Understanding & Managing Your Total Cost of Risk:

A Complete Enterprise Approach to Cost-Containment

EARN 1.0 CPE CREDIT

Group Captives: Evaluating Their Solutions and Understanding Their Impact on Your Organization

  • Strategic Risk Financing: How captives can transform your risk management approach
  • Overview of commercial insurance market conditions vs. group captive pricing model
  • The three cost components of group captives
  • Step-by-Step Timeline: Key requirements
  • Case Studies: Understanding the impact with a ‘Look Back Illustration’

A Complete Enterprise Approach to Cost-Containment

  • Why captives do not work for employee benefits
  • Why competition for financial and human capital is driving companies to a total cost strategy
  • How good decision-making on a departmental basis can be bad decision-making on an organizational basis
  • How to “beat the system” by using your data in a way the industry cannot
  • Why the correlation between workers’ compensation and your health plan matters and how it impacts your total cost

When

Thursday, August 22nd, 2024

11:30 AM – 1:00 PM
Lunch Included

Where

Dallas Country Club

4155 Mockingbird Ln, Dallas, TX 75205

Angie Watson
Vice President at Captive Resources

Since joining Captive Resources in 2016 as a captive consultant, Angie has been instrumental in guiding clients through the complexities of captive insurance, delivering tailored solutions that meet their unique needs. Angie embarked on her commercial insurance career in 1995, gaining valuable insights and expertise as both a broker/agent and an underwriter for a standard market carrier. Her deep industry knowledge and dedication to client success continue to be a cornerstone of her professional journey.

Dave Ross
Executive Vice President & Director of Underwriting Services

As an Executive Vice President, David’s role is to provide guidance and leadership that fosters each office’s ability to satisfy their growth objectives. David is a key player in defining Brown & Brown’s macro initiatives and providing the vision, tools and education to support those objectives.

David’s secondary role is the Director of Underwriting Services where his primary responsibilities include the development and maintenance of financial tools and methodologies that improve clients’ ability to effectively manage their employer-sponsored health plans. David’s role keeps him actively involved in the management of key accounts, representing more than 300,000 members.

Additionally, David acts as a national resource and the primary source of both internal and external education and support regarding efficient health plan structure. David spends much of his time traveling around the country educating consultants, employers and legislative bodies on the many counter-intuitive and nuanced components of effective health care cost management.

Previously, David worked as an Underwriting Strategist at Blue Cross Blue Shield of Minnesota where he designed pricing methodologies that satisfied Blue Cross Blue Shield’s strategic objectives. During his tenure, David acted as an internal liaison between actuarial, underwriting and sales and assisted with BCBS’s lobbying efforts to expand the HDHP marketplace.David has periodically taught statistics at Minnesota State University where he earned his bachelors degree in Finance.