Are Your Producers Confident Talking About Captives?
If your producers aren't confident enough to bring up captives with your larger clients, your agency is exposed.
Most agents know captives exist. But very few actually bring them up.
Captive Training opportunity
Why?
Because they are caught in a difficult spot.
They don’t feel confident enough to lead the conversation, and they’re afraid of getting in over their head. But they also know that if they don’t bring it up, a competitor eventually will.
That’s not just a missed opportunity. That’s a risk to your highest-value accounts.
This training was built to close that gap.
A Captive Training Program Built for Your Agency
This is not a public webinar or one-size-fits-all presentation.
If your agency has five or more producers, Captive Coalition will deliver a private, agency-specific training series designed to give your team the tools, language, and strategy to talk confidently about captives with the right clients.
The result is a stronger team, clearer conversations, and protection of the relationships that matter most.
Why Producers Hesitate
When Warren speaks with agents, these are the three most common reasons they avoid captive conversations:
1. They don’t fully understand how captives work
2. They worry they’ll get caught in a conversation they can’t lead
3. They’re concerned that bringing in a captive expert means losing control of the client relationship
At the same time, they know this conversation is happening in the market.
If your agency doesn’t bring it up, someone else will.
And when that happens, it’s not just a missed opportunity. It’s a lost client.
What’s Included in the Three-Session Training Series
All sessions are private and scheduled to your agency’s convenience.
Session 1: Captive 101
Master the fundamentals and core concepts so your producers can speak confidently about captives with any client.
Session 2: Pros and Cons
Learn how to identify ideal captive candidates and understand when a captive is the right solution — and when it’s not.
Session 3: Understanding Captive Claims
Understand what happens after a loss and how to set proper expectations with clients throughout the process.
What Your Producers Will Gain
This training gives your producers:
- A clear understanding of what captives are and when they make sense
- Confidence to lead the conversation with larger, more complex clients
- A shared language and strategy for identifying captive-ready accounts
- Tools to keep control of the relationship while offering a high-level solution
For agencies that choose to move forward with Captive Coalition after the training, we offer full support through prospecting, communication, and submission — without ever taking ownership of the relationship.
For Agents Who Apply After the Training
Agents who apply to join Captive Coalition following the training gain access to:
- Ongoing support for prospecting, pitching, and submitting best-fit captive clients
- Access to objection-handling scripts, calculators, and client-ready education tools
- Full protection of the agent-client relationship
At Captive Coalition, it’s always your client. Never ours.
Captives Changed the Way We Compete.
“We’ve started competing with and beating some of our largest competitors...If you’re not having this conversation, somebody else will.”
- MIKE MCCARRON
Captive Coalition Puts the Agent Back in Control
“What Captive Coalition is doing is, in my mind, the most consumer and agent or broker friendly model out there...What you are doing is allowing the agent or broker to be the quarterback executing the task.”
- SCOTT ADDIS
From Day One, the Support Was Clear
“Your dedication to teaching independent agents of all sizes has been clear since the moment we started talking.”
- ZANDER GALLOWAY