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Insure Right Insurance Agency, LLC — SBA Loan Record (American Fork, UT) | DealRoom

Intelligence/Insurance Agencies and Brokerages/UT

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SBA lending record

Insure Right Insurance Agency, LLC

119 S Pacific Dr., American Fork, UT 84003 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$2.1M

Total SBA financing

1

Loan on record

FY2021

On record

4

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Insure Right Insurance Agency, LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$2,079,000 — FY2021

Gross approval: $2,079,000
SBA guaranteed: $1,871,100 (90%)
Status: Paid in full
Rate at approval: 5.5% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/13/2021
First disbursement: 9/14/2021
Days to fund: 1 days
Paid in full: 9/30/2025
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Community Banks of Colorado, A Division of NBH Bank
Address: 119 S Pacific Dr.
City: American Fork, 84003
County: Utah
SBA district office: UTAH DISTRICT OFFICE
Congressional district: 3

The lender

Community Banks of Colorado, A Division of NBH Bank

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in Utah Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Utah

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Custom Insurance Solutions, LLC

Lehi, UT· ~6 mi

Insurance Agencies and Brokerages

$2.1M
SBA financing: ≈ $4.1M–$6.9M
Est. revenue (rough)

Brunello Holdings LLC

South Jordan, UT· ~16 mi

Insurance Agencies and Brokerages

$1.3M
SBA financing: ≈ $2.6M–$4.3M
Est. revenue (rough)

Roestenburg Insurance Agency, Inc.

Salt Lake City, UT· ~21 mi

Insurance Agencies and Brokerages

$1.6M
SBA financing: ≈ $3.2M–$5.3M
Est. revenue (rough)

BJF Insurance Services Inc

Salt Lake City, UT· ~19 mi

Insurance Agencies and Brokerages

$1.3M
SBA financing: ≈ $2.6M–$4.3M
Est. revenue (rough)

Velocity Insurance Group LLC

Park City, UT· ~27 mi

Insurance Agencies and Brokerages

$1.7M
SBA financing: ≈ $3.3M–$5.6M
Est. revenue (rough)

Caliber Select Insurance, LLC

Orem, UT· ~7 mi

Insurance Agencies and Brokerages

$743K
SBA financing: ≈ $1.5M–$2.4M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Insure Right Insurance Agency, LLC in American Fork, UT (Insurance Agencies and Brokerages). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $2.1M
On record FY2021
4 jobs supported
Industry: Insurance Agencies and Brokerages
Location: American Fork, UT
Lender: Community Banks of Colorado, A Division of NBH Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in UT for ~$2.1M deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/insure-right-insurance-agency-llc-ut
API:: https://dealroom.so/api/public/businesses/insure-right-insurance-agency-llc-ut
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Insure Right Insurance Agency, LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Insure Right Insurance Agency, LLC.