Record Retention

Our captive insurance management firms are in many ways the quarterback of your captive advisory team.  The manager functions as an extension of the insurance regulators, and is a valuable resource to assist the Safe Harbor Risk Advisors team with the day-to-day operations of your captive insurance company.

As part of its turn-key services, Safe Harbor Risk Advisors will oversee the collection of data, reports and other documentation from all members of your captive advisory team, and provide ongoing maintenance and retention of vital records. This service is crucial to maintaining the necessary records should your captive be required to produce them at a later date.