ARE YOU THE KIND OF AGENT THIS PROGRAM WAS BUILT FOR?
This isn’t for everyone.
If you’re ready to move beyond quoting and start owning the relationship with exclusive tools, real support, and a network of agents just like you, getting appointed is your next move.
What You’ll Gain:
- Exclusive access to captive programs built specifically for independent agents
- Proven sales strategies to simplify and accelerate captive conversations
- A community of like-minded producers solving the same problems at a higher level
Getting Appointed Is Simple:
There are no fees to get appointed, no volume requirements to maintain, and no strings attached.
Just complete the short application below, and we'll reach out to schedule a discovery call—a quick conversation to make sure this is the right fit for both of us.
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.
FAQs
You’re applying to get appointed and partner with Captive Coalition—so it’s normal to have a few questions first.
Here are the ones we hear most often.
Who can get appointed with Captive Coalition?
Any independent commercial insurance agent looking to explore captive insurance for their clients. Whether you're brand new or already dabbling, you're welcome here.
Is there a cost to get appointed?
No — getting appointed with Captive Coalition is completely free for agents. You also get access to our Captivate membership site, which includes free tools, guides, and training to help you start introducing captives to your clients.
Why do I have to apply if it’s free?
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
What happens after I get appointed?
Once you’re accepted, our sales consulting 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.
Do I have to work only with Captive Coalition?
Not at all. There’s no exclusivity requirement. You stay independent and in control of your book—we’re just here to help you grow it.
Can I submit clients right away?
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.
I don’t have any captive clients yet. Should I still apply?
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