three business colleagues happily working together in an office

Insurance agency lenders, dedicated to your agency’s goals.

A specialty lender with expertise in insurance agency lending and finance.

Working with a specialty lender...what does that mean?

When you think of borrowing funds, you may think of traditional lenders like a bank or SBA lender. We’re different. As a specialty lender, we loan exclusively to insurance agencies and we provide personalized, responsive service. We are not a broker. We lend our funds directly to agency owners.

Our focus on insurance agencies means we understand small to mid-sized agency business models really well. We’ve gained that understanding by working with hundreds of insurance agencies, providing them with millions of dollars in capital funding. And we bring our industry insights and knowledge to every conversation about an agency’s business goals and funding needs.

Our personalized approach means that you work with a dedicated Lending Advisor from application through funding, and we keep and service your loan in-house for the life of your loan.

Our culture is built upon flexibility and responsiveness. As a result, we can customize your loan to your needs, we can consider loans that might not meet a traditional lender’s requirements, and our funding process is quick.

You may be wondering, “does ‘specialty’ mean ‘more expensive’?” We offer a wide range of rates. Yours is determined by the value of your agency, your business and credit profiles and other factors that we cover in our initial conversation with you.

Start a funding conversation now.

You don’t have to wait until your growth plans are set to start talking to us about funding. Start a no-pressure conversation with us today to learn about the opportunities funding can create for you and your agency.

Our Team

Working With a Specialty Lender

Peter Friedman

President/CEO

Peter was the Vice President of Corporate Development for Loews Corporation (the corporate parent of CNA Insurance and other holdings), where he managed the strategy and M&A process for the corporate holding company and oversaw the activities of the subsidiaries. Prior to Loews, Peter was a director in the corporate strategy & development group at United Technologies Corporation, a partner at Oliver Wyman Consulting (formerly Mercer Management Consulting), and a professional airline pilot for US Airways. Peter holds an M.B.A. from the Tuck School of Business at Dartmouth College and received his B.S. in Geology with high honors from Bates College. He lives in Utah with his wife and three children.

Working With a Specialty Lender

Ken Jacquin

CFO

Ken was most recently the Chief Financial Officer of Ragnar Holdings, an events management business where he managed finance and operations and was primarily responsible for acquisitions and strategy. Prior to Ragnar, Ken was a founding partner of Dolphin Capital Group, a Utah based private equity firm where he was responsible for the origination, management and realization of portfolio investments. Prior to Dolphin Capital Group, Ken was a Director in investment banking at Deutsche Bank in Baltimore, London and Tokyo. Ken started his career as a CPA with Coopers & Lybrand. Ken holds an M.B.A. from the Columbia Business School and received dual degrees in Finance and Accounting from the University of Delaware. He lives in Utah with his three children.

Working With a Specialty Lender

Jon Jamieson, CIC

Senior Agency Advisor

Jon has held positions as producer, agency owner, and a territory sales manager for a national carrier. After doubling the size of his agency through organic growth and acquisition, Jon sold to a national brokerage in 2019. During his 28 years in the industry, he’s served as president of his state's Big I association and held a range of leadership positions within his community including local government, non profit boards and as a director of a Northern New England community bank. Jon holds the Certified Insurance Counselor designation for 25 years and has a BA from the University Of Colorado Boulder. He splits his time between Utah and Vermont and enjoys sailing, skiing, and cycling with his wife and two children.

Working With a Specialty Lender

Lawlor Coe

Analyst

Lawlor has experience in marketing & onsite management, member management, and financial & product development. He spent time in Ecuador, as part of a Community Enterprise Solutions team, developing strategies to bring a micro-consignment model to rural and impoverished areas. In his role as Analyst for AgileCap, Lawlor has primary responsibility for Underwriting. He received a Finance degree from Miami University (Ohio). Outside of work, Lawlor can be found in the mountains, skiing, mountain biking, rock climbing, or trail running.

Working With a Specialty Lender

Laura Turner

Controller

Laura has worked as an accounts payable specialist and staff accountant for a variety of companies, ranging in size from global operations to start-ups. In addition to an accounting degree from the University of Colorado (Colorado Springs), Laura brings extensive experience in payroll and human resources. She enjoys the opportunity to utilize her entire skillset at AgileCap, as she works directly with insurance industry professionals, helping them realize their business goals. She also values the culture and team at AgileCap – a great group of people! Laura's free time is spent enjoying the mountains with her family.

Our customers have good things to say about working with us

We talked to many lenders who needed 40-90 days for financing. Then we got in touch with AgileCap. They went through due diligence very quickly and we closed in days rather than weeks — on our largest acquisition to date.

Iffi Wahla

Provence Insurance

AgileCap has been a great company to work with. From day one they took the time to understand my situation and create a plan to make it work for me. AgileCap understands insurance agencies, so they could customize funding to meet my agency’s needs.

Monte Johnson

Monte Johnson Insurance Services Inc.

AgileCap always makes fast decisions and offers speedy execution on deals that often times are difficult and cannot be handled by more traditional sources.

Sam Patterson

Springtree Group



Talk to a Lending Advisor

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Call (855) 514-1189


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