Use when: client mentions expansion, new equipment, or revenue increase during renewal
"It sounds like you've had a strong year. Adding [equipment/location/staff] — that takes capital to do right. I work with a business funding company called T.A.G. that moves quickly when businesses need working capital. It's not a bank loan — they work with businesses like yours based on cash flow. Want me to send you their link? No pressure — just something to have."
Loss Event Conversation — Bridge Capital
Use when: client is managing a partial loss while waiting on a claim payment
"While the claim is processing — and these things can take 30, 60, sometimes 90 days — some of my clients use short-term working capital to keep operations going. There's a company I refer clients to called T.A.G. Business Funding. They move fast and they specialize in this kind of gap situation. I can send you their information if you'd like to at least look at it."
New Location / Fleet Addition
Use when: client is adding a new insured location or vehicles to their commercial policy
"Getting that new [location/truck] insured — when are you looking to have it operational? A lot of clients I see opening new locations need working capital to cover the build-out while revenue is ramping. I work with a funding company called T.A.G. that specializes in exactly this — 3 to 5 days to funding in most cases. Want me to shoot you their info?"
Disaster Recovery Conversation
Use when: client's business was affected by a natural disaster or fire
"While we work through the claim, I want to make sure you have every resource available. One thing I recommend to clients in this situation — there's a business funding company called T.A.G. that provides bridge capital while insurance processing is underway. They understand these timelines. It's not a replacement for the claim — it's a bridge to keep you operating. I can forward you their information."
Email Templates
Post-Renewal Follow-Up Email
Send within 24 hours of a renewal conversation where growth was discussed
Subject: A resource I wanted to share after our conversation
Hi [Name],
Great catching up during your renewal today. It's clear [business name] is in a strong position heading into [season/year].
As I mentioned, I wanted to share a resource I recommend to commercial clients who are growing or managing cash flow between major revenue events: T.A.G. Business Funding.
They work exclusively with small businesses and can typically move in 3–5 days when capital is needed — much faster than a traditional loan. Worth having on your radar even if you don't need it right now.
Here's my referral link if you ever want to explore it:
[YOUR REFERRAL LINK]
No pressure — just wanted to make sure you had it.
[Your Name]
[Your Title]
[Agency Name]
Loss Event Follow-Up Email
Send after discussing a claim where cash flow timing is a concern
Subject: Working capital resource while your claim processes
Hi [Name],
I know this isn't the timing you'd choose, and I want to make sure you have every resource available while the claim is processed.
One resource I've shared with other clients in similar situations: T.A.G. Business Funding. They provide short-term working capital based on your business's cash flow — not collateral. They understand the gap that can occur during insurance processing and can typically fund in 3–5 business days.
My referral link: [YOUR REFERRAL LINK]
This isn't a replacement for your claim payment — it's a bridge to keep operations running while you wait. Completely optional, but I wanted you to have it.
Let me know if there's anything else I can do to help on the claim side.
[Your Name]
Talking Points
When client asks: "What is this exactly?"
"It's working capital — an advance against your business's future revenue, based on your cash flow. Not a bank loan. No collateral. Fast."
Keep it simple. Clients who need capital are often overwhelmed — you want to lower the barrier, not introduce complexity.
When client asks: "Why are you telling me about this?"
"I try to make sure my clients have access to the right resources at the right time. This comes up more than you'd think — especially around renewals and after events like this."
Positions you as a full-service resource, not just someone selling a product. This framing protects the relationship and sets up future referral conversations naturally.
When client asks: "Do you get paid for this?"
"I have a referral arrangement with T.A.G. — if you work with them, I receive a referral fee from them. It doesn't change your cost at all. I only recommend them because they're good at what they do."
Proactive disclosure builds trust and satisfies best-practice (and in some states, required) transparency standards. Don't wait to be asked.
When client says: "I've heard MCA rates are terrible."
"They're more expensive than a bank loan — that's true. But they're also fast, require no collateral, and don't care about credit the same way a bank does. For a short-term gap, the math often makes sense. Just worth exploring."
Don't oversell. Acknowledge the cost reality, then reframe around speed and access. This keeps you credible and lets the client make their own decision.
Client-Facing Reference Card
Copy this into an email or text message to send directly to a client:
T.A.G. Business Funding — Quick Reference
What they do: Working capital for small businesses based on cash flow — not a bank loan.
Who it's for: Businesses with $15K+/month in revenue and 6+ months operating history.
How fast: Application to funding in typically 3–5 business days.
No collateral required. No lengthy approval process.
To explore your options: [YOUR REFERRAL LINK]
Questions? Contact T.A.G. directly at 330-238-3003.
Register to Get Your Referral Link
The scripts above only work with your unique link. Register in 5 minutes.
T.A.G. Business Funding