Insight Beyond Insurance

We offer our support and assistance, helping your team provide 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 an excellent fit.

Have trouble understanding what is and what is not covered by their policy
0 %
Say that risk management is very important to their business
0 %
Believe their current agent helps them understand their policy and manage risk
0 %

*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

Benefits Administration

Are you tired of inefficient paper packets for open enrollment, new hires, and terminations? There is a better way.

Primary Care Clinics

Have your employees struggled to find primary care, been reluctant to receive primary care due to cost, or been frustrated with long wait times?

Self-Funded Option

The health insurance industry wants you to choose between high costs and high risk. We offer an alternative that could reduce your costs while capping your risk over multiple years.

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 agents come from diverse backgrounds and fuel creative exchanges with clients from a wide variety of industries.


Hotels & Motels




Agribusiness & Farm


What Our Clients Say