We're On A Mission
About Phelan Insurance Agency
Our Story
In 1949, Bernard Phelan founded Phelan Insurance Agency, Inc. in the small town of Versailles, OH.
When James Phelan took over the agency, he was able to expand our influence throughout all of Western Ohio – leading to the opening of a second location in West Chester, OH in 2009.
Today, 75 years later, the agency is 3rd generation-owned and operated by brothers Todd and Brent Phelan with the same vision and mindset we were founded upon.
We intentionally balance ourselves to make sure we are large enough to exceed the needs of our clients while staying small enough to deliver a personal touch.
Dayton Area's Largest Privately-Owned Insurance Agency
We provide transparent and straightforward insurance and risk management solutions. We work closely with our clients, explaining the intricacies of different coverage options and helping them make well-informed decisions. Whether you’re a small startup or a well-established enterprise, our agency is equipped to handle your insurance needs with efficiency and professionalism.
| Company | City | Employees | 2022 P&C | 2022 Life & Health | Year Founded | |
|---|---|---|---|---|---|---|
| 1 | Marsh-McLennan Agency | Dayton | 186 | $180M | $445M | 1935 |
| 2 | Benefits Network Insurance | Kettering | 58 | $750M | $250M | 1989 |
| 3 | Phelan Insurance Agency | Versailles | 37 | $42M | $16M | 1949 |
| 4 | Wallace & Turner, Inc. | Springfield | 22 | N/A | N/A | 1870 |
| 5 | USI Insurance Services | Miamisburg | 33 | N/A | N/A | 2014 |
*Dayton Business Journal Ranking 5/19/23
In 2023, we did business in 40 states
What Makes Us Different?
Other insurance agencies celebrate their ability to provide great coverage at a fair price, delivered and serviced by a team of professionals.
We believe that price, product, and service is the baseline in order to do business with you. Frankly, we expect you to fire us if we ever fail to provide these three things.
When you partner with us, you’re connected to people and resources that help you take the next step. Our core values guide us to consistently deliver this promise.
Our Core Values
Our people are enabled and empowered to make values-based decisions and innovate on your behalf, so that you can focus on what you do best: running your business.
When it’s right for the customer and you’re proud of your decision, you’ve done the right thing.
We're happy when we help our customers succeed. They motivate us to always do better.
We believe that great leaders and companies give back - and inspire others to do the same.
When we win, we celebrate our success. When we fail, we embrace opportunities to learn and improve.
In the Community
Our team actively supports and participates in community events, organizations, and local non-profits. We know that we would not exist without our customers, and we proudly give back to the communities where our customers and supporters live.
- James B. Phelan Memorial Scholarship & Internship
- Versailles Poultry Days
- Adopt-A-Highway
- Phelan CARES Program
- Community Meals
- Adopt-A-Family
- 25 Days of Giving
A Great Place to Work
Work/life balance is important to us, so we’ve focused on making our work environment both fulfilling and fun.
- Extensive training and cross-training opportunities
- Leadership and management development programs
- Support for employee participation in professional organizations
- Employee Activity Committee creates dozens of events each year
- Contests, games, and giveaways
- Tickets to sporting events
- After-hours social events and parties
Our Team is Award-Winning
We’re relentlessly passionate about your success, and we have the accolades to prove it.
