CASE STUDY
How LionHeart Gained Over $400,000 in Equity from a $1.4M Insurance Investment in Five Years by Joining a Group Captive
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LionHeart was a well-performing company with minimal injuries, low insurance premiums, and no claims in the previous five years. However, when Polarix and LionHeart met to review their insurance performance, Polarix introduced an intriguing concept: group captives.
Polarix did a quick calculation and revealed a compelling opportunity: if LionHeart had switched to a group captive five years earlier, they could have retained over $1M in equity.
Learn how Polarix lead the LionHeart team through the transition and helped them turn one of their largest expenses into a profit center.
“The savings and profit earned from being part of a captive has allowed us to reinvest in the business in big ways.”
Don Ritter, President
“The captive insurance program has been a big win for Lionheart and I would highly recommend it to any company that has a suitable safety record that allows them to gain entry. In my opinion, there is no downside to being a captive member”
Jon Repp, Business Solutions Director
Discover Your Company’s Potential
Interested in switching to a Group Captive?
Polarix can perform a quick analysis of your company’s previous insurance performance to determine a 5-year Equity potential.