Shortlist Revealed for Captive Review Awards USA 2026
Now in its fifteenth year, the awards have established themselves as one of the most important recognitions of excellence in the US captive insurance industry. With more than 140 entries received across company and individual categories, this year's submissions show the depth of the captive ecosystem: captive owners, risk managers, brokers, solution providers, law firms and emerging talent.
The Captive Review team has now revealed the shortlisted nominees across 21 company categories and four individual categories. Each category is designed to recognise outstanding performance, innovation and professionalism across every part of the captive industry.
Company Categories
Actuarial Firm
Actuarial Factor
Milliman
Pinnacle Actuarial Resources
SIGMA Actuarial Consulting Group
Spring Consulting Group, an Alera Group Company
Audit & Accountancy Services
Carr, Riggs & Ingram
Crowe
Liptz and Associates / Larson Gross
RH CPAs
Smith + Howard
Best Group Captive Manager
Artex
Blackwell Captive Solutions
Garnet
Global Captive Management
The Risk Management & Insurance Services (RMIS) team at FCCS
True Captive Insurance
Captive Consultant Firm
Brown & Brown
Helio Risk
Hylant
Innovative Captive Strategies
M3 Insurance
SIGMA Actuarial Consulting Group
Spring Consulting Group, an Alera Group Company
SRS Advisers
Zenith Risk Strategies
Captive Domicile of the Year - Less than $5bn Gross Written Premium
Connecticut
North Carolina
Oklahoma
Captive Domicile of the Year - More than $5bn Gross Written Premium
Arizona
Cayman Islands
Hawaii
Vermont
Captive Launch
Drive Time Automotive Group
International SOS
Strategic Risk Solutions (SRS)
Captive Manager Firm - Less than $1bn of Gross Written Premium
CIC Services
Helio Risk
Hylant
Management Services International
Risk Management Advisors
Sotera Global Management
SRA 831(b) Admin
Captive Manager Firm – More than $1bn Gross Written Premium
Aon Insurance Managers USA
Brown & Brown
Strategic Risk Solutions (SRS)
Captive Programme
BeneRe
Drive Time Automotive Group
HAI Group
IHG Hotels & Resorts
Cell Captive Domicile
Cayman Islands
Connecticut
Hawaii
North Carolina
Oklahoma
Vermont
Claims Specialist Firm
Broadspire Services, Inc. By Crawford & Company
Gallagher Bassett
Skyward Specialty Insurance
Collateral Specialist Firm
Comerica Bank, a division of Fifth Third Bank, N.A.
Pinnacle Financial Partners
Truist Bank
Wilmington Trust
Excellence in Captive Broking Services
Augment Risk
Brown & Brown
Guy Carpenter, a Marsh Business
Spring Consulting Group, an Alera Group Company
Employee Benefits Specialist Firm
Employees First
MAXIS Global Benefits Network
Spring Consulting Group, an Alera Group Company
Zenith Risk Strategies
Fronting Partner
Ascot
AXA XL
HDI Global Insurance Company
Old Republic Risk Management
Skyward Specialty Insurance
Investment Specialist Firm
Mercer
Oppenheimer & Co
PNC Institutional Asset Management
Sage Advisory Services
UBS Financial Services - 3 Point Private Wealth
Yousif Capital Management
Legal Services Firm
Dickinson Wright
Goodsill Anderson Quinn & Stifel
Ganado Advocates
Womble Bond Dickinson
Next Gen Initiative
Gallagher Bassett's INVEST Emerging Talent Program
HAI Group
Hylant
SIGMA Actuarial Consulting Group
Technology Solution of the Year
Capitawise
CaptiveSimple
Clearwater Analytics
Piko Labs AI
RISK66
SRS Data Sciences
Underwriting Solution of the Year
Accelerant
Ascot
HDI Global Insurance Company & AON Group Captive solutions
Individual Categories
Captive Risk Manager
Marc Bentley, Head of Global Risk Finance, IHG Hotels
Colin Donovan, STICO Mutual Insurance Group
Josh Reding, Vice President of Risk Management, Life Time
David Voorhees, CEO & Founder, True Captive
David Williams, Director of Risk Management and Safety, Boystown
Captive Service Professional
Michelle Bradley, Consulting Actuary, SIGMA Actuarial Consulting Group
Aaron Brown, People Risk Financing Lead, Lockton
Jeremy Colombik, Managing Partner, MSI
Amy Klatt, SVP Of Captive and Programs Claims, Skyward
Kristen Lawler, Tax Partner, Crowe
Renea Louie, CEO, Sotera
Heather McCLure, Managing Partner and General Counsel, Helio
Jack Meskunas, Managing Director, Oppenheimer
Amy O’Brien, Vice President — Captive Practice Sales, Gallagher Bassett
Joe Streck, Assistant Vice President, Innovative Captive Strategies
Nate Reznicek, President, Captive.Insure
TJ Scherer, Vice President, Spring Consulting Group, an Alera Group Company
Thomas Wagner, Founder & CEO, Zenith Risk Strategies
Inspiring Woman in Captive Insurance
Barbara Aubry, Director, Truist
Sandy Bigglestone, Managing Director & Chief GRC Officer, SRS Titanium
Whitney Benson, Co-Founder, CTO, COO, Captive Simple
Ashley Downey, Regional Head of Multinational, Americas, Allianz Commercial
Carmen Djossou-Kabiseba, Director - Integrated and Global Solutions, WTW
Silvia Feijoo, Client Development Manager - US Commercial, Generali Employee Benefits Network
Nicola Fordham, Chief Solution Officer, MAXIS Global Benefits Network
A. Tracy Hassett, President & CEO, edRISK
Kristen Lawler, Tax Partner, Crowe
Brittany MacVicar, Associate Director, Cayman Finance
Bailey Roese, Partner, Dentons
Anne Marie Towle, CEO, Hylant Consulting, Hylant
Alana Trundle, President, Global Captive Management
Emerging Talent
Rachel Bekerman, Senior Resolution Specialist, Gallagher Bassett
Queena Cheung, Chief Strategy and Digital Officer, Marsh
Bert Dizon, Claims Manager, Cardinal Captive Strategies
Tony DeFede, Partner & Chief Risk Officer, Union Risk Services
Caroline Erdman, Captive Consultant, Hylant
Victor Gallardo, Senior Account Manager, Helio Risk
Jason Luckett, Consulting Actuary, SIGMA Actuarial Consulting Group
Troy Lepage, Chief Operating Officer and EVP, HAI Group
Brianna Rotunno, CPA, Insurance Tax Manager, Crowe
Aviel Shalev, Consultant, Spring
Grace Topete, Senior Account Manager, Helio Risk
View the full list of finalists
An expert independent panel of judges including David Beyer, Director, Alaska Air Group, Inc.; Michael Meehan, Principal, Milliman; Renea Louie, CEO, Sotera Global Management; Theresa Severson, SVP, Kite Realty Group; TJ Scherer, VP, Spring Consulting Group; Aileen Krehbiel, Manager, Captive Insurance Programs, John Deere; Jim Knutson, Business Development Manager, Employer's Coalition on Health; Kris Miller, VP, Treasurer, Lithia Driveway; and many more will decide in the coming weeks who the winner for each category is.
Winners will be announced at the Awards ceremony on the evening of 10 June in Chicago, held alongside the Captive Review Conference USA (9–10 June). A welcome drinks reception will be followed by a three course dinner, entertainment and awards presentations. It’s set to be a fantastic opportunity to network with two hundred leading Captive Insurance innovators.
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