AgileCap

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What are your plans for growth as we enter the second half of the year, >>> We help agencies like yours grow with funding and acquisition advising What are your plans for the rest of the year? Are you looking to grow? Hi Sales - When the year started, where did you think

Congratulations to Dennis Hughes, President of the Heritage Insurance Agency - our big winner! Great meeting you at The AC Member Conference 2022!

Talking about Funding Your Agency's Success, at The AC Member Conference. Looking forward to meeting agency owners who are looking to grow their agencies!

We're excited to be a part of The AC Member Conference in Orlando - "The Power of Togetherness". Stop by Booth 4 and see Jon, Kyle, and Peter. Let's talk together about your plans for the future of your independent insurance agency.

Learn more about how our loans are designed for your agency so you can achieve your business growth goals. A quick conversation with a Lending Advisor is all it takes to see what's possible. https://bddy.me/3ESahYg

We hear this question a lot. So we built a tool that shows you how a loan of any size will impact your agency's financial performance over time. When can you expect to break even on the cost of your loan? The tool will show you. Try it out: https://bddy.me/37AGdUH

You put time and energy into building the book of business that's the heart of your agency. When you need capital to reach new growth goals, our commission based loans can provide the funding you need. We make it easy by creating loans based on the value of your book of business that don't put your personal assets at risk. Learn more. https://bddy.me/3uVsNeO

With the first quarter of the year behind you, are you on track to reach your agency growth goals? Do you have a plan? If you'll need funding to make it happen, schedule a consult with a Lending Advisor now. Make 2022 the growth year you've envisioned for your agency. https://bddy.me/3xzyd0L

Each step in an agency purchase comes with checklists, timelines, expectations, and - unfortunately - the potential for unforeseen complications. We now offer agency advising, providing experienced acquisition insight and guidance. If you're considering buying an agency or book, learn more about AgileCap Agency Advisors https://bddy.me/3x8OARZ.

Jon sat down with Abe Boling, from The Insurance Dream Podcast, to talk about how an agency should prepare for an acquisition. Thanks for the opportunity, Abe!

They talk about Jon's acquisition and sales experiences - including the things he prepared well for and what he would do differently if he could do it over again. And Jon talks about how he uses his agency ownership and succession experience in his new role as Senior Agency Advisor - advising those who're looking to acquire a book or agency. Listen here: https://bddy.me/3Nk4IWo

Peter sat down with Abe Boling, from The Insurance Dream Podcast, to talk about how an agency should prepare to finance an acquisition and how to approach buying an agency or book. Spoiler alert...Peter suggests:

1. Make sure your house is in order first.
2. Don't buy something just for the sake of buying something.

And they walk through actual numbers to illustrate how an acquisition can make strong business sense.

Listen to their conversation: https://bddy.me/3Nk7ACr
We appreciate the opportunity, Abe!

AgileCap updated their phone number.

Tune into Peter and Jon Jamieson, CIC - AgileCap's new Senior Agency Advisor - for a quick, 12-minute conversation on the ins and outs of doing a periodic culling of your agency's book of business. Learn why this is a best practice for agencies who want to grow strategically. https://bddy.me/3KILzv1

Do you have plans to grow your insurance agency, now or at some point in the future? Maybe you want to:

• Invest in a new marketing campaign
• Hire a new producer
• Upgrade your technology
• Acquire a new book or an additional agency.

If you don't have easy access to the capital you’ll need to execute on your growth plans, though, you’ll need to find additional funding to invest in your agency.

Use this Guide to learn what qualifies as a smart investment in your agency, and what questions to ask to find the right lender for your business goals. Download your Guide here: https://bit.ly/3hIN2VP

AgileCap updated their address.

Are you considering purchasing a book or agency? Our experience in insurance agency acquisition can give you an edge in a competitive market. We act as your strategic partner, offering a full range of services tailored to every step in the acquisition process. Learn more: https://bddy.me/3h5vkv9

Thinking of growing your insurance agency but need capital to do it? Download our guide to learn about growth trends in the insurance industry, strategies for finding the right lender for your agency, and ways to position yourself for success in borrowing. https://bddy.me/3I6KOuP

You work hard to grow your agency. At every new stage, your business's financial needs change. We're right there with you, providing flexible funding to support new hires, financing agency technology upgrades, and facilitating the acquisition of an additional book or agency. Learn how we can be your lending partner. https://bddy.me/3L7n4ss

Where should smart insurance agency owners invest, to grow their agencies in 2022? 🔥 Technology 🔥 Hiring 🔥 Marketing 🔥 Acquisition. Make the most of the adaptations and operational changes you put in place during the pandemic to build and strengthen your agency so you can meet new demands from the market, your employees, and customers. Read more. https://bddy.me/3KP51XN

With a lending partner behind you, you can take your agency wherever you want it to go...as fast as you need it to get there. Talk to a Lending Advisor today. https://bddy.me/3qMZOaQ

Are you considering purchasing or selling an agency? Our NEW agency acquisition advising services give you an edge in a competitive market. We serve as a strategic partner to agency owners, offering a full range of services tailored to every step in the buy/sell process. Learn more. https://bddy.me/33muDdW

We love busting financing myths. Specialty lenders, who are smaller and more nimble than traditional lenders, can turn loans around quickly. Term sheets that tell you how much you’re eligible to borrow can be produced in about 24 hours. Once we've got all the necessary paperwork, funding can be in your account in 7-10 business days. Surprised? Learn the truth about 9 other insurance agency financing myths: https://bddy.me/3fnprIR

You deserve a lending partner who'll provide funding that's fast and tailored to your goals. Whether you're purchasing an agency, upgrading technology, or staffing up, our funding can make your growth plans possible. Got questions about working with us? https://bddy.me/3qeGfbg

We're proud to introduce Jon Jamieson, the newest member of our team. His long career in the insurance industry - as a producer, marketing representative, and an agency owner (with a successful sale to a national broker in 2019) - gives him a wealth of industry knowledge. He brings that experience and knowledge, as well as financial acumen gained as a community bank director, to his role as Senior Agency Advisor. Jon's available for consultations on your plans to grow YOUR agency, whether you're a current AgileCap client or new to us. Book 20 minutes with Jon. https://bddy.me/3d84YHa

Deals that need to close before year end need to move fast. That's where we excel! Learn how quickly we can help you close on a new book or agency. Speak to an AgileCap Lending Advisor. https://bddy.me/2ZAuLEx

We're feeling very grateful to have been able to see so many of our colleagues and clients in person over the past few months. We love the work we do and the people we get to work with. Wishing you all a Happy Thanksgiving from all of us at AgileCap.

Just stopped by and caught part of the Grant Botma session on content creation at IAOA Innovation21. Good buzz in the room and lots of great ideas for agencies looking to grow. Hats off to IAOA for bringing the insurance industry together with inspiring speakers and information.

We're excited to see everyone at IAOA's Innovation 2021 conference in Tampa Bay! It's rainy outside but the energy inside the conference is great! Stop by and talk with Kyle and Jon about AgileCap funding for your insurance agency's growth!

We're excited to see everyone at IAOA's Innovation 2021 conference in Tampa Bay! It's rainy outside but the energy inside the conference is great! Stop by and talk with Kyle and Jon about AgileCap funding for your insurance agency's growth!

Sometimes a testimonial comes in that we just have to (humbly) share.

Do you like and trust your lender? We're proud to say our clients do!

Learn why by scheduling a time to talk to us about financing your agency's growth. https://bddy.me/3ASeNTE