Bertrand Insurance Group, LLC, DALLAS TX: $200,000 SBA 7(a) loan approved 2026-04-04
Bertrand Insurance Group, LLC (Dallas, Texas): $200,000 SBA 7(a) loan approved 2026-04-04. Its loan of $200,000 is below the median of $447,000 (23rd percentile). Dated 214 days ago, it serves as a historical benchmark. Score 35/100. As of 2026-11-04, from U.S. Small Business Administration 7(a) and 504 FOIA loan data.
Data as of · Compiled by Zalwin from U.S. Small Business Administration 7(a) and 504 FOIA loan data
loan: $200,000 · 23th percentile of 32,327 SbaLoanPulse records · 0.4x the median
Free preview: all 15 published fields of this record are shown below. Locked: 499 related TX SbaLoanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Business | Bertrand Insurance Group, LLC |
| Location | DALLAS, TX, 75244 |
| County | DALLAS |
| Program | SBA 7(a) |
| Gross approval | $200,000 |
| SBA guaranteed | $150,000 |
| Approved | 2026-04-04 |
| Lender | Live Oak Banking Company |
| Term (months) | 120 |
| Industry | Insurance Agencies and Brokerages |
| NAICS | 524210 |
| Franchise | Goosehead Insurance |
| Business type | CORPORATION |
| Business age | Existing or more than 2 years old |
| Jobs supported | 11 |
| loan percentile | 23th of 32,327 (median $447,000, 0.4x median) |
| Peer records CSV (500 TX records) | 🔒 Click to unlock → |
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CSV columns: Business · City · State · Industry · Loan · Approved · official source URL
- Source agency: U.S. Small Business Administration 7(a) and 504 FOIA loan data
- Record date: 2026-04-04
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Small Business Administration 7(a) and 504 FOIA loan data · Last refreshed: Wed, 04 Nov 2026 01:29:00 GMT
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Peer benchmark and outreach value: Bertrand Insurance Group, LLC and 2,957 Texas peers
- Texas SbaLoanPulse records like this one: 2,957
- Bertrand Insurance Group, LLC's loan: 23rd percentile of 32,327 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $591,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
35 / 100 Fresh Capital Score
- Approval of $200,000.
- Franchise (Goosehead Insurance).
What is the SbaLoanPulse record for Bertrand Insurance Group, LLC in Dallas, Texas?
Bertrand Insurance Group, LLC (DALLAS, TX) was approved for a $200,000 SBA 7(a) loan on 2026-04-04.
How does Bertrand Insurance Group, LLC compare to other Texas SbaLoanPulse records?
Its loan of $200,000 is below the median (23th percentile); smaller records often move faster and face less competition. It is 214 days old; check the official source for later updates before acting. Its Fresh Capital Score of 35/100 is modest; treat it as background rather than a priority.
Bertrand Insurance Group, LLC vs. top 3 peers
| Organization | Location | Approved loans | Percentile | Record date |
|---|---|---|---|---|
| Bertrand Insurance Group, LLC | DALLAS, TX | $200,000 | 23rd | 2026-04-04 |
| Heyday Insurance Agency LLC | HOUSTON, TX | $200,000 | 23rd | 2026-09-11 |
| Jarred Holladay Agency, LLC | Amarillo, TX | $260,000 | 32nd | 2026-09-30 |
| Workman Agency LLC | SAN ANGELO, TX | $100,000 | 5th | 2026-09-14 |
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Loan data comes from SBA public FOIA files, which SBA refreshes quarterly, so the newest approvals can lag by up to about four months. Sole proprietors and street addresses are excluded. Informational only.