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Insurance

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What We Can Do

Insurance

Every business needs insurance and what we’ve found is that many small businesses are taken advantage of by their insurance brokers. At Source, we’re helping small businesses fight back and have already worked with over 50% of our customers to lower their insurance costs. More coverage often means more opportunity for lowering your insurance costs.

In particular, we’ve worked with several trucking and construction companies to facilitate lower insurance premiums as those industries frequently pay very expensive rates.

Please mention to your assigned SMS agent that you’d like him or her to work up some insurance options.

Overview

Our insurance partner is one of the leading insurance technology companies and has raised a significant amount of capital from premier investors like Founders Fund/Peter Thiel (invested in Facebook) and other Silicon Valley venture capital firms.

Our partner has dedicated account managers, in-house experts focused on loss control and much more. Most importantly, they’ve designed the workflow to only require minimal documentation and reduce the friction of the experience.

Areas of Expertise:

  • Agriculture
  • Construction
  • Financial Services
  • Hospitality
  • Life Sciences
  • Manufacturing
  • Non Profit
  • Technology
  • Transportation
  • Architects and Engineers
  • Law Firms

Items Required:

  • Estimated annual insurance premium
  • Estimated renewal date
  • List of existing coverage
  • Insurance policy numbers for each policy

Quick & Easy

Our Process

Free Consultation

One of our loan consultants will engage with you directly on a quick call to discuss the best options for your business and plan a route forward. He or she will walk you through the pros and cons of all the different products and make sure you also understand the nuances.

Quick Approval Process

Due to our quality underwriting and our wide range of relationships, we can process and approve files in as little as 24 hours.

Funding

Our goal is to provide your business with access to the best capital for your situation. Sometimes its about speed, sometimes its about cost. In either scenario, we hope to build a long term relationship with your business to continue funding your growth and operations.

See what Source Merchant Solutions can do for your business