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The Potomac Agency, LLC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Shepherdstown · West Virginia
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The Potomac Agency, LLC is a licensed insurance agency licensed in Shepherdstown, WV. Lines listed: Insurance, Wealth Management, Estate Planning. Founding or history: 2017. Public information is not yet enough for an Agency Match assessment. 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.
  • 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: not enough public facts for a score.

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

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: 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 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

    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

      Insufficient Evidence

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

      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: Which partnerships the agency would welcome; Carrier appointments not published online.

        Record & channel

        License recordPublicly sourced

        West Virginia resident business-entity license #3001125408 (NPN 19751868), licensed at Shepherdstown, 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: www.thepotomacagency.com

        Locations & footprint

        Shepherdstown, 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, Wealth Management, Estate PlanningFounding: 2017

        People & affiliations

        Principal Advisor Tyler TorlonePublished

        The Potomac Agency was founded in 2017 by Principal Advisor Tyler Torlone

        Industry associationsPublished

        Supporting local organizations

        Names & entities

        THE POTOMAC AGENCY, LLCRecord

        Legal name on license record

        Facts from published sources (8 verified)

        Office locationPublicly sourced

        Shepherdstown, WV 25443

        “The Potomac Agency PO BOX 1080 201 S. Princess Street Shepherdstown, WV 25443”
        thepotomacagency.com
        Market servedPublicly sourced

        Individuals and families

        “we help individuals and families navigate life's most important financial decisions”
        thepotomacagency.com
        AssociationPublicly sourced

        Supporting local organizations

        “As a local firm, we are here for you in person, supporting local organizations and showing up when you need us most.”
        thepotomacagency.com
        FoundingPublicly sourced

        2017

        “The Potomac Agency was founded in 2017 by Principal Advisor Tyler Torlone”
        thepotomacagency.com
        LeadershipPublicly sourced

        Principal Advisor Tyler Torlone

        “The Potomac Agency was founded in 2017 by Principal Advisor Tyler Torlone”
        thepotomacagency.com
        Office locationPublicly sourced

        Shepherdstown, WV 25443

        “The Potomac Agency PO BOX 1080 201 S. Princess Street Shepherdstown, WV 25443”
        thepotomacagency.com
        Line of businessPublicly sourced

        Insurance, Wealth Management, Estate Planning

        “Through a seamless blend of insurance, wealth management, and estate planning”
        thepotomacagency.com
        Market servedPublicly sourced

        Jefferson County, Potomac Region, Washington D.C. area

        “deeply rooted in Jefferson County and committed to the families and businesses across the four-state Potomac Region and greater Washington D.C. area”
        thepotomacagency.com