Grow Without Giving Up What Matters

Join a national insurance brokerage that protects what you’ve built and helps you grow and scale with the resources, relationships, and respect your business deserves.

Keep What Makes You Great. Gain What Helps You Grow.

Trucordia is built for business leaders like you: growth-minded, relationship-driven, and proud of what you’ve built. Selling an insurance business is a significant step — when you join us, you keep your client base while gaining the strength, support, and resources of a top 20 national brokerage. Let’s explore how our model protects what you’ve built while unlocking your next chapter.

Hear from business leaders who have joined Trucordia.

"Unlike many of our peers, Trucordia continues to be an early adopter and heavy investor in operational infrastructure and technology. Ensuring the proper digital platforms and processes are in place is crucial to our ongoing growth and our ability to scale successfully."

– Keith Savino
New York

"One of the benefits of joining the Trucordia team is the deep bench strength that we have access to. We all share our knowledge to create a think tank, which makes us unstoppable."

– Seth Zaremba
Ohio

Get To Know What Drives Us

Learn how Trucordia combines national strength with local insight to deliver exceptional experiences, real opportunities, and client-first insurance solutions.

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Strengthen and Safeguard
Your Business

Growth-minded business owners need more than the right resources — they need a partner. Joining Trucordia helps you protect what you’ve built, unlock value, and gain the tools to thrive.

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Monetize Without Letting Go

Gain immediate financial value by monetizing a portion of your business while maintaining the relationships you’ve built over time. With equity in our company, your future can grow along with ours.

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Compete With Confidence

From carrier access to technology and marketing, Trucordia provides the modern infrastructure businesses need to stay competitive. You’ll gain the support to deliver better service, faster insights, and stronger client solutions.

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Future-Proof Your Business

Timing matters. Partnering with Trucordia now helps you maximize valuation and secure long-term stability. It’s about protecting your business and its value for what comes next.

Partners in Growth. People First.

With Trucordia, you’ve got the backing of experienced, entrepreneurial leaders who know what it takes to succeed. Our team is built on mutual respect, shared values, and a deep belief in the power of local relationships.

Felix Morgan

Chief Executive Officer

Michael Moran

Chief Operating Officer

Rocky Steele

Senior Vice President, Business Development

M & A FAQs

What does it mean to sell an insurance agency to a company like Trucordia?

Joining the Trucordia companies can be structured in different ways, depending on your goals. You may retain entrepreneurial input while gaining access to resources and scale. The process emphasizes collaboration and legacy preservation.

What financial and operational benefits come from joining a larger insurance group?

Agency owners often ask if they will keep control and share in growth. With Trucordia, you maintain a level of leadership while unlocking benefits such as:

  • Access to national carrier relationships and better commissions
  • Operational support for HR, compliance, and marketing
  • This model may help you scale without losing your entrepreneurial fire.
What technology and carrier access do I gain by selling to Trucordia?

Joining a top brokerage unlocks tools and markets that smaller agencies often cannot access.

Expect upgrades such as:

  • Vertafore AMS360 and CRM integrations
  • Expanded carrier appointments and premium leverage
  • Analytics dashboards for performance and client insights

These resources may help you compete at scale without losing local service quality.

What is the typical due diligence and integration timeline for an insurance agency sale?

Owners want clarity on steps and timing. A structured process reduces stress and accelerates closing.

Typical timeline:

  • Initial valuation and letter of intent
  • Financial and legal review
  • Carrier and vendor alignment
  • Integration planning and onboarding
  • Closing and post-sale support

Many transactions complete in 90 to 120 days when documentation is ready.

We are looking for great businesses to join us.

Start the conversation and explore the opportunity of becoming part of the Trucordia team.