A place for payments
Sometimes known as a premium trust or outside trust,
this “sweep” account is a place for agents to collect payments from clients.
Manage your cash flow
This is not a typical trust account, but an account for insurance agents to collect payments from the people they insure. It’s a great way to organize your agency’s finances and insure payments go to the right place. Plenty of added conveniences, such as a free debit card, easy online and mobile banking, and unlimited transactions, make this account a no-brainer.
Enjoy unlimited transactions
Use free Quicken™ & Quickbooks™ support for maximum convenience
Work with a financial institution that understands the insurance industry
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Account Opening
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Rates effective as of: September 18, 2024
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