Captive value prop Target mid-market to small enterprise buyers in need of cost containment by transferring insurance costs into ownership. Position as a way to reduce premiums through captive structures for general liability, auto, and workers’ compensation.

Partnership leverage Leverage the recent Acrisure partnership as a proof point to establish credibility and broaden distribution. Approach agencies and broker networks that value captive solutions and mutual referral opportunities.

Industry suitability Highlight applicability across all industries with captive benefits, focusing on organizations with rising premiums and growing exposure. Prioritize sectors with three-line exposures to maximize cost reduction messaging.

Growth signals Address potential clients with revenue up to mid-size ranges and emphasize scalability of captives as they grow, aligning with the owner mindset of controlling insurance costs and improving planning capabilities.

Implementation readiness Present a concise path to implementation including governance, administration, and training advantages to demonstrate faster time-to-value for clients seeking ownership-based risk management.