balances, handle bordereaux and loss run data, and control an entire billing workflow.
Products
Create, configure, and manage insurance products. It covers product setup, coverage configuration, questionnaire management, rating logic, analytics, version control, and audit tracking.
Policies
Create, review, and manage policies across the full policy lifecycle. It supports policy issuance, renewals, endorsements, bulk operations, e‑signature, and detailed policy tracking, giving captive managers full control and visibility.
Client
View and manage client information across captive programs. It provides a complete overview of client profiles, company structures, portfolio data, financials, and activity updates, helping captive managers stay informed and organized.
Underwriting
Manage submissions and quotes with greater speed and visibility. The underwriting module covers submission intake, quote creation, registry monitoring, and analytics, helping underwriters improve prioritization, performance, and decision‑making.
Claims
Captive managers can handle a complete claim lifecycle — from intake to reimbursement. Teams can check claim status, reserves, payments, SLA compliance, and reimbursement workflows.
Documents management
Create, store, track, and control business documents. The module offers document libraries, templates, contracts, signature workflows, document generation, version history, and audit tracking.
Executive dashboard
Leadership teams can analyze portfolio performance, underwriting analytics, premium/exposure trends, and various business KPIs. The dashboard provides both high‑level summaries and drill‑down views to support management control, board reporting, and data-driven decision-making across captives and domiciles.
Reinsurance
The reinsurance module helps captive teams control the full reinsurance lifecycle, from program setup and treaty administration to financial governance, recoverable tracking, and accumulation oversight.
Analytics
Monitor portfolio performance and key business indicators. It gives captive managers clear visibility into premium, exposure, profitability, and portfolio trends for better decision-making.
Actuarial
Actuarial teams can monitor rate adequacy, track reserve development, analyze loss experience, and produce actuarial opinions within a single governed environment.
Captive managers will not be required to constantly change from one tool to another. Underwriting, policies, claims, reinsurance, and actuarial analysis are all in one platform where data is neither lost nor duplicated.
Deadlines, licenses, communication with regulators, audit logs – the platform automatically organizes all these. Your team can be audit‑ready at all times without spending hours on manual tracking of due dates.
The management gains complete understanding: loss ratios, unexpected performance, multi‑year trends. Just a few clicks will get you from a big‑picture view to the details of each domicile location.
Bulk policy creation, board pack generation, bordereaux processing, e‑signatures – the platform does the administrative tasks so that your team can focus on business development.
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