Hillcrest Insurance Group INC
Based on public information · Profile not yet claimedIndependent agency
Licensed in Chesterland, OH · offices not yet documentedHillcrest Insurance Group INC is an independent insurance agency licensed in Chesterland, OH. Lines listed: Homeowners, Auto, Life, Health, Commercial, Umbrella. Founding or history: 1990. Agency Match assessments based on public information: Mentorship & Peer Connections medium; Business Partnerships medium. 33 publicly sourced facts with links.
How we determined the info on this profile
- License record: taken from the state license roster.
- 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: not enough public facts for a score.
- Open to Selling: not enough public facts for a score.
- Mentorship & Peer Connections: scored from public signs of leadership, teaching and association ties.
- Business Partnerships: scored from specialties, markets and carriers published on the agency's website.
Research
Detailed profile
Geography
Licensed in Chesterland, OH · offices not yet documented
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 EvidencePublic signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.
Why: Serves more than one state or a wide region; public history of 15+ years in business or in the industry
- Serves more than one state or a wide region · Northeast Ohio, New York, Pennsylvania, Floridahillcrestig.com
- Public history of 15+ years in business or in the industry · 1990hillcrestig.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.
- Serves more than one state or a wide region (supporting)+10 pts
- Northeast Ohio, New York, Pennsylvania, Floridahillcrestig.com
- Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1990hillcrestig.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 · 2 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 · 5Acquisition Research Fit is low. Formation year 1990 is on a verified record (36 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 1990 is on a verified record (36 years in operation). Verified · +5 ptshillcrestig.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
Medium · 55Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.
Agency Match score: 55/100 · Medium confidence: 3+ public facts
Why: Named leadership role in an insurance association; insurance or business association membership; public history of 15+ years in business or in the industry
- Named leadership role in an insurance association · Committee member for I-Day Event, Insurance Board of Northern Ohiohillcrestig.com
- Insurance or business association membership · Member of Chesterland Lions Club and Chamber of Commercehillcrestig.com
- Public history of 15+ years in business or in the industry · 1990hillcrestig.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.
- Named leadership role in an insurance association+30 pts
- Committee member for I-Day Event, Insurance Board of Northern Ohiohillcrestig.com
- Insurance or business association membership+15 pts
- Member of Chesterland Lions Club and Chamber of Commercehillcrestig.com
- Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1990hillcrestig.com
Total: 55 points → Agency Match score 55/100, rated Medium (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 3 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
Medium · 35Public 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: 35/100 · Medium confidence: 3+ public facts
Why: Three or more carriers named; serves more than one state or a wide region; several documented lines of business
- Three or more carriers named · Eriehillcrestig.com
- Serves more than one state or a wide region · Northeast Ohio, New York, Pennsylvania, Floridahillcrestig.com
- Several documented lines of business · Homeowners, Auto, Life, Health, Commercial, Umbrellahillcrestig.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.
- Three or more carriers named+15 pts
- Eriehillcrestig.com
- Liberty Mutualhillcrestig.com
- Ohio Casualtyhillcrestig.com
- Progressivehillcrestig.com
- Travelershillcrestig.com
- West Bendhillcrestig.com
- Eriehillcrestig.com
- Liberty Mutualhillcrestig.com
- Ohio Casualtyhillcrestig.com
- Progressivehillcrestig.com
- Travelershillcrestig.com
- West Bendhillcrestig.com
- Serves more than one state or a wide region+10 pts
- Northeast Ohio, New York, Pennsylvania, Floridahillcrestig.com
- Several documented lines of business (supporting)+10 pts
- Homeowners, Auto, Life, Health, Commercial, Umbrellahillcrestig.com
- Dump Trucks, Sand, Dirt & Gravel Handlers, Ridesharehillcrestig.com
- Commercial, Auto, Home, Life, Health, Ridesharehillcrestig.com
- Lines of business: Business Owners Policy (BOP)hillcrestig.com
- Lines of business: General Liability Insurancehillcrestig.com
Total: 35 points → Agency Match score 35/100, rated Medium (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 18 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 20546533), licensed at Chesterland, OH
gateway.insurance.ohio.govIndependent agency
“As independent insurance contractors, our priority is you.”hillcrestig.com
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: www.hillcrestig.com
Locations & footprint
Chesterland, Ohio
Licensed in state
State and license records do not establish an operating office or a complete service area.
Highlights
People & affiliations
Bob Patete, CIC Bob started in the insurance industry in 1990 working for a large insurance company.
Sponsor of Hillcrest High School of the Month
Committee member for I-Day Event, Insurance Board of Northern Ohio
Member of Chesterland Lions Club and Chamber of Commerce
Names & entities
Legal name on license record
Facts from published sources (33 verified)
Homeowners, Auto, Life, Health, Commercial, Umbrella
“Homeowners Insurance, Auto, Life and Health Insurance in Ohio”hillcrestig.com
Dump Trucks, Sand, Dirt & Gravel Handlers, Rideshare
“Specialty Insurance: Dump Trucks & Sand, Dirt & Gravel Handlers Insurance Auto Insurance Rideshare Insurance (Uber / Lyft)”hillcrestig.com
Northeast Ohio, New York, Pennsylvania, Florida
“Located in Northeast Ohio, offering Property and Casualty Insurance in Ohio, New York, and Pennsylvania.”hillcrestig.com
Erie
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
Liberty Mutual
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
Ohio Casualty
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
Progressive
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
Travelers
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
West Bend
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
Independent insurance contractors
“As independent insurance contractors, our priority is you.”hillcrestig.com
Sponsor of Hillcrest High School of the Month
“Hillcrest High School of the Month West Geauga Student Athletes for the Month of January presented by Hillcrest Insurance”hillcrestig.com
1990
“Bob started in the insurance industry in 1990 working for a large insurance company.”hillcrestig.com
Bob Patete, CIC
“Bob Patete, CIC Bob started in the insurance industry in 1990 working for a large insurance company.”hillcrestig.com
Commercial, Auto, Home, Life, Health, Rideshare
“Commercial Insurance, Auto Insurance, Home Insurance and more.”hillcrestig.com
Northeast Ohio, New York, Pennsylvania, and Florida
“We proudly offer commercial insurance, as well as personal auto, home, and life insurance policies in Northeast Ohio, New York, Pennsylvania, and Florida.”hillcrestig.com
Erie
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
Liberty Mutual
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
Ohio Casualty
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
Progressive
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
Travelers
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
West Bend
“We represent many companies to our clients, including Erie Insurance, Travelers, Progressive, QBE, West Bend, Ohio Casualty, Liberty Mutual and more.”hillcrestig.com
Independent insurance contractors
“As independent insurance contractors, our priority is you.”hillcrestig.com
Committee member for I-Day Event, Insurance Board of Northern Ohio
“He served as a committee member for the annual I-Day Event for the Insurance Board of Northern Ohio for over 10 years.”hillcrestig.com
Member of Chesterland Lions Club and Chamber of Commerce
“He is also a member of the Chesterland Lions Club and Chamber of Commerce.”hillcrestig.com
Lines of business: Business Owners Policy (BOP)
“Business Owners Policy (BOP)”hillcrestig.com
Lines of business: General Liability Insurance
“General Liability Insurance”hillcrestig.com