

At Insuritas, we build, deploy and operate white-labeled insurance agencies within financial institutions, empowering them to offer their depositors the one financial product each of them will purchase this year, insurance.

Our mission is to connect consumers to the insurance products they need through a seamless, transparent shopping experience, where carriers compete to provide them with the right coverage at the right price.
We are the nation’s leading provider of insurance agency solutions for banks and credit unions since 1999. We empower financial institutions to deliver smarter insurance solutions.


We partner with financial institutions to design, launch, and manage white-labeled insurance agencies—seamlessly integrated into their existing services. This empowers them to offer their customers one essential product nearly everyone needs each year: insurance.
Deployed across a network of partners serving over 10M consumers nationally, empowers financial institutions to leverage proprietary data-mining techniques and integrations with a broad array of insurance carriers to make highly personalized, digitally optimized insurance offers to their depositors, all within their brand.

Led by fintech and insurance innovators

Jeff founded Banc Insurance Services, revolutionizing insurance agency management for financial institutions. After its acquisition by Jack Henry & Associates, he led a buyout to establish Insuritas. With over 20 years in banking and insurance, Jeff has held senior leadership roles and previously served on the White House staff of President Carter. His vision continues.

Dave, as COO, drives operational efficiency and business growth through strategic planning, leadership, technology, data analytics, and process optimization. With deep expertise in insurance, insurtech, and fintech, he has held senior executive roles and shaped corporate strategy. A former Division 1 hockey player, he brings a competitive mindset to the business.

Donna leads Insuritas’ marketing strategy with a focus on digital innovation and automation. With 25+ years of experience across industries, she excels in B2B and B2C marketing strategies. Based in Florida, she is a Forbes Communication Council contributor and holds degrees from Bowling Green State University and Rutgers University.

Our team is here to help you integrate seamless, data-driven insurance solutions that enhance customer loyalty and drive new revenue.