S P Agency INC
Based on public information · Profile not yet claimedIndependent agency
Offices: Cincinnati · OhioS P Agency INC is an independent insurance agency licensed in Cincinnati, OH. Lines listed: Personal, Commercial, Life, Travel Insurance. Founding or history: 1970. Agency Match assessments based on public information: Mentorship & Peer Connections low; Business Partnerships low. 16 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: scored from specialties, markets and carriers published on the agency's website.
Research
Detailed profile
Geography
1 documented offices
Ownership events
1
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.
Why: Serves more than one state or a wide region; public history of 15+ years in business or in the industry
- Serves more than one state or a wide region · Cincinnati, OH and all of Ohiospagency.com
- Public history of 15+ years in business or in the industry · 1970spagency.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, OH and all of Ohiospagency.com
- Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1970spagency.com
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 · 2 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 · 8Acquisition Research Fit is low. Formation year 1970 is on a verified record (56 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 1970 is on a verified record (56 years in operation). Verified · +8 ptsspagency.com
Transition signals
- A past retirement is described and someone already succeeded that person.
Countervailing evidence: A past retirement is described and someone already succeeded that person.
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
Low · 25Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.
Agency Match score: 25/100 · Medium confidence: 3+ public facts
Why: Public history of 15+ years in business or in the industry; civic or community leadership role; public history of 30+ years in business or in the industry
- Public history of 15+ years in business or in the industry · 1970spagency.com
- Civic or community leadership role · Civic leadership: Other boards he has served on include United Way and the American Jewish Committee.spagency.com
- Public history of 30+ years in business or in the industry · July 1st, 1970spagency.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
- 1970spagency.com
- Civic or community leadership role+10 pts
- Civic leadership: Other boards he has served on include United Way and the American Jewish Committee.spagency.com
- Public history of 30+ years in business or in the industry (supporting)+5 pts
- July 1st, 1970spagency.com
Total: 25 points → Agency Match score 25/100, rated Low (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 3 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
Low · 20Public 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: 20/100 · Medium confidence: 3+ public facts
Why: Serves more than one state or a wide region; several documented lines of business
- Serves more than one state or a wide region · Cincinnati, OH and all of Ohiospagency.com
- Several documented lines of business · Personal, Commercial, Life, Travel Insurancespagency.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+10 pts
- Cincinnati, OH and all of Ohiospagency.com
- Several documented lines of business (supporting)+10 pts
- Personal, Commercial, Life, Travel Insurancespagency.com
- Auto, Home, Life, Health, Business Insurancespagency.com
- Insurancespagency.com
Total: 20 points → Agency Match score 20/100, rated Low (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 4 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 774235), licensed at Cincinnati, OH
gateway.insurance.ohio.govIndependent agency
“As an independent insurance agency, we work for you, not the insurance carriers.”spagency.com
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: spagency.com
Locations & footprint
Cincinnati, Ohio
Operating office
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
Story so far
- 2022
Bill Katz retired in 2022
Published
People & affiliations
Simon A. Polasky Our Founder 1910-1973
Names & entities
Legal name on license record
Facts from published sources (16 verified)
4520 Cooper Road Suite 100 Cincinnati , OH 45242-5687
“S P Agency, Inc. 4520 Cooper Road Suite 100 Cincinnati , OH 45242-5687”spagency.com
1970
“We’ve been helping the Cincinnati community and all of Ohio since 1970”spagency.com
Independent insurance agency
“As an independent insurance agency, we work for you, not the insurance carriers.”spagency.com
Personal, Commercial, Life, Travel Insurance
“Personal Insurance Commercial Insurance Life Insurance”spagency.com
Cincinnati, OH and all of Ohio
“We’ve been helping the Cincinnati community and all of Ohio since 1970”spagency.com
Cincinnati, OH 45242-5687
“S P Agency, Inc. 4520 Cooper Road Suite 100 Cincinnati , OH 45242-5687”spagency.com
Independently owned and locally operated
“S P Agency, Inc. is an independently owned and locally operated insurance agency in Cincinnati, Ohio.”spagency.com
Auto, Home, Life, Health, Business Insurance
“review coverage options for auto, home, life, health, business, and more.”spagency.com
Independent agency working with multiple carriers
““Independent” means we’re not tied to any one insurance carrier. In other words, we can research rates and coverage options from several top insurance companies”spagency.com
Cincinnati, OH
“Our Team - Cincinnati, OH | S P Agency, Inc.”spagency.com
July 1st, 1970
“Jay V. Wittenbaum, along with Bill Katz and Simon Polasky, formed S P Agency, Inc. on July 1st, 1970.”spagency.com
Bill Katz retired in 2022
“Bill Katz (Retired 2022) Bill Katz, along with Jay Wittenbaum and Simon Polasky, formed S P Agency, Inc. on July 1st, 1970. Now retired, Bill was a partner with S P Agency since its inception in 1970.”spagency.com
Insurance
“Insurance High Net Worth Insurance Vehicle Auto Renting a Car? Motorcycle Classic Car Boat & Watercraft Motorsport & ATV RV & Motorhome Property Homeowners Renters Condo Flood Earthquake Umbrella Business Business Owners Policy Commercial Property Commercial Umbrella General Liability Commercial Auto Workers’ Compensation Life Travel Insurance”spagency.com
Cincinnati Insurance
“Berkley) and The Cincinnati Insurance Companies (subsidiary of Cincinnati Financial).”spagency.com
Civic leadership: Other boards he has served on include United Way and the American Jewish Committee.
“Other boards he has served on include United Way and the American Jewish Committee.”spagency.com