Phelan Insurance Agency INC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Versailles & West Chester · Ohio

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Phelan Insurance Agency INC is a licensed insurance agency licensed in Versailles, OH. Its website lists offices in Versailles, West Chester. Lines listed: Trucking, Hotel & Motel, Manufacturing, Ohio Public Schools, Contractor, Small Business, Agribusiness. Founding or history: 1949. Agency Match assessments based on public information: Business Partnerships medium; Looking to Buy low. 42 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: scored from documented acquisitions, growth and offices on the public record.
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

2 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

Low · 30

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

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

Why: Two or more documented offices; three or more named leaders; public history of 15+ years in business or in the industry

Two or more documented offices · 863 E Main St., Versailles OH 45380phelanins.com
Three or more named leaders · Todd and Brent Phelanphelanins.com
Public history of 15+ years in business or in the industry · 1949phelanins.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.

Two or more documented offices+15 pts
- 863 E Main St., Versailles OH 45380phelanins.com
- West Chester, OHphelanins.com
Three or more named leaders (supporting)+10 pts
- Todd and Brent Phelanphelanins.com
- Leadership: Todd Phelan President & CEOphelanins.com
- Leadership: Brent Phelan President & CEOphelanins.com
- Leadership: Jeff Francis COO & Risk Managerphelanins.com
Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1949phelanins.com

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 · 7 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 · 10

Acquisition Research Fit is low. Formation year 1949 is on a verified record (77 years in operation). Two documented office cities. Market segment A is descriptive context. 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 1949 is on a verified record (77 years in operation). Verified · +8 ptsphelanins.com
Two documented office cities. Market segment A is descriptive context. Verified · +2 ptsphelanins.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; three or more named leaders

Public history of 15+ years in business or in the industry · 1949phelanins.com
Three or more named leaders · Todd and Brent Phelanphelanins.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
- 1949phelanins.com
Three or more named leaders (supporting)+5 pts
- Todd and Brent Phelanphelanins.com
- Leadership: Todd Phelan President & CEOphelanins.com
- Leadership: Brent Phelan President & CEOphelanins.com
- Leadership: Jeff Francis COO & Risk Managerphelanins.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 · 5 facts from 1 website.

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

Business Partnerships

Medium · 50

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: 50/100 · Medium confidence: 3+ public facts

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

Niche specialty line documented · Trucking, Hotel & Motel, Manufacturing, Ohio Public Schools, Contractor, Small Business, Agribusinessphelanins.com
Three or more carriers named · Aetnaphelanins.com
Several documented lines of business · Trucking, Hotel & Motel, Manufacturing, Ohio Public Schools, Contractor, Small Business, Agribusinessphelanins.com
Two or more documented offices · 863 E Main St., Versailles OH 45380phelanins.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
- Trucking, Hotel & Motel, Manufacturing, Ohio Public Schools, Contractor, Small Business, Agribusinessphelanins.com
Three or more carriers named+15 pts
- Aetnaphelanins.com
- Anthemphelanins.com
- Medical Mutualphelanins.com
- Big 'I' Best Practices Agencyphelanins.com
- Alliedphelanins.com
- Acuityphelanins.com
- Chubbphelanins.com
- Cincinnati Insurancephelanins.com
- CNAphelanins.com
- Donegalphelanins.com
- Frankenmuthphelanins.com
- Grangephelanins.com
Several documented lines of business (supporting)+10 pts
- Trucking, Hotel & Motel, Manufacturing, Ohio Public Schools, Contractor, Small Business, Agribusinessphelanins.com
- General Liability, Commercial Property, Commercial Auto, Commercial Umbrella, Directors & Officers, Business Owners Poliphelanins.com
- Employee Benefits, Risk Management, Personalphelanins.com
- Trucking Insurance, Hotel & Motel Insurance, Manufacturing Insurance, Ohio Public Schools Insurance, Contractor Insurancphelanins.com
- Employee Benefits, Risk Management, Personalphelanins.com
- Lines of business: Innovative Employee Benefits Solutionsphelanins.com
- Lines of business: Contractorsphelanins.com
- Lines of business: Farm & Ranchphelanins.com
Two or more documented offices (supporting)+5 pts
- 863 E Main St., Versailles OH 45380phelanins.com
- West Chester, OHphelanins.com

Total: 50 points → Agency Match score 50/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 23 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 957581), licensed at Versailles, 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: phelanins.com

Locations & footprint

Versailles, Ohio

Operating office

PublishedBrowse city

West Chester, Ohio

Operating office

PublishedBrowse city

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

Highlights

Trucking, Hotel & Motel, Manufacturing, Ohio Public Schools, Contractor, Small Business, AgribusinessFounding: 1949

People & affiliations

Todd and Brent PhelanPublished

Today, over 75 years later, the agency is third-generation owned and operated by brothers Todd and Brent Phelan

Todd Phelan President & CEOPublished

Todd Phelan President & CEO

Brent Phelan President & CEOPublished

Brent Phelan President & CEO

Jeff Francis COO & Risk ManagerPublished

Jeff Francis COO & Risk Manager

Names & entities

PHELAN INSURANCE AGENCY INCRecord

Legal name on license record

Facts from published sources (42 verified, 1 unverified)

Office locationPublicly sourced

863 E Main St., Versailles OH 45380

“863 E Main St., Versailles OH 45380 8763 Union Centre Blvd., Suite 101, West Chester OH 45069”