AgileCap Case Study

How AgileCap Automated Workflows and Saved 3 Hours Per Deal

Disconnected systems causing duplicate data entry, inefficient invoicing, and slow underwriting? AgileCap transformed their operations with FUNDINGO.

See FUNDINGO in Action

3hrs

Saved per deal

Streamlined processing time

Unified platform

Replaced disconnected systems

15+

Years of growth

Enabled by scalable platform

About AgileCap

AgileCap provides insurance agencies with a simple, quick source of funding. Unlike traditional banks that require large, tangible assets, AgileCap considers the entire book of business as an asset—a paradigm shift that has allowed them to provide financing to agencies nationwide for over 15 years.

The Bottleneck of Disconnected Systems

After many years of growth, AgileCap was using many disconnected systems for accounting, data processing, and storage. Because none of these programs could share data through smart integrations, the team was forced to do duplicate data entry—time-consuming and error-prone.

Transforming Operations with FUNDINGO

Before FUNDINGO	After FUNDINGO
✕Lacking variety and complexity of deal tracking tools ✕Cumbersome and inefficient invoicing process ✕Limited visibility and transparency ✕Slow reporting lacking comprehensiveness	✓Single integrated platform with smart workflows ✓Automated invoicing with amortization schedules ✓Direct integrations with DocuSign, Experian, Conga, QuickBooks ✓Projected cash flow and revenue reporting

Key Results

3 Hours Saved

Per deal processed—crucial in a time-sensitive industry

Automated Invoicing

Invoices automatically created, sent, and collected with minimal oversight

Faster Funding

Streamlined process enables funding deals faster than ever before