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Westgate Insurance Agency INC

Based on public information · Profile not yet claimed

Independent agency

Offices: Toledo · Ohio
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Westgate Insurance Agency INC is an independent insurance agency licensed in Toledo, OH. Lines listed: Life Insurance, Disability Insurance, Business Insurance, Personal Insurance. Founding or history: 1892. Agency Match assessments based on public information: Mentorship & Peer Connections low; Business Partnerships low. 14 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: scored from public signs of leadership, teaching and association ties.
  • 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: 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 · Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, North Carolina, Ohio, Pennsylvania, South westgateagency.com
  • Public history of 15+ years in business or in the industry · 1892westgateagency.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. Serves more than one state or a wide region (supporting)+10 pts
    • Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, westgateagency.com
  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 · 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 · 8

Acquisition Research Fit is low. Formation year 1892 is on a verified record (134 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 1892 is on a verified record (134 years in operation). Verified · +8 ptswestgateagency.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

Low · 30

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Agency Match score: 30/100 · Medium confidence: 3+ public facts

Why: Insurance or business association membership; public history of 15+ years in business or in the industry; public history of 30+ 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. Insurance or business association membership+15 pts
  2. Public history of 15+ years in business or in the industry (supporting)+10 pts
  3. Public history of 30+ years in business or in the industry (supporting)+5 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 · 3 facts from 1 website.

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

Business Partnerships

Low · 20

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: 20/100 · Medium confidence: 3+ public facts

Why: Serves more than one state or a wide region; several documented lines of business

  • Serves more than one state or a wide region · Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, North Carolina, Ohio, Pennsylvania, South westgateagency.com
  • Several documented lines of business · Life Insurance, Disability Insurance, Business Insurance, Personal Insurancewestgateagency.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. Serves more than one state or a wide region+10 pts
    • Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, westgateagency.com
  2. Several documented lines of business (supporting)+10 pts

Total: 20 points → Agency Match score 20/100, 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 957651), licensed at Toledo, OH

gateway.insurance.ohio.gov
ChannelPublicly sourced

Independent agency

“WIA is a trusted, independent insurance agency specializing in a wide range of personal and commercial insurance solutions”
westgateagency.com
OwnershipUnknown

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

Website: www.westgateagency.com

Locations & footprint

Toledo, Ohio

Operating office

PublishedBrowse city

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

Highlights

Life Insurance, Disability Insurance, Business Insurance, Personal InsuranceFounding: 1892

Story so far

  1. —

    family owned

    Published

People & affiliations

Steve Malczewski, AgentPublished

Our Team Steve Malczewski Agent Susie Williams Agent Susan Santana Agent Ana Modrowski Customer Service Agent Charlie Viertlbeck Agent

Steve (Staff Member)Incomplete

Steve put together a package that was 1. Better coverage than we had and 2. Far less than what we were paying previously.

Industry associationsPublished

Member of the BBB and the Chamber of Commerce

Names & entities

WESTGATE INSURANCE AGENCY INCRecord

Legal name on license record

Facts from published sources (14 verified, 2 unverified)

Office locationPublicly sourced

3450 W Central Ave Suite 344 Toledo, OH 43606

“OUR LOCATION 3450 W Central Ave Suite 344 Toledo, OH 43606”
westgateagency.com
IndependentPublicly sourced

Independent insurance agency

“WIA is a trusted, independent insurance agency specializing in a wide range of personal and commercial insurance solutions”
westgateagency.com
FoundingPublicly sourced

1892

“Protecting What Matters Most - Since 1892”
westgateagency.com
Office locationPublicly sourced

3450 W Central Ave Suite 344 Toledo, OH 43606

“OUR LOCATION 3450 W Central Ave Suite 344 Toledo, OH 43606”
westgateagency.com
FoundingPublicly sourced

1892

“Westgate Insurance Agency has been operating in Toledo, Ohio under the same name since 1942, but can trace our company history all the way back to 1892!”
westgateagency.com
IndependentPublicly sourced

independent insurance agency

“We are a family owned, independent insurance agency representing industry leading carriers who offer competitive rates and exceptional claims service.”
westgateagency.com
Ownership eventPublicly sourced

family owned

“We are a family owned, independent insurance agency representing industry leading carriers who offer competitive rates and exceptional claims service.”
westgateagency.com
Line of businessPublicly sourced

Life Insurance, Disability Insurance, Business Insurance, Personal Insurance

“Life Insurance Life and Annuities Disability Insurance Business Insurance Commercial Automobile Business Income Employment Practices Liability Employers Liability General Liability Professional Liability Umbrella Liability Surety and Fidelity Bonds Worker's Compensation Inland Marine Personal Insurance Automobile Antique & Classic Vehicles Boats & Yachts Recreational Vehicles Homeowners Renters Insurance Condominium Unit Owners Valuable Items & Fine Art Insurance Identity Theft Insurance Personal Umbrella”
westgateagency.com
Market servedPublicly sourced

Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, West Virginia, and Wisconsin

“WIA is licensed in the states of: Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, West Virginia, and Wisconsin.”
westgateagency.com
LeadershipPublicly sourced

Steve Malczewski, Agent

“Our Team Steve Malczewski Agent Susie Williams Agent Susan Santana Agent Ana Modrowski Customer Service Agent Charlie Viertlbeck Agent”
westgateagency.com
Office locationPublicly sourced

3450 W Central Ave Suite 344, Toledo, OH 43606

“OUR LOCATION 3450 W Central Ave Suite 344 Toledo, OH 43606”
westgateagency.com
Line of businessPublicly sourced

Disability Insurance, Life Insurance, Business Insurance, Personal Insurance

“Service* Life Insurance Business Insurance Personal Insurance”
westgateagency.com
AssociationPublicly sourced

Member of the BBB and the Chamber of Commerce

“You'll be pleased to know that we are a proud member of the BBB and the Chamber of Commerce.”
westgateagency.com
Line of businessPublicly sourced

Lines of business: The Commercial Auto Insurance Your Business Needs

“The Commercial Auto Insurance Your Business Needs”
westgateagency.com
Show 2 unverified facts (did not pass QA)
Line of businessDid not pass QA

Life, Business, Personal, Disability, Automobile, Boat, RV, Homeowners, Renters, Umbrella

“From auto and home to life and business insurance, we'll deliver the personalized service you can count on.”

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

westgateagency.com
LeadershipDid not pass QA

Steve (Staff Member)

“Steve put together a package that was 1. Better coverage than we had and 2. Far less than what we were paying previously.”

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

westgateagency.com