LINDON, Utah - Trucordia, a top 20 U.S. insurance brokerage, has announced its acquisition of the Houston-based First Texas Agency business. The move marks another step in Trucordia’s efforts to expand its presence nationwide, particularly within the Texas market.
"Acquiring the First Texas Agency business strengthens our presence in Texas and helps us expand our focus on providing thoughtful, knowledgeable service to clients seeking tailored insurance solutions", said Felix Morgan, CEO of Trucordia. "I'm confident this team will be a positive addition as we continue to work together with every Trucordia business to reach our bold growth goals."
Enhancing Client-Centered Services
First Texas Agency, known for its personal approach to customer service, focuses on educating clients and offering tailored insurance solutions. The agency provides a range of personal and commercial coverage options to individuals, families, and businesses in the Houston area and beyond. Each client is matched with a team dedicated to answering questions and delivering personalized service. This acquisition is expected to complement Trucordia’s mission to provide exceptional opportunities and solutions for its clients.
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Strategic Growth and Collaboration
Trucordia’s acquisition strategy is grounded in building partnerships with businesses that share its values of integrity, innovation, and community commitment. With this acquisition, the company furthers its national expansion goals while integrating First Texas Agency’s expertise and local connections into its operations.
Helfer & Associates, a nationally recognized advisory firm specializing in mergers and acquisitions within the insurance industry, served as the exclusive advisor to First Texas Agency during the transaction.
About Trucordia
Trucordia is one of the leading insurance brokerages in the United States, headquartered in Lindon, Utah. The company offers a variety of commercial, personal, life, health, and employee benefits insurance solutions. Trucordia ranks #18 on Business Insurance's 2025 Top 100 Brokers and #16 on Insurance Journal's 2025 Top Property/Casualty Agencies. With more than 5,000 employees across the country, the organization is dedicated to creating extraordinary experiences for clients, team members, and partners.
As Trucordia integrates First Texas Agency into its operations, the company continues to solidify its position as a leader in the insurance industry while reinforcing its commitment to delivering client-focused solutions and fostering community growth.
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