Insurance Agency Insights Podcast


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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What Borrowers Need to Know About Insurance Agency Loan Terms

When you're looking for a loan for your insurance agency, it's useful to understand loan terms, how they’re set, and what impact they have on your loan.

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Understanding Commission-based Loans for Insurance Agencies

Specialty lenders who work exclusively with insurance agencies know that your book of business, though intangible, has significant value.

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Due Diligence Process

Going through a thorough due diligence process - examining detailed information from the seller regarding agency operations and finances - will ensure that you understand whether an agency would be a good fit for your growth strategy.

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