Outsourced Insurance Agency | SWBC

Outsourced Insurance Agency

There’s no doubt, your customers are buying insurance from someone. With SWBC’s Outsourced Insurance Agency, you can give your customers the opportunity to come to you, their trusted financial partner, for their insurance needs. Our program gives your institution the opportunity to generate additional non-interest income, while offering customers valuable insurance products that cover them for all of life’s adventures.


Property Insurance

In addition to homeowners and renters insurance, we also offer insurance for condos, farms/ranches, and floods. 

Business Insurance

We develop solid, tailored insurance plans to ensure effective protection of your customers’ business assets, management, and employees before a claim occurs. Business protection insurance includes commercial building, contractor equipment, property, general and professional liability, disability income, workers’ compensation, and much more.

Vehicle Insurance

If you want to offer your borrowers vehicle insurance options, we are the choice for you. We offer insurance for many different types of vehicles – autos, antique/classic autos, motorcycles, RVs, ATVs and watercraft.

Additional Insurance Options

We want to make sure your institution has all the insurance options your customers may need. We also offer Pet Insurance, Event Insurance, Travel Insurance, Umbrella Liability Insurance, Mobile Device Insurance, Mexico Travel Insurance, and Builders Risk Insurance. 

Offering insurance to your customers has never been easier. When you team up with Insurance Partners, we set up a virtual call center and offer a branded quoting form to embed directly on your website. 

This give your customers the ability to receive quotes over the phone by speaking to one of our licensed agents or to purchase coverage online at their convenience—it’s their choice!

In addition to our multiple program options and top-rated carriers, our licensed insurance agent’s comparison shop to ensure each customer receives the best insurance at the most competitive price.


For Your Institution

With our turnkey program and customer support, SWBC makes it easy to add valuable insurance coverages to your product line up and help you generate additional non-interest income. By using our program, your financial institution will open up an income stream by offering insurance products without the need to get your loan officers or customer-facing officers licensed. Our program creates customer loyalty which can increase customer satisfaction and retention, and enhances your institution’s one-stop-shop for customers. 

For Your Customers

Your customers will get the most comprehensive coverage for the best value. We comparison shop to offer competitive pricing and a complete line of insurance solutions from top-rated carriers. Customers can then choose the payment plan that best fits their budget and lifestyle, and payments can be automatically deducted from their checking or savings account.
Our goal is to provide your institution with insurance coverage options that meet your customers' needs. We will work with you every step of the way to ensure you get the support you need to seamlessly introduce, market, and sell insurance products to your customers. See what adding SWBC Outsourced Agency Services to your product line-up can do for your bottom line.

Here to ServeFinancial Institutions

World Class Training

We provide extensive staff referral training to give your employees the knowledge and comfort level needed to successfully introduce these products to your customers.

Program Management

Offering some of the best tools in the market, your institution will have access to detailed reporting to quickly evaluate your program's performance. Through dashboards, charts, individual leads and history, and full team reports, you'll be able to effortlessly launch an insurance program backed by a program that can be integrated into many core systems. 

Leverage Our Turnkey Marketing Support

When you partner with SWBC, you gain access to our experienced, award-winning marketing team. We will provide you with multiple print and digital marketing options to help you promote insurance products to meet your customer’s needs. 

Real Time Referral

We use real time referral and lead generation processes, which positively impacts contact and close rates for your institution. Combining real time information with our technologically advanced reporting creates a program that is both easy to implement and offers valuable products for your customers. 

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