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Bookmark this page and check back often. If you would like to contribute a story or news item, feel free to email us at: onlinesupport@insurbanc.com or call 1-866-467-2262.

How to Avoid Banking Fraud at Your Agency

Banking fraud in today’s world is an ever present issue when insurance agencies are moving money.  In a recent PropertyCasualty 360 article, Patricia Smith, InsurBanc’s Director of Cash Management, discusses understanding how this fraud is organized and executed to put you in a better position to protect your agency.

Click here to read the article.

Financial Health of the Independent Agent and the M&A Landscape

Listen to the latest On-Point podcast as David Tralka, president and CEO of InsurBanc, discusses the health of the independent agents, the M&A landscape and options for agency principals thinking of selling – staged exits, private equity offers and ESOPs.   If you’ve ever considered a sale to a third party, Dave outlines how to justify selling internally even when an outside party offers huge money.

Click here to listen.

Not Your Father’s Agency!

Young producers are coming into their own and buying agencies.  A recent article by InsurBanc loan officers Scott Freiday and Keith Mangini in Independent Agent Magazine talks about this new generation of owners and tips on how to pull this together from a young agent’s viewpoint and the owners planning their retirement.  They also share four different profiles of young agents that moved into agency ownership or expanded their agencies.

Click here to read the article.

How Can a Financial Partner Help Your Agency Thrive?

After 20 years of serving the lending needs of independent insurance agencies, ask InsurBanc! Check out Dave Tralka’s latest article, “Good as Gold – 6 Ways Financial Partnering Can Help independent Agencies Thrive” in the August 2021 issue of Independent Agent Magazine from IIABA.

Click here to read the article.

Important Notice

InsurBanc will be closed on Monday, October 9th in observance of Columbus Day.

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InsurBanc will be closed on Monday, October 9th in observance of Columbus Day.
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