T.A.G.T.A.G. Business Funding

T.A.G. Partner Program

Your Commercial Clients Have Capital Needs — At Exactly the Moments You Interact With Them

Policy renewals, loss events, equipment upgrades, and business expansion — every touch point is a potential referral. The T.A.G. partner program earns you 2–5% on every funded advance.

Register as a Partner → See How It Works
2–5%
Referral fee on funded advance
$1,500+
Average fee per deal
24–48hr
Approval decision
3–5 days
Time to funding

Capital Triggers in Every Insurance Conversation

Insurance agents have natural touch points that align with business capital needs. You don't need to create the opportunity — it's already present in your client interactions.

🔥
Loss Events
Clients dealing with partial losses need capital while insurance payment processes. Insurance pays the claim, but cash flow gap can last 30–90 days.
📋
Policy Renewals
Renewal conversations reveal business changes: new equipment, expansion, higher revenue. "How's business?" often surfaces capital needs.
🏗️
Coverage Upgrades
Clients upgrading to higher coverage limits are often growing — a natural moment to ask about working capital needs.
🚗
Fleet & Equipment
Adding vehicles or equipment to a commercial auto/property policy means your client is expanding — often needing capital alongside the coverage.
🏪
New Location
Insuring a new business location signals expansion — almost always requires working capital for build-out, staffing, and inventory.
🌪️
Natural Disaster Recovery
Businesses recovering from storms, flooding, or fire need capital to bridge operations while insurance claims are processed and paid.
The best referral is a natural one: "While we're updating your policy, I wanted to mention — a lot of my clients in situations like yours find that working capital helps bridge the gap. I have a resource I recommend if that's useful."

How the Referral Process Works

1

Register as a Partner

Complete registration at /affiliate. Receive your referral link and partner agreement immediately. Takes 5 minutes.

2

Identify Capital Triggers in Client Conversations

Use the triggers above as a mental checklist. Use the Client Qualification Checklist to screen before referring.

3

Make the Introduction Naturally

Works best as an add-on to an existing conversation — not as a cold ask. Toolkit has scripts for every trigger scenario.

4

We Handle Everything After the Introduction

T.A.G. manages the full process. You receive a notification when your referred client funds.

5

Receive Your Referral Fee

2–5% of the funded advance within 5 business days. Annual 1099 provided.

Insurance Agent Partner Resources
Revenue Calculator Referral Guide Client Checklist FAQ Toolkit

Register as an Insurance Agent Partner

Every policy renewal is a potential referral. Start converting those conversations into revenue.

Register as a Partner → Calculate Income Potential