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Licensing Study Guides/Tutorial Exams / AAI Self-Study

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Personality Assessment Testing

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Agency Products
Marketing tools for your agency


 

InsurBanc

The bank of choice for Independent Insurance Agents and Brokers

InsurBanc is an independent community bank that was founded by agents exclusively for agents.  Organized in 2001 by the Big “I” specifically to serve independent insurance agents, we have developed a distinctive culture that allows us the opportunity to work with you as a partner to help optimize growth opportunities and manage your agency efficiently.

You can rely on InsurBanc for custom products designed to underwrite your success.

Agency Financing

  • Perpetuation
  • Acquisition
  • Working Capital
  • Producer Development
  • Debt Refinancing
  • Owner-Occupied Real Estate
  • Equipment Leasing

Cash Management
InsurBanc’s cash management program understands your unique seasonality and fluctuations and creates a customer package of products and services that provide the best return on your money and provide operational efficiencies.

Click here for more information.


Video Interviews
Watch the latest Insurance Journal Interviews with InsurBanc’s President & CEO, David Tralka on such topics as InsurBanc’s continued commitment perpetuation planning & perpetuation financing.

Articles
Stay up-to-date on important industry news and the latest products and services from InsurBanc.

Succession Planning for Millennials 
The next generation is here, learn how to make your agency more attractive to this group of dynamic individuals and how the proper succession planning can make a difference. And to those millennials out there, learn how to prepare to make your mark in the industry

Roger Keith turns to InsurBanc to gain access to a knowledgeable team and capital
Success brings longevity. But longevity brings unprecedented challenges unheard of in past eras. The lesson for owners of independent agencies is that change and flexibility are essential to generate further growth. Read how InsurBanc provided Roger Keith & Sons access to needed capital and a bank partner for future expansion.

InsurBanc Helps Fast-Track Agency’s Perpetuation Plan After Principal’s Passing
Read how a fellow IIABA member agency was well prepared not only with a perpetuation plan, but with the access to capital to implement the plan quickly when an unexpected situation arose.

Call us today at 1-866-467-2262 or visit www.insurbanc.com for more information.

Member FDIC, Equal Housing Lender, NMLS# 406399

 

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