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Wollam-grand Valley Insurance Associates Agency INC

Based on public information · Profile not yet claimed

Independent agency

Offices: Orwell · Ohio
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Wollam-grand Valley Insurance Associates Agency INC is an independent insurance agency licensed in Orwell, OH. Lines listed: Auto, Home, Business, Agri-Business, Life. Founding or history: 1937. Agency Match assessments based on public information: Business Partnerships medium. 26 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

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: Serves more than one state or a wide region; three or more named leaders; public history of 15+ years in business or in the industry

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. Serves more than one state or a wide region (supporting)+10 pts
  2. Three or more named leaders (supporting)+10 pts
  3. Public history of 15+ years in business or in the industry (supporting)+5 pts

Total: 25 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 · 5 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 1937 is on a verified record (89 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 1937 is on a verified record (89 years in operation). Verified · +8 ptswgvinsurance.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; three or more named leaders

  • Public history of 15+ years in business or in the industry · 1937wgvinsurance.com
  • Public history of 30+ years in business or in the industry · 1937 by Larry O. Bentonwgvinsurance.com
  • Three or more named leaders · Larry F. Benton (1958-1970)wgvinsurance.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. 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
  3. Three or more named leaders (supporting)+5 pts

Total: 20 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 · 5 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 · Auto, Home, Business, Agri-Business, Lifewgvinsurance.com
  • Three or more carriers named · Auto-Ownerswgvinsurance.com
  • Serves more than one state or a wide region · Ohio and Pennsylvaniawgvinsurance.com
  • Several documented lines of business · Auto, home, life, health, business protection, insurance and retirement productswgvinsurance.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 · 16 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 2762769), licensed at Orwell, OH

gateway.insurance.ohio.gov
ChannelPublicly sourced

Independent agency

“We continue to value long-standing relationships with our clients as well as the ultimate benefit of being an independent agency with the choice of quality companies”
wgvinsurance.com
OwnershipUnknown

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

Website: www.wgvinsurance.com

Locations & footprint

Orwell, Ohio

Operating office

PublishedBrowse city

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

Highlights

Auto, Home, Business, Agri-Business, LifeFounding: 1937

People & affiliations

Larry F. Benton (1958-1970)Published

Upon his passing in 1958, his son and local resident, Larry F. Benton continued operation of the agency until he was joined by Jim Dodd in 1970.

Jim Dodd (joined 1970)Published

Upon his passing in 1958, his son and local resident, Larry F. Benton continued operation of the agency until he was joined by Jim Dodd in 1970.

Shawn Holmes (partner 1996, owner 2002)Published

Upon the retirement of Larry in 1994, Shawn Holmes joined the agency and became a partner in 1996 and owner in 2002.

Names & entities

WOLLAM-GRAND VALLEY INSURANCE ASSOCIATES AGENCY INCRecord

Legal name on license record

Facts from published sources (26 verified)

Office locationPublicly sourced

60 N Maple St. Orwell, OH 44076

“Address 60 N Maple St. Orwell, OH 44076”
wgvinsurance.com
FoundingPublicly sourced

1937

“Wollam-Grand Valley Insurance has been proudly serving all of Ohio and Pennsylvania since 1937.”
wgvinsurance.com
Line of businessPublicly sourced

Auto, Home, Business, Agri-Business, Life

“Auto Home Business Agri-Business Life”
wgvinsurance.com
Market servedPublicly sourced

Ohio and Pennsylvania

“serving all of Ohio and Pennsylvania since 1937.”
wgvinsurance.com
Office locationPublicly sourced

Orwell, Ashtabula County, Ohio

“WGV Insurance Agency has been located in Orwell, Ashtabula County, Ohio since 1937.”
wgvinsurance.com
FoundingPublicly sourced

1937 by Larry O. Benton

“Originally named the L. O. Benton Insurance Agency, it was founded in 1937 by Larry O. Benton.”
wgvinsurance.com
LeadershipPublicly sourced

Larry F. Benton (1958-1970)

“Upon his passing in 1958, his son and local resident, Larry F. Benton continued operation of the agency until he was joined by Jim Dodd in 1970.”
wgvinsurance.com
LeadershipPublicly sourced

Jim Dodd (joined 1970)

“Upon his passing in 1958, his son and local resident, Larry F. Benton continued operation of the agency until he was joined by Jim Dodd in 1970.”
wgvinsurance.com
LeadershipPublicly sourced

Shawn Holmes (partner 1996, owner 2002)

“Upon the retirement of Larry in 1994, Shawn Holmes joined the agency and became a partner in 1996 and owner in 2002.”
wgvinsurance.com
IndependentPublicly sourced

Independent agency

“We continue to value long-standing relationships with our clients as well as the ultimate benefit of being an independent agency with the choice of quality companies”
wgvinsurance.com
Line of businessPublicly sourced

Auto, home, life, health, business protection, insurance and retirement products

“We are a full service, independent agency offering auto, home, life, health, and business protection as well as a variety of other insurance and retirement products.”
wgvinsurance.com
Market servedPublicly sourced

Ohio and Pennsylvania

“The agency operates today primarily across Ohio and Pennsylvania with the same philosophies and concepts as our founders.”
wgvinsurance.com
CarrierPublicly sourced

Auto-Owners

“We continue to value long-standing relationships with our clients as well as the ultimate benefit of being an independent agency with the choice of quality companies such as Westfield Insurance, Auto-Owners, Progressive, ASI, Buckeye Insurance, Ohio Mutual, Foremost, SORSA and Geico.”
wgvinsurance.com
CarrierPublicly sourced

Buckeye Insurance

“We continue to value long-standing relationships with our clients as well as the ultimate benefit of being an independent agency with the choice of quality companies such as Westfield Insurance, Auto-Owners, Progressive, ASI, Buckeye Insurance, Ohio Mutual, Foremost, SORSA and Geico.”
wgvinsurance.com
CarrierPublicly sourced

Foremost

“We continue to value long-standing relationships with our clients as well as the ultimate benefit of being an independent agency with the choice of quality companies such as Westfield Insurance, Auto-Owners, Progressive, ASI, Buckeye Insurance, Ohio Mutual, Foremost, SORSA and Geico.”
wgvinsurance.com
CarrierPublicly sourced

Ohio Mutual

“We continue to value long-standing relationships with our clients as well as the ultimate benefit of being an independent agency with the choice of quality companies such as Westfield Insurance, Auto-Owners, Progressive, ASI, Buckeye Insurance, Ohio Mutual, Foremost, SORSA and Geico.”
wgvinsurance.com
CarrierPublicly sourced

Progressive

“We continue to value long-standing relationships with our clients as well as the ultimate benefit of being an independent agency with the choice of quality companies such as Westfield Insurance, Auto-Owners, Progressive, ASI, Buckeye Insurance, Ohio Mutual, Foremost, SORSA and Geico.”
wgvinsurance.com
CarrierPublicly sourced

Westfield

“We continue to value long-standing relationships with our clients as well as the ultimate benefit of being an independent agency with the choice of quality companies such as Westfield Insurance, Auto-Owners, Progressive, ASI, Buckeye Insurance, Ohio Mutual, Foremost, SORSA and Geico.”
wgvinsurance.com
FoundingPublicly sourced

1990

“Laura Agent, one of the original team members has been with the agency since 1990.”
wgvinsurance.com
CarrierPublicly sourced

Hagerty

“Hagerty-Insurance-Logo.png”
wgvinsurance.com
CarrierPublicly sourced

Aflac

“aflac”
wgvinsurance.com
Line of businessPublicly sourced

Lines of business: Business Owners Policy

“Business Owners Policy”
wgvinsurance.com
Line of businessPublicly sourced

Lines of business: Contractors

“Contractors”
wgvinsurance.com
Line of businessPublicly sourced

Lines of business: Manufacturing

“Manufacturing”
wgvinsurance.com
Line of businessPublicly sourced

Lines of business: Hospitality

“Hospitality”
wgvinsurance.com
Line of businessPublicly sourced

Lines of business: Crop Farm

“Crop Farm”
wgvinsurance.com