Interactive qualification checklist for insurance agents. Screen commercial clients for MCA eligibility in under 2 minutes before making a referral.
Insurance Agent Referral Program
Check each item that applies to screen a commercial client before referring. Takes under 2 minutes.
Insurance Agent Partner Resources
Once you've identified a client who scores positively on the checklist above, here's how to introduce the conversation naturally:
"I was reviewing your situation and noticed that you're in a position where a working capital solution might help you [grow / bridge the gap / stabilize cash flow]. I partner with a business funding company — T.A.G. Business Funding — and they specialize in fast capital for businesses like yours. Would it be OK if I had them reach out?"
"It's more expensive than a bank loan — but T.A.G. works with businesses that can't get bank approval, and they're transparent about the full cost upfront before you sign anything. There's no obligation just to see what you qualify for."
"That's fine — it's good to know what you qualify for before you need it. Most business owners wish they'd applied before a crisis rather than during one. I can have T.A.G. do a soft pre-qualification with no impact to your credit if you want to know your options."
You receive a referral fee when T.A.G. funds your client. Best practice is to disclose this relationship when making the introduction: "I should mention — I have a referral partnership with T.A.G. and receive a commission if they fund your business. That said, I only refer clients I believe are a genuine fit." Transparency builds trust and protects you from any regulatory concerns.
Register as a partner to get your referral link, then make the introduction.
T.A.G. Business Funding
500 FICO minimum. Bank declines OK. Revenue matters more than credit score. Most decisions in 24 hours.
500 FICO minimum · $4K–$6K+/month revenue · Funded in 1–3 days
