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Who We Are: About

Who We Are

Lisa Willitts - President and CEO

  • is the Sole proprietor of CAP

  • holds Broker and Reinsurance Brokers Licenses

  • has for 35 years, been a part of the alternative risk financing industry

  • is experienced in the design and implementation of US compliant risk financing structures

  • uses captives and other alternative risk mechanisms 

  • is a veteran of the complete product cycle: financing, development, underwriting, and production

  • has worked in the US and Bermuda for major insurance companies including Lexington Insurance Company (a division of AIG), Liberty Mutual Insurance, and Safety National Casualty Corp

  • focuses on nontraditional risks and exposures as well as the traditional


  • worked for 39 years in the Bermuda market

  • held a series of  senior positions in the captive management field 

  • has been Chief Financial Officers of Marsh Captive Services Worldwide

  • was president of Liberty Mutual Captive Management. 

  • has been president of the Bermuda Managers Association;

  • chaired the Bermuda Captive Conference.

  • served as vice president of the Bermuda Captive Owners Association.

  • acted as a director on numerous board and held various officer roles

  • has been active in North American and European domiciles. 

  • is a member of the Institute of Chartered Accountant of England and Wales.

Peter Willitts - Senior Consultant
Nancy D Glennon - Senior Consultant
  • Former Liberty Mutual Division Executive responsible for national commercial lines insurance operations

  • 35 years of experience in traditional and alternative insurance markets

  • Carrier experience underwriting and servicing small commercial policies as well as loss sensitive programs

  • Developed an E&S Insurance company and broker network for specialty products

  • Established various MGU/MGA program arrangements for insurance carrier

  • Created fronting and reinsurance relationships for group and single parent captives

  • Established various captive insurance companies in domestic and international domiciles

  • Developed operational structure for carrier to work with TPAs

Terri Schell - Senior Consultant
  • 38 years at an International Fortune 100 Insurer with experience ranging from small commercial to national accounts

  • Commercial claims in traditional casualty lines

  • Commercial Underwriting in all P&C lines

  • Led Specialty Inland Marine UW operation

  • Experience in complex financial programs including large deductibles, LRARO, and captive arrangements

  • Experience with creative insurance structures including fronting and reinsurance

Marc W. Ross - Underwriting Associate
  • Former Marsh, AIG, and UBS professional with over 20 years of experience in operations, risk management, and compliance

  • Seasoned insurance risk professional with several years of experience with skills in insurance operations, data analytics and financial reporting

  • Led Marsh’s surplus lines team, managing process improvements, technology enhancements, bordereau reporting and in-house training

  • As Compliance Officer at AIG, oversaw surplus lines compliance and operations functions for state agencies, coordinating with underwriting and accounting to ensure timely filings and payments



  • Experienced in administration and training in several environments including academics, hospitality, broadcasting, publishing, and print media design and development

  • Worked extensively on corporate branding

  • Focus on invoicing, bookkeeping, team/project organization, and multimedia presentations

  • Holds degrees in English and Journalism with extensive studies in communication sciences

Amy K Williams - Office Manager
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