agencymatchClaim your agency
All agencies
HI

Heritage Ins Agency

Based on public information · Profile not yet claimed

Independent agency

Offices: Westover · West Virginia
Claim this profileOwn this agency? Claim it to confirm or correct these details.
Compare

Heritage Ins Agency is an independent insurance agency licensed in Westover, WV. Lines listed: Home, Auto, Mobile Home, Renters, Farm, Business, Small Commercial, Life. Founding or history: 1996. Agency Match assessments based on public information: Business Partnerships low; Open to Selling low. 15 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 enough public facts for a score.
  • Open to Selling: scored from public signs an ownership change could be considered. A long-serving founder is only a weak clue.
  • 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

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: 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 · 5

Acquisition Research Fit is low. Formation year 1996 is on a verified record (30 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 1996 is on a verified record (30 years in operation). Verified · +5 ptsheritageagencywv.com

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; public history of 30+ years in business or in the industry; community recognition

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. Public history of 15+ years in business or in the industry (supporting)+10 pts
  2. Public history of 30+ years in business or in the industry (supporting)+5 pts
  3. Community recognition (supporting)+5 pts
  4. Three or more named leaders (supporting)+5 pts

Total: 25 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 · 7 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 · Low confidence: few public facts

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

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
  2. Several documented lines of business (supporting)+10 pts

Total: 30 points → Agency Match score 30/100, 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: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

West Virginia resident business-entity license #100146119 (NPN 16829807), licensed at Westover, WV

sbs.naic.org
ChannelPublicly sourced

Independent agency

“As an independent agency, we partner with a variety of top insurance providers”
heritageagencywv.com
OwnershipUnknown

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

Website: heritageagencywv.com

Locations & footprint

Westover, West Virginia

Operating office · North Central

PublishedBrowse city

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

Highlights

Home, Auto, Mobile Home, Renters, Farm, Business, Small Commercial, LifeFounding: 1996

People & affiliations

Chris Boyles, Agent, Co-FounderPublished

Chris Boyles, Agent, Co-Founder Meet Chris Boyles, a seasoned expert in the insurance industry since 1985 and a proud co-founder of Heritage Insurance Agency!

Lisa Boyles, Agent, Co-FounderPublished

Lisa Boyles, Agent, Co-Founder Meet Lisa Boyles, a proud Morgantown native, WVU alum, and co-founder of Heritage Insurance Agency!

Clark Boyles, Senior AgentPublished

Clark Boyles, Senior Agent Meet Clark Boyles, a Morgantown native and proud son of Chris and Lisa!

Morgan Boyles, Marketing DirectorPublished

Morgan Boyles, Marketing Director Morgan is passionate about faith, fitness, and creativity and is dedicated to carrying on the family legacy at Heritage Insurance Agency in the years to come.

Names & entities

HERITAGE INS AGENCYRecord

Legal name on license record

Facts from published sources (15 verified)

FoundingPublicly sourced

1996

“Family owned and operated since 1996.”
heritageagencywv.com
Office locationPublicly sourced

101 Holland Ave, Westover, WV 26501

“Heritage Insurance Agency 101 Holland Ave, Westover, WV 26501”
heritageagencywv.com
IndependentPublicly sourced

Independent agency

“As an independent agency, we partner with a variety of top insurance providers”
heritageagencywv.com
Line of businessPublicly sourced

Home, Auto, Mobile Home, Renters, Farm, Business, Small Commercial, Life

“Home • Auto • Mobile Home • Renters • Farm • Business • Small Commercial • Life”
heritageagencywv.com
Market servedPublicly sourced

North Central West Virginia

“Serving North Central West Virginia.”
heritageagencywv.com
AwardPublicly sourced

Award: Four-time Best of Morgantown Winner

“Four-time Best of Morgantown Winner”
heritageagencywv.com
FoundingPublicly sourced

1996

“Heritage Insurance Agency has been a trusted independent insurance provider since 1996.”
heritageagencywv.com
IndependentPublicly sourced

independent insurance provider

“Heritage Insurance Agency has been a trusted independent insurance provider since 1996.”
heritageagencywv.com
Office locationPublicly sourced

101 Holland Avenue, Westover, West Virginia 26501, United States

“Heritage Insurance Agency 101 Holland Avenue, Westover, West Virginia 26501, United States”
heritageagencywv.com
LeadershipPublicly sourced

Chris Boyles, Agent, Co-Founder

“Chris Boyles, Agent, Co-Founder Meet Chris Boyles, a seasoned expert in the insurance industry since 1985 and a proud co-founder of Heritage Insurance Agency!”
heritageagencywv.com
LeadershipPublicly sourced

Lisa Boyles, Agent, Co-Founder

“Lisa Boyles, Agent, Co-Founder Meet Lisa Boyles, a proud Morgantown native, WVU alum, and co-founder of Heritage Insurance Agency!”
heritageagencywv.com
LeadershipPublicly sourced

Clark Boyles, Senior Agent

“Clark Boyles, Senior Agent Meet Clark Boyles, a Morgantown native and proud son of Chris and Lisa!”
heritageagencywv.com
LeadershipPublicly sourced

Morgan Boyles, Marketing Director

“Morgan Boyles, Marketing Director Morgan is passionate about faith, fitness, and creativity and is dedicated to carrying on the family legacy at Heritage Insurance Agency in the years to come.”
heritageagencywv.com
CarrierPublicly sourced

partner with multiple top-rated insurance companies

“Unlike other agencies that offer coverage from a single source, we partner with multiple top-rated insurance companies, allowing us to find the best coverage options tailored to your unique needs and budget.”
heritageagencywv.com
Line of businessPublicly sourced

insurance

“We focus on the customer Heritage Insurance Agency has been a trusted independent insurance provider since 1996.”
heritageagencywv.com