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Lisa Shepherd Ins Agency INC

Based on public information · Profile not yet claimed

Exclusive / Captive Agent — State Farm

Offices: New Martinsville · West Virginia
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Lisa Shepherd Ins Agency INC is an exclusive / captive agency for State Farm licensed in New Martinsville, WV. Lines listed: auto, home, renters, life, ATVs, motorcycle, boat, camper insurance. Founding or history: 1988. Agency Match assessments based on public information: Mentorship & Peer Connections medium. 11 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

Detailed profile

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 · 5

Acquisition Research Fit is low. Formation year 1988 is on a verified record (38 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 1988 is on a verified record (38 years in operation). Verified · +5 ptslisashepherd.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

Medium · 35

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

Agency Match score: 35/100 · Medium confidence: 3+ public facts

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

  • Insurance or business association membership · Chamber membership: State Farm Insurance Agent – Lisa Shepherdwetzeltylerchamber.org
  • Public history of 15+ years in business or in the industry · 1988lisashepherd.net
  • Insurance industry or carrier recognition · State Farm’s highest Legion of Honor Crystal Excellence Awardlisashepherd.net
What this rating was based on (3 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
  3. Insurance industry or carrier recognition+10 pts

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

Confidence (separate from the rating): Medium confidence: 3+ public facts · 3 facts from 2 websites.

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 #100135227 (NPN 16620814), licensed at New Martinsville, WV

sbs.naic.org
ChannelPublicly sourced

Exclusive / Captive Agent — State Farm

“State Farm Insurance Agent licensed in WV and OH! Skip to content Back *]:w-full [&_li”
lisashepherd.net
OwnershipUnknown

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

Website: www.lisashepherd.net

Locations & footprint

New Martinsville, West Virginia

Operating office · Northern Panhandle

PublishedBrowse city

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

Highlights

auto, home, renters, life, ATVs, motorcycle, boat, camper insuranceFounding: 1988

People & affiliations

Lisa Shepherd, State Farm AgentPublished

Lisa Shepherd Lisa Shepherd Ins Agcy Inc

Names & entities

LISA SHEPHERD INS AGENCY INCRecord

Legal name on license record

Facts from published sources (11 verified)

Carrier channelPublicly sourced

State Farm

“State Farm Insurance Agent licensed in WV and OH! Skip to content Back *]:w-full [&_li”
lisashepherd.net
ChannelPublicly sourced

Carrier channel: Lisa Shepherd - State Farm Insurance Agent in New Martinsville, WV

“Lisa Shepherd - State Farm Insurance Agent in New Martinsville, WV”
statefarm.com
Chamber membershipPublicly sourced

Chamber membership: State Farm Insurance Agent – Lisa Shepherd

“State Farm Insurance Agent – Lisa Shepherd”
wetzeltylerchamber.org
Markets servedPublicly sourced

Market served: State Farm Insurance Agent licensed in WV and OH!

“State Farm Insurance Agent licensed in WV and OH!”
lisashepherd.net
Office locationPublicly sourced

Office location: 1105 3rd Street New Martinsville, WV 26155-1574

“1105 3rd Street New Martinsville, WV 26155-1574”
lisashepherd.net
FoundingPublicly sourced

1988

“Lisa became a State Farm Agent in 1988”
lisashepherd.net
LeadershipPublicly sourced

Lisa Shepherd, State Farm Agent

“Lisa Shepherd Lisa Shepherd Ins Agcy Inc”
lisashepherd.net
CarrierPublicly sourced

State Farm Insurance Agent

“State Farm Insurance Agent licensed in WV and OH!”
lisashepherd.net
Line of businessPublicly sourced

auto, home, renters, life, ATVs, motorcycle, boat, camper insurance

“licensed in WV & OH auto insurance, home and renters insurance, life insurance, ATVs, motorcycle and side-by-side insurance, boat insurance, camper insurance.”
lisashepherd.net
AwardPublicly sourced

State Farm’s highest Legion of Honor Crystal Excellence Award

“Earned State Farm’s highest Legion of Honor Crystal Excellence Award in 2013.”
lisashepherd.net
Market servedPublicly sourced

New Martinsville, WV and surrounding area

“Lisa is proud to serve the New Martinsville community.”
lisashepherd.net