INS Capital Group

Financing & Capital

Lending Advisory Services

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No other firm in the country offers the level of expertise of INS Capital Group with regards to assisting insurance agents discover the best financing solutions for their agency. Our years of experience working for a leading insurance lender provides our team with first-hand knowledge of exactly how the process works. That experience, coupled with the relationships built with banks and lenders across the country, allows us to offer solutions unmatched by anyone else.

Whether you need money for an acquisition, debt refinancing or working capital to fuel growth, we will work diligently to help you secure the cash you need to reach your goals.


Our Process Includes:


  • Negotiating the Best Rates, Terms & Structure

  • Assistance in Navigating the Due Diligence & Closing Process


  • Creating a Borrowing Profile & Lending Analysis

  • Securing Loan Options & Proposals from Lenders

  • Preliminary Discussion to Determine Your Capital Needs

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Chris is one of the most knowledgeable and creative advisors in the industry. I had the pleasure of working with him for several years, and have the utmost faith in his ability to get deals closed and conduct himself with integrity. I enjoy working on transactions with him, because I know they’ll get done the right way.
— Kelly Drouillard, General Manager Insurance Lending - Live Oak Bank

Let us know if you are ready to learn about the financing options available.