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NAICS 52421052

SBA Loans for Insurance Agencies and Brokerages

Insurance Agencies and Brokerages are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving insurance agencies and brokerages loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding insurance agencies and brokerages
Total loans
15,767
all programs
Approved $
$4.9B
last 5 years
Avg loan
$309K
median $145K
Most active lender
U.S. Bank, National Association
1,009 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
25.6%
15.6%
25.1%
16.4%
10.2%
5.1%
1.9%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
$1–2M
$2M+
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
INSURANCE AGENCIES AND BROKERAGES-FRIENDLY LENDERS

The 5 lenders that approved 41% of insurance agencies and brokerages SBA loans last year.

Submit your insurance agencies and brokerages profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

Get matched
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Top lenders for insurance agencies and brokerages

U.S. Bank, National Association
1,009
Bank of America, National Association
667
The Huntington National Bank
606
Live Oak Banking Company
596
Wells Fargo Bank National Association
560
JPMorgan Chase Bank, National Association
538

Top states for insurance agencies and brokerages loans

CA
2,141
TX
1,388
FL
1,262
NY
913
OH
639
PA
576
Loan records · Insurance Agencies and Brokerages
Showing largest 500 of 15,767 records
Sort:
Dale Group, Inc.
Florham Park, NJ
$5,000,000
7(a)
Crown Bank$109K/job · 2015-09-18
Tedrick Insurance Agency, Inc.
Mount Vernon, IL · 62864
$5,000,000
7(a)
Peoples National Bank National Association$313K/job · 2026-01-21
GAUDIO INSURANCE GROUP, LLC
New Albany, OH · 43054
$5,000,000
7(a)
Byline Bank$250K/job · 2021-09-17
Rullo Group, LLC
Latham, NY · 12110
$5,000,000
7(a)
Bankwell Bank$1.3M/job · 2023-04-19
CASH & FORBES INSURANCE GROUP LLC
Houston, TX · 77079
$5,000,000
7(a)
Live Oak Banking Company$5.0M/job · 2021-04-29
The Westfield Legacy Agency, Inc.
Westfield, NJ
$5,000,000
7(a)
Byline Bank$714K/job · 2022-10-26
Grimes Insurance Agency Inc.
Lubbock, TX · 79401
$5,000,000
7(a)
Pathward National Association$217K/job · 2018-12-21
Tri-State Dealer Services, Inc.
North Richland Hills, TX · 76180
$5,000,000
7(a)
Pathward National Association$714K/job · 2015-04-24
Health Guys Inc
Fort Worth, TX · 76137
$5,000,000
7(a)
HomeTrust Bank$313K/job · 2020-08-31
Evans, Ewan & Brady Insurance Agency, Inc.
Georgetown, TX · 78628
$5,000,000
7(a)
Live Oak Banking Company$500K/job · 2022-12-06
Oliver L. E. Soden Agency
Jamesburg, NJ
$5,000,000
7(a)
Live Oak Banking Company2020-12-18
EXACT BENEFITS GROUP LLC
Westerville, OH · 43082
$5,000,000
7(a)
Newtek Bank, National Association$17K/job · 2024-10-08
McGinty Gordon & Associates
Saint Simons Island, GA · 31522
$5,000,000
7(a)
Live Oak Banking Company$714K/job · 2018-12-19
OREP-Organization of Real Estate Professionals Insurance Services, LLC
San Diego, CA · 92108
$5,000,000
7(a)
Live Oak Banking Company$417K/job · 2021-06-17
Inter-Insurance Agency Services, Ltd
Jericho, NY · 11753
$5,000,000
7(a)
Newtek Bank, National Association$167K/job · 2023-11-29
Dennis Breitenfeldt Health Insurance Services, LLC
Long Prairie, MN · 56347
$5,000,000
7(a)
Minnwest Bank$94K/job · 2019-08-22
HCF Insurance Agency
Woodland Hills, CA · 91367
$5,000,000
7(a)
Harvest Small Business Finance, LLC$1.0M/job · 2020-07-13
Aaspire Agency Inc.
Fort Myers, FL · 33907
$5,000,000
7(a)
Pathward National Association$167K/job · 2023-10-26
Florida Insurance Store, LLC
Apopka, FL · 32703
$5,000,000
7(a)
Bankwell Bank$357K/job · 2025-12-29
Unlimited Investors Group Inc
Hampstead, NC · 28443
$5,000,000
7(a)
Newtek Bank, National Association$100K/job · 2024-05-03
Freedom Reinsurance Underwriters Inc.
Mount Laurel, NJ
$5,000,000
7(a)
Columbia Bank$714K/job · 2023-02-17
M/A Plan Services, LLC
Palm Harbor, FL · 34683
$5,000,000
7(a)
Live Oak Banking Company$714K/job · 2023-06-23
Rullo Agency Group, LLC
Latham, NY · 12110
$4,995,000
7(a)
Bankwell Bank$714K/job · 2025-11-14
KHI Solutions, L.L.C.
Fort Dodge, IA · 50501
$4,993,100
7(a)
Northwest Bank$416K/job · 2012-04-24
Ensure Agency, LLC
Miami, FL · 33176
$4,950,000
7(a)
Bankwell Bank$707K/job · 2025-09-10
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