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Platinum Insurance & Financial Services LLC

Based on public information · Profile not yet claimed

Independent agency

Offices: Hudson · Ohio
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Platinum Insurance & Financial Services LLC is an independent insurance agency licensed in Hudson, OH. Lines listed: Auto, Homeowners, Umbrella, Classic Car, Life Insurance. Founding or history: 2002. Agency Match assessments based on public information: Business Partnerships medium. 19 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.
  • 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: Public history of 15+ years in business or in the industry

  • Public history of 15+ years in business or in the industry · 2002platinumifs.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)+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 · 1 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 · 3

Acquisition Research Fit is low. Formation year 2002 is on a verified record (24 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 2002 is on a verified record (24 years in operation). Verified · +3 ptsplatinumifs.com

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

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 · 2002platinumifs.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

Medium · 45

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: 45/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; three or more carriers named; several documented lines of business

  • Niche specialty line documented · Auto, Homeowners, Umbrella, Classic Car, Life Insuranceplatinumifs.com
  • Three or more carriers named · Partner with multiple established regional and national insurance carriersplatinumifs.com
  • Several documented lines of business · Home, Auto, Renters, Umbrella, Individual Life, Classic Carplatinumifs.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. Niche specialty line documented+20 pts
  2. Three or more carriers named+15 pts
  3. Several documented lines of business (supporting)+10 pts

Total: 45 points → Agency Match score 45/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 12 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 7619090), licensed at Hudson, OH

gateway.insurance.ohio.gov
ChannelPublicly sourced

Independent agency

“Platinum Insurance & Financial Services is an independent insurance agency dedicated to serving individuals and families in Hudson and throughout Ohio.”
platinumifs.com
OwnershipUnknown

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

Website: www.platinumifs.com

Locations & footprint

Hudson, Ohio

Operating office

PublishedBrowse city

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

Highlights

Auto, Homeowners, Umbrella, Classic Car, Life InsuranceFounding: 2002

Names & entities

PLATINUM INSURANCE & FINANCIAL SERVICES LLCRecord

Legal name on license record

Facts from published sources (19 verified, 1 unverified)

Office locationPublicly sourced

Office location: 56 Milford Drive, Suite 302, Hudson, OH 44236

“56 Milford Drive, Suite 302, Hudson, OH 44236”
platinumifs.com
IndependentPublicly sourced

Independent insurance agency

“Platinum Insurance & Financial Services is an independent insurance agency dedicated to serving individuals and families in Hudson and throughout Ohio.”
platinumifs.com
Line of businessPublicly sourced

Auto, Homeowners, Umbrella, Classic Car, Life Insurance

“We partner with multiple established regional and national insurance carriers to offer a variety of coverage choices, including auto, homeowners, umbrella, classic car, and life insurance policies.”
platinumifs.com
Market servedPublicly sourced

Hudson and throughout Ohio

“Platinum Insurance & Financial Services is an independent insurance agency dedicated to serving individuals and families in Hudson and throughout Ohio.”
platinumifs.com
CarrierPublicly sourced

Partner with multiple established regional and national insurance carriers

“We partner with multiple established regional and national insurance carriers to offer a variety of coverage choices, including auto, homeowners, umbrella, classic car, and life insurance policies.”
platinumifs.com
Office locationPublicly sourced

56 Milford Drive, Suite 302 Hudson, OH 44236

“Hudson, OH Office 56 Milford Drive, Suite 302 Hudson, OH 44236”
platinumifs.com
FoundingPublicly sourced

2002

“Established in 2002, we are not tied to a single insurance carrier”
platinumifs.com
Line of businessPublicly sourced

Home, Auto, Renters, Umbrella, Individual Life, Classic Car

“Personal Insurance Home Auto Renters Umbrella Individual Life”
platinumifs.com
Market servedPublicly sourced

Ohio

“Platinum Insurance & Financial Services is located in Hudson, OH , and licensed in Ohio.”
platinumifs.com
Line of businessPublicly sourced

auto, home, life, renters, umbrella

“Join Our Team - Platinum Insurance & Financial Services Skip to main content Search Close Search search Menu Insurance Solutions Personal Insurance Home Auto Renters Umbrella Individual Life See All Explore Interactive Graphics Click it.”
platinumifs.com
IndependentPublicly sourced

independent insurance agency

“About About Our Agency Meet the Owner Insurance Companies We Are Independent Refer Us We Are Independent See the advantage of working with an independent insurance agency.”
platinumifs.com
CarrierPublicly sourced

Hagerty

“hagerty”
platinumifs.com
CarrierPublicly sourced

National General

“national-general”
platinumifs.com
CarrierPublicly sourced

Liberty Mutual

“Partner-Grid-Liberty-Mutual”
platinumifs.com
CarrierPublicly sourced

American Modern

“Carrier-American-Modern”
platinumifs.com
CarrierPublicly sourced

Travelers

“Travelers”
platinumifs.com
CarrierPublicly sourced

Progressive

“Progressive”
platinumifs.com
CarrierPublicly sourced

Hartford

“Hartford”
platinumifs.com
CarrierPublicly sourced

RLI

“RLI”
platinumifs.com
Show 1 unverified fact (did not pass QA)
IndependentDid not pass QA

Independent insurance agency

“Platinum Insurance & Financial Services operates as an independent insurance agency focused on delivering reliable personal coverage choices.”

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

platinumifs.com