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Insurance Agency & Broker Banking

Insurance Agency & Broker Banking
Veritex Bank

At Veritex Insurance Banking, we understand the essential value of the
insurance distribution segment, both within to the insurance industry
and to the public at large.

In recognition of that value, we tailor our financing solutions to each agency’s or broker’s needs, whether suited for conventional or Small Business Administration (SBA) options. Our sights are set on building long-term banking relationships with agencies, brokerages, MGAs, MGUs, and TPAs.

Financing Options

Acquisition Financing
Acquisition Financing

Conventional & SBA Options

Working Capital Lines of Credit
Working Capital Lines of Credit
Letters of Credit
Letters of Credit
Debt Restructuring
Debt Financing
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CASH MANAGEMENT SOLUTIONS

Veritex Insurance Banking empowers agencies and brokers with Treasury and Depository Solutions tailored to suit their needs. Typically, our treasury services come with lower costs and higher returns than many of our competitors. Processors of high volumes of ACH transactions find an able partner in Veritex, one of the top ten ACH processors in the country.

SHAPED BY EXPERIENCE IN THE INSURANCE C-SUITE

team

Veritex Insurance Banking was born from first-hand exposure to the unique needs of and pressing demands on the insurance industry. Our team’s collective experience bridges insurance and commercial banking, granting our customers the competent service they need to thrive in a complex industry and era.