Join Captive Coalition and Grow Your Captive Business
We’re Excited to Have You in the Coalition!
Gain the tools, resources, and network you need to confidently scale your captive insurance business.
As a member, you'll not only receive expert training but also unlock the opportunity to submit your clients for captive insurance solutions through our programs.
Membership Levels
At Captive Coalition, we know that every agent’s journey is different. Whether you’re just starting to explore captives or looking to scale your business with advanced strategies, we’ve built a membership tier that fits your needs.
LEARN
A no-cost way to get started, access essential resources, and understand how captives work.
- Foundational Resources – Get access to pre-submittal and pre-qualification tools, plus a learning library with key materials.
- Group Calls & Learning Sessions – Participate in live calls and agent-led discussions.
- Swipe Files – Use ready-made email and video script templates for business development.
- 21st Century Prospecting Program – Unlock this program after attending three foundational webinars.
This is the perfect starting point for agents who want to explore captives without commitment.
FREE
GROW
For agents who are ready to actively build their captive business with more advanced tools and support.
Everything in Learn, PLUS:
- Sandler Sales Training – Proven coaching to refine your prospecting and closing skills.
- Prospect Referral System – Gain eligibility for referrals within the Captive Coalition network.
- Enhanced Business Development Tools – More advanced swipe files, templates, and strategic resources.
- Agent Community & Support – Engage with experienced agents for insights and collaboration.
- Advanced Webinar Access – Dive deeper into sales, prospecting, and business growth strategies.
- Pipeline & Nurturing Tools – Structured guidance to help you follow up and close more deals.
This tier is for agents who are serious about growth and want to move beyond just learning.
CONTACT FOR PRICE
MASTER
For top-performing agents who want the highest level of support, strategy, and exclusive benefits.
Everything in Grow, PLUS:
- Exclusive Mastermind Access – Join elite agents for in-person or virtual mastermind sessions twice a year.
- AI-Driven Prospect Outreach – Get personalized outbound call support powered by AI.
- Premium Sales & Relationship-Building Program – Stand out with high-touch engagement, including handwritten notes and personalized gifts (e.g., American flags for July 4th, themed tokens for holidays).
- Deep-Dive Coaching & Strategy – Work directly with top mentors for personalized business planning.
- Priority Referral Status – Be first in line for business opportunities within the network.
- Custom Marketing Support – White-label articles, outbound email programs, and client-facing newsletters to help grow your business.
This is for agents looking to dominate the captive insurance space with high-level strategy, marketing, and relationship-building tools.
CONTACT FOR PRICE
We’re excited for you to join the Captive Coalition Membership! As a member, you’ll get:
- Access to our captives for your highest-value clients.
- Comprehensive captive insurance mastery through our structured training program and ongoing education – giving you the confidence to present captive solutions to your most valuable clients.
- Access to our proprietary process for identifying and qualifying premium prospects – taking the guesswork out of building your captive pipeline.
- A proven sales system that has helped agents like you close over $700,000 in new captive revenue in just 12 months – providing you with a repeatable approach to growing your practice.
Don't let another year go by watching your best clients face unpredictable rate increases.
Join Captive Coalition today and start building the premium practice you deserve.