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The W E Davis Insurance Agency, INC.

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Columbus & Clintonville & Reynoldsburg · Ohio
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Ownership history

  • Ownership change documented · 1962 · 1962 Ed Koetz purchased agency from Bill Davis

Historical event. Not a sale signal, and it does not rule out future candidacy if new evidence supports it.

The W E Davis Insurance Agency, INC. is a licensed insurance agency licensed in Columbus, OH. Its website lists offices in Columbus, Clintonville, Columbus, Reynoldsburg. Lines listed: Home, Auto, Life, Health, Commercial, Umbrella, Boat, RV. Founding or history: 86 years. Agency Match assessments based on public information: Looking to Buy low; Business Partnerships low. 32 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: scored from documented acquisitions, growth and offices on the public record.
  • 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

4 documented offices

Ownership events

3

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

Low · 34

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Capped at Low: size, reach and staff depth are supporting signals only. A Medium or High needs at least one independent buyer signal (a documented acquisition, growth by acquisition or a documented expansion).

Agency Match score: 34/100 · Medium confidence: 3+ public facts

Why: Documented expansion (new office or book); two or more documented offices; public history of 15+ years in business or in the industry

  • Documented expansion (new office or book) · Office opening (historical): The agency moved to the Grand Theater Building on State Street, across from Capitwedavis.com
  • Two or more documented offices · 29 Frederick St. Columbus, OH 43206wedavis.com
  • Public history of 15+ years in business or in the industry · 86 yearswedavis.com
  • Size-only cap (policy P-SIZE): no independent buyer signal
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. Documented expansion (new office or book)+15 pts
    • Office opening (historical): The agency moved to the Grand Theater Building on State Street, across from Capitol Square.wedavis.com
  2. Two or more documented offices+15 pts
  3. Public history of 15+ years in business or in the industry (supporting)+5 pts
  4. Size-only cap (policy P-SIZE): no independent buyer signal (supporting)-1 pts

    Total: 34 points → Agency Match score 34/100, capped at Low by the size gate (size signals alone cannot give Medium or High).

    Confidence (separate from the rating): Medium confidence: 3+ public facts · 6 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.

    • 3 documented office cities. Market segment C is descriptive context. Verified · +3 ptswedavis.com

    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: Public history of 15+ years in business or in the industry

    • Public history of 15+ years in business or in the industry · 86 yearswedavis.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.

    1. Public history of 15+ years in business or in the industry (supporting)+10 pts

    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: Whether the principals want to mentor or be mentored.

    Business Partnerships

    Low · 30

    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: 30/100 · Medium confidence: 3+ public facts

    Why: Three or more carriers named; several documented lines of business; two or more documented offices

    • Three or more carriers named · Cincinnati Insurancewedavis.com
    • Several documented lines of business · Home, Auto, Life, Health, Commercial, Umbrella, Boat, RVwedavis.com
    • Two or more documented offices · 29 Frederick St. Columbus, OH 43206wedavis.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.

    1. Three or more carriers named+15 pts
    2. Several documented lines of business (supporting)+10 pts
      • Home, Auto, Life, Health, Commercial, Umbrella, Boat, RVwedavis.com
      • Lines of business: Group Health Providerswedavis.com
    3. Two or more documented offices (supporting)+5 pts

    Total: 30 points → Agency Match score 30/100, rated Low (High at 60+, Medium at 35+).

    Confidence (separate from the rating): Medium confidence: 3+ public facts · 18 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 1875778), licensed at Columbus, OH

    gateway.insurance.ohio.gov
    ChannelUnknown

    Licensed agency · channel not confirmed

    No published statement found yet saying whether this agency is independent or represents one carrier.

    OwnershipUnknown

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

    Website: www.wedavis.com

    Locations & footprint

    Columbus, Ohio

    Operating office

    PublishedBrowse city

    Clintonville, Ohio

    Operating office

    PublishedBrowse city

    Columbus, Ohio

    Operating office

    PublishedBrowse city

    Reynoldsburg, Ohio

    Operating office

    PublishedBrowse city

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

    Highlights

    Home, Auto, Life, Health, Commercial, Umbrella, Boat, RVFounding: 86 years

    Story so far

    1. —

      Family owned

      Published
    2. 1962

      1962 Ed Koetz purchased agency from Bill Davis

      Published
    3. 1990

      1990 Agency incorporated as W.E. Davis Insurance Agency, Inc.

      Published

    People & affiliations

    John Koetz is PresidentPublished

    John Koetz President, Agent, CIC, CPCU As the president of the agency, John oversees all areas of agency operations.

    Names & entities

    THE W E DAVIS INSURANCE AGENCY, INC.Record

    Legal name on license record

    Facts from published sources (32 verified)

    Office locationPublicly sourced

    29 Frederick St. Columbus, OH 43206

    “Location 29 Frederick St. Columbus, OH 43206”
    wedavis.com
    FoundingPublicly sourced

    86 years

    “helping small business owners to protect their assets and minimize risks for 86 years”
    wedavis.com
    Ownership eventPublicly sourced

    Family owned

    “We’re a family owned Insurance Agency in the heart of Columbus, Ohio”
    wedavis.com
    Line of businessPublicly sourced

    Home, Auto, Life, Health, Commercial, Umbrella, Boat, RV

    “Personal Insurance Home/Condo/Renters Insurance Auto Insurance Personal Umbrella Insurance Boat & Recreational vehicle Insurance Life Insurance”
    wedavis.com
    Market servedPublicly sourced

    Columbus, Ohio

    “Our agency is located in the heart of Columbus to reflect our commitment to serving our local community”
    wedavis.com
    FoundingPublicly sourced

    Early 1900s

    “Early 1900s John L. Davis supported his family by delivering laundry. His customers knew they could rely upon his dependable service, so when J.L. opened his insurance agency, those customers became his first insureds.”
    wedavis.com
    Ownership eventPublicly sourced

    1962 Ed Koetz purchased agency from Bill Davis

    “1962 Bill Davis, who wanted to spend more and more time in Florida, took Ed Koetz, the claims adjuster for Ohio Casualty Insurance who serviced the agency, into the business. This gave Bill and his wife, Eydthe, the freedom to travel, and gave Ed the opportunity to purchase the agency gradually.”
    wedavis.com
    Ownership eventPublicly sourced

    1990 Agency incorporated as W.E. Davis Insurance Agency, Inc.

    “1990 The agency incorporated under the name, W.E. Davis Insurance Agency, Inc.”
    wedavis.com
    LeadershipPublicly sourced

    John Koetz is President

    “John Koetz President, Agent, CIC, CPCU As the president of the agency, John oversees all areas of agency operations.”
    wedavis.com
    Office locationPublicly sourced

    29 Frederick Street Columbus, OH 43206

    “Contact Info 29 Frederick Street Columbus, OH 43206”
    wedavis.com
    CarrierPublicly sourced

    Cincinnati Insurance

    “The Cincinnati Insurance Companies”
    wedavis.com
    CarrierPublicly sourced

    Westfield

    “Westfield Insurance”
    wedavis.com
    CarrierPublicly sourced

    Grange

    “Grange Insurance”
    wedavis.com
    CarrierPublicly sourced

    American Modern

    “American Modern Insurance group”
    wedavis.com
    CarrierPublicly sourced

    Ohio Fair Plan

    “Ohio Fair Plan”
    wedavis.com
    CarrierPublicly sourced

    Philadelphia Insurance

    “Philadelphia Insurance Companies”
    wedavis.com
    CarrierPublicly sourced

    Progressive

    “Progressive”
    wedavis.com
    CarrierPublicly sourced

    Safeco

    “Safeco Insurance”
    wedavis.com
    CarrierPublicly sourced

    State Auto

    “State Auto Insurance Companies”
    wedavis.com
    CarrierPublicly sourced

    Travelers

    “Travelers”
    wedavis.com
    CarrierPublicly sourced

    West Bend

    “West Bend”
    wedavis.com
    CarrierPublicly sourced

    Zurich

    “Zurich”
    wedavis.com
    CarrierPublicly sourced

    Aetna

    “Aetna”
    wedavis.com
    CarrierPublicly sourced

    Anthem

    “Anthem”
    wedavis.com
    CarrierPublicly sourced

    Delta Dental

    “Delta Dental”
    wedavis.com
    CarrierPublicly sourced

    Medical Mutual

    “Medical Mutual”
    wedavis.com
    Line of businessPublicly sourced

    Lines of business: Group Health Providers

    “Group Health Providers”
    wedavis.com
    Office locationPublicly sourced

    Office location: 232 Overbrook Drive, Clintonville, OH 43214

    “232 Overbrook Drive, Clintonville, OH 43214”
    wedavis.com
    Office locationPublicly sourced

    4181 Lyman Drive, Cols, OH 43026

    “4181 Lyman Drive, Cols OH 43026”
    wedavis.com
    Office locationPublicly sourced

    6475 E. Main St., Reynoldsburg, OH 43068

    “6475 E. Main St. Reynoldsburg, OH 43068”
    wedavis.com
    Office opening historicalPublicly sourced

    Office opening (historical): The agency moved to the Grand Theater Building on State Street, across from Capitol Square.

    “The agency moved to the Grand Theater Building on State Street, across from Capitol Square.”
    wedavis.com
    Office opening historicalPublicly sourced

    Office opening (historical): Like their predecessor, Ed and Marilyn Koetz retired from the agency in 1992 to spend more time traveling together. 2005 The agency outgrew its quarters on Thurman Avenue and moved to its present location in the Brewery District.

    “Like their predecessor, Ed and Marilyn Koetz retired from the agency in 1992 to spend more time traveling together. 2005 The agency outgrew its quarters on Thurman Avenue and moved to its present location in the Brewery District.”
    wedavis.com