Your Source for Insurance Agency Financing

You entered the insurance industry to thrive, not just survive. Do you have the insurance agency funding needed to make acquisitions, introduce new technology and pursue other growth strategies?

Fundation can help.

We are a direct lender that serves modern small businesses. Our small business loans offer friendly terms such as fixed rates and simple interest: you pay on your outstanding balance only. Flexible payment terms are designed to promote cash flow and growth.

When you need fast, simple insurance agency financing, Fundation delivers.


  • Conventional term loan-only pay interest on the amount for the time borrowed
  • Dedicated Customer Relationship Manager
  • Apply online in less than 10 minutes, capital available in 3 business days
  • Interest rates as low as 7.99%*
  • No prepayment penalties

*Rates are subject to each customer’s unique credit profile and history


Custom Insurance Agency Funding Solutions That Promote Growth

Banks and other traditional business lenders often lump customers into large categories and provide generic, off-the-shelf solutions. At Fundation, we look beyond the spreadsheet to understand your company’s story, its goals and its vision for the future. This enables us to provide a custom insurance agency financing plan that satisfies your unique needs. Each small business lending solution features:

  • Flexible payment terms
  • Direct access to client representatives
  • Capital to help your business grow

We work with insurance agencies nationwide, providing loans that enable them to:

  • Add more agents
  • Introduce new technologies
  • Consolidate debt
  • Much more

If you see a significant opportunity, our business expansion loans can be a valuable source of capital. They feature large principal amounts and low payments, which keep pressure off your cash flow as you pursue growth.

Some alternative lenders offer payment contracts rather than loans. Contracts like these always charge interest on the original loan amount, even if your balance is growing smaller.

Fundation promotes growth through simple interest: you pay on your outstanding balance only. Twice-monthly payments can be automatically debited, allowing you to forget about debt service and to focus on your agency’s future.

Discover the Fundation Difference

Fundation serves small businesses just like yours. Rather than offering terms mismatched with your priorities, we design insurance agency funding that is fully focused on seeing your business reach its full potential.

Contact Fundation today to explore your insurance agency financing options.