Heister Insurance Agency INC

Based on public information · Profile not yet claimed

Independent agency

Offices: Cincinnati · Ohio

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Heister Insurance Agency INC is an independent insurance agency licensed in Cincinnati, OH. Lines listed: Auto Insurance, Homeowners Insurance, Umbrella Insurance, Life Insurance, Business Insurance, Specialty Insurance. Founding or history: early 1920s. Agency Match assessments based on public information: Business Partnerships medium. 23 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: 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

Serves more than one state or a wide region · Cincinnati and surrounding areas of Ohio, Kentucky, Indiana, and Illinoisheisterinsurance.com
Three or more named leaders · Mike and Colleen are leaders at Heister Insuranceheisterinsurance.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
- Cincinnati and surrounding areas of Ohio, Kentucky, Indiana, and Illinoisheisterinsurance.com
Three or more named leaders (supporting)+10 pts
- Mike and Colleen are leaders at Heister Insuranceheisterinsurance.com
- Leadership: Nancy Lewis, CIC, CISR Office Assistantheisterinsurance.com
- Leadership: Liz Davis Executive Administratorheisterinsurance.com
- Mike Heister, Presidentheisterinsurance.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 · 5 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.

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: Three or more named leaders

Three or more named leaders · Mike and Colleen are leaders at Heister Insuranceheisterinsurance.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)+5 pts
- Mike and Colleen are leaders at Heister Insuranceheisterinsurance.com
- Leadership: Nancy Lewis, CIC, CISR Office Assistantheisterinsurance.com
- Leadership: Liz Davis Executive Administratorheisterinsurance.com
- Mike Heister, Presidentheisterinsurance.com

Total: 5 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 · 4 facts from 1 website.

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

Business Partnerships

Medium · 35

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: 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 · Represents companies with highest AM Best ratingheisterinsurance.com
Serves more than one state or a wide region · Cincinnati and surrounding areas of Ohio, Kentucky, Indiana, and Illinoisheisterinsurance.com
Several documented lines of business · Auto Insurance, Homeowners Insurance, Umbrella Insurance, Life Insurance, Business Insurance, Specialty Insuraheisterinsurance.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
- Represents companies with highest AM Best ratingheisterinsurance.com
- American Modernheisterinsurance.com
- CNAheisterinsurance.com
- Encovaheisterinsurance.com
- Great Americanheisterinsurance.com
- Ohio Mutualheisterinsurance.com
- Progressiveheisterinsurance.com
- RLIheisterinsurance.com
- Safecoheisterinsurance.com
- Westfieldheisterinsurance.com
Serves more than one state or a wide region+10 pts
- Cincinnati and surrounding areas of Ohio, Kentucky, Indiana, and Illinoisheisterinsurance.com
Several documented lines of business (supporting)+10 pts
- Auto Insurance, Homeowners Insurance, Umbrella Insurance, Life Insurance, Business Insurance, Specialty Insuranceheisterinsurance.com
- auto, home, umbrella, life, business/commercial insurance policiesheisterinsurance.com
- Auto Insurance, Homeowners Insurance, Umbrella Insurance, Life Insurance, Business Insuranceheisterinsurance.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 · 14 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 2772775), licensed at Cincinnati, OH

gateway.insurance.ohio.gov

ChannelPublicly sourced

Independent agency

“Heister Insurance is an independent insurance agency serving Cincinnati and surrounding areas of Ohio, Kentucky, Indiana, and Illinois.”

Heister 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 (23 verified, 3 unverified)