Live Sessions
Live sessions built for independent agents
Working calls with the Captive Coalition team. See what is being built, hear how other agents are using it, and bring the hard questions. Every session is live, so you can ask them.
LIVE ON ZOOM - FREE FOR AGENTS
Join Our Next Session
Planning Call
Transportation Captive Planning Call
When
Schedule a 1-on-1 Call to discuss this upcoming Captive
Set up a Call
Free for independent agents. Calendar invite and join link sent by email.
Who this call is for
Agents who write transportation and want a captive option for their clients. Long haul, regional fleet, last mile, and the contractors who move alongside them. If you have accounts or prospects that could be a fit, this is your call.
- Where each captive stands and what is being built
- What a good fit account looks like: industries, premium sizes, appetite
- Your questions, answered live. Bring the hard ones.
- How founding members are being identified, and what that role means
A word on founding members
This captive is being built around the agents who show up early. Founding members help shape appetite, have a voice in who gets in, and bring their clients in on the ground floor.
Planning Call
Oil & Gas Planning Call
When
Schedule a 1-on-1 Call to discuss this upcoming Captive
Set up a Call
Free for independent agents. Calendar invite and join link sent by email.
Who this call is for
Agents who write upstream, midstream, oilfield services, and the contractors who support them. Same format as the transportation call, built around the accounts you already write. Come with the account you have been trying to solve for.
- Where each captive stands and what is being built
- What a good fit account looks like: industries, premium sizes, appetite
- Your questions, answered live. Bring the hard ones.
- How founding members are being identified, and what that role means
A word on founding members
This captive is being built around the agents who show up early. Founding members help shape appetite, have a voice in who gets in, and bring their clients in on the ground floor.
Recurring Session
Protect your book from the captive threat.
Everyone is busy chasing market cycles and carrier updates, but while they are distracted, a real threat is creeping in: captives that cut the agent out. In this session, I will show you exactly how to push back, protect your biggest accounts, and keep the kind of clients you cannot afford to lose.
What you will learn
- The allure of captives to high-value clients and strategies to counteract it
- Tactics used by captive consultants to marginalize agents
- Timing missteps agents commonly make and how to avoid them
- Implementing agent-centric captive solutions to maintain control
Upcoming Dates
Wednesday, September 16
10:00 AM ET · 30-45 Minutes
Wednesday, September 30
10:00 AM ET · 30-45 Minutes
Same session each time. Pick whichever date works.
Registration
Register Pick your session.
Choose your session below and we will send the calendar invite and the join link straight to your inbox. Registering for more than one? Just submit the form again.
Register for a session
Register for a session
Free for independent agents. No pitch, no pressure.
Free for independent agents. No pitch, no pressure.