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...
S1E6 | The #1 Reason Producers Lose Whale Accounts (And How to Protect Yours) feat. Warren Cleveland, CEO, Captive Coalition
The Riches In The Niches Show
1 hour 11 minutes
1 month ago
S1E6 | The #1 Reason Producers Lose Whale Accounts (And How to Protect Yours) feat. Warren Cleveland, CEO, Captive Coalition
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...
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...
