Our latest news could be your next advantage.

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.

InsurBanc Celebrates 20 Years by Supporting IIABA’s Invest Program!

Click here to read about InsurBanc’s commitment to the independent agency system through a donation to Invest. “Joining with Invest to inspire more young people to consider insurance as a stable, dynamic career is one way we can help ensure the agency system will prosper in the decades ahead,” says David Tralka, InsurBanc president and CEO.

Happy 20th Anniversary InsurBanc!

Click here to read a great interview by Rough Notes with our President Dave Tralka and Vice President Bob Pettinicchi discussing InsurBanc’s successes in the industry over the last 20 years.

Is an Insurance Specialty in your Future?

Who should you be? A specialist with a niche practice focused in a specific industry or a generalist who knows a little about a lot? InsurBanc’s Robert Pettinicchi was recently featured in PropertyCasualty360 to answer this age old question.
Click here to read the article.

Will your Agency Prosper in 2021?

Click here to read an article written by Dave Tralka and Robert Pettinicchi for Rough Notes on eight optimistic reasons why they are seeing healthy merger and acquisition activity and the importance of how being aware of digital interactions and a mobile workforce can move your agency forward during these changing times.

Defining the “New Normal”…Do You Know How to Plan For 2021?

President and CEO of InsurBanc, Dave Tralka, recently wrote an article for Independent Agent Magazine. The article unpacks what it will mean to expect the unexpected in 2021 and how agency principals can retain value and sustain their earning power even through a pandemic.

Click here to read the article.

Has the pandemic altered independent agent’s financials, succession plans and way of doing business?

Listen to InsurBanc President and CEO David Tralka talk with Peter van Aartrijk and get up to speed quickly on what you as an owner should be anticipating in the marketplace, the Payroll Protection Loan program and how to create an opportunity out of the disruption.   Dave also discussed that now is the time to take a look at how you reacted to what has happened and make adjustments to your business practices and offers some specific actions that owners must consider ASAP.

Click here to hear the podcast.

InsurBanc Discusses Cyber Security – Business Email Compromise

Is you agency’s email security up to date? InsurBanc discusses business email compromise that is affecting small to medium sized businesses. A type of phishing attack that involves cyber criminals impersonating an employee or executive at a company or a trusted vendor, such as your bank. Employees are then tricked into moving money or reveling sensitive information.

Click here to learn more.