Mound Agency Of Ohio INC
Based on public information · Profile not yet claimedLicensed agency · channel not confirmed
Offices: Shelby · OhioMound Agency Of Ohio INC is a licensed insurance agency licensed in Shelby, OH. Lines listed: Life Insurance, Annuities, Long Term Care, Disability, Medicare, Final Expense, Umbrella, Youth Life, Worksite Life. Founding or history: 1994. Agency Match assessments based on public information: Business Partnerships medium. 23 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: 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 EvidencePublic 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 · Joe Wechter Ownermoundagency.com
- Public history of 15+ years in business or in the industry · 1994moundagency.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.
- Three or more named leaders (supporting)+10 pts
- Joe Wechter Ownermoundagency.com
- Sheila Wechter Fletcher Presidentmoundagency.com
- Lisa Korbas Vice Presidentmoundagency.com
- Cheryl Trisler Senior Case Managermoundagency.com
- Brady Fletcher Case Managermoundagency.com
- Leadership: Joe Wechter Ownermoundagency.com
- Leadership: Sheila Wechter Fletcher Presidentmoundagency.com
- Leadership: Lisa Korbas Vice Presidentmoundagency.com
- Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1994moundagency.com
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 · 9 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 · 5Acquisition Research Fit is low. Formation year 1994 is on a verified record (32 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 1994 is on a verified record (32 years in operation). Verified · +5 ptsmoundagency.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 EvidencePublic 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; three or more named leaders
- Public history of 15+ years in business or in the industry · 1994moundagency.com
- Three or more named leaders · Joe Wechter Ownermoundagency.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.
- Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1994moundagency.com
- Three or more named leaders (supporting)+5 pts
- Joe Wechter Ownermoundagency.com
- Sheila Wechter Fletcher Presidentmoundagency.com
- Lisa Korbas Vice Presidentmoundagency.com
- Cheryl Trisler Senior Case Managermoundagency.com
- Brady Fletcher Case Managermoundagency.com
- Leadership: Joe Wechter Ownermoundagency.com
- Leadership: Sheila Wechter Fletcher Presidentmoundagency.com
- Leadership: Lisa Korbas Vice Presidentmoundagency.com
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 · 9 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
Medium · 45Public 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 · Life Insurance, Annuities, Long Term Care, Disability, Medicare, Final Expense, Umbrella, Youth Life, Worksitemoundagency.com
- Three or more carriers named · American Nationalmoundagency.com
- Several documented lines of business · Life Insurance, Annuities, Long-Term Care, Disability Insurance, Medicare Supplement, Final Expense Insurance,moundagency.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.
- Niche specialty line documented+20 pts
- Life Insurance, Annuities, Long Term Care, Disability, Medicare, Final Expense, Umbrella, Youth Life, Worksite Lifemoundagency.com
- Three or more carriers named+15 pts
- American Nationalmoundagency.com
- Cincinnati Insurancemoundagency.com
- Mutual Of Omahamoundagency.com
- Nationwidemoundagency.com
- Prudentialmoundagency.com
- RLImoundagency.com
- Humanamoundagency.com
- Lincoln Financialmoundagency.com
- Several documented lines of business (supporting)+10 pts
- Life Insurance, Annuities, Long-Term Care, Disability Insurance, Medicare Supplement, Final Expense Insurance, Personal moundagency.com
- Life Insurance, Annuities, Long-Term Care, Disability Insurance, Medicare Supplement, Final Expense Insurance, Personal moundagency.com
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 · 11 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 1876201), licensed at Shelby, 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: moundagency.com
Locations & footprint
Shelby, Ohio
Operating office
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
People & affiliations
Joe Wechter Owner After many rewarding years in the business, I have retired from the day-to-day operations of Mound Agency.
Sheila Wechter Fletcher President Ext. 102 Growing up around Mound Agency, I learned the business from the ground up
Lisa Korbas Vice President Ext. 103 Lisa has been in the insurance business for 40 years, with the past 20 at Mound Agency.
Cheryl Trisler Senior Case Manager Ext. 101 Cheryl has spent her entire career in the insurance industry and has been a Senior Case Manager with Mound Agency for over 25 years.
Brady Fletcher Case Manager Ext. 104 Brady is currently a sophomore at Kent State University working on his insurance degree. He has his Life, Health, Property and Casualty licenses.
Joe Wechter Owner
Sheila Wechter Fletcher President
Lisa Korbas Vice President
Names & entities
Legal name on license record
Facts from published sources (23 verified, 2 unverified)
Shelby, OH - 102 W. Main St.
“Contact Us 102 W. Main St. Shelby, OH 44875”moundagency.com
1994
“DROP TICKET EXPRESS COMPLETE 30+ Years of Experience Serving agents since 1994.”moundagency.com
Life Insurance, Annuities, Long Term Care, Disability, Medicare, Final Expense, Umbrella, Youth Life, Worksite Life
“PRODUCT SOLUTIONS Coverage for every stage of life and business. Life Insu rance Term, whole life, universal life, IUL, and final expense solutions from leading carriers. Annuities Fixed, indexed, and income-focused solutions supported by experienced case guidance. Long Term Care Insurance Traditional and hybrid solutions designed to help protect income, assets, and independence. RLI Personal Umbrella Stand-alone personal umbrella coverage designed to provide added liability protection beyond a client’s underlying policies. Medicare Supplements Medicare Supplement options that help clients manage out-of-pocket costs and choose coverage with confidence. Final Expense/Guaranteed Issue Simplified and guaranteed-issue life solutions for clients who need accessible coverage with minimal underwriting. Disability Insurance Disability income solutions designed to help protect a client’s paycheck when illness or injury prevents them from working. Youth Life Insurance Permanent life insurance solutions for children designed to provide lasting protection and help preserve future insurability. Worksite Guaranteed Issue Life Guaranteed-issue life coverage offered through the workplace, making valuable protection easier for eligible employees to access.”moundagency.com
102 W. Main St. Shelby, OH 44875
“Contact Us 102 W. Main St. Shelby, OH 44875”moundagency.com
Joe Wechter Owner
“Joe Wechter Owner After many rewarding years in the business, I have retired from the day-to-day operations of Mound Agency.”moundagency.com
Sheila Wechter Fletcher President
“Sheila Wechter Fletcher President Ext. 102 Growing up around Mound Agency, I learned the business from the ground up”moundagency.com
Lisa Korbas Vice President
“Lisa Korbas Vice President Ext. 103 Lisa has been in the insurance business for 40 years, with the past 20 at Mound Agency.”moundagency.com
Cheryl Trisler Senior Case Manager
“Cheryl Trisler Senior Case Manager Ext. 101 Cheryl has spent her entire career in the insurance industry and has been a Senior Case Manager with Mound Agency for over 25 years.”moundagency.com
Brady Fletcher Case Manager
“Brady Fletcher Case Manager Ext. 104 Brady is currently a sophomore at Kent State University working on his insurance degree. He has his Life, Health, Property and Casualty licenses.”moundagency.com
Life Insurance, Annuities, Long-Term Care, Disability Insurance, Medicare Supplement, Final Expense Insurance, Personal Umbrella, Youth Life Insurance, Worksite Guaranteed Issue
“Coverage Solutions Life Insurance Annuities Long-Term Care Disability Insurance Medicare Supplement Final Expense Insurance Personal Umbrella Youth Life Insurance Worksite Guaranteed Issue”moundagency.com
102 West Main Street Shelby, OH 44875
“Visit Us 102 West Main Street Shelby, OH 44875”moundagency.com
Leadership: Sheila Wechter Fletcher President
“Sheila Wechter Fletcher President”moundagency.com
Leadership: Lisa Korbas Vice President
“Lisa Korbas Vice President”moundagency.com
Life Insurance, Annuities, Long-Term Care, Disability Insurance, Medicare Supplement, Final Expense Insurance, Personal Umbrella, Youth Life Insurance, Worksite Guaranteed Issue
“Coverage Solutions Life Insurance Annuities Long-Term Care Disability Insurance Medicare Supplement Final Expense Insurance Personal Umbrella Youth Life Insurance Worksite Guaranteed Issue”moundagency.com
Show 2 unverified facts (did not pass QA)
Independent Agency
“Mound Agency provides independent agents with carrier access, practical guidance, and personal support from people who genuinely care about helping each case move forward.”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
moundagency.comIndependence statement: Supporting independent agents with carrier access, case guidance and personal service.
“Supporting independent agents with carrier access, case guidance and personal service.”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
moundagency.com