Agent & Broker Endorsements

“We’ve been in the group captive business for over fifteen years and have consistently partnered with Captive Resources for the benefit of our clients. We currently represent over eighty companies in various group captives. Within the Captive Resources model, we are able to help our clients incorporate safety and risk management practices into their culture and exercise much greater control over their insurance costs than they could ever achieve in the traditional insurance market.”
Steven A. Odell, CIC
Chief Executive Officer | Odell Studner



“We don’t believe in the traditional insurance model anymore. We only serve group captive clients, and have seen our business grow by more than 15% per year for the past 18 years —  and we only work with Captive Resources. They have the most experienced professionals and they always deliver exactly what we tell our clients they can count on.”
Peter Gernold, CPCU
Senior Vice President | First Niagara Captive Group



“After 18 years with Captive Resources, we couldn’t be more pleased with their spontaneous service and terrific results. They are true advocates for some of my company’s most important and highest profile clients. I wish we could find all of our clients’ insurance solutions through Captive Resources. They are my “secret weapon” to a happy work life.”
Michael Karp
Executive Vice President | USI Southeast Region, Fort Lauderdale, FL



I am conservative by nature, but Captive Resources has won me over. They far exceed their competition in their knowledge of and experience with group captives. I am confident that their captives are properly structured, stable, well-run, and are utilizing the best possible service providers. I would highly recommend Captive Resources to both my clients and to other brokers.
Jean E. Sundlof, CIC, CPCU, ACI,
Kraus-Anderson Insurance




Captive Resources has become our valued partner for educating all of our clients/prospects concerning controlling their insurance destiny. I personally have concluded over time that I have a professional obligation/responsibility to make sure that all quality insureds have the opportunity to understand the captive solution. We are on a mission to educate and remove all middle market quality insureds from the conventional market. As a professional broker it is my absolute duty to bring the best insurance solution to the table and together with Captive Resources, we find the appropriate group captive to recommend for membership.
Charles H. Trent
Insurance & Risk Advisor | Landry Harris & Co.



Captive Resources provides the support and structure for brokers to help our clients become better, safer and more profitable businesses. At the end of the day, controlling insurance costs is all about preventing and controlling losses and the captive insurance programs and services offered by Captive Resources provide real incentives for our clients to do so.
Thomas E. Conger
Senior Vice President | Lanier Upshaw, Inc.



Captive Resources has been a long time partner of ours. We have been doing business with them since the early 90’s. Their captive expertise and professionalism has helped us get to the next level in developing the captive niche in our business. We are lucky to have them as a trusted business partner.
Steven P. Buterbaugh
Vice President/Shareholder | McConkey Insurance & Benefits



The Captive Resources team has been a terrific resource for me and my customers. The transition from the standard market to a group captive can intimidate many business owners. The Captive Resources team helps us educate the business owner which is vital in the final decision to join a group captive. I demand the best from my business partners and Captive Resources continues to perform at the highest level.
David Trudnak
Vice President- Client Services | HUB International Northeast



If you consider yourself to be a trusted advisor, then a member-owned group captive has to be a risk financing option that is presented to your client. We have been extremely pleased with our clients’ ability to drive down their cost of risk and gain control of their risk management programs.
John D. Schlichte
President | Presidio Group