Agencies lose their biggest accounts for one brutal reason: They never present a captive or alternative risk strategy. In this episode of The Riches in the Niches Show, Warren Cleveland, CEO at Captive Coalition, shares how losing a $300K revenue client nearly destroyed his book of business...and how captives became his unfair advantage. 👉 If you’re a retail insurance agency, broker, producer, or MGA, this is your warning. Big brokers are already pitching captives. If you’re not...
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Agencies lose their biggest accounts for one brutal reason: They never present a captive or alternative risk strategy. In this episode of The Riches in the Niches Show, Warren Cleveland, CEO at Captive Coalition, shares how losing a $300K revenue client nearly destroyed his book of business...and how captives became his unfair advantage. 👉 If you’re a retail insurance agency, broker, producer, or MGA, this is your warning. Big brokers are already pitching captives. If you’re not...
Ep 001 | How To Build An Insanely Profitable (and Sellable) Insurance Agency Using Niche Specialization: M&A Expert Tips Revealed! feat. Mike Mensch and Colby Allen, Agency Brokerage
The Riches In The Niches Show
1 hour 12 minutes
9 months ago
Ep 001 | How To Build An Insanely Profitable (and Sellable) Insurance Agency Using Niche Specialization: M&A Expert Tips Revealed! feat. Mike Mensch and Colby Allen, Agency Brokerage
Welcome to the very first episode of The Riches in the Niches Show! In this episode, host Rob Jacomen is joined by two insurance industry legends Mike Mensch and Colby Allen from Agency Brokerage. Together, they dive deep into the hot topics of insurance agency valuations, exit strategies, industry niche specialization, and the fractional CFO model. Discover the unique challenges facing independent insurance agencies today, including the critical issues around the shortage of talent i...
The Riches In The Niches Show
Agencies lose their biggest accounts for one brutal reason: They never present a captive or alternative risk strategy. In this episode of The Riches in the Niches Show, Warren Cleveland, CEO at Captive Coalition, shares how losing a $300K revenue client nearly destroyed his book of business...and how captives became his unfair advantage. 👉 If you’re a retail insurance agency, broker, producer, or MGA, this is your warning. Big brokers are already pitching captives. If you’re not...
