Tools

Tools and Loan Calculators

Here are some useful tools if you’re an agency owner and you’re considering building your agency through either acquisition or organic growth. Our Lending Advisors are always available to discuss this with you, or to walk you through these tools as you consider the right growth path for your agency.

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Call (855) 514-1189


How to Find an Agency or Book for Sale

Growth is critical to the success of any insurance agency.

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21 Critical Questions to Ask a Lender When Considering an Insurance Agency Business Loan

When you need an insurance agency business loan, finding the right lender is important. Ask these questions to help determine if a particular lender is right for your agency, its financial situation, and your business goals.

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Agency Funding Success: Multiple Acquisitions

CASE STUDY For 60 years, our client – a small town agency – had offered a mix of home, auto …

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