Capital Resources

Point of Contact: Tom Sanders, Senior Vice President

Available Services: Capital Resources is an industry leader in providing insurance agency loans to current and prospective insurance agency owners

IAOA Exclusive Discount:  Capital Resources can provide a rate reduction or discounted fees for IAOA members.

Capital Resources has served the insurance industry for more than 15 years by providing current and aspiring insurance agency owners with the access to capital they need to achieve their goals. We have committed ourselves to knowing the insurance industry, and intimately understand the unique financial needs associated with insurance agency ownership. We also have a deep understanding of loans and the lending process. At Capital Resources, we strive to provide an affordable and accessible lending experience to qualified insurance agency owners, both current and future.

For potential customers, we don’t just provide an opportunity to obtain capital. We believe the loan application and approval process should be personal, professional, and comfortable. At Capital Resources, we take the time needed to understand your needs before we formulate a capital plan. Our specialists work alongside you to create tailored loan solutions designed to strengthen agencies. We want our customers to succeed and achieve their business goals, and we will uniquely cater to your needs to ensure success.