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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.

× Total CSR
Total CSR is the insurance industry’s first and only agency development platform. Offering a complete solution of hiring tools, insurance and compatibility assessments, training programs and beyond, Total CSR is trusted by over 1,600 independent agencies across America

× Tranzpay
Tranzpay is a digital payment platform designed specifically for the insurance industry. We service agencies, MGAs as well as carriers. Our mission is to maintain at the forefront of technology and be a source to bring that technology to the independent insurance agent. Our platform is used by thousands of agencies to not only reduce their processing costs, but to also provide them with a robust payment platform that increases agency efficiency as well as multiple other benefits, including; IVR, recurring payments, paying out claims & commissions, as well as reconciliation of payments & next day funding for credit cards & ACH. Visit our website to request a demo today!

× Semsee
Semsee simplifies and accelerates the small commercial quoting experience for independent agents, giving them more time to service their clients and grow revenue. Inspired by the promise of the original SEMCI initiative, Semsee combines advances in technology, workflow efficiencies and data and analytics to give agents fast, accurate quotes from multiple appointed carriers through a single-form submission.

× ePayPolicy
ePayPolicy is the fastest, most secure way to move money in the insurance industry. Bind policies faster, balance your balance sheet and give customers an easier path to payment. ePay's customizable payment pages, automated check processing and API integrations with industry management systems make taking payments the easiest part of running your business.

× Insuredmine
More information to come!