Free Tools | Cash Recovery Checklist

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Click on this link to view and take a copy of Joseph A. Renaldi's checklist offering three tactics you can use to free cash tied up in your high deductible, retrospectively rated and captive insurance programs.

Cash Recovery Checklist

Insurance Product Knowledge + Claim Audit Expertise + Actuarial Support = Integrated Risk Financing Strategies

Our senior risk management associates have experience working with the broad array of conventional and alternative risk financing techniques. We can utilize Montclair Risk Advisors' Senior Claim Associates and Actuarial Alliance Partners to look for ways to optimize cash your cash flow and minimize service fees.

Analysis, Strategy and Advice = Solution

We advised the purchaser of a business that had been self-insured for quite some time. Over the years several million dollars of retained workers compensation and general liability losses had accumulated. These losses were collateralized by letters of credit. Our audit of the claim files and actuarial projections established an opportuntiy to close out these self-insurance porgrams using a loss portfolio transfer product that converted the loss reserves into a tax deductible premium payment.