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."

– 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

Making an Impact Beyond the Workplace

Through volunteer efforts, partnerships, and local events, Trucordia teams support the communities where we live and work.
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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.

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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.

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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.

 

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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.

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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

Community involvement isn’t a one‑time effort — it’s an ongoing commitment. As Trucordia continues to grow, so does our dedication to supporting the people and organizations that strengthen the communities we call home.
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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.