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Insurance Agency Financing

Financing For Independent Insurance Agencies

With experienced lenders who have specialized in Independent Insurance Agency financing, we understand the specific financing necessary to help you fulfill all your agency's needs. 

Unlike many financial institutions, PCB considers your book of business to be a valuable asset that can be use as collateral to finance your growing agency. Whether you are a large or small agency, we have the knowledge to help you find financing that fits your specific needs. If you're interested in acquiring another agency, buying out one or multiple partners, or growing your agency, we'd love to help you reach your goals.

Acquisition Financing

We've helped Independent Insurance Agencies of all sizes in Wisconsin through both large and small acquisitions. As a community bank, we understand the value of a personal relationship and respect the distinctive needs of each agency. We'll be by your side through the acquisition every step of the way. 

Agency Growth Financing

We know bringing on a new agent doesn't instantly increase your revenue stream. This might take a new agent a some time to become productive. To assist in your cash flow while you groom a new agent, PCB can provide you with an Agency Growth Loan or a Revolving Line of Credit to help you through your growth period. 

Partner Buyout

When buying out one or multiple partners, it's important to have a financial solution that is logical and affordable for your business. We will work with you to determine the best financing structure to meet your needs along the way. 

Real Estate Financing

If you're looking to add another location for your agency or just looking to upgrade your current office space, we have real estate financing specialist that will be able to guide you along the path to your new business home.

Additional Banking Services

In addition to any financing services, we also have cash management solutions available to make your day to day operations simple. That's what we call Simply Good Banking.

  • Remote Deposit Capture - We love to see you, but know you're busy. Deposit checks at your location quickly and simply. That's what we call Simply Good Banking.
  • ACH Origination & Payroll Services - This easy to use, free service allows you to create electronic payments and deposits such as payroll, utility payments and much more.
  • Online & Mobile Banking - All your business banking needs at your fingertips, anywhere, anytime. Access detailed account information and balances, mobile check deposit, electronic bill pay, and more! All with 24 hour access and security. 
  • Merchant Card Processing - Worry-free acceptance of both debit and credit cards with competitive rates and efficient service.

Meet Our Specialists

Tom Delagrave
Tom Delagrave

Phone: (608) 383-1404
Email: tdelagrave@thepcb.bank
Location: Richland Center

David Jones
David Jones

Phone: (608) 588-9948
Email: djones@thepcb.bank
Location: Spring Green

Tom Trautsch
Tom Trautsch

Phone: (608) 795-1165
Email: ttrautsch@thepcb.bank
Location: Mazomanie

Bridget Krueger
Bridget Krueger

Phone: (608) 795-1171
Email: bkrueger@thepcb.bank
Location: Mazomanie

Helpful Links

Independent Insurance Agents of Wisconsin

Professional Insurance Agents of Wisconsin