Trucordia Cares
We like to say that we put care at the center of everything we do. It’s one of the five Trucordia Values shared across our teams nationwide.
With Care at the Center
Care is essential to how we engage with our clients, our communities, and each other.
One way we live our care value is by supporting important causes that have a positive impact in our communities. We believe supporting the communities we serve is an important part of our work. Through partnerships, volunteer efforts, and charitable initiatives, we care for the people and organizations where our team members and clients live and work.
Care is our commitment. We support inspiring organizations – particularly those supporting children in need – and can’t wait to connect with new ones in the future.
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."
"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."
Making an Impact Beyond the Workplace
Ronald McDonald House Charities
Trucordia supports this organization’s mission to provide essential services that remove barriers, strengthen families, and promote healing when children need healthcare. Kicking off with a service project at our 2026 Annual Retreat in the Dallas area, our partnership will expand to support Ronald McDonald House locations in Utah and beyond.
Utah Valley Chamber of Commerce Women’s Business Network and Women’s Leadership Institute
We hosted the Utah Valley Chamber of Commerce Women's Business Network at our Lindon headquarters office for a luncheon focused on connection, growth, and collaboration. We also welcomed the Women's Leadership Institute to our suite at a Utah Mammoth game to celebrate leadership in action.
Debra Bonner Unity Gospel Choir
Trucordia supports the Debra Bonner Unity Gospel Choir, an interfaith, Utah-based choir that brings people together through music and shared purpose. As the choir prepared for its upcoming showcase for the Spring 2026 Transformational Gospel Choir Program at the Covey Center for the Arts, we provided a financial donation and opened our headquarters for weekly rehearsals.
Orem Junior High School
We were proud to sponsor 50 students from Orem Junior High to attend a Yo-Yo Ma cello concert at a local college. Experiences like live music can change how a young person sees the world. We’re grateful to partner with our community to help make moments like this possible for students.
Golf for Good
This annual event raises awareness and support for Redeemed Ministries, an organization dedicated to helping survivors of sex trafficking recover, heal, and rebuild their futures. Trucordia and members of our South Platform team support this event as part of our commitment to giving back in our local communities.
A Commitment That Continues
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 is Chief Executive Officer and board member of Trucordia, a top 20 U.S. insurance brokerage offering a broad array of commercial and personal lines, life and employee benefits insurance solutions.
Under Felix’s leadership, Trucordia is undergoing a multi-year transformation to become the nation’s next great insurance brokerage delivering exceptional insurance solutions and customer service. Ongoing integration and unification efforts across the company’s people, processes, and platforms are building a foundation for operational excellence and sustained growth. Today, Trucordia’s 5,000 employees in more than 200 offices serve 415,000 clients.
Felix has more than two decades of experience of increasing long-term company value by developing and leading high-performing teams, improving financial performance, driving growth and expansion, and delivering meaningful financial transactions. He joined Trucordia in 2021 as Chief Financial Officer and Chief Operating Officer. During this time, he positioned Trucordia to pursue a more ambitious strategic vision through a $2.2 billion management buyout.
Prior to joining Trucordia, Felix was Chief Financial Officer at Cotiviti where he led the successful execution of a $5 billion transaction that took the public company private. As Director of Finance at Ancestry, he designed and implemented financial measures that resulted in double digit annual growth and played a key management role in preparing the company for its initial public offering. He also held executive roles at CareXM, Aetna’s population health technology business, and Henry Schein.
Following a volunteer mission for the Church of Jesus Christ of Latter-day Saints, Felix received a Bachelor of Science degree in business and accounting from Utah Valley University and a master’s in business administration from Utah State University. He lives in Springville, Utah with his wife, Wendy. They have four children.
Michael Moran is a senior executive with over 30 years of experience driving growth, innovation and margin expansion within the commercial insurance and reinsurance industry, demonstrating expertise in data and analytics, risk management, strategy and operational excellence.
As Chief Operating Officer for Trucordia, Moran supports the company’s bold, transformational growth strategy and helps accelerate the company’s strategic initiatives. He is passionate about delivering impactful, innovative solutions that provide value to clients and the industry.
Moran joined Trucordia from Aon, where he held various senior roles across business units and regions during a 19-year tenure. Most recently, he served as an Executive Vice President responsible for leading the company’s global "Delivering Aon United" strategy. Previous executive leadership roles include serving as Chief Executive Officer of Aon Inpoint and Global Chief Operating Officer of Aon Benfield, among others.
Active in the community, he serves on the nonprofit boards of Friends Northside College Prep in Chicago, Illinois, as well as Friends of the Chicago River.
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.
Latest News + Insights
Explore our recent blog posts and industry insights.
Latest News + Insights
Explore our recent blog posts and industry insights.
We are looking for great businesses to join us.
Start the conversation and explore the opportunity of becoming part of the Trucordia team.