HEALTH CHECK
Effectively Align Your Captive Insurance with Operational and Strategic Objectives
Are you the owner of a captive insurance company? Is your captive still effectively aligned with your operational and strategic objectives, and is it delivering the efficiency you anticipated? In today’s environment of heightened regulatory scrutiny, evolving corporate governance standards, and a hardening global insurance market, it is essential for captive owners to reassess their structures. A regular review of your captive insurance entity ensures that it continues to meet its original business purpose, adapts to market conditions, and incorporates industry best practices. This process also highlights opportunities to strengthen financial performance, optimise tax planning, improve risk management, and ensure compliance with Bermuda Monetary Authority requirements.
When you partner with IML for a captive insurance health check, our team of experienced professionals conducts a comprehensive review designed to keep your captive operating at peak efficiency, delivering long-term value and confidence to your organisation.
CAPTIVE INSURANCE HEALTH CHECK
Analysis
An analysis of current insurance market conditions to pinpoint specific challenges likely to impact the captive’s role within corporate insurance programs.
CAPTIVE INSURANCE HEALTH CHECK
EVALUATE
Evaluation of the parent company’s current goals, strategies, and risks, considering how the existing captive supports and strengthens risk management strategies.
CAPTIVE INSURANCE HEALTH CHECK
REVIEW
Review of the parent company’s existing (re)insurance programs to identify opportunities for increased or expanded captive involvement.
CAPTIVE INSURANCE HEALTH CHECK
ASSESS
Assessment of opportunities for capital, investment, and treasury efficiencies.
CAPTIVE INSURANCE HEALTH CHECK
EXAMINE
Examination of the captive domicile to confirm its continued alignment with the parent company’s business objectives.
CAPTIVE INSURANCE HEALTH CHECK
COMPLY
Review of the current regulatory landscape to ensure ongoing compliance with domicile laws and regulations.
Why Choose Our Captive Insurance Health Check
Choosing the right partner for a captive insurance health check is essential to ensure your captive continues to operate efficiently, deliver value, and meet regulatory standards. At IML, we stand out because of our proven expertise, tailored approach, and commitment to long-term client success.
Proven Expertise
With more than 40 years in the insurance industry, IML brings extensive knowledge across finance, compliance, underwriting, governance, and risk management. Our health check process identifies gaps and opportunities, ensuring your captive remains aligned with both your business objectives and Bermuda Monetary Authority requirements.
Tailored Health Check Solutions
Every captive insurance company has unique challenges. We design customised health checks that evaluate your strategy, operations, and financial performance, highlighting ways to improve efficiency, strengthen governance, and optimise capital structures.
The Bermuda Advantage
As a leading global domicile for captives, Bermuda offers regulatory strength, credibility, and international recognition. Our deep local expertise and long-standing relationships with regulators ensure that your captive health check reflects the highest compliance standards and market practices.
Client-Centric Approach
We provide:
- Transparent findings and actionable recommendations
- Proactive guidance on compliance and governance
- Responsive support throughout the review process
Partnering with IML for a captive insurance health check means more than a routine review—it means gaining a trusted advisor who ensures your captive continues to thrive. By combining innovation with proven methodologies, we help your captive deliver measurable benefits and sustainable value year after year.