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Lund And Smith Insurance Services LLC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Pleasant Plain · Ohio
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Lund And Smith Insurance Services LLC is a licensed insurance agency licensed in Pleasant Plain, OH. Lines listed: Crop Insurance. Founding or history: 1991. Agency Match assessments based on public information: Business Partnerships low. 13 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.
  • 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

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 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: Three or more named leaders; public history of 15+ years in business or in the industry

  • Three or more named leaders · Brian, Justin, Randy, Matt, Ryan, Austin, Samlundandsmith.com
  • Public history of 15+ years in business or in the industry · 1991lundandsmith.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. Three or more named leaders (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 · 4 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 · 5

Acquisition Research Fit is low. Formation year 1991 is on a verified record (35 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 1991 is on a verified record (35 years in operation). Verified · +5 ptslundandsmith.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 · 1991lundandsmith.com
  • Public history of 30+ years in business or in the industry · 1991lundandsmith.com
  • Three or more named leaders · Brian, Justin, Randy, Matt, Ryan, Austin, Samlundandsmith.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

Low · 30

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: 30/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; several documented lines of business

  • Niche specialty line documented · Crop Insurancelundandsmith.com
  • Several documented lines of business · Federal Crop Insurance program, property and casualty insurancelundandsmith.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. Niche specialty line documented+20 pts
  2. Several documented lines of business (supporting)+10 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 · 4 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 7122438), licensed at Pleasant Plain, OH

gateway.insurance.ohio.gov
ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

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

Website: lundandsmith.com

Locations & footprint

Pleasant Plain, Ohio

Operating office

PublishedBrowse city

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

Highlights

Crop InsuranceFounding: 1991

Story so far

  1. —

    LLC

    Published

People & affiliations

Brian, Justin, Randy, Matt, Ryan, Austin, SamPublished

Call us anytime! Brian: Justin: Randy: Matt: Ryan: Austin: Sam

Brian J. Smith, Owner/Agent, founding member and managing partnerPublished

Brian J. Smith Owner/Agent Brian started his insurance career in 1991. He is the founding member and one of the managing partners of Lund & Smith.

Justin P. Martin, Owner/AgentPublished

Justin P. Martin Owner/Agent Justin graduated with an Agricultural Business degree from The Ohio State University and began his crop insurance career with an underwriting company in 2004.

Names & entities

LUND AND SMITH INSURANCE SERVICES LLCRecord

Legal name on license record

Facts from published sources (13 verified)

Office locationPublicly sourced

8960 Roachester Cozaddale Rd. Pleasant Plain, Ohio 45162

“Location 8960 Roachester Cozaddale Rd. Pleasant Plain, Ohio 45162”
lundandsmith.com
FoundingPublicly sourced

1991

“Protecting Midwest Farmers Since 1991”
lundandsmith.com
Line of businessPublicly sourced

Crop Insurance

“Crop Insurance for Midwest Farmers | Lund and Smith Insurance”
lundandsmith.com
LeadershipPublicly sourced

Brian, Justin, Randy, Matt, Ryan, Austin, Sam

“Call us anytime! Brian: Justin: Randy: Matt: Ryan: Austin: Sam”
lundandsmith.com
Ownership eventPublicly sourced

LLC

“Lund and Smith Insurance Services, LLC”
lundandsmith.com
FoundingPublicly sourced

1991

“With a proven legacy dating back to 1991, the licensed agents at Lund & Smith Insurance Services have been focused on delivering expert guidance”
lundandsmith.com
LeadershipPublicly sourced

Brian J. Smith, Owner/Agent, founding member and managing partner

“Brian J. Smith Owner/Agent Brian started his insurance career in 1991. He is the founding member and one of the managing partners of Lund & Smith.”
lundandsmith.com
LeadershipPublicly sourced

Justin P. Martin, Owner/Agent

“Justin P. Martin Owner/Agent Justin graduated with an Agricultural Business degree from The Ohio State University and began his crop insurance career with an underwriting company in 2004.”
lundandsmith.com
Office locationPublicly sourced

8960 Roachester Cozaddale Rd. Pleasant Plain, Ohio 45162

“Location 8960 Roachester Cozaddale Rd. Pleasant Plain, Ohio 45162”
lundandsmith.com
Line of businessPublicly sourced

Federal Crop Insurance program, property and casualty insurance

“expert guidance on the Federal Crop Insurance program as well as other related products”
lundandsmith.com
Line of businessPublicly sourced

crop insurance, property and casualty insurance

“Sam joined Lund & Smith in the fall of 2022 and is also licensed to write property and casualty insurance .”
lundandsmith.com
Market servedPublicly sourced

Agricultural operations, farmers

“We understand that each agricultural operation is different, and our goal is to tailor coverage to provide the most effective options for your specific operation.”
lundandsmith.com
Line of businessPublicly sourced

Lines of business: On-Farm Service

“On-Farm Service”
lundandsmith.com