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Kay Lewis Insurance And Financial Services INC

Based on public information · Profile not yet claimed

Exclusive / Captive Agent — State Farm

Offices: Martinsburg · West Virginia
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Kay Lewis Insurance And Financial Services INC is an exclusive / captive agency for State Farm licensed in Martinsburg, WV. Lines listed: Insurance and Financial Services. Founding or history: 2005. Agency Match assessments based on public information: Mentorship & Peer Connections low. 8 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: not scored for this agency.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: scored from public signs of leadership, teaching and association ties.
  • Business Partnerships: not scored for this agency.

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

Not assessed

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Exclusive-carrier agency: the carrier governs ownership and appointments, so this is not assessed.

Open to Selling

Acquisition Research Fit

Low · 3

Acquisition Research Fit is low. Formation year 2005 is on a verified record (21 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.

  • Formation year 2005 is on a verified record (21 years in operation). Verified · +3 ptskaylewis.net

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

Low · 25

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Agency Match score: 25/100 · Low confidence: few public facts

Why: Insurance or business association membership; public history of 15+ years in business or in the industry

  • Insurance or business association membership · Chamber of Commercekaylewis.net
  • Public history of 15+ years in business or in the industry · 2005kaylewis.net
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. Insurance or business association membership+15 pts
  2. Public history of 15+ years in business or in the industry (supporting)+10 pts

Total: 25 points → Agency Match score 25/100, 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 principals want to mentor or be mentored.

Business Partnerships

Not assessed

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

Exclusive-carrier agency: the carrier governs ownership and appointments, so this is not assessed.

Record & channel

License recordPublicly sourced

West Virginia resident business-entity license #3003433167 (NPN 21415234), licensed at Martinsburg, WV

sbs.naic.org
ChannelPublicly sourced

Exclusive / Captive Agent — State Farm

“State Farm Insurance Agent Kay Lewis Skip to content FINRA's BrokerCheck Back *]:w-ful”
kaylewis.net
OwnershipUnknown

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

Website: kaylewis.net

Locations & footprint

Martinsburg, West Virginia

Operating office · Eastern Panhandle

PublishedBrowse city

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

Highlights

Insurance and Financial ServicesFounding: 2005

People & affiliations

Kay LewisPublished

State Farm® Insurance Agent - Martinsburg, WV Kay Lewis

Names & entities

KAY LEWIS INSURANCE AND FINANCIAL SERVICES INCRecord

Legal name on license record

Facts from published sources (8 verified)

Carrier channelPublicly sourced

State Farm

“State Farm Insurance Agent Kay Lewis Skip to content FINRA's BrokerCheck Back *]:w-ful”
kaylewis.net
Office locationPublicly sourced

Office location: 1885 Edwin Miller Blvd Martinsburg, WV 25404-7572

“1885 Edwin Miller Blvd Martinsburg, WV 25404-7572”
kaylewis.net
FoundingPublicly sourced

2005

“I opened my first office in Martinsburg in 2005”
kaylewis.net
LeadershipPublicly sourced

Kay Lewis

“State Farm® Insurance Agent - Martinsburg, WV Kay Lewis”
kaylewis.net
CarrierPublicly sourced

State Farm

“I am a Third Generation State Farm agent!”
kaylewis.net
Line of businessPublicly sourced

Insurance and Financial Services

“Insurance and Financial products offered Auto Home Life Renters Business Investments Insurance Motorcycle Condo Rec Vehicles Boat Pet Financial Services Annuities Banking Business Personal”
kaylewis.net
Market servedPublicly sourced

West Virginia, Maryland, Virginia

“As your agent for both West Virginia, Maryland and Virginia my team and I are ready to assist you with all your insurance needs.”
kaylewis.net
Chamber membershipPublicly sourced

Chamber of Commerce

“I also enjoy being active in my community, as I am a member of the Chamber of Commerce and Main Street Martinsburg.”
kaylewis.net