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Stay up-to-date on important industry news and the latest products and services from InsurBanc.
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.
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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.
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.
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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.
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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.
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Is your agency’s cash management system up to date? Are you aware of the latest cyber protections? In InsurBanc’s latest article for IA Magazine, Patricia Smith discusses three ways to improve outdated cash management and security practices that could be hurting your agency. Whether your agency still deposits checks manually or doesn’t invest enough on cybersecurity protection, then you might want to consider modernizing your agency to improve cash flow and protect your assets so that your agency doesn’t fall behind competitors.
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InsurBanc’s Keith Mangini discusses the average bank’s tendency to base loan value on tangible assets. InsurBanc, however, considers all of an insurance agency’s assets, including the agency’s book of business and predictable cash flow in the agency loan structure.
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InsurBanc’s Pattie Smith discusses the need for new and established insurance agencies to consider creating an effective cash management strategy to handle the collecting, management and investment of an agency’s cash.
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InsurBanc’s Keith Mangini and Scott Freiday speak on what documents insurance agencies should expect to submit when applying for agency financing. Financial forms include the agency’s tax returns and financial statements, along with the agency principals’ personal tax returns and financial statements.
Click here to learn more about what you should expect.
InsurBanc’s Barbara Carlevale speaks on the role of the business online banking administrator and how important it is for the safety and security of an agency’s online banking system. Three key responsibilities to consider are creating a unique ID for each user, establishing the employee’s access level and maintaining user access. How can your agency benefit from this essential role?
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InsurBanc understands independent agents and their businesses. We specialize in insurance agency financing. Whether your needs include agency perpetuation funding, insurance agency acquisition or simply understanding your cashflow as it relates to your banking needs, InsurBanc can help agencies nationwide.
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InsurBanc will be closed on Monday, October 9th in observance of Columbus Day.
