accesscapitalgroup

Do you know an agent that needs capital?

Refer Agents

Submit the Referral Partner Agreement below—Then refer as many friends and colleagues as you would like

Keep Earning

Once referred, you will receive a 10% Referral Fee for every transaction that we complete with the agent in the future

Refer an Agent Now

Refer Agents and Earn

Earn a 10% Referral Fee each time we purchase a book of business from an agent that you referred!

Here's How:

  1. Complete the Referral Partner Agreement
    • If you are aren't already a Referral Partner with us, please download and complete the form below and return to referrals@accesscapitalgrp.com. Referral Partner Agreement Download
  2. Refer an Agent
    • Complete the "Refer an Agent" form, including your information and the agent that you are referring
    • Or, Send us an email with the contact information of your referral to referrals@accesscapitalgrp.com
    • Or, Call us at (800) 560-2872 to refer an agent
  3. That's it!
    • You will now receive a Referral Fee each time we complete a transaction with the agent that you referred!

Referral Fee Calculation:

  1. 10.0% Referral Fee
    • The Referral Fee is calculated as 10.0% of the Annualized Renewal Commission purchased from the agent that you referred.
    • Ex.) If the agent you referred has $50,000 of Annualized Renewal Commissions you would receive a Referral Fee of $5,000.
Become a Referral Partner

We appreciate your interest in our Referral Partner Program and we look forward to working with you!

Please complete the following form and a member of our team will reach out to you to set you up as a Referral Partner.

Your Contact Info:

Learn More About Access Capital Group

Financial Independence

for Insurance Agents & Agencies.

ACCESS Capital Group was founded with the sole purpose of helping insurance agents and agencies acquire the capital that they need without having to take on more debt. We use our actuarial expertise to determine the true-value of your future "unearned" commission streams, then make an offer to purchase them in exchange for a lump-sum today.

The clients are still your clients. Our program simply provides a mechanism that accelerates your future commissions - giving you access to a lump-sum of debt-free capital today.

Tap into the value of your future renewals with ACCESS Capital Group.

Refer an Agent Now

Our process for converting commissions into capital.

We have developed a streamlined process to make our capital program simple, fast and efficient.

1. Collect Commission Information

To place an accurate value on your future commissions we will need to to gather some data. This would include:

  • Signed confidentiality agreement
  • 12 months of commission statements
  • Carrier contracts
  • Commission schedules

2. Commission Projection

Our valuation team analyzes the commission data and builds a "live snapshot" of your inforce policies.

Using this snapshot, we project your future commissions and arrive at their present-day value.

3. Written Purchase Offer

Based on our projection, we will send you a Formal Purchase Offer to buy the future commissions.

Once the offer is accepted we submit assignment documents to the appropriate insurance company for processing.

4. Access to Your Capital!

Once the assignment of commissions is approved by the insurance carriers we will close the transaction. Your capital will be electronically transferred to your bank account the same day!

Refer Agents and Earn

Earn a 10% Referral Fee each time we purchase a book of business from an agent that you referred!

Refer an agent today.

Refer Now!