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FIRST RESPONSE TO HURRICANES HELENE & MILTON: Our hearts go out to everyone impacted by Hurricane Helene and Hurricane Milton's devastating effects.
FIRST is committed to being as helpful and flexible as possible during this challenging time. If you need assistance, please contact us.
INSUREDS & AGENTS:
800-837-3707
Email: firstresponse@firstinsurancefunding.com
Agency Lending
Agency Lending
Our dedicated insurance banking specialists know this industry well. They take the time to understand each agency’s unique needs, in order to provide consultative guidance on the right financial solutions to help agents and brokers grow their business. We also offer so much more. Through our parent company Wintrust, you’ll have access to our full suite of financial solutions, including premium financing. You won’t have to look anywhere else for the sophisticated tools, like the ones below, that help you run and grow your agency.
Wintrust Insurance Banking dedicated to Independent Agencies, MGAs, Captives & Carriers:
AGENCY LENDING
Wintrust Agent Finance: Allstate agents / Farmers agents
We offer your agency:
- Insurance premium financing
- Multi-million-dollar senior loan facilities, including lines of credit and term loans
- Competitive rates and flexible terms
- Simpler and faster financing
- Customized options
- An understanding of your enterprise value and cash flow nature of your business
- Loan syndications capability when loan facilities approach $50 million+
- Participation in multi-bank jumbo debt facilities
- Employee stock ownership plan financing
- Small Business Administration financing
- Treasury management and depository services, and corporate credit cards
- Wealth management and 401(k) services
Flexible lending and funding solutions for:
- Business growth
- New producer hires
- Team lift-outs
- Book of business purchases
- Acquisitions and mergers
- Agency perpetuations
- Partner buyouts and shareholder financing
- Refinancing and recapitalizations
Recent Wins
WINTRUST INSURANCE BANKING CLOSES EXPANDED SYNDICATED LOAN WITH CAC GROUP
Our team was the lead partner in delivering a syndicated loan for a national specialty insurance brokerage focused on risk management.
WINTRUST INSURANCE BANKING CLOSES $50 MILLION CREDIT DEAL
The deal provides an expanded revolving credit facility with SageSure, a leading provider of catastrophe-exposed property insurance.
WINTRUST INSURANCE BANKING CLOSES EXPANDED SYNDICATED LOAN WITH CAC GROUP
Our team was the lead partner in delivering a syndicated loan for a national specialty insurance brokerage focused on risk management.
WINTRUST INSURANCE BANKING CLOSES $50 MILLION CREDIT DEAL
The deal provides an expanded revolving credit facility with SageSure, a leading provider of catastrophe-exposed property insurance.
Meet the Team
Lena Dawson
President
Shane Bryant
Vice President
Chris Martorelli
Vice President
Diane Baer
Vice President
Abraham Nevarez Valles
Credit Analyst
Brenda Gomez
Client Support Professional
Premium financing designed for you
Our premium financing experts get to know your agency to provide flexible, customized solutions to meet your unique needs, all in one place. To learn more about premium financing services we offer, please visit the FIRST Insurance Funding page.
TREASURY MANAGEMENT
Maximize your business strategy
TREASURY MANAGEMENT
Maximize your business strategy
With our best-in-class client service and sophisticated products, we’re able to help you meet and exceed business goals.
EMPLOYEE STOCK PURCHASE PLAN SERVICES
Finance your ownership transition
EMPLOYEE STOCK PURCHASE PLAN SERVICES
Finance your ownership transition
The shift to an ESOP can cause changes in your company’s cash flow. Our experienced team is here to guide you through the process.
WINTRUST AGENT FINANCE
Allstate Agent Preferred National Lender
WINTRUST AGENT FINANCE
Allstate Agent Preferred National Lender
Formed to support the Allstate agent community with a suite of financial solutions.
FIRST Insurance Funding, Wintrust Agent Finance and Wintrust Insurance Banking are divisions of Lake Forest Bank & Trust Company, N.A., a Wintrust Community Bank.