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Loans for insurance agencies

Customized Financing

  • $25,000 - $20,000,000
  • Terms up to 12 years
  • Interest-only options
  • Commission-based loans

Loan Uses

  • Hire producers or employees
  • Acquire an agency or book
  • Upgrade technology
  • Consolidate business debt
  • Buyout ownership/Succession
  • Get working capital




Is Your Agency Growing?

Whether you’re maturing, expanding, or planning to exit your agency, growth should be a common theme. Growing agencies, after all, typically generate greater profits for their owners and are among the most attractive businesses to potential buyers.

From hiring a producer to upgrading technology or launching new marketing campaigns, growth strategies require an investment. Oak Street Funding provides insurance agents and brokers with capital for growth, acquisitions, successions and more.

Borrow against the future commissions from your book of business or the book you plan to purchase without tapping into your personal credit. From initial growth, through the development and eventual divestiture of your firm, Oak Street Funding’s experience and expertise from completing thousands of insurance financing transactions can help you obtain capital. 

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Agencies can grow with responsible debt

See average growth ratesAgencies can grow with responsible debt. See average growth for agencies that obtained a loan from Oak Street and how funds are most often used. See average growth rates >

 

Selling An Agency

Selling An Agency WhitepaperStrive to get the right price from the right buyer. Find tips to help you sell an insurance agency or book of business.
Download whitepaper >

Buy Or Sell An Agency

Are you an agent looking to expand your agency business through an acquisition? Or perhaps you're a seasoned insurance agent getting ready to retire and sell your agency as part of a perpetuation plan. You can use our FREE Agency Exchange service to connect with insurance agency buyers and sellers in your area.  

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