Dustin Burgess Insurance Group LLC
Based on public information · Profile not yet claimedIndependent agency
Offices: Alliance & Akron & Wadsworth · OhioDustin Burgess Insurance Group LLC is an independent insurance agency licensed in Alliance, OH. Its website lists offices in Alliance, Akron, Wadsworth. Lines listed: Home, Auto, Life, Long-Term Care, Umbrella, Farm, HOA, Non-Profit, Business, Employee Benefits. Founding or history: 2011. Agency Match assessments based on public information: Looking to Buy high; Business Partnerships high. 36 publicly sourced facts with links.
How we determined the info on this profile
- License record: taken from the state license roster.
- Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
- Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
- Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
- Carrier partnerships: based on carriers named on the agency's website.
- Looking to Buy: scored from documented acquisitions, growth and offices on the public record.
- Open to Selling: not enough public facts for a score.
- Mentorship & Peer Connections: not enough public facts for a score.
- Business Partnerships: scored from specialties, markets and carriers published on the agency's website.
Research
Detailed profile
Geography
3 documented offices
Ownership events
1
Ownership
Not confirmed
Agency Match assessments
Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.
Looking to Buy
High · 65Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.
Agency Match score: 65/100 · Medium confidence: 3+ public facts
Why: Documented acquisition of another agency; two or more documented offices; serves more than one state or a wide region
- Documented acquisition of another agency · A-Z Insurance Agencyburgessinsurancegroup.com
- Two or more documented offices · Alliance, OHburgessinsurancegroup.com
- Serves more than one state or a wide region · Ohio, West Virginia, Pennsylvaniaburgessinsurancegroup.com
- Public history of 15+ years in business or in the industry · 2011burgessinsurancegroup.com
What this rating was based on (4 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Documented acquisition of another agency+35 pts
- A-Z Insurance Agencyburgessinsurancegroup.com
- Two or more documented offices+15 pts
- Alliance, OHburgessinsurancegroup.com
- Akron, OHburgessinsurancegroup.com
- Wadsworth, OHburgessinsurancegroup.com
- Serves more than one state or a wide region (supporting)+10 pts
- Ohio, West Virginia, Pennsylvaniaburgessinsurancegroup.com
- Public history of 15+ years in business or in the industry (supporting)+5 pts
Total: 65 points → Agency Match score 65/100, rated High (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 6 facts from 1 website.
Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.
Open to Selling
Acquisition Research Fit
Low · 6Acquisition Research Fit is low. Formation year 2011 is on a verified record (15 years in operation). 3 documented office cities. Market segment C is descriptive context. The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.
- Formation year 2011 is on a verified record (15 years in operation). Verified · +3 ptsburgessinsurancegroup.com
- 3 documented office cities. Market segment C is descriptive context. Verified · +3 ptsburgessinsurancegroup.com
Confidence: low. Separate from the rating.
Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.
Confirmed sale interest: Unknown
Mentorship & Peer Connections
Insufficient EvidencePublic signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.
Why: Public history of 15+ years in business or in the industry
- Public history of 15+ years in business or in the industry · 2011burgessinsurancegroup.com
What this rating was based on (1 factor)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Public history of 15+ years in business or in the industry (supporting)+10 pts
Total: 10 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 1 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
High · 60Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.
Agency Match score: 60/100 · Medium confidence: 3+ public facts
Why: Niche specialty line documented; three or more carriers named; serves more than one state or a wide region
- Niche specialty line documented · Home, Auto, Life, Long-Term Care, Umbrella, Farm, HOA, Non-Profit, Business, Employee Benefitsburgessinsurancegroup.com
- Three or more carriers named · Allstateburgessinsurancegroup.com
- Serves more than one state or a wide region · Ohio, West Virginia, Pennsylvaniaburgessinsurancegroup.com
- Several documented lines of business · Personal, Business, Farm, Employee Benefits Insuranceburgessinsurancegroup.com
What this rating was based on (5 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Niche specialty line documented+20 pts
- Home, Auto, Life, Long-Term Care, Umbrella, Farm, HOA, Non-Profit, Business, Employee Benefitsburgessinsurancegroup.com
- Three or more carriers named+15 pts
- Allstateburgessinsurancegroup.com
- American Modernburgessinsurancegroup.com
- Anthemburgessinsurancegroup.com
- Chubbburgessinsurancegroup.com
- Dairylandburgessinsurancegroup.com
- Foremostburgessinsurancegroup.com
- Hagertyburgessinsurancegroup.com
- Liberty Mutualburgessinsurancegroup.com
- Markelburgessinsurancegroup.com
- Medical Mutualburgessinsurancegroup.com
- National Generalburgessinsurancegroup.com
- Nationwideburgessinsurancegroup.com
- Serves more than one state or a wide region+10 pts
- Ohio, West Virginia, Pennsylvaniaburgessinsurancegroup.com
- Several documented lines of business (supporting)+10 pts
- Personal, Business, Farm, Employee Benefits Insuranceburgessinsurancegroup.com
- Personal Insurance, Business Insurance, Employee Benefitsburgessinsurancegroup.com
- Two or more documented offices (supporting)+5 pts
- Alliance, OHburgessinsurancegroup.com
- Akron, OHburgessinsurancegroup.com
- Wadsworth, OHburgessinsurancegroup.com
Total: 60 points → Agency Match score 60/100, rated High (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 19 facts from 1 website.
Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.
Record & channel
Ohio resident business-entity license (NPN 16508740), licensed at Alliance, OH
gateway.insurance.ohio.govIndependent agency
“And as an independent insurance firm, we work with multiple insurance companies to help you find the right coverage”burgessinsurancegroup.com
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: burgessinsurancegroup.com
Locations & footprint
Alliance, Ohio
Operating office
Akron, Ohio
Operating office
Wadsworth, Ohio
Operating office
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
Story so far
- —
A-Z Insurance Agency
Published
People & affiliations
Since taking over the agency as president in 2011, Dustin Burgess has focused on growing The Burgess Group
Dustin Burgess Insurance Group, LLC is not affiliated with Simplicity Investments, Inc.
Names & entities
Legal name on license record
Facts from published sources (36 verified, 6 unverified)
2011
“The Burgess Group Guiding our clients toward quality, affordable insurance since 2011.”burgessinsurancegroup.com
Alliance, OH
“Contact Alliance, OH Akron, OH Wadsworth, OH The Villages, FL”burgessinsurancegroup.com
Akron, OH
“Contact Alliance, OH Akron, OH Wadsworth, OH The Villages, FL”burgessinsurancegroup.com
Wadsworth, OH
“Contact Alliance, OH Akron, OH Wadsworth, OH The Villages, FL”burgessinsurancegroup.com
The Villages, FL
“Contact Alliance, OH Akron, OH Wadsworth, OH The Villages, FL”burgessinsurancegroup.com
Ohio, West Virginia, Pennsylvania
“With three local Ohio offices and one satellite office in Florida, we are proud to serve clients across Ohio, West Virginia, and Pennsylvania.”burgessinsurancegroup.com
Home, Auto, Life, Long-Term Care, Umbrella, Farm, HOA, Non-Profit, Business, Employee Benefits
“Personal Home Insurance Auto Insurance Individual Life Insurance Long-Term Care Insurance Umbrella Insurance More Personal Insurance Business Farm Insurance Homeowners Association Insurance Non-Profit Insurance Business Owners Insurance General Liability Insurance More Business Insurance Benefits Disability Insurance Life and Accidental Death Insurance More Employee Benefits”burgessinsurancegroup.com
2011
“Since taking over the agency as president in 2011, Dustin Burgess has focused on growing The Burgess Group”burgessinsurancegroup.com
Dustin Burgess, President
“Since taking over the agency as president in 2011, Dustin Burgess has focused on growing The Burgess Group”burgessinsurancegroup.com
A-Z Insurance Agency
“With the acquisition of A-Z Insurance Agency and the opening of a satellite office in Florida”burgessinsurancegroup.com
Independent Insurance Firm
“And as an independent insurance firm, we work with multiple insurance companies to help you find the right coverage”burgessinsurancegroup.com
Personal, Business, Farm, Employee Benefits Insurance
“We specialize in a variety of coverage options to meet your unique insurance needs. Personal Insurance Home Insurance Auto Insurance Individual Life Insurance Long-Term Care Insurance Umbrella Insurance See All Business Insurance Farm Insurance Homeowners Association Insurance Non-Profit Insurance Business Owners Insurance General Liability Insurance See All Employee Benefits Disability Insurance Life and Accidental Death Insurance See All”burgessinsurancegroup.com
Ohio, West Virginia, Pennsylvania, Florida
“With three local Ohio offices and one satellite office in Florida, we are proud to serve clients across Ohio, West Virginia, Pennsylvania, and Florida.”burgessinsurancegroup.com
Alliance, OH
“Contact Alliance, OH Akron, OH Wadsworth, OH The Villages, FL”burgessinsurancegroup.com
Akron, OH
“Contact Alliance, OH Akron, OH Wadsworth, OH The Villages, FL”burgessinsurancegroup.com
Wadsworth, OH
“Contact Alliance, OH Akron, OH Wadsworth, OH The Villages, FL”burgessinsurancegroup.com
The Villages, FL
“Contact Alliance, OH Akron, OH Wadsworth, OH The Villages, FL”burgessinsurancegroup.com
Dustin Burgess
“Dustin Burgess Insurance Group, LLC is not affiliated with Simplicity Investments, Inc.”burgessinsurancegroup.com
Independent Insurance Companies
“We Are Independent Insurance Companies”burgessinsurancegroup.com
Personal Insurance, Business Insurance, Employee Benefits
“Personal Insurance Home Insurance Auto Insurance Individual Life Insurance Long-Term Care Insurance Umbrella Insurance See All Business Insurance Farm Insurance Homeowners Association Insurance Non-Profit Insurance Business Owners Insurance General Liability Insurance See All Employee Benefits Disability Insurance Life and Accidental Death Insurance See All”burgessinsurancegroup.com
Show 6 unverified facts (did not pass QA)
Independent Insurance Agency
“The Burgess Group - Independent Insurance Agency - Ohio”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
burgessinsurancegroup.comAlliance, OH
“Our Locations Who we are. Since taking over the agency as president in 2011, Dustin Burgess has focused on growing The Burgess Group to provide personalized service and coverage to more people. With the acquisition of A-Z Insurance Agency and the opening of a satellite office in Florida, we now have three offices across Ohio with the capability of serving clients across Ohio, West Virginia, and Pennsylvania.”
QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.
burgessinsurancegroup.comAkron, OH
“Our Locations Who we are. Since taking over the agency as president in 2011, Dustin Burgess has focused on growing The Burgess Group to provide personalized service and coverage to more people. With the acquisition of A-Z Insurance Agency and the opening of a satellite office in Florida, we now have three offices across Ohio with the capability of serving clients across Ohio, West Virginia, and Pennsylvania.”
QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.
burgessinsurancegroup.comWadsworth, OH
“Our Locations Who we are. Since taking over the agency as president in 2011, Dustin Burgess has focused on growing The Burgess Group to provide personalized service and coverage to more people. With the acquisition of A-Z Insurance Agency and the opening of a satellite office in Florida, we now have three offices across Ohio with the capability of serving clients across Ohio, West Virginia, and Pennsylvania.”
QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.
burgessinsurancegroup.comThe Villages, FL
“With the acquisition of A-Z Insurance Agency and the opening of a satellite office in Florida, we now have three offices across Ohio with the capability of serving clients across Ohio, West Virginia, and Pennsylvania.”
QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.
burgessinsurancegroup.comOhio, West Virginia, Pennsylvania
“We are licensed in: OH, WV, and PA.”
QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.
burgessinsurancegroup.com