Create your free account and unlock your agent portal.
Set up your account to get access to our captive programs, prospecting tools, client materials, and training.
Everything you need to start writing captive business.
Setting up takes about three minutes. Once approved, you get immediate access to our full suite of tools, training, and support — built specifically for independent commercial agents.
- ✓Access to our captive programsP&C and Health Benefits captives for your highest-value commercial clients.
- ✓Prospecting and qualification toolsIdentify and evaluate captive-ready clients right in your existing book.
- ✓White-label client materialsGuides, email templates, and presentation decks ready to use with your clients.
- ✓Live training and strategy sessionsOngoing education so you grow your captive book with confidence.
- ✓A team that has your backWe handle the technical side — you stay the agent of record on every deal.
Step 1: About You
Your application is in.
Redirecting you to schedule your discovery call...
Five Rules That Protect You.
Captive Coalition was built to do one thing: protect your clients and your revenue — at all costs. Our Five Rules exist because too many agents have been cut out, burned, or blindsided — and we won't let it happen again.
We Work Exclusively with Independent Agents
Our program is built for independent agents only, no direct writers, no captive channels.
No BOR Transfers
We will never initiate or accept a broker of record transfer on any of your clients. Period.
Businesses Must Be Represented by Independent Agents
Every business in our captive must come through an independent agent, no exceptions.
We Don't Compete with Agents
We are not an agency. We don't sell direct, we don't prospect your accounts, and we don't compete with you, ever.
It's Always Your Client
From day one to renewal, your client is yours. We guarantee it, in writing, every time.
These aren't guidelines — they're guarantees.
Membership Levels
At Captive Coalition, we know that every agent’s journey is different. Whether you’re just starting to explore captives or looking to scale your business with advanced strategies, we’ve built a membership tier that fits your needs.
LEARN
A no-cost way to get started, access essential resources, and understand how captives work.
- Foundational Resources – Get access to pre-submittal and pre-qualification tools, plus a learning library with key materials.
- Group Calls & Learning Sessions – Participate in live calls and agent-led discussions.
- Swipe Files – Use ready-made email and video script templates for business development.
- 21st Century Prospecting Program – Unlock this program after attending three foundational webinars.
This is the perfect starting point for agents who want to explore captives without commitment.
FREE
GROW
For agents who are ready to actively build their captive business with more advanced tools and support.
Everything in Learn, PLUS:
- Sandler Sales Training – Proven coaching to refine your prospecting and closing skills.
- Prospect Referral System – Gain eligibility for referrals within the Captive Coalition network.
- Enhanced Business Development Tools – More advanced swipe files, templates, and strategic resources.
- Agent Community & Support – Engage with experienced agents for insights and collaboration.
- Advanced Webinar Access – Dive deeper into sales, prospecting, and business growth strategies.
- Pipeline & Nurturing Tools – Structured guidance to help you follow up and close more deals.
This tier is for agents who are serious about growth and want to move beyond just learning.
CONTACT FOR PRICE
MASTER
For top-performing agents who want the highest level of support, strategy, and exclusive benefits.
Everything in Grow, PLUS:
- Exclusive Mastermind Access – Join elite agents for in-person or virtual mastermind sessions twice a year.
- AI-Driven Prospect Outreach – Get personalized outbound call support powered by AI.
- Premium Sales & Relationship-Building Program – Stand out with high-touch engagement, including handwritten notes and personalized gifts (e.g., American flags for July 4th, themed tokens for holidays).
- Deep-Dive Coaching & Strategy – Work directly with top mentors for personalized business planning.
- Priority Referral Status – Be first in line for business opportunities within the network.
- Custom Marketing Support – White-label articles, outbound email programs, and client-facing newsletters to help grow your business.
This is for agents looking to dominate the captive insurance space with high-level strategy, marketing, and relationship-building tools.
CONTACT FOR PRICE
We’re excited for you to join the Captive Coalition Membership! As a member, you’ll get:
- Access to our captives for your highest-value clients.
- Comprehensive captive insurance mastery through our structured training program and ongoing education – giving you the confidence to present captive solutions to your most valuable clients.
- Access to our proprietary process for identifying and qualifying premium prospects – taking the guesswork out of building your captive pipeline.
- A proven sales system that has helped agents like you close over $700,000 in new captive revenue in just 12 months – providing you with a repeatable approach to growing your practice.
Don't let another year go by watching your best clients face unpredictable rate increases.
Join Captive Coalition today and start building the premium practice you deserve.
The questions agents ask us most.
Because not everyone gets in.
We review every application to protect what matters most—our agents’ client relationships. We only work with independent agents who are serious about growth and committed to offering real value to their best clients.
This isn’t a free-for-all. It’s a partnership. And the application ensures we’re aligned from day one, so we can support you with the right tools, training, and captive strategies built to retain your top accounts and grow your book with confidence
Once you’ve applied, our team will reach out to get you onboarded. You’ll get access to captive insurance strategies, sales tools, and client resources—plus invitations to our Captivate training sessions.
These sessions are where agents collaborate, sharpen their approach, and identify the right-fit clients to start building their captive portfolio with confidence.
Yes—and we’ll make sure you’re set up to do it right.
Once you're in, our onboarding team will guide you through a step-by-step checklist to help you prequalify clients and build a complete, high-quality submission. You’ll also get expert support and a presubmission call with our team to make sure everything’s aligned, so you and your client are positioned for success from day one.
Absolutely—attitude and hustle matter more than having a client on day one.
Most agents start right where you are. We’ll teach you what makes a great captive client, show you the strategies to go find them, and work alongside you to help land your first opportunity. If you’re ready to put in the work, we’ll give you everything you need to succeed