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.