New trucks, a new building, more employees on the policy — every one of those is a capital event. Refer it and get paid without touching your licence.
When you see one of these, that is the moment to make the introduction.
| What you notice | Likely program |
|---|---|
| Adding vehicles to a commercial auto policy | Equipment financing |
| New location added to property coverage | SBA 504 |
| Headcount growth on workers comp | Working capital |
| Client asking to reduce premium because cash is tight | Line of credit |
| Contractor needing bonding capacity support | Working capital |
Make the introduction by phone or email. We handle everything after that.
Your client never gets marketed products you did not send them for.
We report back so you know what happened without having to chase.
Commission pays the week the deal funds.
For accountants and bookkeepers
ViewFor CPA firms
ViewFor equipment dealers and vendors
ViewFor commercial real estate brokers
ViewFor business brokers
ViewFor franchise consultants and brokers
ViewFor marketing and web agencies
ViewFor ISOs and funding brokers
ViewSend one file and see how it runs. No agreement to sign before you do, no minimum volume, and nothing changes about who owns the client relationship.
Talk to Travis directly612-927-2055Soft review · No obligation · No impact on your credit score