ABOUT US
We’re approachable, humble, and focused on serving you
OUR STORY
We give your business ultimate control – always with a broker by your side.
Our story starts with a steel contractor in Scottsdale, AZ. The contractor was frustrated with the annual premium spent on insurance and the few claims paid each year. I asked if they’d ever considered a captive.
They said, “No, I’ve been told that my company is too small, captives are a huge risk to my business, and I wouldn’t qualify.” So we dug deeper into their premium size, claims history, safety, and risk management program and found they would be a great fit for a captive.
We objectively evaluated their risks, including their annual minimum premium, maximum premium, and shareholder responsibilities. They were surprised by how small the risk was compared to the bigger risks they took in their business.
With newfound confidence in their safety and risk management program, they were ready to bet on themselves. Ten years later, they still see reduced insurance costs each year as a result of choosing a captive.
This story, and the stories of over 50 other successful businesses, is why we feel enormous satisfaction and pride in what we do.
OUR TEAM
Meet our leaders
At Envision, we treat our clients and co-workers like family. Meet the executive leadership team that keeps our family of associates and clients connected and aligned.
Eric spearheads education, oversees group captive programs, and leads our captive innovation team. He received his Associate in Captive Insurance from the International Center for Captive Insurance Education (ICCIE).
Andrew is our Relationship Manager and is responsible for providing captive education, growing Envision’s captives, and working with the best brokers in the business. He has received his Certificate in Captive Insurance.
Tricia provides Envision’s clients the services and resources they need to be successful in their captive. Tricia has an Associate in Risk Management designation and over 30 years in the captive and risk management business.