☰The core set of information you will need is your loss runs, typically five years; your current policies and premium summary; exposure data such as payroll, vehicle counts, property values, or revenue depending on the lines; and basic financials. For most companies, the internal effort is measured in the time it takes to gather documents that already exist.
Luzern can begin to model your captive scenario to get an early read on your captive opportunity, even if you don't have all of the data from the start. The final data package will be needed for the official feasibility analysis. The pace of the whole evaluation is usually set by how quickly this information arrives, so the single best way to accelerate a captive decision is to put the documents together early so that it's easier to identify gaps.