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THANK YOU

Tell Us What's Working

We appreciate your willingness to share your experience. You're helping fellow independent agents cut through the noise and see what captive insurance can really do—for their clients and their business.

Your perspective brings credibility and clarity to something many agents are still unsure about. That matters.

AgentTestimonial-WHITE

What to Expect

We're recording short video interviews via Zoom with agents who’ve worked with Captive Coalition. These will be edited into short, polished testimonial clips used in email, on social, and on our website.

This is not a sales pitch or a performance. 

It’s a conversation—your real story, in your own words.

Why It Matters to You

Captives are still unfamiliar territory for a lot of agents. By sharing what got you interested, how you overcame hesitation, and what results you’ve seen, you’re giving others a clearer path forward.

At the same time, it’s a way to:

  • Build your personal brand
  • Position yourself as a forward-thinking advisor
  • Strengthen your credibility in the market

And of course, we’ll make sure your story is told professionally and respectfully.

videocall

How We’ll Ask

We’ll keep the conversation simple and natural. Questions might include:

  • What first got you curious about captives?
  • What concerns did you have before you started?
  • How has Captive Coalition helped you retain or win important clients?
  • What advice would you give to an agent who’s on the fence?

No scripts. Just speak from experience. Real is more powerful than polished.

Tech Setup (Keep It Simple)

You don’t need special equipment. Just follow these quick tips so you look and sound your best:

Choose a quiet space
Avoid background noise and echo (like empty rooms).

Light your face
Face a window or lamp. Avoid sitting with light behind you.

Set the camera at eye level
Use a laptop stand or stack of books if needed.

Use a mic if you have one
AirPods, USB mics, or even just being close to your laptop can work well.

Strong internet helps
If possible, connect with an ethernet cable or sit close to your Wi-Fi router.

 

 

How We’ll Use the Video

Your story may be used in full or as short clips. It could appear in:

  • Educational content for other agents
  • Email campaigns
  • Website and social media

If you'd like to review the edited video before it's published, just let us know.

 

Final Notes

This isn’t about being perfect—it’s about being real. You’ve had success navigating something most agents are still figuring out. Sharing that is powerful.

Thanks again for taking the time. If you have any questions before we record, reach out to Warren or anyone on the Captive Coalition team.