complex risk & finance

Services
specialized for
your business.

OUR APPROACH

Managing new and emerging risk.

The risks businesses face today whether in manufacturing, healthcare, hospitality, or any other sector, need a risk management approach tailored to specific exposures, risk tolerance, and preferences, offering comprehensive solutions such as captive feasibility studies, financial risk analysis, data-driven risk modeling, and structured risk financing.

IMA’s team of experts work to deeply understand your business’ strategic corporate objectives, risk management goals, risk appetite and key financial metrics. Our team works to align those goals with the most capital efficient risk financing structure by leveraging advanced analytics that enable your business to make the most data-informed decision.

IMA’s experienced and knowledgeable associates can assist you with:

  • Identification and analysis of your financial risks of loss
  • Alternative risk financing program feasibility, design and modeling
  • Loss forecasting and net present value analysis
  • Self-insurance analysis and filings
  • Excess and reinsurance placements
  • Third Party Administration (TPA) selection and oversight
  • Data management and benchmarking studies
  • Loss cost multiplier review
  • Captive consulting for single-parent captives, group captives, and rent-a-captives

Alternative Risk Financing

Purchasing first dollar insurance policies as the primary mechanism to protect corporate assets can be very inefficient and costly. Nearly half of business accounts now utilize one or more forms of alternative risk financing to manage those insurable exposures resulting in potential benefits including:

  • Gain control and flexibility
  • Mitigate susceptibility to insurance market fluctuations
  • Reduce the fixed costs of insurance
  • Reduce the variable costs of funding when losses occur
  • Direct access to reinsurance and excess insurance markets

IMA’s expert team is at the industry’s forefront in designing and administering alternative risk financing mechanisms and programs. There are a variety of stand-alone options for individual companies of all sizes as well as options for groups to address risk collectively. These include the following:

Single Business Accounts

  • Large deductibles
  • Self-insured retentions
  • Qualified self-insurance plans
  • Collateral review and options
  • Reinsurance and special markets access
  • Multi-year and multi-line aggregate programs
  • Large deductible/retention reimbursement funding
  • Single entity captives

Client Groups (i.e. associations, franchises, networks, etc.)

  • Captives and rent-a-captives
  • Group self-insurance pools
  • Risk retention groups
  • Risk purchasing groups

Captive Insurance Design and Management from IMA

When properly designed, captive programs allow for the selection of ownership and management for each aspect of a risk management program. This control extends to underwriting, risk transfer, loss control, claims administration services, coverage forms, policy limits, and deductibles. Each piece of your program must perform well – or be replaced. This type of accountability can produce better performance and better results.

Captive insurance can provide the creativity and flexibility to access new markets, including London, and the coverages, limits or services you need. Many of these options can be unavailable to middle market businesses in the standard insurance market. By creating an alternative risk financing program to fit your company’s needs, you may experience better bottom line results.

Captive structures include:

  • Single parent captive
  • Group and association captives
  • Rent-a-captive
  • Segregated cells and portfolios
  • 831b captives
  • Risk retention groups

Coverages:

  • Workers’ compensation
  • Property and liability
  • Auto liability
  • Professional liability
  • Employee health insurance
  • Life and long-term disability

If your company is a good fit for a captive insurance program, IMA has the experience and resources to design and implement a captive strategy. IMA’s knowledgeable professionals will guide you toward the captive structure that provides the most control, creativity and flexibility, as well as opportunity for return on your investment.