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Managing Captives

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Posted on 22 Nov 06

Storefront Owner SB&T Captive Management Company traces its history back to the earliest days of the captive industry in Vermont. Our president, Roger Teese, played a key role in developing this industry, serving as Chairman of the Vermont Captive Insurance Association during the first two years of its existence.

Since that time we have built strong professional ties to the captive insurance regulators and developed long-standing relationships with many other providers which may service your captive in legal, audit and actuarial capacities. These established relationships help ensure that your experience in forming and operating a captive will be a smooth and pleasant one.

SB&T Captive Management is respected by many large, mid-sized and small brokers due to our experience and the quality service we have provided since 1982. We have now amassed a captive client base with over $1 billion in assets and $416 million in premiums. Our clients range from manufacturers to professional organizations to non-profits.

Our experience and structure permits us to be problem-solvers, not just number crunchers. We can be very flexible, providing underwriting, policy issuance and administration in any combination that you may desire. SB&T stands ready to assist brokers with creative alternatives to traditional insurance, banking, and investment. As a major player in captive management, we also have full access to worldwide insurance and reinsurance markets, which we know how to use for your advantage.

SB&T can manage a captive in most U.S. domiciles and is a division of Smith, Bell & Thompson, Inc. Smith, Bell & Thompson, Inc.

For information please contact Gary Griswold, CPA, Director of Captive Operations at 802-863-5774.


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