Compass Insurance Services LLC

Based on public information · Profile not yet claimed

Independent agency

Offices: Toledo · Ohio

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Compass Insurance Services LLC is an independent insurance agency licensed in Toledo, OH. Lines listed: Personal and Business Insurance. Founding or history: 2010. Agency Match assessments based on public information: Business Partnerships medium. 33 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

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; public history of 15+ years in business or in the industry

Serves more than one state or a wide region · Toledo, OH and surrounding areas including Sylvania, Ottawa Hills, Perrysburg, Oregon, and Michigancompassinsurancetoledo.com
Public history of 15+ years in business or in the industry · 2010compassinsurancetoledo.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.

Serves more than one state or a wide region (supporting)+10 pts
- Toledo, OH and surrounding areas including Sylvania, Ottawa Hills, Perrysburg, Oregon, and Michigancompassinsurancetoledo.com
Public history of 15+ years in business or in the industry (supporting)+5 pts
- 2010compassinsurancetoledo.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 · 2 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 · 3

Acquisition Research Fit is low. Formation year 2010 is on a verified record (16 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 2010 is on a verified record (16 years in operation). Verified · +3 ptscompassinsurancetoledo.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 15+ years in business or in the industry · 2010compassinsurancetoledo.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)+10 pts
- 2010compassinsurancetoledo.com

Total: 10 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 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 · Lines of business: Cyber Liability Insurancecompassinsurancetoledo.com
Three or more carriers named · Carrier relationship: 14 carrier partnershipscompassinsurancetoledo.com
Serves more than one state or a wide region · Toledo, OH and surrounding areas including Sylvania, Ottawa Hills, Perrysburg, Oregon, and Michigancompassinsurancetoledo.com
Several documented lines of business · Personal and Business Insurancecompassinsurancetoledo.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.

Niche specialty line documented+20 pts
- Lines of business: Cyber Liability Insurancecompassinsurancetoledo.com
Three or more carriers named+15 pts
- Carrier relationship: 14 carrier partnershipscompassinsurancetoledo.com
- Grangecompassinsurancetoledo.com
- Dairylandcompassinsurancetoledo.com
- Foremostcompassinsurancetoledo.com
- Hagertycompassinsurancetoledo.com
- Liberty Mutualcompassinsurancetoledo.com
- National Generalcompassinsurancetoledo.com
- Nationwidecompassinsurancetoledo.com
- Ohio Fair Plancompassinsurancetoledo.com
- Progressivecompassinsurancetoledo.com
Serves more than one state or a wide region+10 pts
- Toledo, OH and surrounding areas including Sylvania, Ottawa Hills, Perrysburg, Oregon, and Michigancompassinsurancetoledo.com
Several documented lines of business (supporting)+10 pts
- Personal and Business Insurancecompassinsurancetoledo.com
- Home, Auto, Renters, Motorcycle, Watercraftcompassinsurancetoledo.com
- Business Owners, General Liability, Commercial Umbrella, Commercial Property, Business Autocompassinsurancetoledo.com
- Lines of business: Workers' Compensation Insurancecompassinsurancetoledo.com
- Lines of business: Errors & Omissions Liability Insurancecompassinsurancetoledo.com
- Lines of business: Flood Insurancecompassinsurancetoledo.com
- Lines of business: Liquor Liability Insurancecompassinsurancetoledo.com
- Lines of business: Surety Bondscompassinsurancetoledo.com
- Lines of business: Inland Marine Insurancecompassinsurancetoledo.com
- Lines of business: Key Man Life Insurancecompassinsurancetoledo.com

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 · 22 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 15655784), licensed at Toledo, OH

gateway.insurance.ohio.gov

ChannelPublicly sourced

Independent agency

“As an independent insurance agency, we have access to dozens of insurance companies, resulting in a broad selection of personal and business insurance”

Compass Insurance Services LLC

Agency Match assessments

Looking to Buy

Open to Selling

Mentorship & Peer Connections

Business Partnerships

Record & channel

Locations & footprint

Highlights

Story so far

People & affiliations

Names & entities

Facts from published sources (33 verified, 1 unverified)