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William Isaac Ins Agency INC

Based on public information · Profile not yet claimed

Independent agency

Offices: Independence · Ohio
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William Isaac Ins Agency INC is an independent insurance agency licensed in Independence, OH. Lines listed: Personal Insurance, Life Insurance, Business Insurance. Founding or history: 1960. Agency Match assessments based on public information: Business Partnerships medium. 33 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 and 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: not enough public facts for a score.
  • 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

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

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; public history of 15+ years in business or in the industry

  • Serves more than one state or a wide region · Ohio, Pennsylvania, Michigan, Illinois, Kentucky and Floridaisaacinsurance.com
  • Public history of 15+ years in business or in the industry · 1960isaacinsurance.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. Serves more than one state or a wide region (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 · 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 · 8

Acquisition Research Fit is low. Formation year 1960 is on a verified record (66 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 1960 is on a verified record (66 years in operation). Verified · +8 ptsisaacinsurance.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 30+ years in business or in the industry

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. Public history of 15+ years in business or in the industry (supporting)+10 pts
  2. Public history of 30+ 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 · 2 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 · Lines of business: Cyber Liability Insuranceisaacinsurance.com
  • Three or more carriers named · Auto-Ownersisaacinsurance.com
  • Serves more than one state or a wide region · Ohio, Pennsylvania, Michigan, Illinois, Kentucky and Floridaisaacinsurance.com
  • Several documented lines of business · Personal Insurance, Life Insurance, Business Insuranceisaacinsurance.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 · 19 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 1923571), licensed at Independence, OH

gateway.insurance.ohio.gov
ChannelPublicly sourced

Independent agency

“As an independent insurance agency, we are able to place you with the right insurance carriers with the best coverage and pricing.”
isaacinsurance.com
OwnershipUnknown

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

Website: isaacinsurance.com

Locations & footprint

Independence, Ohio

Operating office

PublishedBrowse city

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

Highlights

Personal Insurance, Life Insurance, Business InsuranceFounding: 1960

Story so far

  1. —

    Family-owned

    Published
  2. —

    family-owned

    Published
  3. —

    family-owned

    Published

People & affiliations

Bill and DeniseIncomplete

Thank you Bill and Denise! You are awesome.

Names & entities

WILLIAM ISAAC INS AGENCY INCRecord

Legal name on license record

Facts from published sources (33 verified, 1 unverified)

Office locationPublicly sourced

6701 Rockside Road, Suite 290 Independence, Ohio 44131

“Visit us 6701 Rockside Road, Suite 290 Independence, Ohio 44131”
isaacinsurance.com
FoundingPublicly sourced

1960

“William Isaac Insurance Agency is a family-owned , family-run agency in the Cleveland area that has been around since 1960.”
isaacinsurance.com
Ownership eventPublicly sourced

Family-owned

“William Isaac Insurance Agency is a family-owned , family-run agency in the Cleveland area”
isaacinsurance.com
IndependentPublicly sourced

Independent insurance agency

“As an independent insurance agency, we are able to place you with the right insurance carriers with the best coverage and pricing.”
isaacinsurance.com
Line of businessPublicly sourced

Personal Insurance, Life Insurance, Business Insurance

“What services are you interested in? Personal Insurance Life Insurance Business Insurance”
isaacinsurance.com
FoundingPublicly sourced

1960

“William Isaac Insurance Agency began operations in 1960.”
isaacinsurance.com
IndependentPublicly sourced

independent agency

“We are and have been a family-owned, family-run independent agency from the beginning.”
isaacinsurance.com
Ownership eventPublicly sourced

family-owned

“We are and have been a family-owned, family-run independent agency from the beginning.”
isaacinsurance.com
Office locationPublicly sourced

Independence, Ohio 44131

“Visit us 6701 Rockside Road, Suite 290 Independence, Ohio 44131”
isaacinsurance.com
Line of businessPublicly sourced

property and casualty insurance, life insurance, bonding coverage, Excess/Surplus insurance

“Our primary focus is property and casualty insurance , and we can also handle any life insurance needs you may have. In addition to insurance, we also provide bonding coverage for contractors and probate risks. We also have access to the Excess/Surplus insurance markets for those hard-to-place clients with special needs.”
isaacinsurance.com
Market servedPublicly sourced

Ohio, Pennsylvania, Michigan, Illinois, Kentucky and Florida

“We are licensed to serve in Ohio, Pennsylvania, Michigan, Illinois, Kentucky and Florida.”
isaacinsurance.com
FoundingPublicly sourced

1960

“William Isaac Insurance Agency began operations in 1960.”
isaacinsurance.com
IndependentPublicly sourced

independent agency

“We are and have been a family-owned, family-run independent agency from the beginning.”
isaacinsurance.com
Ownership eventPublicly sourced

family-owned

“We are and have been a family-owned, family-run independent agency from the beginning.”
isaacinsurance.com
Office locationPublicly sourced

Independence, Ohio 44131

“Visit us 6701 Rockside Road, Suite 290 Independence, Ohio 44131”
isaacinsurance.com
Line of businessPublicly sourced

personal, commercial, and bonding

“With over 135 years of collective experience in the insurance industry, we are experts in personal, commercial, and bonding.”
isaacinsurance.com
Line of businessPublicly sourced

property and casualty, life insurance, bonding, excess/surplus

“Our primary focus is property and casualty insurance , and we can also handle any life insurance needs you may have. In addition to insurance, we also provide bonding coverage for contractors and probate risks. We also have access to the Excess/Surplus insurance markets”
isaacinsurance.com
Market servedPublicly sourced

Ohio, Pennsylvania, Michigan, Illinois, Kentucky and Florida

“We are licensed to serve in Ohio, Pennsylvania, Michigan, Illinois, Kentucky and Florida.”
isaacinsurance.com
Line of businessPublicly sourced

Lines of business: Business, Home, Life, & Auto Insurance

“Business, Home, Life, & Auto Insurance”
isaacinsurance.com
Line of businessPublicly sourced

Lines of business: Personal Auto Insurance

“Personal Auto Insurance”
isaacinsurance.com
Line of businessPublicly sourced

Lines of business: Umbrella Policies

“Umbrella Policies”
isaacinsurance.com
Line of businessPublicly sourced

Lines of business: Cyber Liability Insurance

“Cyber Liability Insurance”
isaacinsurance.com
CarrierPublicly sourced

Auto-Owners

“auto owners insurance logos download”
isaacinsurance.com
CarrierPublicly sourced

Bristol West

“bristol west”
isaacinsurance.com
CarrierPublicly sourced

Encova

“Encova Mutual Insurance Group”
isaacinsurance.com
CarrierPublicly sourced

Foremost

“Foremost Insurance Group”
isaacinsurance.com
CarrierPublicly sourced

Hagerty

“hagerty insurance”
isaacinsurance.com
CarrierPublicly sourced

Ohio Fair Plan

“ohio fair plan”
isaacinsurance.com
CarrierPublicly sourced

Philadelphia Insurance

“philadelphia insurance”
isaacinsurance.com
CarrierPublicly sourced

Progressive

“progressive”
isaacinsurance.com
CarrierPublicly sourced

State Auto

“She was registered for a Cooperative Office Education program and an early job opening came up with State Auto.”
isaacinsurance.com
LeadershipPublicly sourced

William Isaac, Owner

“Insurance Experts William Isaac Owner”
isaacinsurance.com
Line of businessPublicly sourced

Lines of business: Commercial Property Insurance Won’t Cover Everything

“Commercial Property Insurance Won’t Cover Everything”
isaacinsurance.com
Show 1 unverified fact (did not pass QA)
LeadershipDid not pass QA

Bill and Denise

“Thank you Bill and Denise! You are awesome.”

QA note: Unverified: testimonial context. Shown for transparency; not treated as a fact.

isaacinsurance.com