Company Formation
and Licensing
Our in-house team of legal, financial, and tax compliance professionals execute each step of the formation process, taking into careful account the intricacies of each domestic or foreign domicile’s requirements and the client’s goals.
Registration /
Ongoing Compliance
Registration and its attendant multitude of paperwork are handled efficiently, and expert oversight ensures solutions to meet ongoing regulatory and market changes.
Rate and
Form Filings
Annual filings meet every deadline and are tailored per state requirements.
Insurance
Our insurance and reinsurance teams facilitate the issuance of policies and related agreements from the insurance companies with whom we partner.
Accounting
Services
Your accounting needs are met seamlessly with a range of services including the preparation of profit and loss statements and balance sheet reporting, as well as earned/unearned, end-of-month, and premium reserves reporting.
Completion / Filing
of Tax Returns
Timely completion and professionally executed filing of tax returns provide peace of mind as well as important regulatory compliance.
Data Processing
and Reporting
Our state-of-the-art administration technology provides a streamlined client profile that tracks premium, claims, and cancellation activity, and allows for transparent reporting and analysis all easily accessed through a personalized dashboard.
Performance
Monitoring
Our account management support structure provides a holistic approach to managing your business.