- WE'RE ON A MISSION
About Us
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.
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, over 75 years later, the agency is third-generation owned and operated by brothers Todd and Brent Phelan with the same vision and mindset we were founded upon.
We are intentionally balanced to make sure we are large enough to exceed the needs of our clients while staying small enough to deliver a personal touch.
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.
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.
Phelan 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
- 12 Days of Christmas Donations
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
Elite. Recognized. Trusted.
Phelan Insurance Agency has again been named a Big “I” Best Practices Agency, a distinction earned by the nation’s top-performing independent insurance agencies.
It’s a standard we’ve met year after year, built on disciplined performance and an unwavering commitment to our clients.
“The support we get is outstanding. The amount of “back room” help is unmatched compared to agents we have worked with in the past.”
Bowling Transportation, Inc.
“Phelan Insurance Agency is a trusted partner. They are timely in their responses to any questions/needs and are proactive in offering new services or enhancements to existing policies.”
Miami Valley Career Center
The Area's Largest Privately-Owned Insurance Agency
Across the industry, a familiar pattern plays out: once an independent agency reaches a certain size, it gets acquired by a regional or national firm chasing scale. The agency’s name might stick around for a while. The local decision-making rarely does.
Size without a sellout. That’s the difference privately-owned makes.
| Company | City | Employees | 2024 P&C | 2024 Life & Health | Year Founded | |
|---|---|---|---|---|---|---|
| 1 | McGohan-Brabender | Moraine | 280 | N/A | $951M | 1972 |
| 2 | Northwestern Mutual | Dayton | 50 | N/A | $36M | 1890 |
| 3 | Phelan Insurance Agency | Versailles | 45 | $47M | $19M | 1949 |
| 4 | Arthur J Gallagher & Co. | Dayton | 21 | $57M | $1M | 2011 |
| 5 | USI Insurance Services | Miamisburg | 33 | N/A | N/A | 2014 |
*Dayton Business Journal Ranking, October 2023
*We did business in 40 states last year