Plan for tomorrow with insurance agency services
Focused on your agency needs
Let's start a conversation—we're here to help
Customizable financial solutions for insurance agents
Owner Occupied Real Estate
Grow your insurance agency's operations with commercial real estate loans and mortgage lending.
Get flexible lending and leasing solutions for the equipment you need to take care of your clients.
Conveniently handle business spending and earn rewards at the same time with a line of business Visa® credit cards.
Get customized payment processing services that scale with the size of your operation.
Quickly access and manage your business accounts on the go, with 24/7 mobile access.
Remote Deposit Capture
Spend more time at your agency, and less time at the bank, by depositing checks remotely using our desktop scanner.D
Fraud Risk Management
Protect your agency's payments and daily operations from every angle with advanced fraud prevention.
Our institutional wealth advisors guide you to better financial benchmarks.D
People often ask us
From short-term working capital to long-term financing solutions, we offer many options for insurance agents. Real estate loans, SBA loans, and depository and treasury services are some of the solutions that we can discuss together.
We offer multiple options to help you make and receive payments. ACH and merchant services provide opportunities to manage accounts receivables and increase payment timing. Purchasing cards offer the ability to reduce fraud, monitor your accounts payables and manage your cash flow.
Expand your expertise
Account openings and credit are subject to bank approval.
Remote Deposit Capture is subject to contractual terms and conditions.
Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
Bank deposit products are offered by First Citizens Bank. Member FDIC and an Equal Housing Lender. icon: sys-ehl.