Optimum Benefits INC
Based on public information · Profile not yet claimedIndependent agency
Offices: Twinsburg · OhioOptimum Benefits INC is an independent insurance agency licensed in Twinsburg, OH. Lines listed: Auto, Homeowners, Business, Life/Health, Medicare, Long-Term Care, Employee Benefits. Founding or history: 1996. Agency Match assessments based on public information: Business Partnerships medium; Mentorship & Peer Connections low. 39 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 carrier logos 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: scored from public signs of leadership, teaching and association ties.
- Business Partnerships: scored from carrier logos on the agency's website and from other public facts.
Research
Detailed profile
Geography
1 documented offices
Ownership events
2
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: Public history of 15+ years in business or in the industry
- Public history of 15+ years in business or in the industry · 1996taylorgrp.net
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)+5 pts
- 1996taylorgrp.net
Total: 5 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 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 1996 is on a verified record (30 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 1996 is on a verified record (30 years in operation). Verified · +5 ptstaylorgrp.net
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 · 30Public 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
- Insurance or business association membership · Community Associations, Greater Akron Chamber, NOACC, Ohio Insurance Agentstaylorgrp.net
- Public history of 15+ years in business or in the industry · 1996taylorgrp.net
- Public history of 30+ years in business or in the industry · 1996taylorgrp.net
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.
- Insurance or business association membership+15 pts
- Community Associations, Greater Akron Chamber, NOACC, Ohio Insurance Agentstaylorgrp.net
- Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1996taylorgrp.net
- Public history of 30+ years in business or in the industry (supporting)+5 pts
- 1996taylorgrp.net
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
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 · Auto, Homeowners, Business, Life/Health, Medicare, Long-Term Care, Employee Benefitstaylorgrp.net
- Three or more carriers named · Aetnataylorgrp.net
- Several documented lines of business · Auto, Home, Business, Life/Health, Medicare, LTC, Employee Benefitstaylorgrp.net
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
- Auto, Homeowners, Business, Life/Health, Medicare, Long-Term Care, Employee Benefitstaylorgrp.net
- Three or more carriers named+15 pts
- Aetnataylorgrp.net
- Ameritastaylorgrp.net
- Anthemtaylorgrp.net
- Cignataylorgrp.net
- Chubbtaylorgrp.net
- Erietaylorgrp.net
- Hagertytaylorgrp.net
- Humanataylorgrp.net
- Medical Mutualtaylorgrp.net
- Nationwidetaylorgrp.net
- Principal Financialtaylorgrp.net
- Progressivetaylorgrp.net
- Several documented lines of business (supporting)+10 pts
- Auto, Home, Business, Life/Health, Medicare, LTC, Employee Benefitstaylorgrp.net
- Auto, Home, Business, Life/Health, Medicare, LTC, Employee Benefitstaylorgrp.net
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 · 15 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 2213283), licensed at Twinsburg, OH
gateway.insurance.ohio.govIndependent agency
“See How Our Independent Insurance Agency Benefits You”taylorgrp.net
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: www.taylorgrp.net
Locations & footprint
Twinsburg, Ohio
Operating office
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
Story so far
- —
Began as Optimum Benefits
Published - —
Expanded through Taylor & Associates
Published
People & affiliations
As the organization’s President, Kurt manages the day to day operations.
Community Associations, Greater Akron Chamber, NOACC, Ohio Insurance Agents
Names & entities
Legal name on license record
Facts from published sources (39 verified, 3 unverified)
Twinsburg, Ohio 44087
“Twinsburg Office Taylor Insurance Group 9263 Ravenna Road Suite A12 Twinsburg , Ohio 44087”taylorgrp.net
Naples, Florida 34108
“Naples Office Taylor Insurance Group 1110 Pine Ridge Rd. Ste 301 Naples , Florida 34108”taylorgrp.net
1996
“Founded in 1996 as an independent insurance agency, the organization works with businesses and individuals to evaluate and satisfy their insurance needs.”taylorgrp.net
Auto, Homeowners, Business, Life/Health, Medicare, Long-Term Care, Employee Benefits
“Taylor Insurance Group specializes in Auto, Homeowners, Business, Life/Health, Medicare, Long-Term Care, and Employee Benefits”taylorgrp.net
Twinsburg, Powell, and Naples
“We proudly serve our Twinsburg, Powell, and Naples communities.”taylorgrp.net
Began as Optimum Benefits
“The organization initially began as Optimum Benefits, an employee benefits brokerage and consulting firm serving employers and individuals.”taylorgrp.net
Expanded through Taylor & Associates
“The company expanded services to include property & casualty insurance for individuals and businesses through Taylor & Associates.”taylorgrp.net
1996
“Founded in 1996 as an independent insurance agency, the organization works with businesses and individuals to evaluate and satisfy their insurance needs.”taylorgrp.net
Twinsburg, Ohio 44087
“Twinsburg Office Taylor Insurance Group 9263 Ravenna Road Suite A12 Twinsburg , Ohio 44087”taylorgrp.net
Naples, Florida 34108
“Naples Office Taylor Insurance Group 1110 Pine Ridge Rd. Ste 301 Naples , Florida 34108”taylorgrp.net
Auto, Home, Business, Life/Health, Medicare, LTC, Employee Benefits
“Taylor Insurance Group Provides Auto, Homeowners, Business, Life/Health, Medicare, Long-Term Care, and Employee Benefits to our Twinsburg, Powell, and Naples communities.”taylorgrp.net
Community Associations, Greater Akron Chamber, NOACC, Ohio Insurance Agents
“Associations Community Associations Greater Akron Chamber NOACC - Northern Ohio Area Chambers of Commerce Ohio Insurance Agents (OIA)”taylorgrp.net
Twinsburg, Powell, Naples
“Taylor Insurance Group Provides Auto, Homeowners, Business, Life/Health, Medicare, Long-Term Care, and Employee Benefits to our Twinsburg, Powell, and Naples communities.”taylorgrp.net
Twinsburg, Ohio 44087
“Twinsburg Office Taylor Insurance Group 9263 Ravenna Road Suite A12 Twinsburg , Ohio 44087”taylorgrp.net
Naples, Florida 34108
“Naples Office Taylor Insurance Group 1110 Pine Ridge Rd. Ste 301 Naples , Florida 34108”taylorgrp.net
Auto, Home, Business, Life/Health, Medicare, LTC, Employee Benefits
“Taylor Insurance Group Provides Auto, Homeowners, Business, Life/Health, Medicare, Long-Term Care, and Employee Benefits to our Twinsburg, Powell, and Naples communities.”taylorgrp.net
Independent Insurance Agency
“See How Our Independent Insurance Agency Benefits You”taylorgrp.net
John Woodward, President
“All Reviews John Woodward President”taylorgrp.net
Show 3 unverified facts (did not pass QA)
Independent insurance agency
“Founded in 1996 as an independent insurance agency, the organization works with businesses and individuals to evaluate and satisfy their insurance needs.”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
taylorgrp.netIndependent insurance agency
“As an independent insurance agency, Taylor Insurance Group has the ability to critically evaluate client’s insurance needs and provide multiple proposals from highly rated insurance carriers.”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
taylorgrp.netKurt E. Taylor, President
“As the organization’s President, Kurt manages the day to day operations.”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
taylorgrp.net