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Davis Insurance Group LLC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Westover & Weston & Morgantown · West Virginia
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Davis Insurance Group LLC is a licensed insurance agency licensed in Morgantown, WV. Its website lists offices in Westover, Weston, Morgantown. Lines listed: Personal Insurance, Commercial Insurance, Life Insurance, Health Insurance, Farm Insurance. Agency Match assessments based on public information: Business Partnerships medium; Looking to Buy low; Mentorship & Peer Connections low. 20 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: scored from public signs of leadership, teaching and association ties.
  • Business Partnerships: scored from specialties, markets and carriers published on the agency's website.

Research

Detailed profile

Geography

3 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

Low · 34

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

Capped at Low: size, reach and staff depth are supporting signals only. A Medium or High needs at least one independent buyer signal (a documented acquisition, growth by acquisition or a documented expansion).

Agency Match score: 34/100 · Medium confidence: 3+ public facts

Why: Two or more documented offices; serves more than one state or a wide region; three or more named leaders

  • Two or more documented offices · Office location: 179 Holland Avenue Westover, WV 26501davisinsuranceadvisors.com
  • Serves more than one state or a wide region · Morgantown, Weston, Glenville, WV, Uniontown, PA and surrounding areasdavisinsuranceadvisors.com
  • Three or more named leaders · Leadership: Samantha McIe Personal Insurance Supervisordavisinsuranceadvisors.com
  • Size-only cap (policy P-SIZE): no independent buyer signal
What this rating was based on (4 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. Two or more documented offices+15 pts
  2. Serves more than one state or a wide region (supporting)+10 pts
  3. Three or more named leaders (supporting)+10 pts
  4. Size-only cap (policy P-SIZE): no independent buyer signal (supporting)-1 pts

    Total: 34 points → Agency Match score 34/100, capped at Low by the size gate (size signals alone cannot give Medium or High).

    Confidence (separate from the rating): Medium confidence: 3+ public facts · 7 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

    Low · 20

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

    Agency Match score: 20/100 · Medium confidence: 3+ public facts

    Why: Insurance or business association membership; 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. Insurance or business association membership+15 pts
    2. Three or more named leaders (supporting)+5 pts

    Total: 20 points → Agency Match score 20/100, rated Low (High at 60+, Medium at 35+).

    Confidence (separate from the rating): Medium confidence: 3+ public facts · 4 facts from 1 website.

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

    Business Partnerships

    Medium · 45

    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: 45/100 · Medium confidence: 3+ public facts

    Why: Niche specialty line documented; serves more than one state or a wide region; several documented lines of business

    • Niche specialty line documented · Personal Insurance, Commercial Insurance, Life Insurance, Health Insurance, Farm Insurancedavisinsuranceadvisors.com
    • Serves more than one state or a wide region · Morgantown, Weston, Glenville, WV, Uniontown, PA and surrounding areasdavisinsuranceadvisors.com
    • Several documented lines of business · Personal Insurance, Commercial Insurance, Life Insurance, Health Insurance, Farm Insurancedavisinsuranceadvisors.com
    • Two or more documented offices · Office location: 179 Holland Avenue Westover, WV 26501davisinsuranceadvisors.com
    What this rating was based on (4 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. Serves more than one state or a wide region+10 pts
    3. Several documented lines of business (supporting)+10 pts
    4. Two or more documented offices (supporting)+5 pts

    Total: 45 points → Agency Match score 45/100, rated Medium (High at 60+, Medium at 35+).

    Confidence (separate from the rating): Medium confidence: 3+ public facts · 8 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 #3001726585 (NPN 20192220), licensed at Morgantown, 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: davisinsuranceadvisors.com

    Locations & footprint

    Westover, West Virginia

    Operating office · North Central

    PublishedBrowse city

    Weston, West Virginia

    Operating office · North Central

    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

    Personal Insurance, Commercial Insurance, Life Insurance, Health Insurance, Farm Insurance

    People & affiliations

    Samantha McIe Personal Insurance SupervisorPublished

    Samantha McIe Personal Insurance Supervisor

    Tammie Campbell Commercial Insurance SupervisorPublished

    Tammie Campbell Commercial Insurance Supervisor

    Industry associationsPublished

    Treasurer of Empty Bowls Monongalia

    Names & entities

    DAVIS INSURANCE GROUP LLCRecord

    Legal name on license record

    DAVIS INSURANCE GROUPRecord

    DBA / also operating as (license record)

    Facts from published sources (20 verified)

    Office locationPublicly sourced

    Office location: 179 Holland Avenue Westover, WV 26501

    “179 Holland Avenue Westover, WV 26501”
    davisinsuranceadvisors.com
    Office locationPublicly sourced

    Offices in Westover, Morgantown and Weston, WV

    “Offices in Westover, Morgantown and Weston, WV.”
    davisinsuranceadvisors.com
    Line of businessPublicly sourced

    Personal Insurance, Commercial Insurance, Life Insurance, Health Insurance, Farm Insurance

    “Personal Insurance Commercial Insurance Life Insurance Health Insurance Farm Insurance”
    davisinsuranceadvisors.com
    Market servedPublicly sourced

    Morgantown, Weston, Glenville, WV, Uniontown, PA and surrounding areas

    “Proudly serving Morgantown, Weston, Glenville, WV, Uniontown, PA and surrounding areas.”
    davisinsuranceadvisors.com
    Market servedPublicly sourced

    Licensed in WV, PA, MD, NC, SC, GA, TN, CO, VA, FL, KY, OH, MO, WY, MT, WA, and OR

    “Licensed in WV, PA, MD, NC, SC, GA, TN, CO, VA, FL, KY, OH, MO, WY, MT, WA, and OR.”
    davisinsuranceadvisors.com
    CarrierPublicly sourced

    Property & Casualty, Life & Health agency

    “Property & Casualty, Life & Health”
    davisinsuranceadvisors.com
    Office locationPublicly sourced

    Office location: 179 Holland Avenue Westover, WV 26501

    “179 Holland Avenue Westover, WV 26501”
    davisinsuranceadvisors.com
    Office locationPublicly sourced

    Morgantown, WV

    “Morgantown Location Katie Luckini Commercial Insurance Advisor”
    davisinsuranceadvisors.com
    Office locationPublicly sourced

    Weston, WV

    “Weston Location Tammie Campbell Commercial Insurance Supervisor”
    davisinsuranceadvisors.com
    LeadershipPublicly sourced

    Leadership: Samantha McIe Personal Insurance Supervisor

    “Samantha McIe Personal Insurance Supervisor”
    davisinsuranceadvisors.com
    LeadershipPublicly sourced

    Leadership: Tammie Campbell Commercial Insurance Supervisor

    “Tammie Campbell Commercial Insurance Supervisor”
    davisinsuranceadvisors.com
    Line of businessPublicly sourced

    Personal Insurance, Commercial Insurance, Life Insurance, Health Insurance, Farm Insurance

    “Personal Insurance Commercial Insurance Life Insurance Health Insurance Farm Insurance”
    davisinsuranceadvisors.com
    Market servedPublicly sourced

    Morgantown, Weston, Glenville, WV, Uniontown, PA

    “Proudly serving Morgantown, Weston, Glenville, WV, Uniontown, PA and surrounding areas.”
    davisinsuranceadvisors.com
    AssociationPublicly sourced

    Treasurer of Empty Bowls Monongalia

    “Tyler is a member of the Integrity Chapter of BNI in Morgantown, and currently serves as Treasurer of Empty Bowls Monongalia.””
    davisinsuranceadvisors.com
    Office locationPublicly sourced

    Office location: 179 Holland Avenue Westover, WV 26501

    “179 Holland Avenue Westover, WV 26501”
    davisinsuranceadvisors.com
    Line of businessPublicly sourced

    Lines of business: Property & Casualty, Life & Health

    “Property & Casualty, Life & Health”
    davisinsuranceadvisors.com
    Line of businessPublicly sourced

    Personal Insurance, Commercial Insurance, Life Insurance, Health Insurance, Farm Insurance

    “What We Do Personal Insurance Commercial Insurance Life Insurance Health Insurance Farm Insurance”
    davisinsuranceadvisors.com
    Market servedPublicly sourced

    Morgantown, Weston, Glenville, WV, Uniontown, PA and surrounding areas

    “Proudly serving Morgantown, Weston, Glenville, WV, Uniontown, PA and surrounding areas.”
    davisinsuranceadvisors.com
    Market servedPublicly sourced

    Licensed in WV, PA, MD, NC, SC, GA, TN, CO, VA, FL, KY, OH, MO, WY, MT, WA, and OR

    “Licensed in WV, PA, MD, NC, SC, GA, TN, CO, VA, FL, KY, OH, MO, WY, MT, WA, and OR.”
    davisinsuranceadvisors.com
    LeadershipPublicly sourced

    Tyler Davis, Principal

    “Westover Location Tyler Davis, CLCS Principal”
    davisinsuranceadvisors.com