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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
100% Insurance Services & BrokersSee all 1 projectsNFP provides a range of services including fiduciary services, compliance, and financial planning, with a focus on 401(k) plan partnerships. Reviews highlight their strong service and support, aligning with the company's values and offering good value for cost. Clients appreciate their comprehensive approach to Insurance Services and Brokers, particularly in Risk Management Services.
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UndisclosedUndisclosed50 - 249Fort Wayne, IN
Services provided
100% Insurance Services & BrokersSee all 1 projectsDOXA Insurance Holdings provides comprehensive insurance services and brokers solutions, including professional liability and risk management services, with expertise in navigating complex insurance needs. Clients appreciate their fast turnaround time and effective communication, though some have noted areas for improvement. Overall, DOXA is recognized for offering good value and being a trusted partner for insurance solutions.
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UndisclosedUndisclosed1,000 - 9,999Charlotte, NC
Services provided
100% Insurance Services & BrokersSee all 1 projectsMcGriff offers comprehensive Insurance Services and Brokers, including benefits negotiation, online platforms for employee self-service, and compliance facilitation. Their clients praise the company for reducing benefits costs and improving compliance, with no areas for improvement noted. McGriff’s services are valued for their effective risk management and alignment with client needs.
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UndisclosedUndisclosed50 - 249Omaha, NE
Services provided
100% Insurance Services & BrokersSee all 1 projectsbiBERK Business Insurance provides insurance services that support businesses through challenging times. The company has been praised for its positive impact, reportedly increasing sales by 30%, and is recognized for its alignment with client values and budget-friendly pricing. Clients note effective communication and express satisfaction with no areas needing improvement.
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UndisclosedUndisclosed1,000 - 9,999West Bend, WI
Services provided
100% Insurance Services & BrokersSee all 1 projectsWest Bend Mutual Insurance offers a range of Insurance Services and Brokers solutions, including Workman's Comp and General Liability. Reviews highlight their excellent value, alignment with company values, and effective communication through various channels. Clients consistently report satisfaction with their comprehensive insurance products and risk management services.
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UndisclosedUndisclosed1,000 - 9,999
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning20% Financial Consulting +1 service10% Business ConsultingSee all 1 projectsCommunity Bank, N.A. offers comprehensive payroll services, including tax withholdings and payroll check processing. Overall feedback from clients highlights their efficiency and reliability, with clients expressing high satisfaction and a willingness to engage their services again in the future.
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
40% Insurance Services & Brokers40% Business Consulting20% HR ConsultingSee all 1 projectsEPIC Insurance Brokers & Consultants offers comprehensive benefits administration services, including strategic partnership, tactical task management, and benefit expertise through policy and plan reviews. The reviews highlight the company's excellent collaboration with internal teams, seamless processes, and world-class customer support, with no areas for improvement noted, making them a valuable partner for digital transformation organizations.
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UndisclosedUndisclosed1,000 - 9,999Apache Junction, AZ
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning20% Financial Consulting +1 service10% Business ConsultingSee all 1 projectsMountain America Credit Union offers services that aid individuals in achieving their financial goals and dreams. Reviews highlight successful customer engagement without aggressive sales tactics and emphasize the provider's proximity, budget compatibility, and cultural alignment. Feedback suggests a need for prioritizing customer interests over financial gain, with communication conducted through multiple channels.
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UndisclosedUndisclosed10,000+New York, NY
Services provided
100% Insurance Services & BrokersSee all 1 projectsNew York Life offers services in individual retirement planning through life insurance. The reviews highlight a positive experience with virtual meeting capabilities, which have improved collaboration. Clients appreciate the great cultural fit and the firm's strong reputation, with no noted areas for improvement, suggesting high satisfaction with their services.
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UndisclosedUndisclosed50 - 249Stevenson Ranch, CA
Services provided
100% Insurance Services & BrokersSee all 1 projectsRon Young Insurance offers comprehensive Insurance Services and Brokers solutions, focusing on ensuring compliance and adequate protection for businesses. The overall feedback highlights their alignment with client values, cost-effectiveness, and exceptional risk management services, resulting in continued value. Clients appreciate the agency's accessible communication and see no areas for improvement.
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UndisclosedUndisclosed50 - 249Kingsburg, CA
Services provided
100% Insurance Services & BrokersSee all 1 projectsVan Beurden Insurance Services, Inc. provides comprehensive insurance services, including risk management services, as an experienced insurance broker and consultant. Clients praise the agency for securing cost-effective coverage and expanding offerings to include employee benefits insurance. The feedback highlights their responsiveness and effective communication, fostering strong and positive client relationships.
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UndisclosedUndisclosed50 - 249Fishkill, NY
Services provided
100% Insurance Services & BrokersSee all 1 projectsEmery & Webb Insurance provides comprehensive services as Insurance Brokers, including risk management and policy recommendations for key executives, property, auto, life, and employee benefits. Client feedback highlights significant cost savings, improved employee benefits, and overall satisfaction with their thorough and professional approach, making them a valuable partner in insurance services and brokers.
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UndisclosedUndisclosed250 - 999Glen Allen, VA
Services provided
100% Insurance Services & BrokersSee all 1 projectsBankers Insurance LLC offers a comprehensive range of services as an Insurance Agency, including acting as Insurance Brokers and Insurance Consultants. Clients consistently praise their expertise in risk management and the ability to secure better coverage at reduced costs. The reviews highlight effective communication and a seamless process for determining and fulfilling insurance needs, indicating strong satisfaction with their services.
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsFocalPoint offers services in banking, investments, and project expansion strategies, particularly in securing financial sponsors. The overall feedback from their reviews highlights their positive impact on economic growth, alignment with client values, and cost-effective solutions. However, there is a suggestion for improved communication strategies.
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UndisclosedUndisclosed250 - 999Port Washington, WI
Services provided
100% Insurance Services & BrokersSee all 1 projectsAnsay & Associates offer Insurance Services and Brokers, focusing on property, liability, and workers' compensation insurance. The reviews highlight their efficient processing of requests and consistent communication with the same insurance agent over many years. While the service is highly regarded, there is a suggestion for more competitive pricing.
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UndisclosedUndisclosed250 - 999Southfield, MI
Services provided
50% Insurance Services & Brokers50% Commercial Property ManagementReal Estate One is a Commercial Property Management and Insurance Services & Brokers company. Their services include Commercial Property Management.
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UndisclosedUndisclosed1,000 - 9,999Carmel, IN
Services provided
100% Insurance Services & BrokersBrown & Brown Insurance, an Insurance Services & Brokers company, provide Insurance Services & Brokers. They were established in 1939.
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UndisclosedUndisclosed1,000 - 9,999Washington Township, NJ
Services provided
100% Insurance Services & BrokersWorld Insurance Associates LLC is an Insurance Services & Brokers company. Their large team is in Washington Township, New Jersey. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Berwyn, PA
Services provided
100% Insurance Services & BrokersSimkiss & Block, an Insurance Services & Brokers company, specialize in Insurance Services & Brokers. They were founded in 1964.
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UndisclosedUndisclosed50 - 249Cincinnati, OH
Services provided
100% Insurance Services & BrokersHAUSER is an Insurance Services & Brokers company. They offer Insurance Services & Brokers and were founded in 1971. The company is in Cincinnati, Ohio.
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UndisclosedUndisclosed250 - 999London, England
Services provided
100% Insurance Services & BrokersSimply Business UK is a London, England-based Insurance Services & Brokers company. The team offers Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
50% Insurance Services & Brokers50% Financial Advising & PlanningEven Financial is a Financial Advising & Planning and Insurance Services & Brokers company established in 2014. The company provides Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+< $25 / hr50 - 249
Services provided
20% Insurance Services & Brokers30% Back Office Outsourcing30% Call Center Services +1 service20% Finance & Accounting Outsourcing (FAO)Answering service Pure Billing LLC is located in Burbank, California. The team focuses on Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Lisle, IL
Services provided
80% Insurance Services & Brokers10% Financial Advising & Planning10% Funding & InvestmentInsurance Services & Brokers company Connor & Gallagher OneSource (CGO) is in Lisle, Illinois. They offer Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Amman, Jordan
Services provided
100% Insurance Services & BrokersJOFICO - Jordan French Insurance Company is an Insurance Services & Brokers company. They focus on Insurance Services & Brokers and were established in 1976.
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UndisclosedUndisclosed50 - 249Preston, England
Services provided
50% Insurance Services & Brokers50% AccountingLocated in Preston, England, Kings is a midsize Accounting and Insurance Services & Brokers company. The team offers Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Cambridge, Canada
Services provided
70% Insurance Services & Brokers30% Financial ConsultingIntact Public Entities is a Cambridge, Canada-based Insurance Services & Brokers company. They provide Insurance Services & Brokers and Financial Consulting.
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$50,000+$300+ / hr50 - 249Charlotte, NC
Services provided
20% Insurance Services & Brokers20% Business Consulting20% Commercial Brokerage Services +2 services20% Commercial Development20% Funding & InvestmentLocated in Charlotte, North Carolina and Philadelphia, Pennsylvania, Mitch Coles Real Estate, Inc. Is a Business Consulting company. They offer Business Consulting and Commercial Brokerage Services.
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UndisclosedUndisclosed50 - 249Rawalpindi, Pakistan
Services provided
20% Insurance Services & Brokers20% Back Office Outsourcing20% Business Consulting +2 services20% Call Center Services20% Direct MarketingSkyX Solutions (BPO) PVT LTD is a Direct Marketing company. They are located in Rawalpindi, Pakistan and have midsize team. They provide Direct Marketing and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Manchester, England
Services provided
70% Insurance Services & Brokers30% Back Office OutsourcingTysers is an Insurance Services & Brokers company. They are in Manchester, England and London, England and have large team. They provide Insurance Services & Brokers and Back Office Outsourcing.
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$1,000+$25 - $49 / hr50 - 249
Services provided
20% Insurance Services & Brokers60% Back Office Outsourcing20% Financial Advising & PlanningIn Wichita Falls, Texas, RCM Experts Medical Billing Company is a Back Office Outsourcing company. Established in 2024, the team focuses on Back Office Outsourcing and Financial Advising & Planning.
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$250,000+Undisclosed50 - 249
Services provided
20% Insurance Services & Brokers20% Business Valuation Services20% Commercial Financing +2 services20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & PlanningCapitalista is a midsize Finance & Accounting Outsourcing (FAO) company. Established in 2015, the team provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$10,000+$25 - $49 / hr50 - 249Pune, India
Services provided
20% Insurance Services & Brokers20% Application Testing20% Digital Strategy +2 services20% Mobile App Development20% Product DesignDigital Strategy company Syborgtech Global Private Limited was founded in 2023. The team focuses on Digital Strategy and Product Design.
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Undisclosed$50 - $99 / hr50 - 249
Services provided
10% Insurance Services & Brokers60% Accounting10% Commercial Financing +2 services10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & PlanningMidsize Accounting company TAX SAFE Sp. Z o.o, is headquartered in Warsaw, Poland. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Newstead, Australia
Services provided
10% Insurance Services & Brokers70% Financial Advising & Planning15% Fractional CFO Services +1 service5% Financial ConsultingMy Wealth Solutions is a Financial Advising & Planning company. In Newstead, Australia and Sydney, Australia, their team offers Financial Advising & Planning and Fractional CFO Services.
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UndisclosedUndisclosed2 - 9Treviso, Italy
Services provided
20% Insurance Services & Brokers30% Tax Law20% Accounting +2 services20% Financial Advising & Planning10% Commercial FinancingEstablished in 2014, STUDIO FRISACCO is a Tax Law company. The team specializes in Tax Law and Accounting and is headquartered in Treviso, Italy.
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Undisclosed$50 - $99 / hr2 - 9Dubai, United Arab Emirates
Services provided
20% Insurance Services & Brokers30% Accounting20% Business Consulting +2 services20% Business Valuation Services10% Financial Advising & PlanningFounded in 2020, NBK Auditing of Accounts LLC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thane, India
Services provided
20% Insurance Services & Brokers20% Accounting20% Financial Advising & Planning +2 services20% Financial Consulting20% Tax LawAccounting company Wealthsane was founded in 2017. The firm provides Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9
Services provided
20% Insurance Services & Brokers20% Business Valuation Services20% Financial Advising & Planning +2 services20% Financial Consulting20% Funding & InvestmentFinancial Advising & Planning company The Fund Advisor is headquartered in London, England. They offer Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Vacaville, CA
Services provided
20% Insurance Services & Brokers50% Financial Advising & Planning30% Financial ConsultingStars and Sand Financial is a Financial Advising & Planning company. They are based in Vacaville, California. Their team provides Financial Advising & Planning and Financial Consulting.
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$250,000+$300+ / hr2 - 9Forest Hill, MD
Services provided
20% Insurance Services & Brokers20% Accounting20% Financial Advising & Planning +2 services20% Financial Consulting20% Funding & InvestmentAccounting company Chesapeake Financial Planners is based in Forest Hill, Maryland. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
20% Insurance Services & Brokers20% Business Valuation Services20% Corporate Law +2 services20% Financial Advising & Planning20% Financial ConsultingHeadquartered in Atlanta, Georgia, Stark PLLC is a Financial Advising & Planning company. Founded in 2020, the team offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
Services provided
10% Insurance Services & Brokers40% Accounting30% Corporate Law +2 services10% Business Consulting10% Tax LawEstablished in 2019, APOLO ENTERPRISE CONSULTING CO.,LTD is an Accounting company. Their services include Accounting and Corporate Law.
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$1,000+$200 - $300 / hr2 - 9Gradignan, France
Services provided
10% Insurance Services & Brokers10% API Development10% Custom Software Development +7 services10% Digital Asset Management10% Digital Engineering10% Financial Consulting10% Product Design10% UX/UI Design10% Web Design10% Web DevelopmentGator x WIDMEE, a web design company, was launched in 2009. The agency provides Web Design and UX/UI Design.
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Undisclosed$25 - $49 / hr2 - 9Burlington, Canada
Services provided
10% Insurance Services & Brokers50% Accounting30% Financial Advising & Planning +1 service10% Funding & InvestmentDCP Accounting is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Burlington, Canada.
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$5,000+$25 - $49 / hr2 - 9Quezon City, Philippines
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial ConsultingGNB Global Business Consultancy Group Inc., a Commercial Financing company, was launched in 2020. The small team focuses on Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9
Services provided
25% Insurance Services & Brokers50% Financial Advising & Planning25% Funding & InvestmentKredit4all, a Financial Advising & Planning company, was founded in 2024. The agency provides Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+< $25 / hr2 - 9
Services provided
25% Insurance Services & Brokers25% Commercial Financing25% Financial Advising & Planning +1 service25% Funding & InvestmentPetradata is a Commercial Financing company launched in 2024. The company provides Commercial Financing and Financial Advising & Planning.
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Undisclosed$300+ / hr2 - 9Atlanta, GA
Services provided
25% Insurance Services & Brokers25% Financial Advising & Planning25% Financial Consulting +1 service25% Funding & InvestmentEmergent Financial Group, a Financial Advising & Planning company, specialize in Financial Advising & Planning and Insurance Services & Brokers. They were launched in 2021.
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UndisclosedUndisclosed2 - 9
Services provided
25% Insurance Services & Brokers50% Commercial Financing25% Business ConsultingLivestock Capital is a small Mount Waverley, Australia-based Commercial Financing company. Their services include Commercial Financing and Business Consulting.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top 15 Insurance Brokerage Services
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UndisclosedUndisclosed1,000 - 9,999
Ability to deliver
25.8/40.017/20 Reviews1.8/10 Clients & Experience7.1/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
UndisclosedUndisclosed250 - 999
Ability to deliver
21.3/40.016/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed50 - 249Alpharetta, GA
Ability to deliver
21.3/40.014.6/20 Reviews1.4/10 Clients & Experience5.3/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
22.4/40.016.4/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
UndisclosedUndisclosed10 - 49Caterham, England
Ability to deliver
22.1/40.016.8/20 Reviews0.2/10 Clients & Experience5.2/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
$5,000+Undisclosed2 - 9
Ability to deliver
21.7/40.014.6/20 Reviews1.6/10 Clients & Experience5.6/10 Market PresenceService focus
15% Insurance Services & Brokers85% Other -
$1,000+$150 - $199 / hr2 - 9Pretoria, South Africa
Ability to deliver
20.1/40.014.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed10 - 49Markham, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Orwigsburg, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed10 - 49Abilene, TX
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed250 - 999Souderton, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Portsmouth, England
Ability to deliver
14.6/40.014.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed2 - 9Bellevue, WA
Ability to deliver
14.6/40.014.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
$50,000+$100 - $149 / hr10 - 49Chesterbrook, PA
Ability to deliver
14.6/40.00/20 Reviews10/10 Clients & Experience4.6/10 Market PresenceService focus
14% Insurance Services & Brokers86% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
10.2/40.00/20 Reviews5.1/10 Clients & Experience5.2/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Fort Mitchell, KY
Ability to deliver
10.1/40.00/20 Reviews2.1/10 Clients & Experience8/10 Market PresenceService focus
35% Insurance Services & Brokers65% Other -
UndisclosedUndisclosed10 - 49Westport, CT
Ability to deliver
8.9/40.00/20 Reviews0/10 Clients & Experience8.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Dublin, OH
Ability to deliver
7.6/40.00/20 Reviews0/10 Clients & Experience7.6/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed250 - 999Kolkata, India
Ability to deliver
7/40.00/20 Reviews2.1/10 Clients & Experience4.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$25 - $49 / hr50 - 249Essendon, Australia
Ability to deliver
6.7/40.00/20 Reviews1.4/10 Clients & Experience5.4/10 Market PresenceService focus
100% Insurance Services & Brokers -
$10,000+< $25 / hr10 - 49Shivamogga, India
Ability to deliver
10/40.00/20 Reviews6/10 Clients & Experience4/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed10 - 49Concord, MA
Ability to deliver
7.7/40.00/20 Reviews2.1/10 Clients & Experience5.7/10 Market PresenceService focus
60% Insurance Services & Brokers40% Other -
UndisclosedUndisclosed250 - 999Hialeah, FL
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$25 - $49 / hr10 - 49Auckland, New Zealand
Ability to deliver
7.5/40.00/20 Reviews1/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$5,000+Undisclosed250 - 999Delhi, India
Ability to deliver
7/40.00/20 Reviews2.4/10 Clients & Experience4.6/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
$50,000+Undisclosed50 - 249Mississauga, Canada
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Agra, India
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other
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