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...
All content for The Riches In The Niches Show is the property of Rob Jacomen and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 5 | Most Producers Are Just Quoting and Stay Broke: Here’s What Trusted Advisors Actually Do - feat. Elliot Bassett, Co-Founder, Launch
The Riches In The Niches Show
33 minutes
5 months ago
Ep 5 | Most Producers Are Just Quoting and Stay Broke: Here’s What Trusted Advisors Actually Do - feat. Elliot Bassett, Co-Founder, Launch
How Advisory Selling + Risk Tech Is Changing the Game for Producers and Agencies feat. Elliot Bassett If you’re still relying on quotes, cold calls, and generic sales scripts to grow your book… You’re playing a losing game. In this episode of The Riches in the Niches™ Show, I sit down with one of the sharpest minds in the industry — Elliot Bassett, President of Ellerbrock-Norris and Co-Founder of Launch — to talk about the real shift happening in the insurance industry right now. 👉 What y...
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...
