Group Captives

Own Your Insurance. Share in the Profit.

Stop paying retail for insurance. Group captives let qualifying businesses pool their risk, control their program, and share in the underwriting profit when the group performs well. Core Brokers guides you through every step.

What Is a Group Captive?

A group captive is an insurance structure where a group of like-minded, safety-focused businesses form their own insurance company. Instead of buying coverage from a traditional carrier and letting the underwriting profit go to Wall Street, captive members keep a portion of that profit themselves.

To qualify, your business typically needs $150,000 or more in annual premium, a commitment to safety culture, and a track record that demonstrates loss control discipline.

Core Brokers has shepherded numerous California businesses into group captives — and we stay involved to protect your position within the group for the long term.

Who Qualifies?

$150K+ annual premium (workers' comp, GL, or combined)
5+ years in business
Strong safety culture and loss control commitment
Stable, predictable operations
Management engaged in risk reduction

The Path to Captive Membership

We guide you through every step — from initial assessment to your first profit distribution.

01

Eligibility Assessment

We evaluate your loss history, premium spend, and risk profile to determine captive readiness.

02

Captive Placement

We match you with the right group captive — industry-specific, financially sound, and properly structured.

03

Program Design

Your coverage, retention levels, and loss fund are structured to optimize cost and maximize profit-share potential.

04

Loss Fund Management

We monitor claims and reserves throughout the year to protect your loss fund and position you for profit sharing.

05

Profit Sharing

Good years mean money back. Captive members share in the underwriting profit of the group.

06

Ongoing Stewardship

Annual reviews, claims advocacy, and continuous program optimization — we stay involved long after binding.

Ready to see what smarter risk management looks like for your business?

Find out if your business qualifies for group captive membership — it could be the most profitable insurance decision you ever make.

Book a Risk Consultation