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Red Oak Insurance

Based on public information · Profile not yet claimed

Independent agency

Offices: Lewisburg & Morgantown · West Virginia
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Red Oak Insurance is an independent insurance agency licensed in Lewisburg, WV. Its website lists offices in Lewisburg, Morgantown. Lines listed: Medicare, Life Insurance, Final Expense, Supplemental Insurance Plans, Annuities. Agency Match assessments based on public information: Business Partnerships low; Looking to Buy low. 12 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

1

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 · 15

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: 15/100 · Low confidence: few public facts

Why: Two or more documented offices

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. Two or more documented offices+15 pts

Total: 15 points → Agency Match score 15/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Low confidence: few public facts · 2 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.

  • Two documented office cities. Market segment A is descriptive context. Verified · +2 ptsredoakinsurancewv.com

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

    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: Niche specialty line documented; two or more documented offices

    • Niche specialty line documented · Medicare, Life Insurance, Final Expense, Supplemental Insurance Plans, Annuitiesredoakinsurancewv.com
    • Two or more documented offices · 9485 Seneca Trail South Lewisburg, WV 24901redoakinsurancewv.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.

    1. Niche specialty line documented+20 pts
    2. Two or more documented offices (supporting)+5 pts

    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 · 3 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 #100221597 (NPN 17964693), licensed at Lewisburg, WV

    sbs.naic.org
    ChannelPublicly sourced

    Independent agency

    “Red Oak Insurance is an independent insurance agency that specializes in the Senior Insurance market.”
    redoakinsurancewv.com
    OwnershipUnknown

    Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

    Website: redoakinsurancewv.com

    Locations & footprint

    Lewisburg, West Virginia

    Operating office · Southern

    PublishedBrowse city

    Morgantown, West Virginia

    Operating office · North Central

    PublishedBrowse city

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

    Highlights

    Medicare, Life Insurance, Final Expense, Supplemental Insurance Plans, Annuities

    Story so far

    1. —

      Family owned

      Published

    People & affiliations

    Cherie Austin, Jeff Austin, Katie Austin, Alicia SkaggsPublished

    Cherie Austin Jeff Austin Katie Austin Agent Alicia Skaggs Agent

    Names & entities

    RED OAK INSURANCERecord

    Legal name on license record

    Facts from published sources (12 verified)

    Office locationPublicly sourced

    9485 Seneca Trail South Lewisburg, WV 24901

    “Lewisburg Office Red Oak Insurance 9485 Seneca Trail South Lewisburg, WV 24901”
    redoakinsurancewv.com
    Office locationPublicly sourced

    1000 Coombs Farm Drive Building A Unit 104 Morgantown, WV 26508

    “Morgantown Office Red Oak Insurance 1000 Coombs Farm Drive Building A Unit 104 Morgantown, WV 26508”
    redoakinsurancewv.com
    IndependentPublicly sourced

    Independent insurance agency

    “Red Oak Insurance is an independent insurance agency that specializes in the Senior Insurance market.”
    redoakinsurancewv.com
    Ownership eventPublicly sourced

    Family owned

    “A Local, Family Owned Insurance Agency!”
    redoakinsurancewv.com
    Market servedPublicly sourced

    Senior Insurance market

    “Red Oak Insurance is an independent insurance agency that specializes in the Senior Insurance market.”
    redoakinsurancewv.com
    Line of businessPublicly sourced

    Medicare, Life Insurance, Final Expense, Supplemental Insurance Plans, Annuities

    “MEDICARE LIFE INSURANCE FINAL EXPENSE SUPPLEMENTAL INSURANCE PLANS ANNUITIES”
    redoakinsurancewv.com
    IndependentPublicly sourced

    independent insurance agency

    “Red Oak Insurance is an independent insurance agency that specializes in Senior Insurance Solutions and also offers a variety of other coverages.”
    redoakinsurancewv.com
    Office locationPublicly sourced

    9485 Seneca Trail South Lewisburg, WV 24901

    “Lewisburg Office Red Oak Insurance 9485 Seneca Trail South Lewisburg, WV 24901”
    redoakinsurancewv.com
    Office locationPublicly sourced

    1000 Coombs Farm Drive Building A Unit 104 Morgantown, WV 26508

    “Morgantown Office Red Oak Insurance 1000 Coombs Farm Drive Building A Unit 104 Morgantown, WV 26508”
    redoakinsurancewv.com
    LeadershipPublicly sourced

    Cherie Austin, Jeff Austin, Katie Austin, Alicia Skaggs

    “Cherie Austin Jeff Austin Katie Austin Agent Alicia Skaggs Agent”
    redoakinsurancewv.com
    Market servedPublicly sourced

    West Virginia

    “Our clients are located all across West Virginia, giving us a great feel for the insurance landscape.”
    redoakinsurancewv.com
    CarrierPublicly sourced

    represents 8 organizations

    “Currently, we represent 8 organizations which offer 75 products in your area.”
    redoakinsurancewv.com