Stevens Insurance Agency LLC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: West Chester · Ohio

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Stevens Insurance Agency LLC is a licensed insurance agency licensed in West Chester, OH. Lines listed: Auto Insurance, Homeowners Insurance, Commercial Package, Life Insurance. Founding or history: Jodi Stevens, CPA. Public information is not yet enough for an Agency Match assessment. 17 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: not enough public facts for a score.
Business Partnerships: not enough public facts for a score.

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 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: Three or more named leaders

Three or more named leaders · Molly Herbenickchoosestevens.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.

Three or more named leaders (supporting)+10 pts
- Molly Herbenickchoosestevens.com
- Jodi Stevens, CPAchoosestevens.com
- Leadership: Jodi Stevens, CPA Owner and Insurance Advisorchoosestevens.com
- Leadership: Alexis King Independent Insurance Advisorchoosestevens.com
- Leadership: Wes Wheeler Independent Insurance Advisorchoosestevens.com
- Leadership: Lori Smallwood Office Managerchoosestevens.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 · 6 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

Insufficient Evidence

No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; Years in operation are 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: Three or more named leaders

Three or more named leaders · Molly Herbenickchoosestevens.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.

Three or more named leaders (supporting)+5 pts
- Molly Herbenickchoosestevens.com
- Jodi Stevens, CPAchoosestevens.com
- Leadership: Jodi Stevens, CPA Owner and Insurance Advisorchoosestevens.com
- Leadership: Alexis King Independent Insurance Advisorchoosestevens.com
- Leadership: Wes Wheeler Independent Insurance Advisorchoosestevens.com
- Leadership: Lori Smallwood Office Managerchoosestevens.com

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 · 6 facts from 1 website.

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

Business Partnerships

Insufficient Evidence

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Why: Several documented lines of business

Several documented lines of business · Auto Insurance, Homeowners Insurance, Commercial Package, Life Insurancechoosestevens.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.

Several documented lines of business (supporting)+10 pts
- Auto Insurance, Homeowners Insurance, Commercial Package, Life Insurancechoosestevens.com
- Insurancechoosestevens.com
- Insurancechoosestevens.com
- Lines of business: Commercial Auto Insurancechoosestevens.com
- Lines of business: Commercial Umbrella Insurancechoosestevens.com
- Lines of business: General Liability Insurancechoosestevens.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 · 6 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 14679119), licensed at West Chester, 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: www.choosestevens.com

Locations & footprint

West Chester, Ohio

Operating office

PublishedBrowse city

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

Highlights

Auto Insurance, Homeowners Insurance, Commercial Package, Life InsuranceFounding: Jodi Stevens, CPA

People & affiliations

Molly HerbenickPublished

Molly Herbenick How To Prevent Frozen Pipes

Jodi Stevens, CPAPublished

Jodi Stevens, CPA, founded the company on the idea that financial success—both personal and business—happens when people take charge of their destinies and craft a plan for success

Jodi Stevens, CPA Owner and Insurance AdvisorPublished

Jodi Stevens, CPA Owner and Insurance Advisor

Alexis King Independent Insurance AdvisorPublished

Alexis King Independent Insurance Advisor

Wes Wheeler Independent Insurance AdvisorPublished

Wes Wheeler Independent Insurance Advisor

Lori Smallwood Office ManagerPublished

Lori Smallwood Office Manager

Names & entities

STEVENS INSURANCE AGENCY LLCRecord

Legal name on license record

Facts from published sources (17 verified)

Office locationPublicly sourced

West Chester, Ohio 45069

“Stevens Insurance Agency 8194 Liberty Way West Chester, Ohio 45069”