Connect your clients with our funding.
Count on our responsiveness and professionalism as we work to create the best possible funding solution for your client referrals, while keeping in touch with you throughout the process. Our partnership can strengthen your client relationships while also rewarding you through our referral partner program.
We offer a wide range of rates, and work closely with your client to determine the terms that are right for their agency, financial situation, and goals.
We partner with commercial loan brokers, SBA lenders, banks, M&A specialists, industry consultants and networks.
We don't take referrals lightly. We're committed to finding the best solutions for your client's financing needs. Our wide range of rates and flexible terms allow us to customize a loan for each of your clients' unique situations.
When you have clients who need funding faster than other lenders can deliver, or who want more flexibility in loan structure, or who don’t fit traditional lending requirements, talk to us about partnering.
We work hard to ensure a win-win-win on all successfully closed referral deals.
Every referral receives an expert consultation with one of our Lending Advisors. Over the past 20 years, we’ve helped our partners’ clients with:
Contact us any time for information or resources you can share with your clients. We have a library of white label materials that we can share or co-brand with our partners.
Or fill out this form and we’ll be in touch with you within 24 hours to talk about the details of our program.
Call (855) 514-1189
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.
