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Bolte Insurance Agency INC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Port Clinton · Ohio
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Bolte Insurance Agency INC is a licensed insurance agency licensed in Port Clinton, OH. Lines listed: Medicare, Auto, Home, ACA Plans, Individual Health, Hospital Indemnity. Agency Match assessments based on public information: Business Partnerships medium. 17 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.
  • 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

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: Not enough public information for this assessment.

What this rating was based on (0 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.

No factor in this rubric was found in public information.

    Total: 0 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 · 0 facts from 0 websites.

    Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

    Open to Selling

    Acquisition Research Fit

    Insufficient Evidence

    No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

    Confidence: low. Separate from the rating.

    Not on file: Owner tenure is not established; Years in operation are 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: Not enough public information for this assessment.

    What this rating was based on (0 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.

    No factor in this rubric was found in public information.

      Total: 0 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 · 0 facts from 0 websites.

      Not known publicly: Whether the principals want to mentor or be mentored.

      Business Partnerships

      Medium · 45

      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: 45/100 · Medium confidence: 3+ public facts

      Why: Niche specialty line documented; three or more carriers named; several documented lines of business

      • Niche specialty line documented · Medicare, Auto, Home, ACA Plans, Individual Health, Hospital Indemnitybolteinsurance.com
      • Three or more carriers named · represents 8 organizations offering 75 productsbolteinsurance.com
      • Several documented lines of business · Personal, Life, Health, and Medicare insurancebolteinsurance.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. Niche specialty line documented+20 pts
      2. Three or more carriers named+15 pts
      3. Several documented lines of business (supporting)+10 pts

      Total: 45 points → Agency Match score 45/100, rated Medium (High at 60+, Medium at 35+).

      Confidence (separate from the rating): Medium confidence: 3+ public facts · 14 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 2213172), licensed at Port Clinton, 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: www.bolteinsurance.com

      Locations & footprint

      Port Clinton, Ohio

      Operating office

      PublishedBrowse city

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

      Highlights

      Medicare, Auto, Home, ACA Plans, Individual Health, Hospital Indemnity

      People & affiliations

      Steve Gulas, Chuck DeVore, Amanda Rhiel, Jake Gulas, Lynette Garza, Jennifer NeumanIncomplete

      Meet Our Team Steve Gulas Chuck DeVore Amanda Rhiel Jake Gulas Not Pictured: Lynette Garza Jennifer Neuman

      Names & entities

      BOLTE INSURANCE AGENCY INCRecord

      Legal name on license record

      Facts from published sources (17 verified, 4 unverified)

      Office locationPublicly sourced

      134 E Second Street Port Clinton, Ohio 43452

      “Bolte Insurance Agency 134 E Second Street Port Clinton, Ohio 43452”
      bolteinsurance.com
      Market servedPublicly sourced

      Port Clinton, Erie, Ottawa, Sandusky Counties, Ohio

      “In fact, most of our clients are in Ottawa, Erie, and Sandusky Counties.”
      bolteinsurance.com
      Line of businessPublicly sourced

      Medicare, Auto, Home, ACA Plans, Individual Health, Hospital Indemnity

      “Medicare Planning Individual Health Insurance Hospital Indemnity Personal Insurance”
      bolteinsurance.com
      CarrierPublicly sourced

      represents 8 organizations offering 75 products

      “Currently, we represent 8 organizations which offer 75 products in your area.”
      bolteinsurance.com
      Office locationPublicly sourced

      Port Clinton, Ohio

      “Bolte Insurance Agency is located in Port Clinton, Ohio, and is independently owned and locally operated to handle your Personal, Life, Health, and Medicare insurance needs.”
      bolteinsurance.com
      Line of businessPublicly sourced

      Personal, Life, Health, and Medicare insurance

      “Bolte Insurance Agency is located in Port Clinton, Ohio, and is independently owned and locally operated to handle your Personal, Life, Health, and Medicare insurance needs.”
      bolteinsurance.com
      Line of businessPublicly sourced

      Auto, home, life, health, business, commercial, renters, boat insurance

      “We invite you to complete an online quote or call us to review coverage options for auto insurance, home insurance, life insurance, health insurance, business insurance, commercial insurance, renters insurance, boat insurance, and more.”
      bolteinsurance.com
      CarrierPublicly sourced

      Foremost

      “Foremost1”
      bolteinsurance.com
      CarrierPublicly sourced

      Progressive

      “Progressive”
      bolteinsurance.com
      CarrierPublicly sourced

      Ambetter

      “Ambetter”
      bolteinsurance.com
      CarrierPublicly sourced

      Anthem

      “Anthem1”
      bolteinsurance.com
      CarrierPublicly sourced

      Molina

      “Molina”
      bolteinsurance.com
      CarrierPublicly sourced

      Paramount

      “Paramount”
      bolteinsurance.com
      CarrierPublicly sourced

      Aetna

      “Aetna1”
      bolteinsurance.com
      CarrierPublicly sourced

      Humana

      “Humana”
      bolteinsurance.com
      CarrierPublicly sourced

      UnitedHealthcare

      “UnitedHealthcare1”
      bolteinsurance.com
      CarrierPublicly sourced

      Wellcare

      “Wellcare1”
      bolteinsurance.com
      Show 4 unverified facts (did not pass QA)
      IndependentDid not pass QA

      independently owned and locally operated

      “Bolte Insurance Agency in Port Clinton, Ohio is independently owned and locally operated to handle your insurance needs.”

      QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.

      bolteinsurance.com
      IndependentDid not pass QA

      Independently owned and locally operated

      “Bolte Insurance Agency is located in Port Clinton, Ohio, and is independently owned and locally operated to handle your Personal, Life, Health, and Medicare insurance needs.”

      QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.

      bolteinsurance.com
      LeadershipDid not pass QA

      Steve Gulas, Chuck DeVore, Amanda Rhiel, Jake Gulas, Lynette Garza, Jennifer Neuman

      “Meet Our Team Steve Gulas Chuck DeVore Amanda Rhiel Jake Gulas Not Pictured: Lynette Garza Jennifer Neuman”

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

      bolteinsurance.com
      CarrierDid not pass QA

      Represents 8 organizations offering 75 products

      “Currently, we represent 8 organizations which offer 75 products in your area.”

      QA note: Unverified: value not supported by quote. Shown for transparency; not treated as a fact.

      bolteinsurance.com