"We’re adding two trucks to the fleet this spring."
The equipment becomes the collateral. $20K+, funded in 3 to 5 days.
Equipment financing See who it fits and what to sayFor Insurance agents
You protect your clients’ businesses. Now help them fund their growth.
Commercial clients tell their agent when they’re buying trucks, hiring staff or opening a new location. Each of those moments can be a funding deal. Make the introduction and earn 30% of the commission when it funds.
Moments you'll recognize
You already hear these. Each one is a funding deal.
"We’re hiring and need to bump up our workers’ comp."
Revolving credit they can draw from anytime. $5K to $1.5M, same-day approvals in most cases.
Business line of credit See who it fits and what to say"We’re opening a second location next year."
Bigger amounts and longer terms for growth. $10K to $5M, weeks, depending on the program.
SBA & term loans See who it fits and what to sayWhy insurance agents make great partners
You hear about growth before the bank does
01
Policy changes signal growth
New vehicles, new equipment, new employees, new locations. Every coverage change is a hint that capital is needed.
02
You already review their business
Annual reviews give you a natural, trusted moment to ask how growth is being funded.
03
More value, more retention
Clients stick with the agent who helps them grow. Funding introductions make you more than a policy provider.
How it works
You make the introduction. We do everything else.
- 1
Introduce your client
Share your funding page or submit a client from your dashboard. It takes a few minutes.
- 2
We handle the funding
A specialist calls within 24 hours, collects documents, underwrites and matches the right lender.
- 3
You earn 30%
When the deal funds, 30% of the commission is yours. On average, $1,000 to $2,000 per funded deal.
What to say
A natural way to bring it up
No pitch needed. Here's a line that works for insurance agents. Your dashboard has talk tracks for every funding product.
Try this with your next client
"Congratulations on the new trucks. How are you planning to pay for them? I work with a funding team that finances equipment in under a week, and the equipment itself is the collateral. Want me to connect you?"
What your clients can get funded for
The products insurance agents refer most
Funded in 3 to 5 days
Equipment financing
$20K+
The equipment becomes the collateral
Learn more Same-day approvals in most casesBusiness line of credit
$5K to $1.5M
Revolving credit they can draw from anytime
Learn more Funded in 1 to 3 daysWorking capital
$5K to $1.5M
Fast capital based on revenue, not just credit
Learn more Weeks, depending on the programSBA & term loans
$10K to $5M
Bigger amounts and longer terms for growth
Learn moreYour earnings
30% of every commission. No cap.
Partners earn $1,000 to $2,000 per funded deal on average. Refer as many clients as you like.
FAQ
Questions insurance agents ask
Can insurance agents accept referral commissions?
It depends on your state, your carrier appointments and your agency’s policies. Check with your agency principal or compliance contact before accepting commissions.
What if my client doesn’t qualify?
There’s no cost to your client to explore options. If no product fits, our team tells them clearly. Your relationship stays protected.
Which clients are the best fit?
Commercial clients with steady revenue who are growing: contractors, transportation, restaurants, medical practices and service businesses.
Do I need lending experience?
No. You make the introduction. Our in-house funding team handles the calls, documents, underwriting and closing.
What does it cost to join?
We cover membership options on your demo call, once we understand your network and goals.
Book your demo call
See how insurance agents earn with LendTrack
We'll tour the platform, look at the clients you already serve and show you exactly how referrals turn into commissions.
- Tour the platform. Your funding page, dashboard and AI fundability check.
- Map your client base. Spot the clients who need capital right now.
- Find out if you qualify. If it's a fit, we'll walk you through membership options.
LendTrack Demo CallPick a time that works for you
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