Program Insurer Services

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Services for Carriers and Reinsurers include due diligence and audit services, providing verification and critical analysis in the following areas of concentration:

Insurance Programs

  • Underwriting Principles
  • Distribution and Marketing Plan
  • Competitive Advantage
  • Regulatory Evaluation
  • Results Analysis of Underwriting Performance

Managing General Agencies

  • Entity Background & History
  • Personnel 
  • Financial Health
  • Policy Systems
  • Billing Processes
  • Data Reporting Capabilities
  • Claims Overview

MGA Services

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Services for MGAs include advisory, development, product management, and presentation preparation in the following areas of concentration:

Submission Creation

  • Program Description
  • Statement of Organizational Background
  • Key Personnel Biographies
  • Discussion of Actuarial Analysis
  • Data Presentation
  • Pro Forma Projections

Insurance Program Structuring

  • Coverage and Exposure Identification
  • UW Rules and Guidelines
  • Pricing Methodology
  • Results Analysis of UW Peformance

Organizational Review

  • Organizational Structural Development
    • Functional Organization
    • Personnel Organization
    • Systems Organization
    • Inter-Departmental Organization
  • Process Review
  • Internal Underwriting Audit

Captive Development

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Elevate’s services for forming and establishing a captive insurance company include:  

  •  Feasibility Study
    • Profitability Projection
    • Cost Analysis
    • Timeline Projection
  • Structural Planning
    • Corporate Form and Formalities
    • Ownership Structure
    • Choice of Domicile
  • Plan of Operation
    • Development of Plan
    • Identification of Key Officers and Directors
    • Biographical Affidavits
    • Financial Pro-Forma Guidance
  • Regulatory Approval
    • Domicile Application
    • Regulator Communication
    • Regulator Meetings  

Elevate’s ongoing captive management services include: 

  • Management of Registered Office
  • Underwriting
  • Policy development
  • Corporate secretarial services
  • Regulatory compliance  

Elevate’s principal is well-known to the insurance authorities of multiple jurisdictions, and has extensive expertise in maneuvering through the regulatory tangle to bring companies into production in a speedy and efficient manner. Elevate partners with experienced professionals in providing some of the above services.   

Affiliates

eRLY Insurance Solutions, Inc.

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Technology and Insurance to Enhance the Way We Interact with Each Other

eRLY  develops and manages innovative insurance solutions combining depth of  experience with current technologies to enhance the way we interact with  each other.

ReassureRent

ReassureRent tenant default insurance

Rest assured, rent is covered!

If  the tenant does not pay the rent, ReassureRent will manage the  eviction, restore possession of the premises back to the landlord, and  pay the landlord for the missing rent!

About Us

Eric D. Jarvis, President

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Eric has evaluated, managed, and maintained relationships between MGAs, carriers, and reinsurers for over 20 years, and has led the acquisition and formation of admitted, surplus lines, and captive insurance companies in multiple jurisdictions.  He led the Knight Insurance Group from 1997 to 2016, leading asset growth to over $1B.  Eric received a juris doctor, cum laude, from Pepperdine University School of Law, and a B.A. from the University of California, San Diego.  He is an active member of the California State Bar, and a licensed property, casualty, and surplus lines agent.

(323) 206-0123

ericj@elevatemgt.com

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