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C M S Ins Agency INC

Based on public information · Profile not yet claimed

Independent agency

Licensed in Cincinnati, OH · offices not yet documented
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Research incomplete

Research incomplete: the agency's website could not be fetched in the latest research pass. Assessments use only facts accepted before that pass.

C M S Ins Agency INC is an independent insurance agency licensed in Cincinnati, OH. Lines listed: Auto, Home, Umbrella, Life, Business, Health, Long Term Care, Disability Insurance. Founding or history: 1977. Public information is not yet enough for an Agency Match assessment. 20 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.
  • 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

Licensed in Cincinnati, 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 Evidence

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

Research incomplete: scored only on evidence already accepted. This is a completeness note, not a confidence level.

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

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.

  1. Three or more named leaders (supporting)+10 pts
  2. Public history of 15+ years in business or in the industry (supporting)+5 pts

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 · 13 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 · 8

Acquisition Research Fit is low. Formation year 1977 is on a verified record (49 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 1977 is on a verified record (49 years in operation). Verified · +8 ptscmsinsurance.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.

Research incomplete: scored only on evidence already accepted. This is a completeness note, not a confidence level.

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

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.

  1. Public history of 15+ years in business or in the industry (supporting)+10 pts
  2. Public history of 30+ years in business or in the industry (supporting)+5 pts
  3. Three or more named leaders (supporting)+5 pts

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 · 14 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.

Research incomplete: scored only on evidence already accepted. This is a completeness note, not a confidence level.

Why: Several documented lines of business

  • Several documented lines of business · Auto, Home, Umbrella, Life, Business, Health, Long Term Care, Disability Insurancecmsinsurance.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.

  1. Several documented lines of business (supporting)+10 pts
    • Auto, Home, Umbrella, Life, Business, Health, Long Term Care, Disability Insurancecmsinsurance.com
    • Auto, Home, Umbrella, Life, Business, Health, Long Term Care, Disability Insurancecmsinsurance.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 · 2 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 2777031), licensed at Cincinnati, OH

gateway.insurance.ohio.gov
ChannelPublicly sourced

Independent agency

“As independent agents, we represent a carefully selected group of financially sound insurance companies.”
cmsinsurance.com
OwnershipUnknown

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

Website: www.cmsinsurance.com

Locations & footprint

Cincinnati, Ohio

Licensed in state

RecordBrowse city

State and license records do not establish an operating office or a complete service area.

Highlights

Auto, Home, Umbrella, Life, Business, Health, Long Term Care, Disability InsuranceFounding: 1977

People & affiliations

Melissa Zepf MuennichPublished

Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.

Chip JonesPublished

Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.

Andrew M. CrouchPublished

Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.

Judith C. Wilson (retired)Published

Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.

Daniel R. MeinersPublished

Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.

Julie A. LonnemanPublished

Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.

David J. ThamanPublished

Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.

Thomas J. SweeneyPublished

Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.

Names & entities

C M S INS AGENCY INCRecord

Legal name on license record

Facts from published sources (20 verified)

FoundingPublicly sourced

1977

“CMS Insurance has been a trusted provider of insurance products since 1977.”
cmsinsurance.com
IndependentPublicly sourced

Independent agents

“As independent agents, we represent a carefully selected group of financially sound insurance companies.”
cmsinsurance.com
Market servedPublicly sourced

Cincinnati area

“Our agents have over 200 years of combined insurance experience working with individuals, families and business in the Cincinnati area.”
cmsinsurance.com
Line of businessPublicly sourced

Auto, Home, Umbrella, Life, Business, Health, Long Term Care, Disability Insurance

“Products & Services Auto Insurance Home Insurance Umbrella Insurance Life Insurance Business Insurance Health Insurance Long Term Care Insurance Disability Insurance”
cmsinsurance.com
FoundingPublicly sourced

1977

“CMS Insurance has been a trusted provider of insurance products since 1977.”
cmsinsurance.com
IndependentPublicly sourced

Independent agents

“As independent agents, we represent a carefully selected group of financially sound insurance companies.”
cmsinsurance.com
Market servedPublicly sourced

Cincinnati area

“Our agents have over 200 years of combined insurance experience working with individuals, families and business in the Cincinnati area.”
cmsinsurance.com
Line of businessPublicly sourced

Auto, Home, Umbrella, Life, Business, Health, Long Term Care, Disability Insurance

“Products & Services Auto Insurance Home Insurance Umbrella Insurance Life Insurance Business Insurance Health Insurance Long Term Care Insurance Disability Insurance”
cmsinsurance.com
LeadershipPublicly sourced

Melissa Zepf Muennich

“Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.”
cmsinsurance.com
LeadershipPublicly sourced

Chip Jones

“Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.”
cmsinsurance.com
LeadershipPublicly sourced

Andrew M. Crouch

“Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.”
cmsinsurance.com
LeadershipPublicly sourced

Judith C. Wilson (retired)

“Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.”
cmsinsurance.com
LeadershipPublicly sourced

Daniel R. Meiners

“Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.”
cmsinsurance.com
LeadershipPublicly sourced

Julie A. Lonneman

“Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.”
cmsinsurance.com
LeadershipPublicly sourced

David J. Thaman

“Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.”
cmsinsurance.com
LeadershipPublicly sourced

Thomas J. Sweeney

“Our Team From left to right – Melissa Zepf Muennich, Chip Jones, Andrew M. Crouch, Judith C. Wilson (retired), Daniel R. Meiners, Julie A. Lonneman, David J. Thaman and Thomas J. Sweeney.”
cmsinsurance.com
LeadershipPublicly sourced

Amy Cissell

“Amy Cissell Andy Crouch Chip Jones David Thaman Lori Murphy Matt Edwards Melissa Zepf Muennich Terri Edwards Tom Sweeney Dan Meiners Carolyn Blocksom Meghan Cissell”
cmsinsurance.com
LeadershipPublicly sourced

Andy Crouch

“Amy Cissell Andy Crouch Chip Jones David Thaman Lori Murphy Matt Edwards Melissa Zepf Muennich Terri Edwards Tom Sweeney Dan Meiners Carolyn Blocksom Meghan Cissell”
cmsinsurance.com
LeadershipPublicly sourced

Lori Murphy

“Amy Cissell Andy Crouch Chip Jones David Thaman Lori Murphy Matt Edwards Melissa Zepf Muennich Terri Edwards Tom Sweeney Dan Meiners Carolyn Blocksom Meghan Cissell”
cmsinsurance.com
LeadershipPublicly sourced

Matt Edwards

“Amy Cissell Andy Crouch Chip Jones David Thaman Lori Murphy Matt Edwards Melissa Zepf Muennich Terri Edwards Tom Sweeney Dan Meiners Carolyn Blocksom Meghan Cissell”
cmsinsurance.com