Williams Insurance Agency

Based on public information · Profile not yet claimed

Independent agency

Offices: Charleston · West Virginia

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Williams Insurance Agency is an independent insurance agency licensed in Charleston, WV. Lines listed: Auto, Home, Business, Life Insurance. Agency Match assessments based on public information: Business Partnerships low. 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.
Carrier partnerships: based on carriers named on the agency's website and 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: not enough public facts for a score.
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

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 · Matt Williams, Owner/Agentwilliamsinsuranceagencywv.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
- Matt Williams, Owner/Agentwilliamsinsuranceagencywv.com
- Matt Williams Owner/Agentwilliamsinsuranceagencywv.com
- Casey Mehaffey Agent/CSRwilliamsinsuranceagencywv.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 · 3 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 · Matt Williams, Owner/Agentwilliamsinsuranceagencywv.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
- Matt Williams, Owner/Agentwilliamsinsuranceagencywv.com
- Matt Williams Owner/Agentwilliamsinsuranceagencywv.com
- Casey Mehaffey Agent/CSRwilliamsinsuranceagencywv.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 · 3 facts from 1 website.

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

Business Partnerships

Low · 25

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: 25/100 · Medium confidence: 3+ public facts

Why: Three or more carriers named; several documented lines of business

Three or more carriers named · Erie Insurancewilliamsinsuranceagencywv.com
Several documented lines of business · Auto, Home, Business, Life Insurancewilliamsinsuranceagencywv.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.

Three or more carriers named+15 pts
- Erie Insurancewilliamsinsuranceagencywv.com
- Represents multiple companieswilliamsinsuranceagencywv.com
- Encompasswilliamsinsuranceagencywv.com
- Progressivewilliamsinsuranceagencywv.com
Several documented lines of business (supporting)+10 pts
- Auto, Home, Business, Life Insurancewilliamsinsuranceagencywv.com
- Auto, Home, Business, Life Insurancewilliamsinsuranceagencywv.com
- Auto, Home, and Personal Insurance; Business; Lifewilliamsinsuranceagencywv.com

Total: 25 points → Agency Match score 25/100, 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: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

West Virginia resident business-entity license #100109255 (NPN 9550839), licensed at Charleston, WV

sbs.naic.org

ChannelPublicly sourced

Independent agency

“Williams Insurance Agency is an independent agency serving clients in West Virginia.”

Williams Insurance Agency

Agency Match assessments

Looking to Buy

Open to Selling

Mentorship & Peer Connections

Business Partnerships

Record & channel

Locations & footprint

Highlights

People & affiliations

Names & entities

Facts from published sources (17 verified)