Are renewals enough to prove you’re winning with clients? In this episode, Brent Kelly reveals a simple 3-step process to define, document, and deliver on client expectations — the key to higher retention, stronger relationships, and more referrals. Learn how top agencies track success, why your top 5–20% of clients deserve more, and how a “promise report” can transform the way you measure results.

👉 Download the free white paper: sitkins.com/whitepaper

Are you an independent insurance agent or agency leader looking for a smarter way to grow your business, retain more profit, and better serve your clients? In this episode, host Brent Kelly sits down with 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.

Highlights Include: 00:00 Introduction to Captives and Insurance Leadership04:12 Understanding Captives: What They Are and Why They Matter10:42 The Unique Approach of Captive Coalition19:39 Challenges and Misconceptions in the Captive Insurance Space25:02 Success Stories and Empowering Agents33:17 Advice for the Younger Self: Embracing Failure39:18 Final Thoughts and Resources for Agents

Whether you’ve never heard of captives or you’re ready to take the next step, this conversation will shift how you think about risk, revenue, and relevance in today’s insurance world.

To learn more about Warren Cleveland and Captive Coalition visit their site at https://www.captivecoalition.com/.

To learn more about our programs for growth-minded agencies visit www.sitkins.com.

Most insurance agency leaders focus on revenue, retention, and growth—but there’s one overlooked metric that could transform your agency’s future: Revenue Per Relationship.

In this episode, Brent Kelly breaks down why this powerful measurement matters more than ever and how it reveals the true value of your client connections. You’ll learn practical strategies to elevate client experiences, increase profitability, and create a culture of high performance and accountability.

If you're ready to break through growth plateaus, get more referrals, and lead your team with greater purpose and clarity, this episode is for you.

Discover:

• The #1 metric that drives long-term agency success

• How to deepen client relationships and grow without chasing more volume

• Why emotional intelligence is a business advantage

• How to shift from complacency to continuous improvement

Whether you’re an agency owner, sales leader, or producer, this episode will challenge the status quo—and equip you to grow smarter, not just bigger.

If you're ready to grow your agency, learn more about our programs at www.sitkins.com