Understanding the Role of a Captive Feasibility Study

Captive formation often starts with broad discussions about structure and strategy, but the feasibility study is where those ideas begin to take shape. In our latest video, Courtney Boles of Management Services International discusses how a feasibility study helps organizations evaluate whether a captive insurance company makes sense for their specific risk profile and business objectives. Early conversations typically focus on purpose, potential benefits, and how a captive may fit into the organization's overall risk financing approach.

The feasibility study also plays a role beyond the initial decision to form a captive insurer. While it is first used by business owners and leadership teams, it later becomes an important reference point for regulators and other external stakeholders. By clearly outlining the rationale and framework for the captive, the feasibility study helps guide the formation process and supports a smoother transition from concept to implementation.

📺 Watch the full video on Captive.com to learn how feasibility studies help organizations move from early discussion to informed captive formation decisions.