Protect Your Book: Live Strategy Session on Navigating the Captive Insurance Threat

What You’ll Learn

Hear firsthand from Warren Cleveland about the loss of a $300,000 client to a captive model and the proactive measures he implemented to prevent future losses.

Gain insights into:

• 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

A Captive Model That Keeps You in Control

Captives don’t have to be the enemy. You just need the right model, one that was built for agents, by agents.

You’ll see how the Agent-Centric Captive model works and how Captive Coalition is helping independent agents retain and grow their most valuable accounts with:

• Prebuilt, compliant captive structures
• Full training, sales tools, and scripts
• Support from first client conversation to captive launch
  
  

Who Should Attend

This session is designed specifically for independent insurance agents who:

• Want to retain their most valuable clients
• Are starting to hear clients ask about captives or fear they will
• Need to differentiate their agency in a competitive market
• Are ready to turn captive insurance from a threat into an advantage
  
  

Take Action Before It’s Too Late

Captive consultants and large brokers are actively targeting your best clients.
The sooner you learn how to offer captives on your terms, the faster you take back control.

Secure your spot now to equip yourself with the tools and knowledge to defend your client base against the rising tide of captive insurance models.