Grow Without Giving Up What Matters
Join a national insurance brokerage that protects what you’ve built and helps you grow and scale with the resources, relationships, and respect your business deserves.
Keep What Makes You Great. Gain What Helps You Grow.
Trucordia is built for business leaders like you: growth-minded, relationship-driven, and proud of what you’ve built. When you join us, you keep your client base while gaining the strength, support, and resources of a top 20 national brokerage. Let’s explore how our model protects what you’ve built while unlocking your next chapter.
Hear from business leaders who have joined Trucordia.
"Unlike many of our peers, Trucordia continues to be an early adopter and heavy investor in operational infrastructure and technology. Ensuring the proper digital platforms and processes are in place is crucial to our ongoing growth and our ability to scale successfully."
"One of the benefits of joining the Trucordia team is the deep bench strength that we have access to. We all share our knowledge to create a think tank, which makes us unstoppable."
Get To Know What Drives Us
Learn how Trucordia combines national strength with local insight to deliver exceptional experiences, real opportunities, and client-first insurance solutions.
Strengthen and Safeguard
Your Business
Growth-minded business owners need more than the right resources — they need a partner. Joining Trucordia helps you protect what you’ve built, unlock value, and gain the tools to thrive.

Monetize Without Letting Go
Gain immediate financial value by monetizing a portion of your business while maintaining the relationships you’ve built over time. With equity in our company, your future can grow along with ours.

Compete With Confidence
From carrier access to technology and marketing, Trucordia provides the modern infrastructure businesses need to stay competitive. You’ll gain the support to deliver better service, faster insights, and stronger client solutions.

Future-Proof Your Business
Timing matters. Partnering with Trucordia now helps you maximize valuation and secure long-term stability. It’s about protecting your business and its value for what comes next.
Partners in Growth. People First.
With Trucordia, you’ve got the backing of experienced, entrepreneurial leaders who know what it takes to succeed. Our team is built on mutual respect, shared values, and a deep belief in the power of local relationships.
Felix Morgan is Chief Executive Officer and board member of Trucordia, a top 20 U.S. insurance brokerage offering a broad array of commercial and personal lines, life and employee benefits insurance solutions.
Under Felix’s leadership, Trucordia is undergoing a multi-year transformation to become the nation’s next great insurance brokerage delivering exceptional insurance solutions and customer service. Ongoing integration and unification efforts across the company’s people, processes, and platforms are building a foundation for operational excellence and sustained growth. Today, Trucordia’s 5,000 employees in more than 200 offices serve 415,000 clients.
Felix has more than two decades of experience of increasing long-term company value by developing and leading high-performing teams, improving financial performance, driving growth and expansion, and delivering meaningful financial transactions. He joined Trucordia in 2021 as Chief Financial Officer and Chief Operating Officer. During this time, he positioned Trucordia to pursue a more ambitious strategic vision through a $2.2 billion management buyout.
Prior to joining Trucordia, Felix was Chief Financial Officer at Cotiviti where he led the successful execution of a $5 billion transaction that took the public company private. As Director of Finance at Ancestry, he designed and implemented financial measures that resulted in double digit annual growth and played a key management role in preparing the company for its initial public offering. He also held executive roles at CareXM, Aetna’s population health technology business, and Henry Schein.
Following a volunteer mission for the Church of Jesus Christ of Latter-day Saints, Felix received a Bachelor of Science degree in business and accounting from Utah Valley University and a master’s in business administration from Utah State University. He lives in Springville, Utah with his wife, Wendy. They have four children.
Michael Moran is a senior executive with over 30 years of experience driving growth, innovation and margin expansion within the commercial insurance and reinsurance industry, demonstrating expertise in data and analytics, risk management, strategy and operational excellence.
As Chief Operating Officer for Trucordia, Moran supports the company’s bold, transformational growth strategy and helps accelerate the company’s strategic initiatives. He is passionate about delivering impactful, innovative solutions that provide value to clients and the industry.
Moran joined Trucordia from Aon, where he held various senior roles across business units and regions during a 19-year tenure. Most recently, he served as an Executive Vice President responsible for leading the company’s global "Delivering Aon United" strategy. Previous executive leadership roles include serving as Chief Executive Officer of Aon Inpoint and Global Chief Operating Officer of Aon Benfield, among others.
Active in the community, he serves on the nonprofit boards of Friends Northside College Prep in Chicago, Illinois, as well as Friends of the Chicago River.
Rocky Steele
Senior Vice President, Business Development
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