Podcast

Insurance Agency Insights Podcast

Episode 12

Agency Best Practices: Culling Your Book

Episode 10

Acquisition and Due Diligence Mini-Series, Part 2: 4 Keys to a Successful Due Diligence Process

Episode 9

Acquisition and Due Diligence Mini-Series, Part 1: Insurance Agency Acquisition Financing

Episode 8

Don't Forget Technology as Part of Your Agency Acquisition Due Diligence

Episode 7

How Agency Financing Has Helped Agency Owners, Tales from the AgileCap Archives

Episode 6

The Lending Landscape, part 2, with guest, Mike Wagar, SVP at Westfield Bank

Episode 5

The Lending Landscape, part 1, with guest, Kelly Drouillard, SVP at Live Oak Bank

Episode 4

M & A Insights with guest, Sam Patterson

Episode 3

M & A: The What, Where, When, and How of Acquisitions.

Episode 2

How to work with a lender in times of trouble

Episode 1

What could happen in the insurance agency world over the next several weeks, months, years?

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The Risks of Merchant Cash Advances for Insurance Agency Owners

As an insurance agency owner, navigating cash flow challenges is an ongoing part of business management. When immediate funding needs arise, many turn to Merchant Cash Advances (MCAs) for quick cash. However, these solutions come with substantial risks that could threaten your agency’s financial health.

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Navigating Growth: The Role of Lending Experts for Insurance Agency Loans

In the ever-evolving landscape of insurance agencies constantly seek avenues for growth to remain competitive and meet the evolving needs of their clients. However, facilitating this growth requires financial resources that may not always be readily available. This is where insurance agency loans and the expertise of lending professionals come into play, offering a supportive framework for agencies to pursue their growth ambitions.

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Myths About Insurance Agency Lending

Myths about insurance agency lending can stop agency owners from contacting a lender or looking for funds when their agency could really use a capital infusion in order to grow.

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