Cai/insurance Agency, INC
Based on public information · Profile not yet claimedLicensed agency · channel not confirmed
Offices: Cincinnati · OhioResearch incomplete: the agency's website could not be fetched in the latest research pass. Assessments use only facts accepted before that pass.
Cai/insurance Agency, INC is a licensed insurance agency licensed in Cincinnati, OH. Lines listed: Commercial Lines, Personal Lines, Benefits. Agency Match assessments based on public information: Mentorship & Peer Connections low. 13 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: 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: 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 EvidencePublic 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
- Three or more named leaders · Carl Schlotman, III is President, CEOcai-insurance.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.
- Three or more named leaders (supporting)+10 pts
- Carl Schlotman, III is President, CEOcai-insurance.com
- Mike Schlotman is Presidentcai-insurance.com
- Jim Schlotman is Treasurercai-insurance.com
- Jimmie Foster is Vice President, Business Developmentcai-insurance.com
- Paul Young is Vice President, Commercial Linescai-insurance.com
- Kelly Tieman is Personal Lines Managercai-insurance.com
- Kelly Coors is Operations Managercai-insurance.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 · 7 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 EvidenceNo Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.
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
Low · 15Public 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.
Agency Match score: 15/100 · Medium confidence: 3+ public facts
Why: Insurance industry or carrier recognition; three or more named leaders
- Insurance industry or carrier recognition · 4th on Insurance Journal's 2025 list of Top 20 Agency Partnershipscai-insurance.com
- Three or more named leaders · Carl Schlotman, III is President, CEOcai-insurance.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.
- Insurance industry or carrier recognition+10 pts
- 4th on Insurance Journal's 2025 list of Top 20 Agency Partnershipscai-insurance.com
- Three or more named leaders (supporting)+5 pts
- Carl Schlotman, III is President, CEOcai-insurance.com
- Mike Schlotman is Presidentcai-insurance.com
- Jim Schlotman is Treasurercai-insurance.com
- Jimmie Foster is Vice President, Business Developmentcai-insurance.com
- Paul Young is Vice President, Commercial Linescai-insurance.com
- Kelly Tieman is Personal Lines Managercai-insurance.com
- Kelly Coors is Operations Managercai-insurance.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 · 8 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
Insufficient EvidencePublic 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: Both personal and commercial lines documented
- Both personal and commercial lines documented · Commercial Lines, Personal Lines, Benefitscai-insurance.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.
- Both personal and commercial lines documented+10 pts
- Commercial Lines, Personal Lines, Benefitscai-insurance.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 · 1 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 1701865), licensed at Cincinnati, OH
gateway.insurance.ohio.govLicensed agency · channel not confirmed
No published statement found yet saying whether this agency is independent or represents one carrier.
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: www.cai-insurance.com
Locations & footprint
Cincinnati, Ohio
Operating office
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
People & affiliations
Carl Schlotman, III President, CEO, CPCU, CIC
Mike Schlotman President
Jim Schlotman Treasurer
Jimmie Foster Vice President, Business Development
Paul Young Vice President, Commercial Lines
Kelly Tieman Personal Lines Manager
Kelly Coors Operations Manager
Names & entities
Legal name on license record
Facts from published sources (13 verified)
Cincinnati, OH 45202
“CAI Insurance Agency 2035 Reading Road Cincinnati, OH 45202”cai-insurance.com
4th on Insurance Journal's 2025 list of Top 20 Agency Partnerships
“We are proud to be 4th on Insurance Journal's 2025 list of Top 20 Agency Partnerships.”cai-insurance.com
Cincinnati, OH 45202
“CAI Insurance Agency 2035 Reading Road, Cincinnati, OH 45202”cai-insurance.com
Commercial Lines, Personal Lines, Benefits
“Area of Interest Commercial Lines Personal Lines Benefits”cai-insurance.com
Cincinnati, OH
“CAI Insurance Agency 2035 Reading Road Cincinnati, OH 45202”cai-insurance.com
Carl Schlotman, III is President, CEO
“Carl Schlotman, III President, CEO, CPCU, CIC”cai-insurance.com
Jimmie Foster is Vice President, Business Development
“Jimmie Foster Vice President, Business Development”cai-insurance.com
Paul Young is Vice President, Commercial Lines
“Paul Young Vice President, Commercial Lines”cai-insurance.com
Kelly Tieman is Personal Lines Manager
“Kelly Tieman Personal Lines Manager”cai-insurance.com
Kelly Coors is Operations Manager
“Kelly Coors Operations Manager”cai-insurance.com
Paul Young is Regional President of the Board for Liberty Mutual Insurance Company
“He is currently the Regional President of the Board for Liberty Mutual Insurance Company.”cai-insurance.com