Insurance agency success stories.
From health, life, property/casualty and marine to individual, small business and commercial agents and agencies, AgileCap has provided insurance professionals the capital to thrive. Our customers use their loans to hire and train staff, recruit new agents, expand product offerings, launch marketing initiatives, develop incentive programs, and expedite mergers and acquisitions.
We talked to many lenders who needed 40-90 days for financing. Then we got in touch with AgileCap. They went through due diligence very quickly and we closed in days rather than weeks — on our largest acquisition to date.
Iffi Wahla
Provence Insurance
AgileCap worked with our commission structure and mediated legal terms, so we could get our loan and add producers to our team.
Travis King
Riskpro Global Partners
AgileCap has been a great company to work with. From day one they took the time to understand my situation and create a plan to make it work for me. AgileCap understands insurance agencies, so they could customize funding to meet my agency’s needs.
Monte Johnson
Monte Johnson Insurance Services Inc.
We had an opportunity to purchase another insurance agency in our area but we didn’t expect how hard it would be to find a knowledgeable lender who’s able to underwrite a transaction with any sense of urgency. AgileCap funded our loan with speed. Their customer service and understanding of the growing pains of merging two entities was exceptional.
Rebecca Barens
CIC – Willow Insurance Group
AgileCap always makes fast decisions and offers speedy execution on deals that often times are difficult and cannot be handled by more traditional sources.
Sam Patterson
Springtree Group
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Insurance agencies have a unique window of opportunity to leverage lending strategies that not only ease tax burdens but also fuel growth for the coming year.
There is little argument that if you can double your agency’s premium book, the inherent renewal economics will more than double income.
Understanding the factors lenders consider can position your agency for success and help you navigate the loan process effectively.
