Marion Ins Agcy INC
Based on public information · Profile not yet claimedLicensed agency · channel not confirmed
Offices: Marion · OhioMarion Ins Agcy INC is a licensed insurance agency licensed in Marion, OH. Lines listed: LIFE INSURANCE. Founding or history: 1969. Agency Match assessments based on public information: Business Partnerships medium; Mentorship & Peer Connections low. 14 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 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: 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
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: Public history of 15+ years in business or in the industry
- Public history of 15+ years in business or in the industry · 1969marion-insurance.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.
- 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 · 8Acquisition Research Fit is low. Formation year 1969 is on a verified record (57 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 1969 is on a verified record (57 years in operation). Verified · +8 ptsmarion-insurance.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
Low · 30Public 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: Insurance or business association membership; public history of 15+ years in business or in the industry; public history of 30+ years in business or in the industry
- Insurance or business association membership · Member of National Association of Professional Insurance Agents, Ohio Insurance Agents Association, Society ofmarion-insurance.com
- Public history of 15+ years in business or in the industry · 1969marion-insurance.com
- Public history of 30+ years in business or in the industry · 1969marion-insurance.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.
- Insurance or business association membership+15 pts
- Member of National Association of Professional Insurance Agents, Ohio Insurance Agents Association, Society of Certifiedmarion-insurance.com
- Public history of 15+ years in business or in the industry (supporting)+10 pts
- Public history of 30+ years in business or in the industry (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 · 3 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
Medium · 35Public 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: 35/100 · Medium confidence: 3+ public facts
Why: Niche specialty line documented; three or more carriers named
- Niche specialty line documented · Lines of business: Bonds:marion-insurance.com
- Three or more carriers named · Auto-Ownersmarion-insurance.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.
- Niche specialty line documented+20 pts
- Lines of business: Bonds:marion-insurance.com
- Three or more carriers named+15 pts
- Auto-Ownersmarion-insurance.com
- Progressivemarion-insurance.com
- State Automarion-insurance.com
- Foremostmarion-insurance.com
- CNAmarion-insurance.com
- Paramountmarion-insurance.com
Total: 35 points → Agency Match score 35/100, rated Medium (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 7 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 2212358), licensed at Marion, OH
gateway.insurance.ohio.govLicensed agency · channel not confirmed
No published statement found yet saying whether this agency is independent or represents one carrier.
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: www.marion-insurance.com
Locations & footprint
Marion, Ohio
Operating office
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
Story so far
- —
Merger of Torrence, Smith, Stafford Insurance Agency and Bernard R Smith and Sons Insurance Agency
PublishedHistorical event: not credited to this agency as a buyer. Merger that formed the rated agency.
People & affiliations
The agency today is owned by Shawn R Smith, CIC.
Member of National Association of Professional Insurance Agents, Ohio Insurance Agents Association, Society of Certified Insurance Counselors
Names & entities
Legal name on license record
Facts from published sources (14 verified, 2 unverified)
1969
“Marion Insurance Agency has served the Marion area since 1969.”marion-insurance.com
731 E. Center St Marion, OH 43302
“Location 731 E. Center St Marion, OH 43302”marion-insurance.com
731 E. Center Street, Marion, OH 43302
“The Marion Insurance Agency is located at 731 E. Center Street, Marion, OH 43302.”marion-insurance.com
1969
“The agency has served Marion area businesses, homeowners and drivers with commercial, personal and automobile insurance policies since originally founded in 1969.”marion-insurance.com
Merger of Torrence, Smith, Stafford Insurance Agency and Bernard R Smith and Sons Insurance Agency
“The Marion Insurance Agency was formed with the merger of local agencies; Torrence, Smith, Stafford Insurance Agency and the Bernard R Smith and Sons Insurance Agency.”marion-insurance.com
Member of National Association of Professional Insurance Agents, Ohio Insurance Agents Association, Society of Certified Insurance Counselors
“Shawn Smith maintains the Certified Insurance Counselor designation, is a member of the National Association of Professional Insurance Agents, the Ohio Insurance Agents Association and the Society of Certified Insurance Counselors.”marion-insurance.com
Lines of business: LIFE INSURANCE
“LIFE INSURANCE”marion-insurance.com
CNA
“VISIT COMPANY CNA Surety understands the needs of its customers and has built itself to be responsive, flexible and focused on satisfying the unique requirements of each one of its customers.”marion-insurance.com
Paramount
“Working with high-quality insurance companies is paramount to our success.”marion-insurance.com
Show 2 unverified facts (did not pass QA)
Shawn R Smith, CIC (Owner)
“The agency today is owned by Shawn R Smith, CIC.”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
marion-insurance.comCommercial, personal, automobile, disability, long-term care, and life insurance
“The Marion Insurance Agency stands ready to assist clients with their business insurance, personal property and auto insurance, and their disability, long-term care and life insurance needs.”
QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.
marion-insurance.com