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Wm G Uhl Agency INC

Based on public information · Profile not yet claimed

Independent agency

Offices: Dayton · Ohio
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Ownership history

  • Ownership change documented · 2019 · Deborah retired from The Uhl Agency at the end of 2017 and at the start of 2019, two tenured team members – Jon Kreusch (who joined the agency in 2010) and Marc McNulty (who joined the agency in 2000)

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

Wm G Uhl Agency INC is an independent insurance agency licensed in Dayton, OH. Lines listed: property and casualty, life, health, and disability insurance. Founding or history: 1958. Agency Match assessments based on public information: Mentorship & Peer Connections low; Business Partnerships low. 36 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: scored from public signs of leadership, teaching and association ties.
  • Business Partnerships: scored from carrier logos on the agency's website and from other public facts.

Research

Detailed profile

Geography

1 documented offices

Ownership events

2

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: Three or more named leaders; public history of 15+ years in business or in the industry

  • Three or more named leaders · Privately owneduhlagency.com
  • Public history of 15+ years in business or in the industry · 1958uhlagency.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.

  1. Three or more named leaders (supporting)+10 pts
  2. Public history of 15+ years in business or in the industry (supporting)+5 pts

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 · 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

Low · 8

Acquisition Research Fit is low. Formation year 1958 is on a verified record (68 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 1958 is on a verified record (68 years in operation). Verified · +8 ptsuhlagency.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 · 30

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Agency Match score: 30/100 · Medium confidence: 3+ public facts

Why: Public history of 15+ years in business or in the industry; insurance industry or carrier recognition; public history of 30+ years in business or in the industry

  • Public history of 15+ years in business or in the industry · 1958uhlagency.com
  • Insurance industry or carrier recognition · Best Places to Work by the Dayton Business Journal from 2010-2012uhlagency.com
  • Public history of 30+ years in business or in the industry · 1958uhlagency.com
  • Three or more named leaders · Privately owneduhlagency.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. Public history of 15+ years in business or in the industry (supporting)+10 pts
  2. Insurance industry or carrier recognition+10 pts
    • Best Places to Work by the Dayton Business Journal from 2010-2012uhlagency.com
  3. Public history of 30+ years in business or in the industry (supporting)+5 pts
  4. Three or more named leaders (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 · 8 facts from 1 website.

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

Business Partnerships

Low · 25

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: 25/100 · Medium confidence: 3+ public facts

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

  • Three or more carriers named · Chubbuhlagency.com
  • Several documented lines of business · property and casualty, life, health, and disability insuranceuhlagency.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.

  1. Three or more carriers named+15 pts
  2. Several documented lines of business (supporting)+10 pts

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 · 15 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 2760186), licensed at Dayton, OH

gateway.insurance.ohio.gov
ChannelPublicly sourced

Independent agency

“The Uhl Agency is an independent insurance agency offering comprehensive insurance-based solutions”
uhlagency.com
OwnershipUnknown

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

Website: www.uhlagency.com

Locations & footprint

Dayton, Ohio

Operating office

PublishedBrowse city

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

Highlights

property and casualty, life, health, and disability insuranceFounding: 1958

Story so far

  1. —

    3rd generation of privately-held ownership

    Published
  2. 1996

    1996

    Published

    Historical event: not credited to this agency as a buyer. Individuals bought the agency.

People & affiliations

Privately ownedPublished

We are a privately owned insurance agency providing personal insurance and business insurance protection

William G. Uhl, Sr. (Founder)Published

Founded in 1958 by William G. Uhl, Sr.

Jon Kreusch is partnerPublished

Jon Kreusch (who joined the agency in 2010) and Marc McNulty (who joined the agency in 2000) – became partners in the agency alongside Bill

Marc McNulty is partnerPublished

Jon Kreusch (who joined the agency in 2010) and Marc McNulty (who joined the agency in 2000) – became partners in the agency alongside Bill

Bill Uhl is president & CEOIncomplete

Jon Kreusch (who joined the agency in 2010) and Marc McNulty (who joined the agency in 2000) – became partners in the agency alongside Bill, who currently serves as the agency’s president & CEO.

Names & entities

WM G UHL AGENCY INCRecord

Legal name on license record

Facts from published sources (36 verified, 4 unverified)

FoundingPublicly sourced

1958

“The Uhl Agency has been in business since 1958”
uhlagency.com
LeadershipPublicly sourced

Privately owned

“We are a privately owned insurance agency providing personal insurance and business insurance protection”
uhlagency.com
IndependentPublicly sourced

Independent insurance agency

“The Uhl Agency is an independent insurance agency offering comprehensive insurance-based solutions”
uhlagency.com
Market servedPublicly sourced

Greater Dayton, Ohio area

“one of the largest locally owned independent insurance agencies in the greater Dayton, Ohio area”
uhlagency.com
FoundingPublicly sourced

1958

“Founded in 1958 by William G. Uhl, Sr., The Uhl Agency has grown into one of the largest locally owned independent insurance agencies in the greater Dayton, Ohio area.”
uhlagency.com
Ownership eventPublicly sourced

Ownership event: 3rd generation of privately-held ownership

“3rd generation of privately-held ownership”
uhlagency.com
Office locationPublicly sourced

Dayton, OH 45459

“7755 Paragon Road Suite 100 Dayton, OH 45459”
uhlagency.com
Line of businessPublicly sourced

property and casualty, life, health, and disability insurance

“We offer property and casualty insurance products as well as life, health, and disability insurance options from some of the top insurance companies in the marketplace.”
uhlagency.com
Market servedPublicly sourced

financial institutions and technology organizations

“However, we have a focus on providing insurance programs for financial institutions and have written coverage for over 675 financial institutions across the country. We have also teamed up with several of our carrier partners to write insurance for technology organizations.”
uhlagency.com
LeadershipPublicly sourced

William G. Uhl, Sr. (Founder)

“Founded in 1958 by William G. Uhl, Sr.”
uhlagency.com
FoundingPublicly sourced

1958

“After his college career concluded, William founded the Wm. G. Uhl Agency, Inc. as an independent insurance agency in 1958.”
uhlagency.com
AcquisitionPublicly sourced

1996

“Bill and his business partner Deborah Franz, who first began her career with The Uhl Agency in 1985, purchased the agency from William in 1996 and continued to grow the business”
uhlagency.com
LeadershipPublicly sourced

Jon Kreusch is partner

“Jon Kreusch (who joined the agency in 2010) and Marc McNulty (who joined the agency in 2000) – became partners in the agency alongside Bill”
uhlagency.com
LeadershipPublicly sourced

Marc McNulty is partner

“Jon Kreusch (who joined the agency in 2010) and Marc McNulty (who joined the agency in 2000) – became partners in the agency alongside Bill”
uhlagency.com
Line of businessPublicly sourced

property and casualty, life, health, and disability insurance

“We offer property and casualty insurance products as well as life, health, and disability insurance options from some of the top insurance companies in the marketplace.”
uhlagency.com
Market servedPublicly sourced

30 states

“Today, The Uhl Agency is licensed to write insurance in 30 states and employs 13 full-time team members”
uhlagency.com
AwardPublicly sourced

Best Places to Work by the Dayton Business Journal from 2010-2012

“The Uhl Agency was named as one of the Best Places to Work by the Dayton Business Journal from 2010-2012”
uhlagency.com
AwardPublicly sourced

Rough Notes Agency of the Month December 2020

“was featured as the December 2020 “Agency of the Month” by Rough Notes, a national property and casualty insurance magazine”
uhlagency.com
Office locationPublicly sourced

Dayton, OH

“Well-known to the Dayton community for his basketball prowess in the 1950’s, William G. Uhl Sr., used his 7-foot frame to become a consensus second-team All-American center for the University of Dayton Flyers in 1956.”
uhlagency.com
Line of businessPublicly sourced

Lines of business: Employee Benefits

“Employee Benefits”
uhlagency.com
CarrierPublicly sourced

Chubb

“CHUBB.jpg”
uhlagency.com
CarrierPublicly sourced

Cincinnati Insurance

“cincinnati_thumb.jpg”
uhlagency.com
CarrierPublicly sourced

CNA

“CNA.png”
uhlagency.com
CarrierPublicly sourced

Encompass

“encompass.png”
uhlagency.com
CarrierPublicly sourced

Foremost

“foremost_thumb.jpg”
uhlagency.com
CarrierPublicly sourced

Hagerty

“Hagerty.png”
uhlagency.com
CarrierPublicly sourced

Markel

“Markel_Corporation_logo.jpg”
uhlagency.com
CarrierPublicly sourced

Nationwide

“nationwide.jpg”
uhlagency.com
CarrierPublicly sourced

National General

“National General Logo.jpg”
uhlagency.com
CarrierPublicly sourced

Progressive

“progressive_thumb.jpg”
uhlagency.com
CarrierPublicly sourced

Safeco

“safeco_thumb.jpg”
uhlagency.com
CarrierPublicly sourced

Travelers

“travelers_thumb.jpg”
uhlagency.com
CarrierPublicly sourced

Anthem

“Anthem (002).png”
uhlagency.com
CarrierPublicly sourced

Guardian

“Guardian (002).PNG”
uhlagency.com
LeadershipPublicly sourced

Bill Uhl, President

“Resources Contact Bill Uhl President”
uhlagency.com
Ownership eventPublicly sourced

Ownership event: Deborah retired from The Uhl Agency at the end of 2017 and at the start of 2019, two tenured team members – Jon Kreusch (who joined the agency in 2010) and Marc McNulty (who joined the agency in 2000) – became partners in the agency alongside Bill, who currently serves as the agency’s president & CEO.

“Deborah retired from The Uhl Agency at the end of 2017 and at the start of 2019, two tenured team members – Jon Kreusch (who joined the agency in 2010) and Marc McNulty (who joined the agency in 2000) – became partners in the agency alongside Bill, who currently serves as the agency’s president & CEO.”
uhlagency.com
Show 4 unverified facts (did not pass QA)
Line of businessDid not pass QA

Personal, Business, Financial Institutions, Technology, Life, Health & Disability, Employee Benefits

“We offer property and casualty insurance products as well as life, health, and disability insurance options”

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

uhlagency.com
IndependentDid not pass QA

locally owned independent insurance agency

“The Uhl Agency has grown into one of the largest locally owned independent insurance agencies in the greater Dayton, Ohio area.”

QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.

uhlagency.com
IndependentDid not pass QA

independent insurance agency

“After his college career concluded, William founded the Wm. G. Uhl Agency, Inc. as an independent insurance agency in 1958.”

QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.

uhlagency.com
LeadershipDid not pass QA

Bill Uhl is president & CEO

“Jon Kreusch (who joined the agency in 2010) and Marc McNulty (who joined the agency in 2000) – became partners in the agency alongside Bill, who currently serves as the agency’s president & CEO.”

QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.

uhlagency.com