Insurance Strategy INC
Based on public information · Profile not yet claimedLicensed agency · channel not confirmed
Offices: Middleburg Heights · OhioInsurance Strategy INC is a licensed insurance agency licensed in Middleburg Heights, OH. Lines listed: Medicare, Health, Life, Group, Vision. Founding or history: Over 40 years. Agency Match assessments based on public information: Mentorship & Peer Connections high; Business Partnerships low. 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.
- 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: 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 specialties, markets and carriers published on the agency's website.
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 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 · 1983insurancestrategyinc.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 1983 is on a verified record (43 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 1983 is on a verified record (43 years in operation). Verified · +8 ptsinsurancestrategyinc.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
High · 90Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.
Agency Match score: 90/100 · Medium confidence: 3+ public facts
Why: Named leadership role in an insurance association; teaching or speaking role; insurance or business association membership
- Named leadership role in an insurance association · Past President, Northeast Ohio Health Underwriters Associationinsurancestrategyinc.com
- Teaching or speaking role · Business Insurance Instructor, Life Underwriting Training Councilinsurancestrategyinc.com
- Insurance or business association membership · NABIP Memberinsurancestrategyinc.com
- Public history of 15+ years in business or in the industry · 1983insurancestrategyinc.com
What this rating was based on (6 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.
- Named leadership role in an insurance association+30 pts
- Past President, Northeast Ohio Health Underwriters Associationinsurancestrategyinc.com
- Teaching or speaking role+20 pts
- Business Insurance Instructor, Life Underwriting Training Councilinsurancestrategyinc.com
- Insurance or business association membership+15 pts
- NABIP Memberinsurancestrategyinc.com
- Public history of 15+ years in business or in the industry (supporting)+10 pts
- Insurance industry or carrier recognition+10 pts
- Distinguished Service Award for Exceptional Leadership and Commitment to Excellenceinsurancestrategyinc.com
- Public history of 30+ years in business or in the industry (supporting)+5 pts
- July of 1983insurancestrategyinc.com
Total: 90 points → Agency Match score 90/100, rated High (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 6 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
Low · 30Public 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: Niche specialty line documented; several documented lines of business
- Niche specialty line documented · Medicare, Health, Life, Group, Visioninsurancestrategyinc.com
- Several documented lines of business · Group Health, Individual Health, Medicare, Supplemental, Life, Disability, Long-Term Careinsurancestrategyinc.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
- Medicare, Health, Life, Group, Visioninsurancestrategyinc.com
- Several documented lines of business (supporting)+10 pts
- Group Health, Individual Health, Medicare, Supplemental, Life, Disability, Long-Term Careinsurancestrategyinc.com
- Group Health Insurance, Individual Health Insurance, Medicare Planning, Supplemental Insurance Plans, Life Insuranceinsurancestrategyinc.com
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: Which partnerships the agency would welcome; Carrier appointments not published online.
Record & channel
Ohio resident business-entity license (NPN 2348835), licensed at Middleburg Heights, 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.insurancestrategyinc.com
Locations & footprint
Middleburg Heights, Ohio
Operating office
Middleburg Heights, Ohio
Licensed in state
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
Story so far
- —
Family-owned
Published - —
Woman-owned
Published
People & affiliations
He also served as Business Insurance Instructor for the Life Underwriting Training Council for 17 years.
She has been a licensed agent since 1989 and is the President of Insurance Strategy, Inc.
She is the Vice President of Insurance Strategy (ISI).
Clayton W. Rooy, LUTCF (1943-2009) The principal and founder of Insurance Strategy, Inc
NABIP Member
Past President, Northeast Ohio Health Underwriters Association
Legislative Chair, Ohio Association of Health Underwriters
Names & entities
Legal name on license record
Facts from published sources (19 verified, 4 unverified)
Middleburg Hts, OH 44130
“Insurance Strategy, Inc 6902 Pearl Road, Suite 405 Middleburg Hts, OH 44130”insurancestrategyinc.com
Over 40 years
“Insurance Strategy, Inc., has been a family-owned business for over 40 years”insurancestrategyinc.com
Family-owned
“Insurance Strategy, Inc., has been a family-owned business for over 40 years”insurancestrategyinc.com
Woman-owned
“and a woman-owned business for almost 20”insurancestrategyinc.com
Medicare, Health, Life, Group, Vision
“SOLUTIONS Group Health Insurance Individual Health Insurance Medicare Planning Supplemental Insurance Plans Life Insurance”insurancestrategyinc.com
11 organizations, 103 products
“Currently, we represent 11 organizations which offer 103 products in your area”insurancestrategyinc.com
Vision Service Plan
“We offer 8 plans insured by Vision Service Plan”insurancestrategyinc.com
1983
“Lisa opened Insurance Strategy, Inc. with her father Clayton W. Rooy in 1983 and the business was incorporated in 1983.”insurancestrategyinc.com
6902 Pearl Road, Suite 405, Middleburg Hts, OH 44130
“Insurance Strategy, Inc 6902 Pearl Road, Suite 405 Middleburg Hts, OH 44130”insurancestrategyinc.com
Group Health, Individual Health, Medicare, Supplemental, Life, Disability, Long-Term Care
“We offer our clients products ranging from individual life insurance, disability insurance, long-term care insurance, and medical insurance along with Medicare Supplements and Advantage plans.”insurancestrategyinc.com
July of 1983
“The principal and founder of Insurance Strategy, Inc, which was opened in July of 1983.”insurancestrategyinc.com
6902 Pearl Road, Suite 405 Middleburg Hts, OH 44130
“Insurance Strategy, Inc 6902 Pearl Road, Suite 405 Middleburg Hts, OH 44130”insurancestrategyinc.com
Group Health Insurance, Individual Health Insurance, Medicare Planning, Supplemental Insurance Plans, Life Insurance
“SOLUTIONS Group Health Insurance Individual Health Insurance Medicare Planning Supplemental Insurance Plans Life Insurance”insurancestrategyinc.com
Past President, Northeast Ohio Health Underwriters Association
“Clayton was a member of the Northeast Ohio Health Underwriters Association and past president.”insurancestrategyinc.com
Distinguished Service Award for Exceptional Leadership and Commitment to Excellence
“He was honored by the group in October of 2008, when he received their first ever, Distinguished Service Award for Exceptional Leadership and Commitment to Excellence.”insurancestrategyinc.com
Legislative Chair, Ohio Association of Health Underwriters
“While Legislative Chair of the Ohio Association of Health Underwriters, the activities of the committee were recognized as the best by the National Association of Health Underwriters.”insurancestrategyinc.com
Business Insurance Instructor, Life Underwriting Training Council
“He also served as Business Insurance Instructor for the Life Underwriting Training Council for 17 years.”insurancestrategyinc.com
Infinity Trust established in 1992
“He established the Infinity Trust in 1992, with a group senior medical insurance plan that is marketed nationally.”insurancestrategyinc.com
Show 4 unverified facts (did not pass QA)
Lisa R. Yanak, President
“She has been a licensed agent since 1989 and is the President of Insurance Strategy, Inc.”
QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.
insurancestrategyinc.comLeslie C. James, Vice President
“She is the Vice President of Insurance Strategy (ISI).”
QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.
insurancestrategyinc.comRepresents 11 organizations
“Currently, we represent 11 organizations which offer 103 products in your area.”
QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.
insurancestrategyinc.comClayton W. Rooy, LUTCF
“Clayton W. Rooy, LUTCF (1943-2009) The principal and founder of Insurance Strategy, Inc”
QA note: Unverified: testimonial context. Shown for transparency; not treated as a fact.
insurancestrategyinc.com