The Riches In The Niches Show

S1E6 | The #1 Reason Producers Lose Whale Accounts (And How to Protect Yours) feat. Warren Cleveland, CEO, Captive Coalition

• Rob Jacomen • Season 1 • Episode 6

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, you’ll get replaced.

What you’ll learn in this episode:

✅ How captives give business owners control, transparency, and stability.
✅ The 3 signals a client is ready for a captive strategy.
✅ Why niching industry beats selling products every time.
✅ The timing mistake that kills captive deals (and how to fix it).
✅ How to stop losing your whales to competitors—and protect your book.

💥 Don’t wait until you lose your biggest client. Watch this now and arm yourself with the captive strategies your competition prays you’ll ignore.

📌 Connect with Our Guest

Name:  Warren Cleveland, CEO of Captive Coalition
Email:  warren@captivecoalition.com
LinkedIn: https://www.linkedin.com/in/warren-cleveland-aci-cic-aai-81b45526/
Website: https://www.captivecoalition.com/

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🔹 Connect with me on LinkedIn → https://www.linkedin.com/in/rob-jacomen/
🔹 Book a Strategy Call → https://go.alchemycontentlab.com/niche-domination-strategy-call-15min-page