Company lists · Data refreshed October 2026
Top 25 Insurance customer retention services based in the United States
RevenueBase identified 68 company matches for insurance customer retention services associated with the United States as of October 2026 and tracks 3,312 professional contacts across them, including 897 with verified work emails. Wilmington is the largest hub.
This list covers company matches for insurance customer retention services 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.
The 25 largest insurance customer retention services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 829 contacts → | ||||
Exact match “illumifin is a true partner to the insurance industry, delivering tech-enabled business processing services and essential software solutions to help transform insurers for…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 665 contacts → | ||||
Exact match “Affinion enables companies to connect and engage with their customers, creating rewarding relationships and enhancing brand loyalty.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 616 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 | |||||
| 4 | 297 contacts → | ||||
Exact match “Policy owners, please visit or call 800-423-9765 for customer service.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 155 contacts → | ||||
Exact match “An industry pioneer with over 55 years of experience, Franklin Madison helps organizations redefine consumer engagement with turnkey insurance solutions that drive loyalty…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 84 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 | |||||
| 7 | 81 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 | |||||
| 8 | 79 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 | |||||
| 9 | 75 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 | |||||
| 10 | 38 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 | |||||
| 11 | 16 contacts → | ||||
Exact match “We value relationships with our customers as well as with our insurance carriers.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 15 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 | |||||
| 13 | 11 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 | |||||
| 14 | 11 contacts → | ||||
Exact match “Since 1939, D.C.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “We here at Citizens Alliance Agency thrive to make sure our clients are getting the most up-front value for their premium and time.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 7 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 | |||||
| 17 | 6 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 | |||||
| 18 | 5 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 | |||||
| 19 | 5 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 | |||||
| 20 | 4 contacts → | ||||
Exact match “We are one of the top producing Allstate insurance agencies in NJ and are consistently recognized in the top 10% of all agencies nationwide for both growth and customer…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “We turn the often "boring" world of insurance into a seamless and customer-centric experience.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Panel Development Partners is a digital visibility company focused on healthcare, insurance, legal and financial organizations.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 23 | 3 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 | |||||
| 24 | 3 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 | |||||
| 25 | 3 contacts → | ||||
Exact match “Our Agency is committed to building a long-term relationship with you – our clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “insurance customer retention services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 68 insurance customer retention services based in the United States
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Insurance customer retention services based in the United States at a glance
As of Oct 17, 2026Companies by employee count
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 68 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 services” 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 897 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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance customer retention services are there based in the United States?
RevenueBase identified 68 company matches for insurance customer retention services 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?
Illumifin 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 services?
Wilmington leads with 3 company records, followed by Brentwood (2) and Irving (2).
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 897 professional contacts with verified work emails tracked across these 68 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.
Ready to reach these companies? Verified emails and direct dials for all 68 insurance customer retention services based in the United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 25 insurance customer retention services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 68 matching company records for insurance customer retention services based in the United States, with 3,312 tracked contacts and 897 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 insurance customer retention services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Woodbury, PA, United StatesReported employees: 1,001-5,000 | Woodbury, PA, United States | 1,001-5,000 | Exact match | 829 contacts → |
“illumifin is a true partner to the insurance industry, delivering tech-enabled business processing services and essential software solutions to help transform insurers for…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Stamford, CT, United StatesReported employees: 1,001-5,000 | Stamford, CT, United States | 1,001-5,000 | Exact match | 665 contacts → |
“Affinion enables companies to connect and engage with their customers, creating rewarding relationships and enhancing brand loyalty.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Sandy, UT, United StatesReported employees: 501-1,000 | Sandy, UT, United States | 501-1,000 | Exact match | 616 contacts → |
“Connexion Point, an Integrity Company, is a healthcare services company specializing in tailored, scalable solutions that enhance consumer acquisition, engagement, and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Columbian Financial Groupcfglife.com HQ: Binghamton, NY, United StatesReported employees: 201-500 | Binghamton, NY, United States | 201-500 | Exact match | 297 contacts → |
“Policy owners, please visit or call 800-423-9765 for customer service.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Brentwood, TN, United StatesReported employees: 201-500 | Brentwood, TN, United States | 201-500 | Exact match | 155 contacts → |
“An industry pioneer with over 55 years of experience, Franklin Madison helps organizations redefine consumer engagement with turnkey insurance solutions that drive loyalty…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Mesa, AZ, United StatesReported employees: 51-200 | Mesa, AZ, United States | 51-200 | Exact match | 84 contacts → |
“Client Focus provides high-quality client relationship management services to insurance agencies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | COVUcovu.com HQ: Redwood City, CA, United StatesReported employees: 51-200 | Redwood City, CA, United States | 51-200 | Exact match | 81 contacts → |
“Technology is disrupting the insurance industry and agencies need to take the initiative if they want to remain competitive in the upcoming disruption.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Engagexengagex.com HQ: Provo, UT, United StatesReported employees: 51-200 | Provo, UT, United States | 51-200 | Exact match | 79 contacts → |
“Engagex is a marketing company that helps insurance agents grow their business by driving new revenue from current customers.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Gastonia, NC, United StatesReported employees: 51-200 | Gastonia, NC, United States | 51-200 | Exact match | 75 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Wilmington, DE, United StatesReported employees: 201-500 | Wilmington, DE, United States | 201-500 | Exact match | 38 contacts → |
“Meet your customers’ changing needs with the leading digital engagement technology for top insurers.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Solace Insurancerestinsured.com HQ: Dunedin, FL, United StatesReported employees: 11-50 | Dunedin, FL, United States | 11-50 | Exact match | 16 contacts → |
“We value relationships with our customers as well as with our insurance carriers.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | insured.ioinsured.io HQ: Sacramento, CA, United StatesReported employees: 11-50 | Sacramento, CA, United States | 11-50 | Exact match | 15 contacts → |
“Founded in 2011 by insurance industry veterans, insured.io is an innovator dedicated to delivering solutions that empower policyholders and enhance customer experiences.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Michael Edwards Directmichaeledwards-direct.com HQ: Rosemont, IL, United StatesReported employees: 11-50 | Rosemont, IL, United States | 11-50 | Exact match | 11 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | DC Ranieri Insurance Agencydcranieri.com HQ: Yonkers, NY, United StatesReported employees: 11-50 | Yonkers, NY, United States | 11-50 | Exact match | 11 contacts → |
“Since 1939, D.C.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Citizens Alliance Agencycitizensallianceagency.com HQ: Clara City, MN, United StatesReported employees: 11-50 | Clara City, MN, United States | 11-50 | Exact match | 8 contacts → |
“We here at Citizens Alliance Agency thrive to make sure our clients are getting the most up-front value for their premium and time.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mccune And Reed Insurancemccuneandreed.com HQ: Ottumwa, IA, United StatesReported employees: 1-10 | Ottumwa, IA, United States | 1-10 | Exact match | 7 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bill Proctor & Associates Insurance Services, INCproctorins.com HQ: Palm Springs, CA, United StatesReported employees: 11-50 | Palm Springs, CA, United States | 11-50 | Exact match | 6 contacts → |
“Bill Proctor & Associates Insurance Services, Inc offers personalized service in our office, over the phone, or even in your own home or office.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | RED Hawk Insurance Servicesredhawkis.com HQ: Worcester, United StatesReported employees: 11-50 | Worcester, United States | 11-50 | Exact match | 5 contacts → |
“Red Hawk, a unit of Volaris group, Constellation Software Inc, provides specialized, high quality professional services for insurance carriers, combining our unparalleled…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Freedinsure Agencyfreedinsure.com HQ: Manalapan, NJ, United StatesReported employees: 11-50 | Manalapan, NJ, United States | 11-50 | Exact match | 5 contacts → |
“At FreedInsure Agency, we believe insurance is more than just a transaction-it's about building enduring relationships.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Pequannock, NJ, United StatesReported employees: 11-50 | Pequannock, NJ, United States | 11-50 | Exact match | 4 contacts → |
“We are one of the top producing Allstate insurance agencies in NJ and are consistently recognized in the top 10% of all agencies nationwide for both growth and customer…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Boring Insurance Agencyboring.insure HQ: South Pasadena, CA, United StatesReported employees: 1-10 | South Pasadena, CA, United States | 1-10 | Exact match | 4 contacts → |
“We turn the often "boring" world of insurance into a seamless and customer-centric experience.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Panel Development Partners Agencypaneldevelopment.com HQ: Miami Lakes, FL, United StatesReported employees: 1-10 | Miami Lakes, FL, United States | 1-10 | Exact match | 3 contacts → |
“Panel Development Partners is a digital visibility company focused on healthcare, insurance, legal and financial organizations.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Reliance Insurance Servicesgetrelianceinsurance.com HQ: Irving, TX, United StatesReported employees: 1-10 | Irving, TX, United States | 1-10 | Exact match | 3 contacts → |
“In our agency, we take great pride in the quality of service we provide for our customers.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Core Insurance Solutionscoreforseniors.com HQ: Lakeland, FL, United StatesReported employees: 1-10 | Lakeland, FL, United States | 1-10 | Exact match | 3 contacts → |
“At Core Insurance Solutions, we are dedicated to providing exceptional customer service and building lasting relationships with our clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | RAJ Insurance Servicesrajinsurance.net HQ: Stockton, CA, United StatesReported employees: 1-10 | Stockton, CA, United States | 1-10 | Exact match | 3 contacts → |
“Our Agency is committed to building a long-term relationship with you – our clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 68 company matches
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Insurance customer retention services: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
68 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 68 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for insurance customer retention services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance customer retention services did RevenueBase find based in the United States?
The saved snapshot records 68 matching company records, 3,312 tracked contacts and 897 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 25 insurance customer retention services based in the United States. Snapshot: October 17, 2026. https://revenuebase.ai/companies/insurance-customer-retention-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
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- Media companies based in the United States
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- Real estate companies based in the United States
Company intelligence · public preview
Top 25 insurance customer retention services based in the United States
RevenueBase records 68 matching company records for insurance customer retention services based in the United States, with 3,312 tracked contacts and 897 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 insurance customer retention services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: Woodbury, PA, United StatesReported employees: 1,001-5,000 | Woodbury, PA, United States | 1,001-5,000 | Exact match | 829 contacts → |
“illumifin is a true partner to the insurance industry, delivering tech-enabled business processing services and essential software solutions to help transform insurers for…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Stamford, CT, United StatesReported employees: 1,001-5,000 | Stamford, CT, United States | 1,001-5,000 | Exact match | 665 contacts → |
“Affinion enables companies to connect and engage with their customers, creating rewarding relationships and enhancing brand loyalty.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Sandy, UT, United StatesReported employees: 501-1,000 | Sandy, UT, United States | 501-1,000 | Exact match | 616 contacts → |
“Connexion Point, an Integrity Company, is a healthcare services company specializing in tailored, scalable solutions that enhance consumer acquisition, engagement, and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Columbian Financial Groupcfglife.com HQ: Binghamton, NY, United StatesReported employees: 201-500 | Binghamton, NY, United States | 201-500 | Exact match | 297 contacts → |
“Policy owners, please visit or call 800-423-9765 for customer service.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Brentwood, TN, United StatesReported employees: 201-500 | Brentwood, TN, United States | 201-500 | Exact match | 155 contacts → |
“An industry pioneer with over 55 years of experience, Franklin Madison helps organizations redefine consumer engagement with turnkey insurance solutions that drive loyalty…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Mesa, AZ, United StatesReported employees: 51-200 | Mesa, AZ, United States | 51-200 | Exact match | 84 contacts → |
“Client Focus provides high-quality client relationship management services to insurance agencies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | COVUcovu.com HQ: Redwood City, CA, United StatesReported employees: 51-200 | Redwood City, CA, United States | 51-200 | Exact match | 81 contacts → |
“Technology is disrupting the insurance industry and agencies need to take the initiative if they want to remain competitive in the upcoming disruption.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Engagexengagex.com HQ: Provo, UT, United StatesReported employees: 51-200 | Provo, UT, United States | 51-200 | Exact match | 79 contacts → |
“Engagex is a marketing company that helps insurance agents grow their business by driving new revenue from current customers.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Gastonia, NC, United StatesReported employees: 51-200 | Gastonia, NC, United States | 51-200 | Exact match | 75 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Wilmington, DE, United StatesReported employees: 201-500 | Wilmington, DE, United States | 201-500 | Exact match | 38 contacts → |
“Meet your customers’ changing needs with the leading digital engagement technology for top insurers.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Solace Insurancerestinsured.com HQ: Dunedin, FL, United StatesReported employees: 11-50 | Dunedin, FL, United States | 11-50 | Exact match | 16 contacts → |
“We value relationships with our customers as well as with our insurance carriers.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | insured.ioinsured.io HQ: Sacramento, CA, United StatesReported employees: 11-50 | Sacramento, CA, United States | 11-50 | Exact match | 15 contacts → |
“Founded in 2011 by insurance industry veterans, insured.io is an innovator dedicated to delivering solutions that empower policyholders and enhance customer experiences.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Michael Edwards Directmichaeledwards-direct.com HQ: Rosemont, IL, United StatesReported employees: 11-50 | Rosemont, IL, United States | 11-50 | Exact match | 11 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | DC Ranieri Insurance Agencydcranieri.com HQ: Yonkers, NY, United StatesReported employees: 11-50 | Yonkers, NY, United States | 11-50 | Exact match | 11 contacts → |
“Since 1939, D.C.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Citizens Alliance Agencycitizensallianceagency.com HQ: Clara City, MN, United StatesReported employees: 11-50 | Clara City, MN, United States | 11-50 | Exact match | 8 contacts → |
“We here at Citizens Alliance Agency thrive to make sure our clients are getting the most up-front value for their premium and time.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mccune And Reed Insurancemccuneandreed.com HQ: Ottumwa, IA, United StatesReported employees: 1-10 | Ottumwa, IA, United States | 1-10 | Exact match | 7 contacts → |
“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 description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bill Proctor & Associates Insurance Services, INCproctorins.com HQ: Palm Springs, CA, United StatesReported employees: 11-50 | Palm Springs, CA, United States | 11-50 | Exact match | 6 contacts → |
“Bill Proctor & Associates Insurance Services, Inc offers personalized service in our office, over the phone, or even in your own home or office.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | RED Hawk Insurance Servicesredhawkis.com HQ: Worcester, United StatesReported employees: 11-50 | Worcester, United States | 11-50 | Exact match | 5 contacts → |
“Red Hawk, a unit of Volaris group, Constellation Software Inc, provides specialized, high quality professional services for insurance carriers, combining our unparalleled…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Freedinsure Agencyfreedinsure.com HQ: Manalapan, NJ, United StatesReported employees: 11-50 | Manalapan, NJ, United States | 11-50 | Exact match | 5 contacts → |
“At FreedInsure Agency, we believe insurance is more than just a transaction-it's about building enduring relationships.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Pequannock, NJ, United StatesReported employees: 11-50 | Pequannock, NJ, United States | 11-50 | Exact match | 4 contacts → |
“We are one of the top producing Allstate insurance agencies in NJ and are consistently recognized in the top 10% of all agencies nationwide for both growth and customer…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Boring Insurance Agencyboring.insure HQ: South Pasadena, CA, United StatesReported employees: 1-10 | South Pasadena, CA, United States | 1-10 | Exact match | 4 contacts → |
“We turn the often "boring" world of insurance into a seamless and customer-centric experience.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Panel Development Partners Agencypaneldevelopment.com HQ: Miami Lakes, FL, United StatesReported employees: 1-10 | Miami Lakes, FL, United States | 1-10 | Exact match | 3 contacts → |
“Panel Development Partners is a digital visibility company focused on healthcare, insurance, legal and financial organizations.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Reliance Insurance Servicesgetrelianceinsurance.com HQ: Irving, TX, United StatesReported employees: 1-10 | Irving, TX, United States | 1-10 | Exact match | 3 contacts → |
“In our agency, we take great pride in the quality of service we provide for our customers.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Core Insurance Solutionscoreforseniors.com HQ: Lakeland, FL, United StatesReported employees: 1-10 | Lakeland, FL, United States | 1-10 | Exact match | 3 contacts → |
“At Core Insurance Solutions, we are dedicated to providing exceptional customer service and building lasting relationships with our clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | RAJ Insurance Servicesrajinsurance.net HQ: Stockton, CA, United StatesReported employees: 1-10 | Stockton, CA, United States | 1-10 | Exact match | 3 contacts → |
“Our Agency is committed to building a long-term relationship with you – our clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 68 company matches
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Insurance customer retention services: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
68 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 68 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for insurance customer retention services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance customer retention services did RevenueBase find based in the United States?
The saved snapshot records 68 matching company records, 3,312 tracked contacts and 897 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 25 insurance customer retention services based in the United States. Snapshot: October 17, 2026. https://revenuebase.ai/companies/insurance-customer-retention-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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