H W Wilson Insurance Agency INC

Based on public information · Profile not yet claimed

Independent agency

Offices: Cincinnati · Ohio

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H W Wilson Insurance Agency INC is an independent insurance agency licensed in Cincinnati, OH. Lines listed: Group Health, Dental, Vision, Life, Disability, Medicare. Founding or history: More than 40 years. Agency Match assessments based on public information: Business Partnerships medium. 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.
Carrier partnerships: based on carrier logos 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: 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

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: Serves more than one state or a wide region; three or more named leaders; public history of 15+ years in business or in the industry

Serves more than one state or a wide region · Ohio, Kentucky, Indiana and beyondwilsoninsurance.com
Three or more named leaders · Hop Wilson - Presidentwilsoninsurance.com
Public history of 15+ years in business or in the industry · More than 40 yearswilsoninsurance.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.

Serves more than one state or a wide region (supporting)+10 pts
- Ohio, Kentucky, Indiana and beyondwilsoninsurance.com
Three or more named leaders (supporting)+10 pts
- Hop Wilson - Presidentwilsoninsurance.com
- Matt Wilson - Vice Presidentwilsoninsurance.com
- Tony Bort - Insurance Brokerwilsoninsurance.com
- Joan Sweeney - Sr. Account Managerwilsoninsurance.com
- Michael Smith - Sr. Account Managerwilsoninsurance.com
- Mitch McKenzie - Account Managerwilsoninsurance.com
Public history of 15+ years in business or in the industry (supporting)+5 pts
- More than 40 yearswilsoninsurance.com

Total: 25 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 · 8 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 · 4

Acquisition Research Fit is low. About 40 years of operations are described, without a formation year. 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.

About 40 years of operations are described, without a formation year. Inferred · +4 ptswilsoninsurance.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 · More than 40 yearswilsoninsurance.com
Public history of 30+ years in business or in the industry · Over 40 years agowilsoninsurance.com
Three or more named leaders · Hop Wilson - Presidentwilsoninsurance.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
- More than 40 yearswilsoninsurance.com
Public history of 30+ years in business or in the industry (supporting)+5 pts
- Over 40 years agowilsoninsurance.com
Three or more named leaders (supporting)+5 pts
- Hop Wilson - Presidentwilsoninsurance.com
- Matt Wilson - Vice Presidentwilsoninsurance.com
- Tony Bort - Insurance Brokerwilsoninsurance.com
- Joan Sweeney - Sr. Account Managerwilsoninsurance.com
- Michael Smith - Sr. Account Managerwilsoninsurance.com
- Mitch McKenzie - Account Managerwilsoninsurance.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 · 8 facts from 1 website.

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

Business Partnerships

Medium · 40

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: 40/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; serves more than one state or a wide region; several documented lines of business

Niche specialty line documented · Group Health, Dental, Vision, Life, Disability, Medicarewilsoninsurance.com
Serves more than one state or a wide region · Ohio, Kentucky, Indiana and beyondwilsoninsurance.com
Several documented lines of business · Business Group Health, Dental, Vision, Life, Disability, Voluntary Benefits, Overhead Expense, Buy Sell Agreemwilsoninsurance.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.

Niche specialty line documented+20 pts
- Group Health, Dental, Vision, Life, Disability, Medicarewilsoninsurance.com
Serves more than one state or a wide region+10 pts
- Ohio, Kentucky, Indiana and beyondwilsoninsurance.com
Several documented lines of business (supporting)+10 pts
- Business Group Health, Dental, Vision, Life, Disability, Voluntary Benefits, Overhead Expense, Buy Sell Agreement, Identwilsoninsurance.com

Total: 40 points → Agency Match score 40/100, 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: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 2425883), licensed at Cincinnati, OH

gateway.insurance.ohio.gov

ChannelPublicly sourced

Independent agency

“Here at Wilson Insurance, we've built an independent insurance brokerage in Cincinnati based on honesty, integrity and an old school work ethic.”

H W Wilson Insurance Agency INC

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 (17 verified)