American Heritage Insurance Group LLC

Based on public information · Profile not yet claimed

Independent agency

Offices: Montgomery & Springfield & Cincinnati · Ohio

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American Heritage Insurance Group LLC is an independent insurance agency licensed in Cincinnati, OH. Its website lists offices in Montgomery, Springfield, Cincinnati. Lines listed: Property and casualty insurance. Agency Match assessments based on public information: Business Partnerships medium; Looking to Buy low. 33 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 and on carrier logos 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

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

Low · 15

Public 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: 15/100 · Medium confidence: 3+ public facts

Why: Two or more documented offices

Two or more documented offices · 9675 Montgomery Road #101 Montgomery, OH 45242americanheritageins.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.

Two or more documented offices+15 pts
- 9675 Montgomery Road #101 Montgomery, OH 45242americanheritageins.com
- 1305 West First Street Springfield, OH 45504americanheritageins.com
- Cincinnati, OH - 9675 Montgomery Road #101, Montgomery, OH 45242americanheritageins.com

Total: 15 points → Agency Match score 15/100, rated Low (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 agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Insufficient Evidence

No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

3 documented office cities. Market segment C is descriptive context. Verified · +3 ptsamericanheritageins.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; Years in operation are 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: Not enough public information for this assessment.

What this rating was based on (0 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.

No factor in this rubric was found in public information.

Total: 0 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 · 0 facts from 0 websites.

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

Business Partnerships

Medium · 50

Public 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: 50/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; three or more carriers named; several documented lines of business

Niche specialty line documented · Specialty lines including Hotels, Home Health Care, Non-Profits, Churches, Farm, Real Estate, Technology, Barsamericanheritageins.com
Three or more carriers named · Representing over 20 different insurance companiesamericanheritageins.com
Several documented lines of business · Property and casualty insuranceamericanheritageins.com
Two or more documented offices · 9675 Montgomery Road #101 Montgomery, OH 45242americanheritageins.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.

Niche specialty line documented+20 pts
- Specialty lines including Hotels, Home Health Care, Non-Profits, Churches, Farm, Real Estate, Technology, Bars, Adult Caamericanheritageins.com
Three or more carriers named+15 pts
- Representing over 20 different insurance companiesamericanheritageins.com
- Heritageamericanheritageins.com
- Travelersamericanheritageins.com
- Hagertyamericanheritageins.com
- Hartfordamericanheritageins.com
- Acuityamericanheritageins.com
- Grangeamericanheritageins.com
- Donegalamericanheritageins.com
- Auto-Ownersamericanheritageins.com
- West Bendamericanheritageins.com
- National Generalamericanheritageins.com
- Foremostamericanheritageins.com
Several documented lines of business (supporting)+10 pts
- Property and casualty insuranceamericanheritageins.com
- Home, Automobile, Farm, Business, Classic Cars, Boats, Motorcycles, Vacant Properties, Flood, Directors and Officers, Pramericanheritageins.com
- Personal and Commercial Insuranceamericanheritageins.com
Two or more documented offices (supporting)+5 pts
- 9675 Montgomery Road #101 Montgomery, OH 45242americanheritageins.com
- 1305 West First Street Springfield, OH 45504americanheritageins.com
- Cincinnati, OH - 9675 Montgomery Road #101, Montgomery, OH 45242americanheritageins.com

Total: 50 points → Agency Match score 50/100, rated Medium (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

License recordPublicly sourced

Ohio resident business-entity license (NPN 7487893), licensed at Cincinnati, OH

gateway.insurance.ohio.gov

ChannelPublicly sourced

Independent agency

“American Heritage Insurance Group is an independent insurance agency representing dozens of insurance companies for all lines of property and casualty insurance.”

American Heritage Insurance Group LLC

Agency Match assessments

Looking to Buy

Open to Selling

Mentorship & Peer Connections

Business Partnerships

Record & channel

Locations & footprint

Highlights

People & affiliations

Names & entities

Facts from published sources (33 verified)