UniVista Insurance, by the numbers

Every figure below comes from real financed deals — what buyers paid, where, and how the loans performed.

SBA Franchise Directory: listed ✓ (identifier S5598)

1 deals since 2020 · typical deal $440K

Deals since 2020

$440K

Typical deal

Deals since FY2025

—

Too few deals to score risk

UniVista Insurance has 1 SBA deal on record — real financing history, but too few to score a failure rate you should trust. Underwrite the location and the FDD.

What buyers pay for UniVista Insurance

Most UniVista Insurance deals financed between $440K and $440K. Above $440K, you're paying more than 75% of buyers did — make the seller earn it.

Your deal size$440K

Monthly payment (10-yr): $5,749
Down payment (10%): $49K
Cash to close (all-in): $65K

Estimates at today's rates and standard 7(a) terms. Not a loan offer.

Could you get the loan?

Three answers. No documents, no credit pull.

Credit score

Available cash (you'll need ~$65K)

Experience

Recent financings

Lakes Taxes & Insurance Corp in Miami Beach, FL — $440K (2021) · TD Bank, National Association
Program
Preferred Lenders Program
Rate at approval
4.69% fixed
Term
300 mo (25 yrs)
SBA guaranteed
$330K (75%)
Approved
8/2/2021
Loan status
Cancelled
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
4
Business age
New Business or 2 years or less
Industry
Insurance Agencies and Brokerages
Funded by TD Bank, National Association · Lender record →
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Who funds UniVista Insurance — and where

Every dot is a financed UniVista Insurance — 1 mapped.

Financed UniVista Insurance locations — list all 1 as text

Lakes Taxes & Insurance Corp — Miami Beach · $440K · FY2021 · Insurance Agencies and Brokerages

Top lenders for this brand

1.TD Bank, National Association(1)

Most active states

1.Florida (1 loans)

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Insider move

Start with the lenders above — a bank that's funded UniVista Insurance 1 times already knows the unit economics and approves faster than one learning the brand on your file.

Who should reach out?

By submitting, I agree that CapBench may share my contact information with SBA lending partners and loan brokers (including partners who compensate CapBench), and that they and CapBench may contact me about financing by phone, email, and text — including via autodialed or prerecorded calls and messages — at the phone number and email I provide. Consent is not a condition of any purchase or service, and message and data rates may apply. CapBench is not a lender and makes no credit decision. We'll introduce you to your pick or a comparable UniVista Insurance lending specialist.

Common questions

How much does a UniVista Insurance cost to buy or open?

The typical deal for UniVista Insurance is $440K across 1 transactions since 2020. With the SBA's 10% minimum down payment, that points to roughly $48K of buyer cash on a typical deal.

How risky is UniVista Insurance?

UniVista Insurance has 1 SBA loan on record since 2020 — too few to score a reliable failure rate. Judge the unit economics and the franchisor's disclosure document, not a small sample.

Can I finance a UniVista Insurance with an SBA loan?

Yes — UniVista Insurance has been SBA-financed 0 times since FY2025, which means it clears the SBA Franchise Directory requirement regularly. Confirm current listing before signing an LOI.

Buying a UniVista Insurance franchise

Most UniVista Insurance buyers finance the purchase or build-out with an SBA 7(a) loan — up to 90% of the cost with roughly 10% down. The typical UniVista Insurance deal financed for $440K, which points to about $48K of buyer cash on a typical purchase. UniVista Insurance is listed in the SBA Franchise Directory (identifier S5598), so it's eligible to finance today — confirm current listing with your lender before the LOI. See the lenders that already fund UniVista Insurance — a bank that knows the brand approves faster — or pre-qualify for financing to see your likely loan size first.

AI summary

This profile summarizes public SBA financing activity for UniVista Insurance — lender activity, typical loan sizes, financing history, and risk and failure signals where available — via CapBench SBA Intelligence. CapBench is not a lender.

Source: CapBench SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. CapBench is not a lender and does not guarantee financing.

Agent summary

This page summarizes public SBA 7(a) financing for UniVista Insurance — typical deal size, the lenders that fund the brand, geography, and failure-rate context — from CapBench SBA Intelligence. UniVista Insurance is confirmed in the SBA Franchise Directory here; CapBench is not a lender and does not sell franchises.

1 SBA 7(a) deal since 2020
$440K typical deal
0 deals since FY2025
Too few deals to score a reliable failure rate
SBA Franchise Directory: listed (identifier S5598)
Top lenders: TD Bank, National Association

Next steps

Check SBA fit Find SBA lenders $9 lender report

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/franchises/univista-insurance
API:: https://www.capbench.com/api/public/franchises/univista-insurance
Methodology:: Sources & methodology

Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and CapBench methodology; verify before relying on them.
Financing figures are historical SBA loan records, not a current offer or franchise availability. Confirm SBA Franchise Directory listing with your lender before an LOI.

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CapBench analysis of public lending records, FY2020–present. Charge-off rate measured on the FY2020–23 cohort. Not affiliated with UniVista Insurance.