Preferred Vendors

Craig Wiggins Coaching

www.craigwigginscoaching.com/

The #1 Choice for Insurance Agencies - By Agents, For Agents. Craig Wiggins Coaching & Consulting (CWC) provides comprehensive training, recruiting, and marketing solutions for insurance agencies. With thousands of unique training videos, one-on-one mentoring...

Club Capital

club.capital/

Specialized Financial & Business Management for Insurance Agencies Club Capital is a specialized financial and business management firm dedicated to serving insurance agencies. Unlike general accountants, they focus exclusively on the insurance industry, provi...

Wintrust

www.wintrust.com/

Wintrust is a leading financial holding company and the second largest banking company in Chicago, specializing in insurance agency lending and premium finance. As the preferred national lender to Allstate agents, Wintrust offers multi-million-dollar senior lo...

ServisFirst Bank

servisfirstbank.com/

ServisFirst Bank is a relationship-focused financial institution ranked #15 on Forbes' 2023 "America's Best Banks" list with over $17 billion in assets. Their personalized approach to business banking provides insurance agencies with sophisticated treasury man...

Capital Resources

capitalresources.com/

Capital Resources is a specialized lender focused exclusively on insurance agencies and financial advisors. With industry-leading loan terms of up to 15 years, they understand the unique cash flow patterns and financial needs of insurance professionals, positi...

PPC Loan

ppcloan.com/

PPC Loan specializes in providing financing solutions for insurance professionals, including Allstate agents, independent insurance agents, and investment advisors. Their personalized service approach and attractive loan terms help entrepreneurs and business o...

NW Preferred Federal Credit Union

nwpreferredfcu.com/

NW Preferred Federal Credit Union exists specifically to serve the insurance industry nationwide. As a member-owned credit union, they offer specialized loan programs for Farmers agents, Allstate agents, and other insurance professionals, with personalized rat...

United Midwest Savings Bank

umwsb.com/

United Midwest Savings Bank is a full-service financial institution emphasizing excellence and integrity. With FDIC insurance protection and AARP BankSafe certification, they specialize in SBA loans and business lending to help companies grow and expand with c...

Carroll Media

carroll.media

Carroll Media is a digital marketing and AI technology company founded in 2013, dedicated to giving small businesses the same marketing firepower that used to be reserved for Fortune 500 companies. After years of outperforming expensive New York agencies for m...