At Capital Resources, we know insurance. With more than 80 years of combined experience and $300 million in
loans originated, we feel confident in our ability to offer your agency genuine advantages.

Simply put, we want our customers to succeed, and we strive to support the financial needs and goals of each
of our independent agency owners


An Unparalleled Working Relationship

Capital Resources prides itself on offering strong client services. You shouldn’t have to settle for a one-size-fits-all loan program that could hinder your success in the long run. We know how stressful acquiring or expanding an agency can be, and we work closely with our borrowers to ensure the borrowing process is made easy. A few additional ways independent agency owners will be provided with an unparalleled working relationship include:

  • Specialized financing for independent insurance agents
  • An intimate understanding of the insurance industry
  • We build partnerships, not numbered files
  • Sizeable solutions
  • Knowledgeable and consistent underwriters


Advantages Not Found Elsewhere

Capital Resources is committed to providing affordable and accessible capital to independent agents. We strongly believe that your lender should be able to accommodate your specific needs by offering tailored lending products, and at Capital Resources, we do this daily. Additional advantages found at Capital Resources include:

  • Rapid Loan Approval
  • Competitive Interest Rates
  • Longer Amortizations
  • Low Down Payments
  • Varying Range of Use


Types of Loans Available

Capital Resources provides quality loan products to independent agency owners to provide capital for the acquisition of books of business, as well as working capital for expansion and refinancing existing debt. Our loans fit within the unique demands of the various carriers independent sales producers work with, and we regularly provide tailored lending products to meet the diverse needs of independent agency owners.


Acquisition Loans

Our acquisition loans are best used for buying books of business whether it is your first agency or you’re a multiple agency, Capital Resources is proud to offer the longest amortizations currently found in the acquisition market.


Refinance Existing Debt

Capital Resources may be able to help you improve your agency’s cash flow through the refinancing of existing agency debt. Whether that debt is associated with a previous acquisition or simply through growing your operations, Capital Resources may be able to help you consolidate those debts into a single loan with a payment that fits within your budget.


Working Capital

Not every insurance agency owner is looking to grow their business through an agency acquisition. Most agents look for opportunities to grow organically. At Capital Resources, we understand that growing your business requires an investment of time and capital. We offer working capital loans that may be used to help you hire additional staff, open a satellite location, make technology improvements, and more.


When you’re ready, we’re ready. If you have any questions regarding our loans or the lending process, contact one of our Capital Resources loan specialists now. We’re ready to make the entire loan process more comfortable and rewarding.




Phone: 1-866-523-6641
7960 W 135th Street – Suite 200, Overland Park, KS 66223