AgileCap

Financial ServicesUtah, United States2-10 Employees

AgileCap is a small financial services firm based in Park City, Utah. It works with insurance agencies to support growth by treating the agency's book of business as a substantive asset that can underpin expansion. The company's approach differs from traditional lenders by prioritizing value embedded in existing client relationships over large tangible collateral. Its target customers are insurance agencies looking to pursue growth or structural changes to their business. Through this asset-centered perspective, AgileCap enables opportunities such as purchasing additional books of business, recruiting and training staff, merging with or acquiring another agency, creating or expanding a call center, implementing a succession plan, establishing producer incentives, or restructuring the balance sheet.

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