Our Strategic Partners

Welcome to our Strategic Partners page, where you can access essential solutions to propel your business forward. Our carefully selected partners offer specialized services to assist in the advancement of your projects

SBA Business Insurance 

  1. Life Insurance
  • Offering the best rates, as we have access to all major carriers.
  • Ensuring exact collateralization required the first time, every time.

 

  1. Property & Casualty (P&C) Insurance
  • Providing the specific coverages needed at the best rates, with partnerships with top nationwide carriers.
  • Supplying the exact evidence of insurance required by banks and the SBA, specifically the Accord 25, 27, and 28 forms.

 

  1. Annual Reporting
  • My AI assistant will send all required evidence of insurance each January directly to servicing or the portfolio manager.