Smart Financing for Independent Insurance Agencies and Financial Advisors

Loans are customized to the agency’s business needs. Rates are determined by the value of your agency’s book of business along with your business and personal credit profiles.

Repay your loan monthly for up to 15 years.

Our specialized lenders offer these capital solutions to insurance agencies looking for loans and funding solutions for acquisitions, loan refinancing, or working capital to support growth.

Who Can Benefit?

Captive insurance agents
Independent agents
Financial advisory firms

Loan Features

Your book of business serves as your collateral.

Minimum FICO: 650+
Time in Business (TIB): 2 years+
Loan Size: $20,000 to $5,000,000
Loan Terms: 2 to 15 years
Fund Delivery: 7 to 10 business days
No personal collateral required

Why Insurance Agency Financing?

Leverage the value of your book of business
Access capital for acquisitions and expansion
Refinance existing debt or improve cash flow
Longer repayment terms available
No personal collateral required

Why Work with Eagle Bend Capital Financing?

Eagle Bend Capital Financing offers the financing you need, when conventional lending sources cannot. We work with trusted lending partners that specialize in financing solutions for insurance agencies and financial advisory firms.

Get Started

If you would like to learn more about our Insurance Agency Book of Business Financing, or any of our other product solutions, contact us today.