Company lists · Data refreshed November 2026

Top 25 Insurance planning services based in the United States

Name: Insurance planning services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 16,171 companies tracked

RevenueBase identified 16,171 company matches for insurance planning services associated with the United States as of November 2026 and tracks 317,966 professional contacts across them, including 137,163 with verified work emails. Houston is the largest hub.

This list covers company matches for insurance planning 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 November 6, 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 Nov 6, 2026 How this list was built

16,171Companies

317,966Contacts tracked

137,163Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest insurance planning services based in the United States

Ranked by team size

Top 25 of 16,171 company matches for insurance planning services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Travelers	Exact match	New York, CT, United StatesHQ recorded Nov 6, 2026	10001+	34,206 contacts →
	Exact match “Travelers provides insurance coverage to protect the things that are important to you – your home, your car, your valuables and your business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	HUB International	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	10001+	15,090 contacts →
	Exact match “Hi, we’re HUB.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Lockton	Exact match	Miami, FL, United StatesHQ recorded Nov 6, 2026	10001+	14,637 contacts →
	Exact match “What makes Lockton stand apart is also what makes us better: independence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	USI Insurance Services	Exact match	Valhalla, NY, United StatesHQ recorded Nov 6, 2026	10001+	10,756 contacts →
	Exact match “USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Marsh Mclennan Agency	Exact match	White Plains, NY, United StatesHQ recorded Nov 6, 2026	10001+	9,757 contacts →
	Exact match “Marsh McLennan Agency, a business of Marsh (NYSE: MRSH), is a leading provider of business insurance, employee health & benefits, retirement & wealth, and private client insurance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Zurich North America	Exact match	Schaumburg, FL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	9,398 contacts →
	Exact match “Zurich North America is one of the largest providers of insurance solutions and services to businesses and individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Country Financial	Exact match	Bloomington, CT, United StatesHQ recorded Nov 6, 2026	5,001-10,000	7,707 contacts →
	Exact match “COUNTRY Financial® provides insurance and financial services for over a million households and businesses across 19 states.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Alliant Insurance Services	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	10001+	6,589 contacts →
	Exact match “Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Kemper	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	5,001-10,000	5,705 contacts →
	Exact match “The Kemper family of companies is one of the nation’s leading specialized insurers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Family First Life	Exact match	Uncasville, CT, United StatesHQ recorded Nov 6, 2026	1,001-5,000	5,488 contacts →
	Exact match “Our mission at Family First Life, is to make the families we protect and the families of our agents our number one priority.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Nfp, An AON Company	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	5,001-10,000	4,451 contacts →
	Exact match “NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Mercury Insurance	Exact match	Brea, CA, United StatesHQ recorded Nov 6, 2026	5,001-10,000	3,410 contacts →
	Exact match “At Mercury, we have been guided by our purpose to help people reduce risk and overcome unexpected events for more than 60 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Equitable	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	5,001-10,000	3,155 contacts →
	Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Selective Insurance	Exact match	Branchville, NJ, United StatesHQ recorded Nov 6, 2026	1,001-5,000	3,066 contacts →
	Exact match “At Selective, we maintain a commitment to provide unique insurance solutions that help keep the families and businesses of our communities protected.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Mcgriff	Exact match	Charlotte, TN, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,870 contacts →
	Exact match “When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Ameritas	Exact match	Lincoln, NE, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,509 contacts →
	Exact match “You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	The Baldwin Group	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,491 contacts →
	Exact match “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	CNO Financial Group	Exact match	Carmel, IN, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,428 contacts →
	Exact match “CNO Financial Group, Inc.(NYSE: CNO) secures the future of middle-income America.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Ehealth, INC	Exact match	Indianapolis, CA, United StatesHQ recorded Nov 6, 2026	1,001-5,000	2,090 contacts →
	Exact match “For nearly 30 years, eHealth has helped millions of Americans find the healthcare coverage that fits their needs at a price they can afford, using data, artificial intelligence…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Alera Group, INC	Exact match	Deerfield, IL, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,986 contacts →
	Exact match “Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Comparion Insurance Agency	Exact match	Boston, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,926 contacts →
	Exact match “Comparion Insurance Agency has local agents all over the country ready to work with you and recommend specific coverage for you and where you live.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Risk Strategies Company	Exact match	Boston, MD, United StatesHQ recorded Nov 6, 2026	5,001-10,000	1,670 contacts →
	Exact match “At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Integrity	Exact match	Dallas, TX, United StatesHQ recorded Nov 6, 2026	5,001-10,000	1,627 contacts →
	Exact match “Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	World Insurance Associates LLC	Exact match	Iselin, KS, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,418 contacts →
	Exact match “World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Hylant	Exact match	Toledo, NC, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,319 contacts →
	Exact match “A multi-year winner of Best Places to Work in Insurance (2009-2026), Hylant is a full-service insurance brokerage with offices in Florida, Georgia, Illinois, Indiana, Michigan…” Recorded in the RevenueBase company graph · Nov 6, 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 planning 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 16,171 insurance planning services based in the United States

See the full list, filter by size, metro and specialty, and access 137,163 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Insurance planning services based in the United States at a glance

As of Nov 6, 2026

43.1%Verified-email coverage

19.7Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · Houston

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

10,546

11-50

4,250

51-200

890

201-500

158

501-1,000

1,001-5,000

5,001-10,000

10001+

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 16,171 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 planning 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 137,163 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 November 6, 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.

Insurance planning services by metro

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 planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance planning services are there based in the United States?

RevenueBase identified 16,171 company matches for insurance planning services associated with the United States as of November 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?

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

Which city has the most insurance planning services?

Houston leads with 208 company records, followed by New York (158) and Miami (146).

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 137,163 professional contacts with verified work emails tracked across these 16,171 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 November 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 16,171 insurance planning services based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Insurance planning services by geography

Browse the directory

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.