Insight Beyond Insurance
As your trusted advisor and partner, we are an extension of your team, providing actionable solutions that lead to the continued success and growth of your business.
Custom-Tailored Business Insurance
Many small and medium-sized businesses fall through the cracks. Your local agent doesn’t have the expertise to meet your needs, and you are often underserved or ignored by larger insurance firms because your account is too small to be profitable for them.
Phelan Insurance Agency is different. Here, you are the perfect fit.
*Q2 2021 survey conducted by RTi Research
Our Zero-Hassle Process
We Make Buying Insurance Easy
Our top priority is to clarify, simplify and assure you at every step of your journey. We make sure that you fully understand where your premium dollars are being spent and educate you on:
“Being small and not having a ton of options, Phelan Insurance helped us find the right plan.”
Jeff L. – Customer since 2018
Risk Management Evolved
We put you in a position to win the insurance game.
Our focus is not just on reducing insurance premiums, but reducing your Total Cost of Risk. We work with you to build a sustainable culture that cuts costs and puts money in your pocket, not the insurance company’s.
“From the beginning, Phelan Insurance worked on many positive initiatives that we needed to protect our growing business.”
Joyce C. – Customer since 1995
Get Ahead of the Curve
Innovative Employee Benefits Solutions
Nearly every health insurance broker in Ohio has access to the same insurance companies and products (Anthem, Aetna, United Healthcare, and Medical Mutual of Ohio). We all end up with the same price in the end.
When choosing your Employee Benefits Advisor, you should look at key differentiators and value beyond of the placement of insurance.
“Phelan Insurance did more than just help us save money, they provided us with real solutions.”
Tricia A. – Customer since 2019
A Better Insurance Experience
You don’t fit into a box, and neither do we. Together, we can be amazing.
With one click, save precious time and money. We represent dozens of insurance companies, all competing for your business. We worry about finding the best rates, so you don’t have to.
Google Reviews 4.9
Industries We Serve
We've Got You Covered
The secret to our continued success over the past 75 years: we build amazing teams. Our specialists come from diverse backgrounds and fuel creative exchanges with clients from a wide variety of industries.