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Still not sure which plan is the right for you?

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AGENCY BANKING

Drive Your Agency Forward

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OVERVIEW

Acquire. Perpetuate. Grow.

Frustrated by banks that don't understand your business? We're experts in the insurance industry - and speak your language. We can leverage your book of business to help you grow your company, acquire an agency, attract top talent, and more. And we do it with the ease of working with a community bank.

HOW WE CAN HELP YOU

Benefits of Agency Banking

Agency banking can support an agency at any stage – including starting, growing, or perpetuating it. Unlike most banks, we understand agency financials, including how to fairly value books of business and leverage them. We can help with:
  • Acquiring or perpetuating an agency
  • Attracting and retaining top producers
  • Expanding revenue streams
  • Facilitating ownership transitions
  • Refinancing debt from previous transactions
  • Financing agency office space
  • Funding client premiums
  • GET ANSWERS

    Frequently Asked Questions

    Agency banking features financial products and services that address the unique needs of insurance professionals.

    We can assist you at any business lifecycle stage, including beginning, expanding, or transitioning your agency. Besides offering practical advice based on our deep industry experience, we can provide financial solutions to help with acquisitions, perpetuations, non-compete buyouts, office building renovations, agent recruitment or retention, and much more.

    Any independent insurance agent in the United States can potentially work with us.

    No. However, we typically work with independent insurance agency owners, or experienced independent producers with a sizable book of business interested in ownership opportunities.

    MEET OUR TEAM

    Getting Started

    Every agency structure is different. After consulting with you, we’ll provide a customized solution that’s an optimal fit for your situation.

    Matt
    Sprang

    EVP Agency Banking Leader

    Heather
    Crayton

    Premium Finance Specialist

    Sean
    Demlow

    Premium Finance Manager
    Connect With Us

    Get in Touch

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