Alan Galvez Insurance Ltd

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Bellefontaine · Ohio

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Alan Galvez Insurance Ltd is a licensed insurance agency licensed in Bellefontaine, OH. Lines listed: Personal and Commercial Insurance. Founding or history: 1988. Public information is not yet enough for an Agency Match assessment. 17 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.
Looking to Buy: not enough public facts for a score.
Open to Selling: not enough public facts for a score.
Mentorship & Peer Connections: not enough public facts for a score.
Business Partnerships: not enough public facts for a score.

Research

Detailed profile

Geography

1 documented offices

Ownership events

None documented

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

Insufficient Evidence

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Why: Three or more named leaders; public history of 15+ years in business or in the industry

Three or more named leaders · Alan Galvezgalvezinsurance.com
Public history of 15+ years in business or in the industry · 1988galvezinsurance.com

What this rating was based on (2 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.

Three or more named leaders (supporting)+10 pts
- Alan Galvezgalvezinsurance.com
- Carrie Galvez, Business Partnergalvezinsurance.com
- Leadership: Carrie Reynolds Owner/Insurance Agentgalvezinsurance.com
- Leadership: Jennifer McMullen-Gates Insurance Agentgalvezinsurance.com
- Leadership: Annika Reynolds Administrative Assistantgalvezinsurance.com
Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1988galvezinsurance.com

Total: 15 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 · 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 · 5

Acquisition Research Fit is low. Formation year 1988 is on a verified record (38 years in operation). 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 1988 is on a verified record (38 years in operation). Verified · +5 ptsgalvezinsurance.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 Evidence

Public 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 30+ years in business or in the industry; three or more named leaders

Public history of 15+ years in business or in the industry · 1988galvezinsurance.com
Public history of 30+ years in business or in the industry · 1996galvezinsurance.com
Three or more named leaders · Alan Galvezgalvezinsurance.com

What this rating was based on (3 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.

Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1988galvezinsurance.com
Public history of 30+ years in business or in the industry (supporting)+5 pts
- 1996galvezinsurance.com
Three or more named leaders (supporting)+5 pts
- Alan Galvezgalvezinsurance.com
- Carrie Galvez, Business Partnergalvezinsurance.com
- Leadership: Carrie Reynolds Owner/Insurance Agentgalvezinsurance.com
- Leadership: Jennifer McMullen-Gates Insurance Agentgalvezinsurance.com
- Leadership: Annika Reynolds Administrative Assistantgalvezinsurance.com

Total: 20 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 · 7 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Insufficient Evidence

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Why: Several documented lines of business

Several documented lines of business · Personal and Commercial Insurancegalvezinsurance.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.

Several documented lines of business (supporting)+10 pts
- Personal and Commercial Insurancegalvezinsurance.com
- Personal and Commercial Insurancegalvezinsurance.com
- Personal Insurance, Commercial Insurancegalvezinsurance.com
- Lines of business: Commercial & Business Owners Insurancegalvezinsurance.com
- Lines of business: Commercial General Liabilitygalvezinsurance.com

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 · 5 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 7551866), licensed at Bellefontaine, OH

gateway.insurance.ohio.gov

ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: www.galvezinsurance.com

Locations & footprint

Bellefontaine, Ohio

Operating office

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Personal and Commercial InsuranceFounding: 1988

People & affiliations

Alan GalvezPublished

Insurance Agency Bellefontaine, OH | Alan Galvez Insurance Ltd.

Carrie Galvez, Business PartnerPublished

His daughter, Carrie, joined the business after college when she really needed a job and some direction with her life. It must have stuck because in 2002, they became business partners.

Carrie Reynolds Owner/Insurance AgentPublished

Carrie Reynolds Owner/Insurance Agent

Jennifer McMullen-Gates Insurance AgentPublished

Jennifer McMullen-Gates Insurance Agent

Annika Reynolds Administrative AssistantPublished

Annika Reynolds Administrative Assistant

Alan Galvez, Owner/AgentIncomplete

Alan Galvez stumbled into life as an insurance agent in 1971 after being laid off from his factory job

Industry associationsPublished

Supporter of Rotary Club of Bellefontaine

Names & entities

ALAN GALVEZ INSURANCE LTDRecord

Legal name on license record

Facts from published sources (17 verified, 1 unverified)

Office locationPublicly sourced

Bellefontaine, OH

“Address: 134 W Columbus Avenue Bellefontaine, OH 43311”