Veritex Insurance Banking

Veritex Insurance Banking was born from first-hand exposure to the pressing demands on the insurance industry. 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.

At Veritex, we serve you as you serve others, empowering carriers, agencies, and insurance industry infrastructures with the borrowing power, depository access, and treasury management solutions you require – all supported by a dedicated team of insurance veterans.

To many, insurance speak sounds like a foreign language. Not to us. Our 75-plus years of combined industry experience has made us deeply familiar with the distinctions and needs of the industry. Whether it be a Conventional or SBA Loan, we offer options for insurance agencies up to $30 million. Veritex is a preferred SBA lender, which gives us the authority to make final credit decisions, expediting the loan closing process and getting you your money faster.

We understand the underlying value in the distribution and lend against the combined proforma cash flow of the enterprise. We offer up to 100% financing, competitive interest rates, and up to a 10-year repayment option on loans.

At Veritex, we offer solutions for retail agents, wholesale agents, MGAs, TPAs, carriers, or reinsurers. We’re headquartered in Dallas, Texas, and operate across the nation with a syndications desk that can facilitate larger transactions if necessary.