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Live Oak Bank is the largest Small Business Administration (SBA) lender by volume.  Our lending team has insurance industry expertise, so we understand how insurance agents operate. We can assist with various financing needs including partner buyouts, acquisition, perpetuation, producer hires, refinance, and other financial transactions.  The combination of industry expertise and familiarity with deal structures is extremely valuable to our clients. 

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Insurance Technologies Corporation (ITC), founded in 1983, provides marketing, rating and management software and services to the insurance industry, including independent agents and insurance carriers. Headquartered in Carrollton, Texas, ITC helps its customers across the United States grow their businesses and become more efficient through the philosophy of providing quality software and services. Currently, ITC serves more than 200 insurance companies and more than 6,000 agencies. Click here to get the WIAA member discount!!

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Burns & Wilcox has grown to become North America’s largest independently owned wholesale broker, with more than 40 offices spanning the continent. An autonomous entity not beholden to Wall Street, private equity or any financial institutions, Burns & Wilcox is a privately owned company whose standards of service and depth of underwriting and management talent are unsurpassed in the specialty insurance sector. Today Burns & Wilcox is proud to access a trusted and expansive network of domestic and international insurance carriers to provide creative specialty insurance solutions to thousands of professional select agents and brokers.

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The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds. Throughout our rich history of more than 200 years, countless businesses and individuals, including Robert E. Lee, Abraham Lincoln and Babe Ruth, have turned to our company for protection. The Hartford celebrated its 200th anniversary in 2010. Learn More

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Did you know RPost is now a WIAA Partner? Winner of the World Mail Award for Security, 90 of the top 100 largest insurance firms use RPost’s RMail service to send email encrypted for HIPAA compliance, send applications and forms for eSignatures, and track & prove email delivery. WIAA members qualify for 20% off! Click here to learn more: (www.rpost.com/wiaa)

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Safeco offers a wide variety of personal insurance products for you and your entire family, including auto, home, umbrella, watercraft and more. The Safeco Package – which bundles the auto and home coverage together – offers the best combination of savings, convenience and coverage available. From the smallest fender-bender to a storm-damaged home, Safeco has stood ready at the most trying moments for more than 85 years. A member of Liberty Mutual Group with the financial strength to deliver security and value, we offer national reach combined with local market knowledge.

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Vertafore’s comprehensive insurance management software solutions allow participants in the insurance distribution channel to adapt to an evolving insurance industry by efficiently scaling their businesses through deeper access to information and insights. The Vertafore platform features fast innovation, partnerships with leading technology companies, and customizable solutions to help companies remain independent during a time of industry disruption. As the leader in modern insurance technology with the largest customer base in the industry, Vertafore connects every point of the distribution channel, from agencies and carriers to MGAs, MGUs, and state governments. For more information about Vertafore, visit www.vertafore.com, read the company’s blog, and follow the company on Twitter, LinkedIn, and Facebook.

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MarketScout is an insurance exchange based in Dallas, Texas. MarketScout has over 47,000 users, the vast majority of whom are independent retail agents. This is the largest amalgamation of independent agents in the United States. All users are linked into the MarketScout Exchange. Agent interest, buying habits and activity has been tracked since June 2000, the inception date of the MarketScout Exchange.

× Ethos Life Insurance Agent
Ethos helps independent agents grow their business by making it easier than ever to sell life insurance. Our digital platform allows agents to quote instantly and submit applications in under 10 minutes, 100% online, with zero case management, usually no medical exam, and competitive commissions. Sign up to be an Ethos Agent today!

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At Staff Boom, Smart Business is about improving our client’s bottom line and serving the needs of our employees with English and Spanish speaking remote staff in the Philippines and Peru. We are applying our expertise and resources to help solve societal challenges on a local scale. By creating a culture that fosters health, security, education, and advancement, our employees have opportunities for a better future. In turn, our clients benefit from a consistent, dedicated staff.