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Insurance Agent Checking Policy Documents In Office.

Insurance industry expertise from an SBA preferred lender.

Whether you’re looking to acquire another insurance agency, upgrade technology or refinance debt, we understand the insurance industry and know how to underwrite an agent’s cash flow-based business.

As a top-five SBA lender in the U.S., we have a national lending footprint and a track record with the SBA that allows us more flexibility with qualifying requirements. Our team offers:

  • 100% financing available on most loans that qualify
  • Fast approvals and an expedited closing process
  • A creative, problem-solving approach to challenging deals
  • Prompt, professional service and an efficient experience for our agent borrowers

Customized loans to upgrade operations today for future growth.

Insurance group loans can support a wide variety of agency needs:

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Business Acquisition

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Recruiting Transition

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Working Capital

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Debt Consolidation

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Commercial Real Estate

Contact our team to get started.

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Michael Adams

(847) 805-9532Senior Vice PresidentSBA Sales Manager
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Huy Tran

(847) 805-6348Vice PresidentBusiness Development Officer
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David Wolak

(847) 805-7050Business Development Officer