UIS Insurance & Investments
Independent regional insurance agency founded in 1924 in Tiffin, Ohio, operating 13 community offices across Northwest/Central Ohio and Southeast Michigan with 90+ licensed agents serving personal, commercial, employee benefits, farm, and senior Medicare clients.
- Company typePrivate
- Founded1924
- HeadquartersTiffin, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What UIS Insurance & Investments does
UIS Insurance & Investments is an independent regional insurance agency founded in 1924 and headquartered in Tiffin, Ohio. The agency operates 13 community-based offices across Northwest and Central Ohio and Southeast Michigan, employing 51-100 staff and a salesforce of over 90 professionally licensed insurance agents. As an independent agency, UIS represents multiple A-rated insurance carriers and places coverage across approximately 25 product lines spanning personal insurance (auto, home, condo, renters, flood, life, umbrella, pet), commercial insurance (general liability, commercial property, cyber liability, bonding, crime, professional and management liability, commercial auto), employee benefits (health, dental, vision, disability, group life), senior Medicare supplement products, and specialized farm/agribusiness coverage. Distribution combines physical branch offices, phone sales through a dedicated toll-free line (1-800-695-4242), online quote request forms, and a Zywave client portal for policy management; no proprietary technology platform is disclosed.
The agency's go-to-market relies on a 'Trusted Advisor' model in which account executives act as 'Insurance Quarterbacks,' coordinating an entire client's coverage needs across personal, commercial, and benefits lines. Customer concentration is deliberately diversified across individual consumers, small-to-large businesses, agribusiness operators (a deliberate specialization given the Ohio farm belt footprint), and Medicare-eligible seniors. Preferred recognition from carrier partners — notably Celina Insurance Group's 2024 Agency of the Year and Westfield Insurance's 2021 Top Performing Independent Agency — underwrites referral flow and reinforces commission economics.
Revenue derives entirely from insurance carrier commissions tied to premium volume placed, with no subscription, SaaS, or transactional pricing model. Pricing is quote-based, varying by individual risk factors, coverage type, and carrier assignment; specific pricing is not publicly disclosed. The business has been controlled by the Felton family since a 1984 reorganization, with Mitch Felton serving as CEO/Chairman and Chuck Ritzler as President since 2021. Growth has been achieved through a sustained M&A roll-up strategy, with roughly two dozen small agency acquisitions since 1966 and recent transactions including Weickert Agencies (2021), Robert K. Miller Insurance Agency (2021), and HSR Agency (2022).
UIS Insurance & Investments firmographics
Firmographics- Name
- UIS Insurance & Investments
- Legal name
- UIS Insurance & Investments
- Website
- https://uisprotect.com
- Company type
- Private
- Founded year
- 1924
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Independent regional insurance agency founded in 1924 in Tiffin, Ohio, operating 13 community offices across Northwest/Central Ohio and Southeast Michigan with 90+ licensed agents serving personal, commercial, employee benefits, farm, and senior Medicare clients.
- Ownership category
- akta.pro rank
Where UIS Insurance & Investments is headquartered
LocationHeadquarters
- HQ city
- Tiffin
- HQ country
- United States
- HQ region
- North America
Offices12 records
Markets served
UIS Insurance & Investments business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Commissions: UIS earns commissions from insurance carrier partners for placing personal insurance, commercial insurance, employee benefits, and other insurance policies. As an independent agency, they represent multiple insurance companies and receive commission based on premium volume placed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Quote-based insurance products |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
UIS Insurance & Investments product offering
Product offeringCore offering
UIS Insurance & Investments is an independent insurance agency that places personal, commercial, employee benefits, farm, and senior (Medicare) insurance policies on behalf of clients through a panel of carrier partners. As an independent agency, UIS earns commissions by shopping multiple carriers, coordinating coverage through licensed account executives, and providing local in-person service across 13 community offices. The agency also operates a Zywave Client Portal for existing policyholders.
Product overview
UIS Insurance & Investments is an independent regional insurance agency offering a comprehensive portfolio of insurance and financial products. The agency operates as a multi-product insurance brokerage with distinct service lines: Personal Insurance (auto, home, condo, renters, flood, ATV, boat, camper/RV, motorcycle, pet insurance, umbrella, and life insurance), Business Insurance (general liability, cyber liability, bonding, crime, management liability, professional liability, commercial property/inland marine, and commercial auto), Employee Benefits (health, dental, disability, group life, and vision insurance), and Senior Products (Medicare supplements through multiple carrier partners). The agency also offers Farm Insurance combining personal and business coverage for agricultural operations. All products are distributed through multiple community-based office locations in Northwest Ohio and Southeast Michigan, with a team-based 'Trusted Advisor' approach coordinating coverage across the product portfolio.
Differentiator
Problem solved
Functional benefit
Products and services
- Auto Insurance Vehicle insurance for personal vehicles, including comprehensive & collision, roadside assistance, uninsured/underinsured motorist, bodily injury liability, gap coverage, and specialized classic car coverage. For individual drivers required by law to maintain auto insurance.
- Homeowners Insurance Comprehensive home protection covering the dwelling, personal property, and other structures, with optional service line, identity theft, water backup, equipment breakdown, and cyber coverages. For homeowners.
- Condo Insurance Coverage that fills gaps in condo association master policies, protecting personal property, loss of use, and liability for injuries inside the unit. For condominium owners.
- Renters Insurance Personalized coverage protecting tenant property and providing liability protection for rental residences. For tenants.
- Flood Insurance Separate flood protection through the National Flood Insurance Program (NFIP), with coverage based on the property's flood risk factors. For property owners in flood-prone areas.
- ATV/UTV Insurance Custom coverage for all-terrain vehicles and utility vehicles, covering medical bills and repairs in accident events. For ATV/UTV owners.
- Boat Insurance Watercraft protection including property, liability, medical payments, emergency towing, classic watercraft, and wreckage removal coverage. For boat owners.
- Camper/RV Insurance Protection for recreational vehicles including motorhomes, RVs, travel trailers, and campers with accident coverage. For RV owners.
- Motorcycle Insurance Year-round coverage for motorcycles, including accessories, custom parts, roadside assistance, and trip interruption protection. For motorcycle owners.
- Pet Insurance (Figo) Pet health coverage through Figo Pet Insurance offering reimbursement for vet bills via mobile app, with average 7-day reimbursement and Figo Pet Cloud features for pet records, appointment reminders, and lost pet GPS. For dog and cat owners.
- Umbrella Insurance Extended liability protection beyond standard home, auto, or boat policy limits, covering legal fees and court costs after normal coverage is exhausted. For high-net-worth individuals seeking additional liability protection.
- Life Insurance Term and permanent life insurance (Whole, Universal, Variable) providing financial protection for families, including business succession and Buy/Sell agreement coverage. For individuals and business owners.
- General Liability Insurance Commercial liability protection covering third-party claims, medical costs for customer injuries, and business assets against lawsuits. For business owners of any size.
- Cyber Liability Insurance Protection against data breaches, extortion, ransomware, and cyber threats including coverage for business interruption, forensic support, and legal support. For businesses handling sensitive data.
- Bonding Services Commercial bonding coverage including bid, contract, performance, payment, maintenance, license & permit, and public official bonds. For businesses needing surety bonding.
- Crime Insurance Protection against fraud, burglary, forgery, theft, employee misconduct, computer fraud, and goods in transit losses. For businesses exposed to crime-related losses.
- Management Liability Insurance Executive risk coverage including Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, and Cyber Liability. For executives and business owners.
- Professional Liability Insurance Errors & Omissions coverage for professional services, protecting against alleged or actual negligence claims for consultants, attorneys, real estate agents, engineers, architects, contractors, and accountants. For professional service firms.
- Commercial Property & Inland Marine Insurance Coverage for buildings, equipment, furniture, inventory, and other physical property plus transit coverage for products and equipment over land. For businesses with physical assets.
- Commercial Auto Insurance Liability and physical damage protection for commercial vehicles, covering motor truck cargo, pollution, roadside assistance, and rental coverage. For businesses operating commercial vehicles.
- Farm Insurance Combination personal and business coverage for farmers and ranchers, covering dwellings, outbuildings, farm property, equipment, farm auto, livestock, and farm liability. For farm operators and agribusiness.
- Health Insurance (Group) Group health coverage options including self-funded plans, level-funded plans, health reimbursement arrangements, HMOs, and indemnity plans. For employers offering health benefits.
- Dental Insurance (Group) Flexible dental benefit plans with various payee options for employers, covering routine examinations and linking oral health to overall wellness. For employers offering employee dental benefits.
- Disability Insurance (Group) Short and long-term disability coverage with options for rehabilitation services, cost of living benefits, employee assistance programs, and travel assistance. For employers offering employee disability benefits.
- Group Life Insurance Term life coverage helping employees provide financial support for dependents and cover final expenses, with options for dependent life, spousal benefits, and accidental death coverage. For employers offering employee life benefits.
- Vision Insurance (Group) Flexible vision coverage including eye exams, designer frames, contact lenses, laser vision correction, and progressive lenses. For employers offering employee vision benefits.
- Senior Products (Medicare) Medicare supplemental coverage including Medigap, Prescription Drug (Part D) plans, Medicare Savings Accounts, Medicare Advantage Plans, and additional dental, hearing, and vision coverage through partners such as Aetna, Anthem, Delta Dental, Guardian, Humana, and United Healthcare. For Medicare enrollees and seniors.
Quantifiable outcome
- 48-hour claims response time
Companies that use UIS Insurance & Investments
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles5 records
UIS Insurance & Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
UIS Insurance & Investments partnerships and signals
Strategic signalPartnerships
33 partnerships are on record, tiered core and minor.
- American Strategic InsurancecoreInsurance carrier partner providing personal insurance products including home insurance through UIS independent agency channel
- Auto Owners InsurancecoreInsurance carrier partner providing auto, home, and business insurance products through UIS independent agency channel
- Celina Insurance GroupcoreInsurance carrier partner that named UIS their 2024 Agency of the Year. UIS has represented Celina since 2019. Provides personal, commercial, and farm insurance products
- Central InsurancecoreInsurance carrier partner providing property and casualty insurance products through UIS independent agency channel
- Cincinnati Insurance CompaniescoreInsurance carrier partner providing commercial and personal insurance products through UIS independent agency channel
- Encova InsurancecoreInsurance carrier partner providing commercial and personal insurance products through UIS independent agency channel
- Foremost Insurance GroupcoreInsurance carrier partner providing specialty insurance products through UIS independent agency channel
- Frankenmuth InsurancecoreInsurance carrier partner providing personal and commercial insurance products through UIS independent agency channel
- Goodville MutualcoreInsurance carrier partner providing personal and farm insurance products through UIS independent agency channel
- Grange InsurancecoreInsurance carrier partner providing personal and business insurance products through UIS independent agency channel
- HagertycoreInsurance carrier partner specializing in classic car and collector vehicle insurance through UIS independent agency channel
- Hastings Mutual InsurancecoreInsurance carrier partner providing personal, commercial, and farm insurance products through UIS independent agency channel. One of main farm carriers for UIS
- Liberty Mutual InsurancecoreInsurance carrier partner providing personal and business insurance products through UIS independent agency channel
- NationwidecoreInsurance carrier partner providing personal and business insurance products through UIS independent agency channel. One of main farm carriers for UIS
- Ohio MutualcoreInsurance carrier partner providing personal and farm insurance products through UIS independent agency channel. One of main farm carriers for UIS
- ProgressivecoreInsurance carrier partner providing auto and commercial insurance products through UIS independent agency channel
- SafeCo InsurancecoreInsurance carrier partner providing personal and business insurance products through UIS independent agency channel
- West BendcoreInsurance carrier partner providing personal and commercial insurance products through UIS independent agency channel
- Westfield InsurancecoreLong-standing insurance carrier partner since 1944 (75 years). Recognized UIS as top performing independent insurance agency. Provides commercial and personal insurance products through UIS. Main farm carrier for UIS
- Figo Pet InsurancecorePet insurance provider partner offering coverage for dogs and cats. UIS offers Figo Pet Cloud mobile app for claims submission and pet management features. Claims reimbursed typically within 7 days
- Aetna Medicare SupplementminorMedicare supplemental insurance partner providing coverage for Medicare enrollees
- AnthemminorMedicare supplemental and health insurance partner providing coverage for Medicare enrollees
- Delta DentalminorDental insurance partner providing coverage options for individuals and employee benefits clients
- GuardianminorInsurance partner providing various coverage options including dental and employee benefits
- HumanaminorMedicare and health insurance partner providing coverage options for Medicare enrollees
- Medical MutualminorHealth insurance partner providing coverage options for individuals and employee benefits clients
- MetLifeminorInsurance partner providing various coverage options including dental and employee benefits
- ParamountminorHealth insurance partner providing coverage options for individuals in specific regions
- SDCminorInsurance partner providing coverage options for Medicare enrollees
- SummacareminorHealth insurance partner providing coverage options for Medicare enrollees
- United HealthcareminorHealth insurance and Medicare partner providing comprehensive coverage options
- UnumminorEmployee benefits partner providing disability and life insurance coverage options
- VSPminorVision insurance partner providing coverage for eye care and eyewear
Scale indicators4 records
Recent moves8 records
Expansion highlights6 records
UIS Insurance & Investments competitors and assessment
Company assessmentDirect peers
- Hylant Group: Toledo, Ohio-based independent insurance brokerage with a comparable multi-line, community-office distribution model across Ohio and the broader Midwest. Closest direct analog to UIS in terms of geography, product breadth, and family/employee-owned independent agency heritage.
- Kapnick Insurance Group: Michigan-headquartered independent insurance agency offering personal, commercial, and benefits solutions with multiple offices. Comparable to UIS as a Midwest regional multi-line independent agency, with overlap in the Southeast Michigan geography UIS serves from Monroe.
Broad incumbents
- Acrisure: Michigan-headquartered global insurance brokerage that has grown primarily through acquisitions of regional agencies. Relevant peer because Acrisure is a leading acquirer of agencies in UIS's size tier and a competitive threat on both M&A targets and producer talent.
- Brown & Brown, Inc. Large national insurance brokerage distributing personal, commercial, and benefits products across all 50 states. Comparable as a scaled multi-line distribution competitor and as an active acquirer of regional agencies in UIS's size range.
- Hub International Limited: Large North American insurance brokerage with a heavy regional-agency acquisition strategy. Comparable as both a competitor for commercial and benefits placements and as a likely counter-bidder for regional acquisition targets in the Midwest.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management services firm. Comparable as a large multi-line broker that competes for the same commercial and employee benefits accounts UIS serves and as a consolidator of regional agencies.
- Marsh McLennan: Global professional services firm led by Marsh, the world's largest insurance broker. Comparable as a scaled incumbent competing for mid-market commercial accounts and employee benefits engagements in UIS's territory.
- Hilb Group: Growing national insurance brokerage built primarily through tuck-in acquisitions of regional agencies. Comparable to UIS's own roll-up strategy at a larger scale and a relevant acquirer profile for agencies in UIS's size tier.
Others
- The Cincinnati Insurance Companies: Ohio-based property and casualty carrier partner of UIS (and many regional independents). Relevant as a key supply-side counterparty whose commission grids, product appetite, and direct-vs-agent strategy directly shape UIS's economics.
- Westfield Insurance: Ohio-based carrier that has worked with UIS for over 75 years and recognized UIS as a top performing agency. Relevant as a long-tenured carrier partner whose continued agent-friendly distribution posture materially affects UIS's competitive position.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
UIS Insurance & Investments social profiles
Digital presenceUIS Insurance & Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
UIS Insurance & Investments leadership team
Management profileNumber of profiles
Profiles7 records
UIS Insurance & Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
UIS Insurance & Investments M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about UIS Insurance & Investments
What does UIS Insurance & Investments do?
UIS Insurance & Investments is an independent insurance agency that places personal, commercial, employee benefits, farm, and senior (Medicare) insurance policies on behalf of clients through a panel of carrier partners. As an independent agency, UIS earns commissions by shopping multiple carriers, coordinating coverage through licensed account executives, and providing local in-person service across 13 community offices. The agency also operates a Zywave Client Portal for existing policyholders.
Is UIS Insurance & Investments a public or private company?
UIS Insurance & Investments is a private company. It is classified as family owned and is currently operating.
When was UIS Insurance & Investments founded?
UIS Insurance & Investments was founded in 1924. It employs 51 to 100 people.
Where is UIS Insurance & Investments based?
UIS Insurance & Investments is headquartered in Tiffin, United States, in the North America region.
How does UIS Insurance & Investments make money?
One revenue line is on record: insurance Commissions.
Who are UIS Insurance & Investments's main competitors?
Direct peers on record are Hylant Group and Kapnick Insurance Group. Broad incumbents are Acrisure, Brown & Brown, Inc., Hub International Limited, Arthur J. Gallagher & Co., Marsh McLennan and Hilb Group. Others are The Cincinnati Insurance Companies and Westfield Insurance.
Does UIS Insurance & Investments have an API?
No public API is recorded for UIS Insurance & Investments.