• Private Equity Takes a Pause:  What It Means for Agency Owners

Robert Pettinicchi, EVP/Chief Lending Officer at InsurBanc, discusses the private equity purchase slow down and the opportunities it presents for agency owners.

Click here to read the article.

• 2023 Agency Outlooks and Trends

InsurBanc President/CEO David Tralka discusses merger and acquisition activity, PE purchases, preserving agency legacy with staged perpetuations and an agency's "culture of achievement."

Click here to listen to the On Point podcast.

• Generations Coming Together

InsurBanc's Scott Freiday and Keith Mangini discuss the melding of young agents wanting to become agency owners and eager to take the reins and agency owners considering exit strategies.

Click here to read the article.

• Using Tech Tools in the Fight Against Bank Fraud

Patricia Smith, InsurBanc's Director of Cash Management, discusses bank fraud and the tools agency owners can use to prevent criminals from perpetrating fraud against your banking information.

Click here to read the article.

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• Start the Conversation:  Prepare for Agency Ownership

Listen to InsurBanc Division Director Scott Freiday and ECI Insurance principal Avery Moore discuss the early "conversation" and agency financing.

Click here to listen.

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• Doing Succession Planning the Hard Way

Connect with InsurBanc Division Director Scott Freiday and ECI Insurance principal Avery Moore to learn from one agency’s challenges.

Click here to read the article.

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• Inside-Outside Game:  Is an Internal Offer Really Worth Less Than an External?

Become familiar with all the facts before you decide on which direction to take your agency.  Scott Freiday, SVP and division director at InsurBanc, will walk you through the facts.

Click here to read the article.

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• 5 Reasons ESOPs Are an Excellent Option for Succession Planning

Should you consider an ESOP for your succession plan? Learn more from InsurBanc's Chief Lending Officer, Robert Pettinicchi, on how an ESOP may work for your agency's success plan.

Click here to read the article.

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• How to Avoid Banking Fraud at Your Agency

Patricia Smith, Director of Cash Management, discusses how to identify the forms of banking fraud to protect your agency.

Click here to read the article.

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• Cyber Security Webinar for Your Agency

Click here to learn more about our webinar "10 Ways to Reduce Cyber Security Risks" and to register today.

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• The Health of the Independent Agent and the M&A Landscape

David Tralka, president and CEO of InsurBanc, discusses the M&A landscape and options for agency principals thinking of selling – staged exits, private equity offers and ESOPs.

Click here to listen to the On-Point podcast.

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• Not Your Father's Agency!

Young producers are coming into their own and buying agencies. Check our Scott Freiday and Keith Mangini's recent article "Not Your Father's Agency!" in the Independent Agent Magazine.

Click here to read the article.

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• 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 Independent Agent Magazine.

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.

 

• 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.

 

• Are you a young agent ready to start thinking about the next step in your career?
  

click here to listen to Dave Tralka talk about exciting opportunities for young agents such as buying into your agency or starting your own agency!

 

• Will the Pandemic Impact Your Dreams of Agency Perpetuation?

click here to read Dave Tralka giving helpful tips on how agency principals should attack business through the pandemic. (pg. 32)

 

• Dave Tralka Shares Tips on Defining the "New Normal" in 2021
  

Click here to read Dave unpacking what it will mean to expect the unexpected in 2021.

 

• David Tralka Discusses the Pandemic's Effect on Agencies
  

Listen to this podcast and get up to speed quickly on what you as an owner should be anticipating in the marketplace.

 

• InsurBanc speaks on Business Email Compromise

Click here to learn about the cybercrime that victimizes companies via business email compromise.

 

• Patricia Smith Shares 3 Ways to Improve Cash Management Efficiency and Security

Click here to learn why outdated office procedures could be hurting your agency.

 

• Keith Mangini Discusses Insurance Agency Loans – Structure and Collateral

Click here to learn about how our agency financing programs differ from other banks.

 

• Pattie Smith Discusses Agency Cash Management Strategy

Click here to learn why owners should consider creating an effective cash management strategy.

 

• Keith Mangini and Scott Freiday Discuss Insurance Agency Loan Request Documents

Click here to learn what to expect when requesting an agency loan.

 

• SBA Disaster Loan Assistance Offered to Small Businesses Impacted by the Coronavirus

Click here for more information from SBA on state eligibility.

 

• Barbara Carlevale Discusses the Role of the Business Online Banking Administrator

Click here to learn how the essential role helps keep your agency’s online banking secure.

 

• InsurBanc is Now on YouTube!

Click here to learn about our new channel.

 

• David Tralka Discusses the Importance of Cash Flow to an Agency

Click here to learn why cash flow is a better determinate of value.

 

• Robert Pettinicchi Discusses Promoting Strategies to Attract Young Workers

Click here to learn about the need to promote your agency to young workers.

 

• David Tralka Shares 7 Risks to Analyze for Your Agency’s Safety

Click here to learn about the importance of analyzing the risks of your agency.

 

• David Tralka Speaks About Productive Agency Debt

Click here to learn how productive debt can enhance your agency value and growth.

 

• InsurBanc’s Robert Pettinicchi Discusses the Factors to Consider Before Selling

Click here to learn why you should consider a staged internal perpetuation.

 

•  InsurBanc's David Tralka Discusses the Steps to Agency Ownership

Click here to learn if you think you are prepared to become an owner.

• InsurBanc Discusses Borrowing for Agency Growth

Click here to learn how productive debt can lead to growth in agency value.

• InsurBanc is LIVE on LinkedIn

Click here to follow us!

• InsurBanc Discusses How to Manage Your Liquidity

Click here to learn how to best use your cash to benefit your agency.

• InsurBanc Discusses the Benefits of Creating Internal Revenue for Your Agency

Click here to learn how you can invest in your own agency.

• InsurBanc's David Tralka Discusses Whether it is Better to Build or Buy

Click here to learn about what options your agency has to grow.

• InsurBanc's David Tralka Shares What Agency Owners Would Say to Their Younger Selves

Click here to listen to the full podcast.

• InsurBanc Shares Wisdom from Agency Owners

Click here for five key lessons on agency ownership and perpetuation.

• InsurBanc Discusses Whether or Not Selling is the Right Path for Your Agency

Click here to learn what options you have as an agency owner.

• InsurBanc Discusses The Best Places to Seek Agency Financing

Click here to learn what place offers the best financing options for Independent Agents.

• InsurBanc Discusses How to Obtain Financing to Expand Your Agency

Click here to learn how to invest in the future in order to be successful in today’s market.

• InsurBanc Discusses the Reality of the Rising Interest Rates

Click here to see how agencies can best handle this new environment.

• InsurBanc Attends 2017 Big Event

InsurBanc will be attending the 2017 Big Event from October 27th-28th in Boston, Massachussetts. Come check out our booth #111 and hear Robert Pettinicchi speak about Agency Perpetuation. Click here to learn more.

• InsurBanc Discusses How to Grow your Agency through Banking Technology

Click here to read InsurBanc’s insight on how to grow you agency through banking services and technology.

• InsurBanc Discusses the Current State of the Industry

Click here to read InsurBanc’s Chief Lending Officer, Robert Pettinicchi’s insight on the state of the industry and how agency owners should respond.

• InsurBanc Partners with IIABA's Best Practices

InsurBanc is proud to be a supporter of IIABA’s Best Practices research as they just announced a special 7-part series webinar. Click here to learn more.