Banking solutions for insurance brokers

Growth, succession, acquiring a portfolio or modernizing your facilities: Our commercial banking management team can help you achieve your goals.

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Photo of an insurance broker at her desk, happy that she’s chosen National Bank’s solutions for insurance brokers
Photo of an insurance broker at her desk, happy that she’s chosen National Bank’s solutions for insurance brokers

Offering services to P&C insurance brokers 

We understand that the value of your financial assets is not reflected in your statements. For financing purposes, our experts can evaluate client portfolios to save you time and money. 
 

Discover our P&C insurance program which offers you financing and cash management solutions for each stage of your business life cycle.

We’re here for you at every step in the process 

Become an insurance broker 

Are you looking to get into the brokerage business or acquire a P&C insurance portfolio? Let our commercial banking mangement team guide you throughout the process.

 

Specialized local advisory service

Our account managers can provide helpful advice and offer you financing and cash management solutions suited to your needs, so you can turn your vision into a reality.

Grow your P&C insurance portfolio 

Our experts can help you boost your efficiency and expand your portfolio, whether through a systems upgrade, a merger or an acquisition.

 

One of the best finance structures in the market

We can also restructure your company's debt by refinancing a portion of sale price or your debt with an insurance company, or by restructuring a loan with another bank.

Cashing in on your mature P&C insurance portfolio 

Maybe you’re not ready to sell your business but are looking to leverage the value of your P&C insurance portfolio.

 

Optimal portfolio exploitation strategies

National Bank offers you the option of withdrawing a portion of the value of your portfolio to diversify or just enjoy life.

Banking solutions that fit your needs 

Finance your business1

Trust account solutions

National Bank offers competitive interest rates based on your average balance. Discover our accounts.

 

Operating loan solutions

Secure your day-to-day business operations thanks to a Business Line of Credit.

 

Term loan solutions

Obtain financing to acquire a portfolio, buy IT equipment or renovate or purchase office space with the help of a term loan.

Optimize your cash management

Online banking for business

Our online banking for businesses allows you to carry out most of your banking operations any time, any place.
 

Digital account payments

Regardless of their financial institution, your clients can pay their invoices online, over the phone, or at an ABM.

In-depth services 

Are you looking to transfer your business? 

Simplify your life by consulting our team of business transfer specialists who will support you every step of the way.

Our transfer solutions

Plan your retirement 

Our experts at Private Banking 1859 can help you choose the investment strategy to power your retirement dreams.

Discover PB1859's services

The little details that matter 

  1. Financing solutions are subject to credit approval by National Bank of Canada.