Working With a Specialty Lender

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.

Meet us in person at these upcoming events.

1

NAAIA Virtual Conference

March 4, 2021
Peter Friedman,
Panel Moderator

2

INA Annual Meeting

TBD
August 2021
Booth #TBD

3

ASNOA Conference and Trade Show

St. Charles, MO
Oct. 4-5
Booth #TBD

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

Michael O’Brien

Legal Counsel

Working With a Specialty Lender

Kyle Castle

Lending Advisor/Client Services

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

Trevor Plett

Underwriter

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.

Talk to a Lending Advisor

Or fill out this form and we’ll be in touch with you within 24 hours. No risk, no obligation.

Call (855) 514-1189


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.

Learn More.

Agency Funding Success: Multiple Acquisitions

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

Learn More.

Top 20 Business Books for Insurance Agency Owners

As we approach summer, we thought we’d share some of our favorite business books with you so you can add …

Learn More.