agencymatchClaim your agency
All agencies
UI

United Insurance Solutions,llc

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Licensed in Man, WV · offices not yet documented
Claim this profileOwn this agency? Claim it to confirm or correct these details.
Compare

United Insurance Solutions,llc is a licensed insurance agency licensed in Man, WV. Lines listed: Medical Insurance, Dental, Vision, Senior Medical, Critical Illness, Life Insurance, Term Life, Universal Life, Accident. Founding or history: 2011. Agency Match assessments based on public information: Business Partnerships low. 13 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • 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: 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 specialties, markets and carriers published on the agency's website.

Research

Detailed profile

Geography

Licensed in Man, WV · offices not yet documented

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; public history of 15+ years in business or in the industry

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. Three or more named leaders (supporting)+10 pts
  2. Public history of 15+ years in business or in the industry (supporting)+5 pts

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 agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 3

Acquisition Research Fit is low. Formation year 2011 is on a verified record (15 years in operation). 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.

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

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. Public history of 15+ years in business or in the industry (supporting)+10 pts
  2. Three or more named leaders (supporting)+5 pts

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

Low · 30

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: 30/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; several documented lines of business

  • Niche specialty line documented · Medical Insurance, Dental, Vision, Senior Medical, Critical Illness, Life Insurance, Term Life, Universal Lifeunitedinsurancesolutions.org
  • Several documented lines of business · Medical Insurance, Dental and Vision, Senior Medical Insurance, Critical Illness, Life Insurance, Term Life Inunitedinsurancesolutions.org
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
    • Medical Insurance, Dental, Vision, Senior Medical, Critical Illness, Life Insurance, Term Life, Universal Life, Accidentunitedinsurancesolutions.org
  2. Several documented lines of business (supporting)+10 pts
    • Medical Insurance, Dental and Vision, Senior Medical Insurance, Critical Illness, Life Insurance, Term Life Insurance, Uunitedinsurancesolutions.org
    • Medical Insurance, Dental and Vision, Senior Medical Insurance, Critical Illness, Life Insurance, Term Life Insurance, Uunitedinsurancesolutions.org

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 · 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 #3003342746 (NPN 21358349), licensed at Man, 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.

Website: unitedinsurancesolutions.org

Locations & footprint

Man, West Virginia

Licensed in state · Southern

RecordBrowse city

State and license records do not establish an operating office or a complete service area.

Highlights

Medical Insurance, Dental, Vision, Senior Medical, Critical Illness, Life Insurance, Term Life, Universal Life, Accident, AD&D, Property and CasualtyFounding: 2011

People & affiliations

Cole J. Romey - Vice President of Finance and OperationsPublished

Cole J. Romey VICE PRESIDENT OF FINANCE AND OPERATIONS

Michael Loyd - Vice President & Broker/AgentPublished

Michael Loyd VICE PRESIDENT & BROKER/AGENT

Michael Loyd took over leadership of UISI in 2021Published

Michael completed his MBA in 2020, and in 2021 took over leadership of UISI.

Names & entities

UNITED INSURANCE SOLUTIONS,LLCRecord

Legal name on license record

Facts from published sources (13 verified)

Line of businessPublicly sourced

Medical Insurance, Dental, Vision, Senior Medical, Critical Illness, Life Insurance, Term Life, Universal Life, Accident, AD&D, Property and Casualty

“Our Solutions Medical Insurance Dental and Vision Senior Medical Insurance Critical Illness Life Insurance Term Life Insurance Universal Life Insurance More Solutions Accident Insurance Accidental Death and Dismemberment Property and Casualty”
unitedinsurancesolutions.org
Market servedPublicly sourced

UPCI-credentialed ministers in the U.S. and Canada

“United Insurance Solutions, Inc. serves the UPCI as a faith-based insurance agency providing insurance products to UPCI-credentialed ministers in the U.S. and Canada.”
unitedinsurancesolutions.org
CarrierPublicly sourced

Part of the Stewardship Group

“United Insurance Solutions | A Part of the Stewardship Group”
unitedinsurancesolutions.org
FoundingPublicly sourced

2011

“We were first established in 2011, under the leadership of General Superintendent, David Bernard, Former General Secretary, Jerry Jones, and The Stewardship Group founder, Stephen Drury”
unitedinsurancesolutions.org
LeadershipPublicly sourced

Cole J. Romey - Vice President of Finance and Operations

“Cole J. Romey VICE PRESIDENT OF FINANCE AND OPERATIONS”
unitedinsurancesolutions.org
LeadershipPublicly sourced

Michael Loyd - Vice President & Broker/Agent

“Michael Loyd VICE PRESIDENT & BROKER/AGENT”
unitedinsurancesolutions.org
LeadershipPublicly sourced

Michael Loyd took over leadership of UISI in 2021

“Michael completed his MBA in 2020, and in 2021 took over leadership of UISI.”
unitedinsurancesolutions.org
Line of businessPublicly sourced

Medical Insurance, Dental and Vision, Senior Medical Insurance, Critical Illness, Life Insurance, Term Life Insurance, Universal Life Insurance, Accident Insurance, Accidental Death and Dismemberment, Property and Casualty

“Our Services Medical Insurance Dental and Vision Senior Medical Insurance Critical Illness Life Insurance Term Life Insurance Universal Life Insurance More Solutions Accident Insurance Accidental Death and Dismemberment Property and Casualty”
unitedinsurancesolutions.org
Market servedPublicly sourced

U.S. and Canada

“Since 2011, we have expanded to offer a variety of insurance programs in the U.S. and Canada.”
unitedinsurancesolutions.org
FoundingPublicly sourced

2011

“We were first established in 2011, under the leadership of General Superintendent, David Bernard, Former General Secretary, Jerry Jones, and The Stewardship Group founder, Stephen Drury”
unitedinsurancesolutions.org
Line of businessPublicly sourced

Medical Insurance, Dental and Vision, Senior Medical Insurance, Critical Illness, Life Insurance, Term Life Insurance, Universal Life Insurance, Accident Insurance, Accidental Death and Dismemberment, Property and Casualty

“Our Services Medical Insurance Dental and Vision Senior Medical Insurance Critical Illness Life Insurance Term Life Insurance Universal Life Insurance More Solutions Accident Insurance Accidental Death and Dismemberment Property and Casualty”
unitedinsurancesolutions.org
Market servedPublicly sourced

U.S. and Canada

“Since 2011, we have expanded to offer a variety of insurance programs in the U.S. and Canada.”
unitedinsurancesolutions.org
LeadershipPublicly sourced

Richard Lovall, President

“Ex Officio Richard Lovall – President”
unitedinsurancesolutions.org