16+ funded Farmers Insurance - Corporate Agent Appointment Agreement deals

Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.

JORGENSON INSURANCE LLC in Tucson, AZ — $442K (2026) · Wells Fargo Bank National Association

Program: Preferred Lenders Program
Rate at approval: 7.71% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $332K (75%)
Approval → funding: 33 days
Approved: 11/20/2025
First disbursed: 12/23/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 4
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages

Funded by Wells Fargo Bank National Association · Lender record →

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Trinity Miller Insurance Agency LLC in Redding, CA — $369K (2026) · purchase · U.S. Bank, National Association

Program: Preferred Lenders Program
Rate at approval: 8.4% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $277K (75%)
Approved: 1/13/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 6
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $410K
Est. down payment (10%): $41K
Est. cash at closing: $55K
Monthly payment: $4,560
Annual debt service: $55K
Cash flow needed (1.25×): $68K

Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.

Funded by U.S. Bank, National Association · Lender record →

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Zayas-Visser Agency, Inc. in Huntsville, AL — $150K (2025) · Lake Forest Bank & Trust Company, National Association

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 8.75% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $75K (50%)
Approval → funding: 23 days
Approved: 9/30/2025
First disbursed: 10/23/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 12
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Lake Forest Bank & Trust Company, National Association · Lender record →

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Nick Huber Insurance Agency Inc in New Prague, MN — $139K (2025) · purchase · Minnwest Bank

Program: Preferred Lenders Program
Rate at approval: 10% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $118K (85%)
Approval → funding: 1 days
Approved: 8/28/2025
First disbursed: 8/29/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 1
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $154K
Est. down payment (10%): $15K
Est. cash at closing: $20K
Monthly payment: $1,832
Annual debt service: $22K
Cash flow needed (1.25×): $27K

Funded by Minnwest Bank · Lender record →

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Ekberg Insurance Agency LLC in Meridian, ID — $50K (2023) · First Interstate Bank

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 10% variable
Term: 119 months
SBA guaranteed: $25K (50%)
Approval → funding: 25 days
Approved: 5/12/2023
First disbursed: 6/6/2023
Loan status: Current
Loan type: Revolving line
Collateral: Required
Business type: Corporation
Jobs supported: 4
Business age: Startup, Loan Funds will Open Business
Industry: Insurance Agencies and Brokerages

Funded by First Interstate Bank · Lender record →

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Madison Ramon Insurance Agency LLC in Leander, TX — $598K (2022) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 6.42% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $448K (75%)
Approval → funding: 11 days
Approved: 9/23/2022
First disbursed: 10/4/2022
Loan status: Past due
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 4
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $664K
Est. down payment (10%): $66K
Est. cash at closing: $89K
Monthly payment: $6,760
Annual debt service: $81K
Cash flow needed (1.25×): $101K

Funded by Live Oak Banking Company · Lender record →

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Alva Agency, Inc in Fort Worth, TX — $350K (2022) · Oconee State Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 83 months
SBA guaranteed: $263K (75%)
Approval → funding: 8 days
Approved: 3/28/2022
First disbursed: 4/5/2022
Loan status: In workout — SBA bought the guarantee
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 5
Business age: Startup, Loan Funds will Open Business
Industry: Insurance Agencies and Brokerages

Funded by Oconee State Bank · Lender record →

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Sasse Holdings, LLC in Langhorne, PA — $155K (2022) · First Merchants Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $116K (75%)
Approval → funding: 38 days
Approved: 3/22/2022
First disbursed: 4/29/2022
Loan status: Paid in full (11/30/2023)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 4
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by First Merchants Bank · Lender record →

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Steele Insurance Agency in Dallas, OR — $25K (2022) · Columbia Bank

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 5.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $13K (50%)
Approval → funding: 8 days
Approved: 12/15/2021
First disbursed: 12/23/2021
Loan status: Paid in full (9/30/2024)
Loan type: Revolving line
Collateral: Not required
Business type: Individual
Jobs supported: 3
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Columbia Bank · Lender record →

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Liam White Insurance, Inc. in Las Vegas, NV — $2.5M (2021) · Readycap Lending, LLC

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.8M (75%)
Approval → funding: 7 days
Approved: 11/23/2020
First disbursed: 11/30/2020
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 12
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages

Funded by Readycap Lending, LLC · Lender record →

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GARRIDO INSURANCE AGENCY, INC in Santa Ana, CA — $1.7M (2021) · First Merchants Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $1.6M (90%)
Approval → funding: 27 days
Approved: 8/3/2021
First disbursed: 8/30/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 4
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by First Merchants Bank · Lender record →

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TUCKER INSURANCE AGENCY, LLC in Normandy Park, WA — $760K (2021) · Poppy Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $570K (75%)
Approval → funding: 11 days
Approved: 10/20/2020
First disbursed: 10/31/2020
Loan status: Paid in full (8/31/2023)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 4
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Poppy Bank

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Khaffaji Insurance Agency Inc in Johnstown, CO — $489K (2021) · SouthState Bank, National Association

Program: 7a General
Rate at approval: 4.75% variable
Term: 204 mo (17 yrs)
SBA guaranteed: $440K (90%)
Approval → funding: 4 days
Approved: 4/8/2021
First disbursed: 4/12/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 7
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by SouthState Bank, National Association · Lender record →

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AEGIS INSURANCE SOLUTIONS, LLC in Brandon, FL — $378K (2021) · Valley National Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $284K (75%)
Approval → funding: 74 days
Approved: 12/16/2020
First disbursed: 2/28/2021
Loan status: Paid in full (7/31/2023)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 18
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages

Funded by Valley National Bank · Lender record →

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Kevin Campbell Insurance Agency Inc in Bellaire, TX — $250K (2021) · Plains State Bank

Program: Preferred Lenders Program
Rate at approval: 5.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $188K (75%)
Approval → funding: 15 days
Approved: 1/11/2021
First disbursed: 1/26/2021
Loan status: Paid in full (6/30/2022)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 3
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Plains State Bank · Lender record →

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Job Joseph Agency Inc in Morton Grove, IL — $205K (2021) · Fifth Third Bank

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 4.17% fixed
Term: 300 mo (25 yrs)
SBA guaranteed: $154K (75%)
Approval → funding: 14 days
Approved: 5/5/2021
First disbursed: 5/19/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 3
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Fifth Third Bank · Lender record →

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16+ funded Farmers Insurance - Corporate Agent Appointment Agreement deals

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