InsurBanc

06/03/2026

We are looking forward to an engaging event with Keystone Agency Partners and their members! See you all there.

Thank you to InsurBanc, a proud Bronze Sponsor of . We’re grateful for your continued support of this event and our partners! 🤎

06/03/2026

Stop by and say hello to our team if they're in your area! We'll be at:

⚓ Independent Insurance Agents of Rhode Island for InsureCon on June 8-10
🐂 Independent Insurance Agents of Texas (IIAT) for INSURCON on June 15-17
🌞 Florida Association of Insurance Agents for Annual Convention on June 17-19

We'd love to discuss how we can help with your agency's financial strategy and planning needs.

06/01/2026

June is Month, and we're proud to partner with independent insurance agencies across the country as the focus of our financial support services.

If you have insurance questions or would be interested in finding a new agent, we'd encourage you to find an independent insurance agent near you by visiting https://zurl.co/EBSkR and using their agency locator tool!

05/28/2026

As Harrison Brooks of Consulting, Inc. discussed on our recent webinar for the "State of the Union in Insurance", the changing dynamics of our world and the technology we use impact agency value as well.

If you aren't optimizing your agency's strategy to take these changes into account, you may be falling behind.

05/27/2026

How can agency leaders leverage value while planning for their future financial strategies in any life cycle stage?

⏩ New or Startup
⏩ Growth
⏩ Maturity

Our own dynamic duo, Pattie and Keith, broke it down in this article for Rough Notes, discussing the reasons that independent agencies should carefully evaluate the cost, convenience and efficiency of all available financial services and solutions.

As is the case for most businesses, having the right banking partner that is familiar with the client’s industry is critical.

Read more at roughnotes.com/leveraging-agency-value/

05/26/2026

We're proud to have Keith share best practices on preparing for and obtaining agency financing with independent agents at the Florida Association of Insurance Agents' conference.

We’re back with another session spotlight as we continue our countdown to . Today’s session is “Key Considerations of Agency Perpetuations and Acquisitions” with Keith Mangini. This session will cover the key factors that can shape a successful transition. Learn about strategic alignment, financial planning, capital structures, and positioning your agency for long-term success in today’s evolving M&A market. View the full Schedule: https://ow.ly/YYPv50Z2RFY

05/25/2026

Our bank is closed today as we honor the memory of those who gave all in service to our country. 🇺🇸

We are forever grateful for your service and sacrifice.

05/22/2026

Our team had a great time connecting, engaging, and discussing opportunities at the Big I Connecticut Women's Summit this week.

Thanks to Big I Connecticut President Lisa Lounsbury and Big I National Chair Angela Ripley for their insightful conversation.

05/20/2026

If you're a young agent considering future ownership of your agency, there are steps you can take to begin the process for building your perpetuation strategy. The first steps include:

1️⃣ Is there an opportunity to be in the succession plan of your current agency?
2️⃣ If so, what will you be bringing to the table?
3️⃣ Do you know - and understand - the value of the agency and the goals of the current owner(s)?
4️⃣ Are your own personal finances in order?

Knowing and understanding these answers can help put you in the right mindset to build a perpetuation strategy.

Learn more at insurbanc.com/resources/young-agents/

05/19/2026

The celebration continues! 2️⃣5️⃣

Thank you to all the clients we've worked with over the past two and a half decades of service to the independent agents in the insurance industry.

Your support makes it all possible, including our recognition as a 5-Star Rated bank by Financial Inc for fourteen consecutive quarters through our parent bank, Connecticut Community Bank! 👏