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
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.
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.
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.
