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Agency Trust Checking

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.

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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. Use free QuickenTM & QuickbooksTM support for maximum convenience

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Enjoy unlimited transactions

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Work with a financial institution that understands the insurance industry

Open your account today

  • 1

    Online Application

  • 2

    Account Opening

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  • APY = Annual Percentage Yield

    All rates are subject to change. For all other terms and fees for each account, contact your branch for the applicable disclosure statement(s). Any fees assessed could reduce earnings on this account. Other terms and conditions may apply, see Credit Union for full details.

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