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Optimal Insurance Solutions LLC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Elkview · West Virginia
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Optimal Insurance Solutions LLC is a licensed insurance agency licensed in Elkview, WV. Lines listed: Home, Auto, Business, Life, Health. Public information is not yet enough for an Agency Match assessment. 5 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • 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

Some research

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: Not enough public information for this assessment.

What this rating was based on (0 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.

No factor in this rubric was found in public information.

    Total: 0 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 · 0 facts from 0 websites.

    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: Not enough public information for this assessment.

    What this rating was based on (0 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.

    No factor in this rubric was found in public information.

      Total: 0 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 · 0 facts from 0 websites.

      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

      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.

      1. Several documented lines of business (supporting)+10 pts

      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 · 1 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 #3000707405 (NPN 19336930), licensed at Elkview, WV

      sbs.naic.org
      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.

      Locations & footprint

      Elkview, West Virginia

      Operating office · Kanawha Valley

      PublishedBrowse city

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

      Highlights

      Home, Auto, Business, Life, Health

      People & affiliations

      Donald Smith, PartnerPublished

      Our Team Donald Smith, Partner Donald Smith, Partner Donald Smith, Partner Donald has years of experience in various fields of insurance services and most recently acted as the Director of Sales for Capital Insurance Gro

      Tia Smith, PartnerPublished

      Tia Smith, Partner Donald Smith, Partner Donald Smith, Partner Tia is a Registered Dental Hygienist in Charleston, WV. She contributes to the Optimal Insurance Solutions team on an operational level to make sure that all

      Names & entities

      OPTIMAL INSURANCE SOLUTIONS LLCRecord

      Legal name on license record

      Facts from published sources (5 verified)

      Office locationPublicly sourced

      4044 Indian Creek Road Elkview, WV 25071 US

      “Optimal Insurance Solutions 4044 Indian Creek Road Elkview, WV 25071 US”
      optimalinsurancesolutions.com
      LeadershipPublicly sourced

      Donald Smith, Partner

      “Our Team Donald Smith, Partner Donald Smith, Partner Donald Smith, Partner Donald has years of experience in various fields of insurance services and most recently acted as the Director of Sales for Capital Insurance Group in Charleston, WV.”
      optimalinsurancesolutions.com
      LeadershipPublicly sourced

      Tia Smith, Partner

      “Tia Smith, Partner Donald Smith, Partner Donald Smith, Partner Tia is a Registered Dental Hygienist in Charleston, WV. She contributes to the Optimal Insurance Solutions team on an operational level to make sure that all of our clients are receiving their unique personalized insurance plans.”
      optimalinsurancesolutions.com
      Line of businessPublicly sourced

      Home, Auto, Business, Life, Health

      “Ask us about: Home Auto Business Life Health”
      optimalinsurancesolutions.com
      Market servedPublicly sourced

      Charleston, WV

      “Donald has years of experience in various fields of insurance services and most recently acted as the Director of Sales for Capital Insurance Group in Charleston, WV.”
      optimalinsurancesolutions.com