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Preserve Insurance Agency LLC

Based on public information · Profile not yet claimed

Independent agency

Offices: Cincinnati · Ohio
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Preserve Insurance Agency LLC is an independent insurance agency licensed in Cincinnati, OH. Lines listed: Auto, Home, Life, Business, Surety Bonds. Founding or history: 2015. Agency Match assessments based on public information: Business Partnerships medium. 26 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

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. Serves more than one state or a wide region (supporting)+10 pts
  2. Three or more named leaders (supporting)+10 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 · 4 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

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. Three or more named leaders (supporting)+5 pts

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 · 3 facts from 1 website.

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

Business Partnerships

Medium · 55

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: 55/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; three or more carriers named; serves more than one state or a wide region

  • Niche specialty line documented · Auto, Home, Life, Business, Surety Bondspreserveagency.com
  • Three or more carriers named · Berkshire Hathaway GUARDpreserveagency.com
  • Serves more than one state or a wide region · Ohio, Kentucky, Tennessee, Marylandpreserveagency.com
  • Several documented lines of business · Auto, Home, Surety Bonds, Building and business propertypreserveagency.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.

  1. Niche specialty line documented+20 pts
  2. Three or more carriers named+15 pts
  3. Serves more than one state or a wide region+10 pts
  4. Several documented lines of business (supporting)+10 pts

Total: 55 points → Agency Match score 55/100, 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 17579407), licensed at Cincinnati, OH

gateway.insurance.ohio.gov
ChannelPublicly sourced

Independent agency

“Preserve Insurance Agency is an independently owned and locally operated insurance agency in Cincinnati, Ohio.”
preserveagency.com
OwnershipUnknown

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

Website: preserveagency.com

Locations & footprint

Cincinnati, Ohio

Operating office

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Auto, Home, Life, Business, Surety BondsFounding: 2015

People & affiliations

Zahra Emam, FounderPublished

Zahra Emam, Insurance Agent, Founder of Preserve Insurance Agency

Nealofar Madani, Insurance AgentPublished

Nealofar Madani, Insurance Agent Nealofar, Zahra Emam’s daughter, is an insurance agent at Preserve Agency

Rhonda Tull, Account ManagerPublished

Rhonda Tull , Account Manager Meet Rhonda Tull, a Texas A&M University graduate with a Bachelor’s degree in Accounting.

Names & entities

PRESERVE INSURANCE AGENCY LLCRecord

Legal name on license record

Facts from published sources (26 verified, 1 unverified)

Office locationPublicly sourced

Cincinnati, OH 45241

“Preserve Insurance Agency 300 E Business Way, Suite 200 Cincinnati , OH 45241”
preserveagency.com
IndependentPublicly sourced

Independently owned and locally operated

“Preserve Insurance Agency is an independently owned and locally operated insurance agency in Cincinnati, Ohio.”
preserveagency.com
FoundingPublicly sourced

2015

“We’ve been helping Ohio, Kentucky, Tennesse, and Maryland compare and save on insurance since 2015.”
preserveagency.com
Line of businessPublicly sourced

Auto, Home, Life, Business, Surety Bonds

“we can help you find the best value on insurance for Auto, Home, Life, Business, and Surety Bonds for small businesses”
preserveagency.com
Market servedPublicly sourced

Ohio, Kentucky, Tennessee, Maryland

“We’ve been helping Ohio, Kentucky, Tennesse, and Maryland compare and save on insurance since 2015.”
preserveagency.com
IndependentPublicly sourced

Independently owned and locally operated

“Preserve Insurance Agency is an independently owned and locally operated insurance agency in Mason, Ohio.”
preserveagency.com
Office locationPublicly sourced

300 E Business Way, Suite 200 Cincinnati , OH 45241

“Preserve Insurance Agency 300 E Business Way, Suite 200 Cincinnati , OH 45241”
preserveagency.com
Line of businessPublicly sourced

Auto, Home, Surety Bonds, Building and business property

“Whether you need Auto, Home, Surety Bonds, Building and business property for small businesses, or another policy, our independent agency can help you find the perfect combination of coverage and price to fit your unique needs.”
preserveagency.com
FoundingPublicly sourced

2015

“Family Owned and Operated Since 2015”
preserveagency.com
LeadershipPublicly sourced

Zahra Emam, Founder

“Zahra Emam, Insurance Agent, Founder of Preserve Insurance Agency”
preserveagency.com
LeadershipPublicly sourced

Nealofar Madani, Insurance Agent

“Nealofar Madani, Insurance Agent Nealofar, Zahra Emam’s daughter, is an insurance agent at Preserve Agency”
preserveagency.com
LeadershipPublicly sourced

Rhonda Tull, Account Manager

“Rhonda Tull , Account Manager Meet Rhonda Tull, a Texas A&M University graduate with a Bachelor’s degree in Accounting.”
preserveagency.com
Office locationPublicly sourced

Cincinnati, OH 45241

“Preserve Insurance Agency 300 E Business Way, Suite 200 Cincinnati , OH 45241”
preserveagency.com
Line of businessPublicly sourced

Auto, Motorcycle, Boat, RV, Homeowners, Renters, Business, Workers' Compensation

“Insurance Vehicle Auto Motorcycle Classic Car Boat & Watercraft Motorsport & ATV RV & Motorhome Property Homeowners Renters Condo Landlord Flood Earthquake Umbrella Business Business Owners Policy Commercial Property Commercial Umbrella General Liability Commercial Auto Workers’ Compensation Surety Bonds”
preserveagency.com
IndependentPublicly sourced

Independent Insurance Agent

“Choosing Preserve Insurance Agency and Zahra as your independent insurance agent will prove to be a top-rated quality experience!”
preserveagency.com
CarrierPublicly sourced

Berkshire Hathaway GUARD

“Berkshire Hathaway GUARD”
preserveagency.com
CarrierPublicly sourced

Coterie

“Coterie Insurance”
preserveagency.com
CarrierPublicly sourced

Foremost

“Foremost”
preserveagency.com
CarrierPublicly sourced

Liberty Mutual

“Liberty Mutual Insurance Co.”
preserveagency.com
CarrierPublicly sourced

National General

“National General Insurance”
preserveagency.com
CarrierPublicly sourced

Nationwide

“Nationwide Mutual Insurance Co.”
preserveagency.com
CarrierPublicly sourced

Pekin

“Pekin Insurance”
preserveagency.com
CarrierPublicly sourced

Progressive

“Progressive”
preserveagency.com
CarrierPublicly sourced

Safeco

“Safeco Insurance Co. of America”
preserveagency.com
Line of businessPublicly sourced

Lines of business: American Surety Company

“American Surety Company”
preserveagency.com
Tenure statementPublicly sourced

Tenure: Family Owned and Operated Since 2015 Outstanding service starts with an outstanding team.

“Family Owned and Operated Since 2015 Outstanding service starts with an outstanding team.”
preserveagency.com
Show 1 unverified fact (did not pass QA)
Market servedDid not pass QA

Ohio

“We help people across the state find affordable and reliable insurance products from a variety of trusted carriers.”

QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.

preserveagency.com