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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built
68Companies
3,312Contacts tracked
897Verified emails
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The 25 largest insurance customer retention services based in the United States

Ranked by team size
Top 25 of 68 company matches for insurance customer retention services 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 matchWoodbury, PA, United StatesHQ recorded Oct 17, 20261,001-5,000829 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
2Exact matchStamford, CT, United StatesHQ recorded Oct 17, 20261,001-5,000665 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
3Exact 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
4Exact matchBinghamton, NY, United StatesHQ recorded Oct 17, 2026201-500297 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
5Exact matchBrentwood, TN, United StatesHQ recorded Oct 17, 2026201-500155 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
6Exact 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
7Exact 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
8Exact 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
9Exact 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
10Exact 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
11Exact matchDunedin, FL, United StatesHQ recorded Oct 17, 202611-5016 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
12Exact 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
13Exact 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
14Exact matchYonkers, NY, United StatesHQ recorded Oct 17, 202611-5011 contacts →

Exact match

“Since 1939, D.C.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15Exact matchClara City, MN, United StatesHQ recorded Oct 17, 202611-508 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
16Exact 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
17Exact 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
18Exact 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
19Exact 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
20Exact matchPequannock, NJ, United StatesHQ recorded Oct 17, 202611-504 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
21Exact matchSouth Pasadena, CA, United StatesHQ recorded Oct 17, 20261-104 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
22Exact matchMiami Lakes, FL, United StatesHQ recorded Oct 17, 20261-103 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
23Exact 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
24Exact 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
25Exact matchStockton, CA, United StatesHQ recorded Oct 17, 20261-103 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

Showing 25 of 68 insurance customer retention services based in the United States

See the full list, filter by size, metro and specialty, and access 897 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 17, 2026
27.1%Verified-email coverage
48.7Average contacts per company
1-10Median size (employees)
4.4%Largest-city concentration · Wilmington
Oct 17, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
14
51-200
10
201-500
5
501-1,000
1
1,001-5,000
2

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.

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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.