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Funding programs
Working CapitalLine of CreditSBA 7(a) & 504Term LoansEquipment FinancingInvoice FactoringRevenue-Based AdvanceReal Estate InvestorStartup FundingBusiness Credit
HomePartnersInsurance agents
For commercial insurance agents

You already know when a client is expanding.

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.

Same weekCommission payouts
FullFile transparency
10 minPer referral
Why it fits

Why this works for insurance agents.

Referral triggers

What to watch for, and where it goes.

When you see one of these, that is the moment to make the introduction.

What you noticeLikely program
Adding vehicles to a commercial auto policyEquipment financing
New location added to property coverageSBA 504
Headcount growth on workers compWorking capital
Client asking to reduce premium because cash is tightLine of credit
Contractor needing bonding capacity supportWorking capital
Programs shown are typical matches, not guarantees. Every file is placed on its own merits after review.
How it works

Ten minutes of your time, start to funded.

01

Make the introduction by phone or email. We handle everything after that.

02

Your client never gets marketed products you did not send them for.

03

We report back so you know what happened without having to chase.

04

Commission pays the week the deal funds.

Partner questions

What partners ask first.

Introducing a client to a commercial funding advisory is separate from insurance activity. Check your carrier and state rules on outside business activity and referral compensation, and disclose the arrangement to the client.
The same week the deal funds. You see the funder's fee on the closing statement, so the split is verifiable rather than something you have to take on faith.
Entirely. We are the funding desk behind you, not a competitor. We do not market to your clients and we do not cross-sell them.
No. Some partners send one file a quarter and others send several a week. Both are welcome and both get the same attention.
Other partners

Who else works with us.

Ready when you are

When your bank says no. We find who says yes.

Send 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 directly612-927-2055

Soft review · No obligation · No impact on your credit score

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