Financing to take your agency to the next level!

Live Oak Bank

Smart Choice is partnered with Live Oak Bank to offer member agencies a trusted finance partner. Live Oak is a leading small business lender offering financing solutions to select industries nationwide. The Insurance industry division focuses on agents, MGAs, wholesalers, and program administrators.

Learn more about Live Oak financing for Smart Choice agents, or to get the application process started.

Oak Street Funding

Your insurance agency is challenged with growing throughout its life cycle. Oak Street Funding specializes in providing insurance professionals with capital based on your biggest asset — future revenue. Take advantage of our cash-flow loans to launch your initiatives without borrowing against your personal assets. We are a direct, non-SBA lender and handle loan processing, underwriting, and servicing in house.

Learn more about Oak Street Funding and how they can help Smart Choice agents grow today.

Stonemark Premium Financing

Smart Choice agents now have access to Stonemark, the industry-leading full-service premium financing company. As part of our relationship, Smart Choice agents can unlock exclusive rates and enjoy the signature service standards on which Stonemark has built its business.

Stonemark is a privately-owned company and uniquely positioned to finance a broad spectrum of policies across Commercial and Personal Lines. Stonemark can also serve as a financing solution for sectors such as Cannabis, which has become increasingly complex.

Smart Choice agents will also be able to participate in Stonemark’s agency incentive program, which provides opportunities for a number of rewards after meeting and exceeding premium financing targets.

Please visit Stonemark’s website to learn more about how Stonemark can serve as an important partner in growing agency revenue and ensuring your polices are competitively priced.