Differentiate Your Approach – Captive Insurance Consulting

Keystone’s business model is centered on exceptional relationships with our insurance agents and broker partners. We strive to provide products and services that allow our partners to stand out in a very crowded marketplace, and to truly differentiate their agencies from the competition. Our agents and brokers benefit from:

Uncommon tools for large account prospecting:

Innovative P&C risk management solutions for insureds willing to assume a portion of their own risk.

Progressive products:

A financial approach to insurance challenges that resonates with publicly-traded companies, privately-held business owners & CFO’s, regardless of exposures.

Exceptional client retention that diminishes renewal competition:

Unlocking an insured’s ability to think of insurance strategically to achieve long-term objectives and net cost savings will shift focus to a multi-year plan.

Innovative service platform:

Technical and proficient “A Team” fully integrates with your agency’s resources for all the “heavy lifting” to insure flawless execution and performance that exceeds stated objectives.

Insured

Agent Broker

Keystone Risk Partners, LLC

Strategic & tactical captive consulting
Captive underwriting & management
Captive subsidiary day-to-day operations & domicile compliance
Vendor oversight

Fronting Insurer

Insurer compliance with state & vendor requirements
Catastrophic per occ. & aggregate risk transfer insurance

Third Party Claims
Administrator

Oversight and management of claims, expenses, and reports
Structure a supporting vendor platform with analytics package

Bank/Investments

LOC/Trust supporting fronting contracts
Investments & custodial services

Audit, Actuarial & Tax

Statutory financial audit
Actuarial review
Tax preparation & filing

Our progressive approach yields stable, long-term structures that continually serve to reduce the ultimate
cost of our clients’ insurance and enhance the value proposition of our partners.

Differentiate Your Approach Through Keystone

Keystone Risk