Unlocking the Power of Captives in Insurance
In this episode of the Agent Leader Podcast, host Brent Kelly interviews Warren Cleveland, CEO of Captive Coalition, to uncover the untapped potential of captive insurance.
Warren shares his entrepreneurial journey from aviation to insurance innovation—and explains why captives are becoming essential tools for agents who want more control, transparency, and long-term client relationships. You'll learn how to overcome misconceptions, embrace failure as growth, and understand the real financial impact of captives on your agency’s future.
Whether you’ve never dealt with captives or you’re ready to get going, this conversation will shift how you think about risk, revenue, and relevance in today’s insurance world.
Chapters
00:00 Introduction to Captives and Insurance Leadership
04:12 Understanding Captives: What They Are and Why They Matter
10:42 The Unique Approach of Captive Coalition
19:39 Challenges and Misconceptions in the Captive Insurance Space
25:02 Success Stories and Empowering Agents
33:17 Advice for the Younger Self: Embracing Failure
39:18 Final Thoughts and Resources for Agents
To learn more about Captive Coalition, visit their site.
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