Company lists · Data refreshed October 2026

Top 17 Insurance customer retention firms based in the United States

RevenueBase identified 30 company matches for insurance customer retention firms associated with the United States as of October 2026 and tracks 1,240 professional contacts across them, including 258 with verified work emails. Irving is the largest hub.

This list covers company matches for insurance customer retention firms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built
30Companies
1,240Contacts tracked
258Verified emails
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The 17 largest insurance customer retention firms based in the United States

Ranked by team size
Top 17 of 30 company matches for insurance customer retention firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSandy, UT, United StatesHQ recorded Oct 17, 2026501-1,000616 contacts →

Exact match

“Connexion Point, an Integrity Company, is a healthcare services company specializing in tailored, scalable solutions that enhance consumer acquisition, engagement, and…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2Exact matchMesa, AZ, United StatesHQ recorded Oct 17, 202651-20084 contacts →

Exact match

“Client Focus provides high-quality client relationship management services to insurance agencies.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3Exact matchRedwood City, CA, United StatesHQ recorded Oct 17, 202651-20081 contacts →

Exact match

“Technology is disrupting the insurance industry and agencies need to take the initiative if they want to remain competitive in the upcoming disruption.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4Exact matchProvo, UT, United StatesHQ recorded Oct 17, 202651-20079 contacts →

Exact match

“Engagex is a marketing company that helps insurance agents grow their business by driving new revenue from current customers.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5Exact matchGastonia, NC, United StatesHQ recorded Oct 17, 202651-20075 contacts →

Exact match

“With offices in North Carolina and South Carolina, Watson employs over 40 associates who take pride in remaining leaders in our industry through their commitment to furthering…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6Exact matchWilmington, DE, United StatesHQ recorded Oct 17, 2026201-50038 contacts →

Exact match

“Meet your customers’ changing needs with the leading digital engagement technology for top insurers.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7Exact matchSacramento, CA, United StatesHQ recorded Oct 17, 202611-5015 contacts →

Exact match

“Founded in 2011 by insurance industry veterans, insured.io is an innovator dedicated to delivering solutions that empower policyholders and enhance customer experiences.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8Exact matchRosemont, IL, United StatesHQ recorded Oct 17, 202611-5011 contacts →

Exact match

“Michael Edwards Direct has been planning, creating, and implementing cross-sell marketing and retention programs within the Insurance and Financial Services industries for the…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Oct 17, 202611-509 contacts →

Exact match

“It’s difficult to stand out and deliver on your unique brand promise in a competitive commercial insurance market.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10Exact matchOttumwa, IA, United StatesHQ recorded Oct 17, 20261-107 contacts →

Exact match

“About half a century ago, the ability to communicate via a party line telephone system was a huge advancement in the world of communication.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11Exact matchPalm Springs, CA, United StatesHQ recorded Oct 17, 202611-506 contacts →

Exact match

“Bill Proctor & Associates Insurance Services, Inc offers personalized service in our office, over the phone, or even in your own home or office.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12Exact matchWorcester, United StatesHQ recorded Oct 17, 202611-505 contacts →

Exact match

“Red Hawk, a unit of Volaris group, Constellation Software Inc, provides specialized, high quality professional services for insurance carriers, combining our unparalleled…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13Exact matchManalapan, NJ, United StatesHQ recorded Oct 17, 202611-505 contacts →

Exact match

“At FreedInsure Agency, we believe insurance is more than just a transaction-it's about building enduring relationships.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14Exact matchIrving, TX, United StatesHQ recorded Oct 17, 20261-103 contacts →

Exact match

“In our agency, we take great pride in the quality of service we provide for our customers.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15Exact matchLakeland, FL, United StatesHQ recorded Oct 17, 20261-103 contacts →

Exact match

“At Core Insurance Solutions, we are dedicated to providing exceptional customer service and building lasting relationships with our clients.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16Exact matchMountlake Terrace, WA, United StatesHQ recorded Oct 17, 20261-103 contacts →

Exact match

“MIIA Insurance offers a comprehensive and tailored approach to insurance that simplifies the often intricate landscape of coverage.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17Exact matchBoise, ID, United StatesHQ recorded Oct 17, 20261-102 contacts →

Exact match

“Sparkage is a Boise-based provider of state-of-the-art customer loyalty & engagement products.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase

Showing 17 of 30 insurance customer retention firms based in the United States

See the full list, filter by size, metro and specialty, and access 258 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance customer retention firms based in the United States at a glance

As of Oct 17, 2026
20.8%Verified-email coverage
41.3Average contacts per company
11-50Median size (employees)
6.7%Largest-city concentration · Irving
Oct 17, 2026Page data refreshed

Companies by employee count

1-10
11
11-50
9
51-200
6
201-500
3
501-1,000
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 30 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “insurance customer retention firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 258 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on October 17, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance customer retention firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance customer retention firms are there based in the United States?

RevenueBase identified 30 company matches for insurance customer retention firms associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Connexion Point CXP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance customer retention firms?

Irving leads with 2 company records, followed by Bainbridge (1) and Boise (1).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 258 professional contacts with verified work emails tracked across these 30 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 17, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.