Are you a broker looking to differentiate your value proposition with middle market clients and prospects?

Become a Certified Captivated Health Broker Partner

Apply Now

Is your firm a member of the Broadstreet Partners Community?

The Captivated Health Platform was designed for Core Firm Brokers and Advisors seeking a true competitive advantage with their existing and prospective middle market clients.

Deliver a proven, innovative captive insurance solution that offers market‑leading benefits that protect clients from “the less bad renewal” market swings while unlocking new revenue streams for your agency.

It was created for forward thinking brokers and advisors who want to redefine their current value proposition and set their practice apart.

Why Partner with Captivated Health

We help certified brokers serve their existing clients and close new opportunities by going beyond the annual renewal. By offering access to the Captivated Health Platform, you attract new prospects, deepen client relationships, create stickier engagements, and grow your revenue by helping your clients solve this significant challenge for middle market organizations.

Differentiate your solution portfolio for the 50–500 mid-market employer segment
Access to feasibility modeling and underwriting support for sales conversations
Co‑selling and marketing resources to help close deals
Clear partner compensation, roles and responsibilities
Become a Certified Captivated Health Broker Partner
— Apply Now

Certified Broker Partner Program:
What’s Included

Program Benefits And Support

Available to brokers in the Broadstreet Core Partner Community and Select Independent Brokers
Training sessions: healthcare financing models, Captive 101, 201, risk management, underwriting, compliance and objection handling
48 hour turnaround for risk assessment for prospective clients
Two week turnaround feasibility modeling for prospective clients
Joint sales calls and proposal support from our captive experts
Co‑branded pitchbooks, one‑pagers, and case studies
Access to service team, subject matter experts (see wheel of services) and curated point solution partners
Flexible, transparent compensation structure

How It Works

A simple, collaborative process

Target an industry or affinity group
Identify an existing risk cell. If not available yet, commit to starting a new cell with 3 employers who collectively enroll 500 employees
Introduce clients to the model and request a risk assessment — all we need is a member level census
Quick risk assessment — we return a risk assessment in 48 hours and a go/no‑go to be self-funded recommendation
Feasibility analysis — we underwrite your risk and prepare a comprehensive analysis within 14 business days
Joint presentation — we join you on a call to present those findings and help you prepare co‑selling materials for shared client meetings
Execution — formation, governance setup, and ongoing servicing with you as the broker of record.  We are the captive manager

Partner success

Broker Success Story

A Broadstreet Core partner, headquartered in Chicago, IL, with 200 employees joined the Captivated Health for Broadstreet Cores Cell on January 1, 2026 — “within 90 days of expressing interest, we had the risk assessment and feasibility results, and six months later we were enrolled in the program. We negotiated the compensation and it was fully disclosed along with the captive management fee, strengthening trust for all involved.”

Don Bartos, CEO at Dimond Brothers, Captivated Health Member and Broker Partner.

Brokers FAQs

Ready to take control of your health insurance costs?

Book a 20 minute call with a Captivated Health Solutions Consultant to see how we can help you save money on your biggest line item expense.

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