SBA Loans for Insurance Agencies and Brokerages in New York: Top Lenders

NAICS 524

NAICS 524 covers insurance agencies and brokerages businesses in New York. Based on historical SBA 7(a) lending data.

Total Approvals

59

in New York

Median Loan Size

$100,000

per approval

Recent Activity

5

last 90 days through Nov 2025

NAICS 524 covers insurance agencies and brokerages businesses. This is a smaller category in SBA 7(a) lending with 59 approvals on record and a median loan size of $100,000.

Key trends & insights

  • Manufacturers AND Traders Trust Company leads this industry with 10 approvals (19% market share) and a median loan of $45,000.
  • Insurance Agencies and Brokerages in New York loans skew smaller than the SBA average at $100,000 median (vs. ~$450,000 overall) — good news if you need a smaller amount and want to avoid lenders with high minimums.

Most active SBA lenders for Insurance Agencies and Brokerages in New York

Recent SBA 7(a) approvals for Insurance Agencies and Brokerages in New York

MonthLenderBorrowerAmount
2025-11Newtek Bank, National AssociationAnd*****ane$100,000
2025-08TD Bank, National AssociationWB *****ORP$80,000
2025-08TD Bank, National AssociationWB *****orp$157,000
2025-08TD Bank, National AssociationWB *****orp$80,000
2025-06Hanover Community BankThe*****nc.$1,038,000
2025-04Citibank, N.A.MH *****LLC$16,000
2025-03FinWise BankGM *****nc.$1,000,000
2025-03Arrow Bank National AssociationBis*****Inc$50,000
2025-03Celtic Bank CorporationA C*****LLC$73,000
2025-02Newtek Bank, National AssociationA C*****LLC$120,000
2025-02U.S. Bank, National AssociationAMI*****INC$36,000
2025-02Northeast BankA C*****LLC$27,200
2024-12Five Star BankThe*****LLC$50,000
2024-11TD Bank, National AssociationMic*****its$35,000
2024-08Ponce Bank National AssociationWJP*****nc.$250,000
2024-08Cadence BankJAG*****LLC$350,000
2024-06Live Oak Banking CompanyMY *****Inc$2,725,000
2024-05JPMorgan Chase Bank, National AssociationRES*****LLC$70,000
2024-05Hanover Community BankALL*****INC$100,000
2024-04Five Star BankMai*****nc.$20,000
2024-02Readycap Lending, LLCPRE*****LLC$50,000
2024-02Webster Bank National AssociationIso*****Inc$420,000
2024-02Manufacturers and Traders Trust CompanyJoh*****d T$10,000
2024-02Manufacturers and Traders Trust CompanyJoh*****d T$50,000
2024-02FinWise BankHF *****Inc$150,000
2024-02Newtek Bank, National AssociationGio*****ces$675,000
2023-12TD Bank, National AssociationNor*****LLC$20,000
2023-11Newtek Bank, National AssociationInt*****Ltd$5,000,000
2023-10Manufacturers and Traders Trust CompanyCRA*****NCY$25,000
2023-08Bank of America, National AssociationKev*****nc.$1,101,400
2023-07JPMorgan Chase Bank, National AssociationCHR*****INC$195,000
2023-06BayFirst National BankSER*****NC.$150,000
2023-04Bankwell BankRul*****LLC$5,000,000
2023-02JPMorgan Chase Bank, National AssociationJON***** JR$100,000
2023-02U.S. Bank, National AssociationTHE*****NC.$29,800
2022-12U.S. Bank, National AssociationNER*****INC$30,000
2022-08U.S. Bank, National AssociationCor*****Inc$78,000
2022-08Manufacturers and Traders Trust CompanyEdw*****Inc$40,000
2022-08Celtic Bank CorporationGSH*****INC$87,000
2022-07Newtek Small Business Finance, Inc.Ham*****Inc$555,000
2022-05NewBankTGP*****Inc$940,000
2022-05Newtek Small Business Finance, Inc.EDG*****INC$150,000
2022-04Manufacturers and Traders Trust CompanySP *****Inc$70,000
2022-03Pathward National AssociationLux*****nc.$271,000
2022-02Manufacturers and Traders Trust CompanyInF*****nc.$1,875,000
2022-02Five Star BankWu *****Inc$150,000
2022-02TD Bank, National AssociationG N*****Inc$100,000
2022-01Manufacturers and Traders Trust CompanyCor*****nc.$100,000
2021-12PNC Bank, National AssociationTHE*****ORP$25,000
2021-11TD Bank, National AssociationLot*****LLC$20,000

Source: Historical SBA 7(a) lending records. Borrower names partially masked for privacy.

Save your lender shortlist & build your packet

Answer 2 more questions to refine your ranking and export a lender-ready packet.

Save & export my packet