Top Insurance Brokerage Services in the United States
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UndisclosedUndisclosed10 - 49Plano, TX
Services provided
See all 1 projectsThe Insurance City offers a range of services including the creation of new offices, community engagement, and customer support, leading to increased account creations and online impressions. Overall feedback highlights their effective contributions to business growth, though there is a minor suggestion for increasing worker support.
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UndisclosedUndisclosed10 - 49Bethesda, MD
Services provided
The Capital Group is an IT managed services company based in Bethesda, Maryland. They focus on IT managed services and Commercial Financing and were launched in 1995.
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
See 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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UndisclosedUndisclosed2 - 9Fort Worth, TX
Services provided
See all 1 projectsClarity Financial Group offers comprehensive financial services including tax compliance, payroll management, and receivables. Clients appreciate their effective communication and the value provided for the cost. Feedback highlights their proactive approach in resolving issues, making them a reliable partner for financial management needs.
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UndisclosedUndisclosed2 - 9Elk Grove, CA
Services provided
See all 1 projectsBTB Financials offers banking, insurance, and technology services aimed at fostering development and modernity. Reviews highlight positive outcomes like amazing results and unique services, reinforced by effective communication via meetings, phone calls, and emails. Clients chose BTB Financials for their positive ratings, cultural fit, and geographic proximity.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
Services provided
See all 1 projectsEllis Insurance & Financial Group specializes in wealth management and has been instrumental in helping businesses retain more clients and improve their operations. The overall feedback highlights their strong alignment with client values and effective communication through various channels, including virtual meetings and phone calls. The reviews consistently indicate high satisfaction with no areas for improvement noted.
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UndisclosedUndisclosed10 - 49Totowa, NJ
Services provided
See all 1 projectsISU - Hanson & Ryan Inc. provides Insurance Services and Brokers, including advisory on insurance needs and risk management for growing businesses. The reviews highlight their role as an insurance consultant, emphasizing their strong alignment with client values and effective communication. Clients appreciate their proactive approach in preparing for future growth, underscoring their reliability and expertise in the insurance domain.
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UndisclosedUndisclosed10 - 49Tampa, FL
Services provided
See all 1 projectsLLIS provides comprehensive Insurance Services and Brokers assistance, offering tailored solutions to meet client needs efficiently. The reviews highlight their smart, quick service delivery and effective communication through virtual meetings and phone calls. Clients appreciate their professionalism and reliability, though there is room for improvement in certain areas.
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UndisclosedUndisclosed1,000 - 9,999Albuquerque, NM
Services provided
See 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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UndisclosedUndisclosed250 - 999Little Rock, AR
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See all 1 projectsCrews provides data analysis and customer portfolio management services, enabling firms to deliver timely and valuable information to their clients. The overall feedback highlights Crews' client-oriented approach, efficient communication, and alignment with company values. Customers appreciate their prompt delivery and suggest incorporating occasional in-person meetings for enhanced partnership growth.
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UndisclosedUndisclosed10 - 49Carrollton, GA
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See all 1 projectsGrillo and Associates offer comprehensive financial planning services, both long and short-term, tailored to enhance the effective allocation of resources. Clients have reported a noticeable increase in sales growth attributed to their strategic planning, with consistent communication maintained through various channels. Overall, the feedback reflects satisfaction with their services and alignment with client values.
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UndisclosedUndisclosed10 - 49Nashville, TN
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See all 1 projectsSnyder Insurance provides comprehensive Insurance Services and Brokers, including health, vision, and dental insurance. The company is praised for their competitive rates and thorough annual research, although there is room for proactive communication. Overall, Snyder Insurance is known for their effective risk management services and personalized approach to insurance consulting.
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UndisclosedUndisclosed10,000+New York, NY
Services provided
See 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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UndisclosedUndisclosed10 - 49Troy, MI
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See all 1 projectsAmerican Insurance Advisors, LLC offers comprehensive Insurance Services and Brokers, specializing in Risk Management Services, insurance brokers, and insurance agents. Clients consistently express satisfaction with their ability to identify affordable insurance solutions, highlighting their effective communication and successful partnerships with insurance providers. The firm's dedication to meeting client needs and maintaining strong relationships is a recurring theme in their reviews.
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UndisclosedUndisclosed2 - 9Dawsonville, GA
Services provided
See all 1 projectsDawson Insurance offers comprehensive Insurance Services and Brokers solutions, including risk management and protection against lawsuits and theft. Overall feedback highlights their alignment with clients' values and good value for cost, though there is room for improvement in communication.
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UndisclosedUndisclosed2 - 9Madison, WI
Services provided
See all 1 projectsCentral Wealth Management offers tailored financial services, analyzing and recommending investment strategies to align with individual goals and risk tolerance. Feedback highlights a successful partnership characterized by effective communication and valuable quarterly portfolio insights. Clients appreciate the firm's geographic accessibility, budget-friendly pricing, and cultural compatibility, with no noted areas for improvement.
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UndisclosedUndisclosed50 - 249Stevenson Ranch, CA
Services provided
See 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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UndisclosedUndisclosed2 - 9Roanoke, VA
Services provided
See all 1 projectsHawk Advisers, Inc. specializes in comprehensive Risk Management Services and Insurance Services and Brokers for integrated business enterprises. Customer reviews highlight their ability to assemble extensive insurance packages and reduce premiums, especially in workers' compensation. The overall feedback emphasizes their effective communication and alignment with clients’ values and budgetary constraints.
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UndisclosedUndisclosed50 - 249Baywood-Los Osos, CA
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See 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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UndisclosedUndisclosed250 - 999Appleton, WI
Services provided
See 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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UndisclosedUndisclosed10 - 49Berwick, ME
Services provided
See all 1 projectsSpence & Mathews Insurance offers comprehensive insurance services, including the annual evaluation of coverage and provider adjustments, catering to businesses like fine art dealerships. The reviews highlight their effective risk management services and emphasize client satisfaction with consistent rates and reliable communication, underscoring their expertise as insurance brokers and agents.
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UndisclosedUndisclosed50 - 249Fishkill, NY
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See 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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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
See all 1 projectsAKA Taxes specializes in annual tax preparation and filing, as well as providing guidance on tax-related queries. The overall feedback indicates that the company meets deadlines efficiently and offers prompt, knowledgeable responses to questions. Some clients suggested earlier filing, but overall, AKA Taxes was highly recommended for its expertise and reliability.
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UndisclosedUndisclosed250 - 999Glen Allen, VA
Services provided
See 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
See 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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UndisclosedUndisclosed50 - 249New York, NY
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Even 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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UndisclosedUndisclosed50 - 249Lisle, IL
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Insurance Services & Brokers company Connor & Gallagher OneSource (CGO) is in Lisle, Illinois. They offer Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Chicago, IL
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DC Benefits Co is an Insurance Services & Brokers company. They are located in Chicago, Illinois and have small team. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Wilmette, IL
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Lifetime Financial Group, a Financial Advising & Planning company, is in Wilmette, Illinois. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Edwardsville, IL
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Slagle Financial is a Financial Advising & Planning and Insurance Services & Brokers company. They were established in 1995 and focus on Financial Advising & Planning and Insurance Services &
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UndisclosedUndisclosed2 - 9Chicago, IL
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Financial Advising & Planning company Basil Financial Group specializes in Financial Advising & Planning and Accounting. They were founded in 2011.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Established in 2003, JMC Wealth Management, Inc. Is a Financial Advising & Planning company. In Chicago, Illinois, the team provides Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Chicago Wealth Management, Inc. Is a Chicago, Illinois-based Accounting company. Founded in 2003, the team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Merino Wealth Management is a Financial Advising & Planning company founded in 2016. Based in Chicago, Illinois, the team offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Normal, IL
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McBeath Financial Group, an Accounting company, is based in Normal, Illinois. They focus on Accounting and Financial Advising & Planning and were launched in 2008.
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UndisclosedUndisclosed2 - 9Edwardsville, IL
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Lexow Financial Group is a Financial Advising & Planning company. They focus on Financial Advising & Planning and Accounting and were established in 1993.
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UndisclosedUndisclosed10 - 49Peoria, IL
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David Vaughan Investments, LLC is a Financial Advising & Planning company based in Peoria, Illinois and Winter Park, Florida. Their services include Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Lakeshore Financial Group, a midsize Financial Advising & Planning company, is headquartered in Chicago, Illinois. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Springfield, IL
Services provided
BOS Investment Services is a Financial Advising & Planning company. They are located in Springfield, Illinois. Their team specializes in Financial Advising & Planning and Insurance Services &
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UndisclosedUndisclosed10 - 49Chicago, IL
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Midwest Legacy Group, LLC is a Lisle, Illinois-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Orlando, FL
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AllGen Financial Advisors is a small Financial Advising & Planning company established in 2003. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Miami, FL
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Small Financial Advising & Planning company Ocean Financial Services, LLC, is located in Miami, Florida. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Winter Haven, FL
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Headquartered in Winter Haven, Florida, Ingram Financial Group is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Melbourne, FL
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Leonard Financial Group, a Financial Advising & Planning company, is based in Melbourne, Florida. Founded in 2006, the team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Conway, AR
Services provided
See all 1 projectsThe Mackey Firm offers comprehensive financial management services, including payroll, tax filings, investments, and retirement plans. The overall feedback from reviews highlights the firm's thoroughness, efficiency, and excellent communication, resulting in streamlined processes and accurate, timely deliverables. Clients particularly appreciate the firm's quick response and high-quality service.
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UndisclosedUndisclosed2 - 9Billings, MT
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Founded in 2002, Buchanan Capital, Inc., a small Financial Advising & Planning company, is based in Billings, Montana. Their team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
Bain Capital, a Commercial Financing company, was founded in 1984. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Based in Charlotte, North Carolina, Tobin & Company Investment Banking Group is an Insurance Services & Brokers company. The team offers Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed10 - 49Columbus, OH
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CREC is an Insurance Services & Brokers company launched in 2001. The firm provides Insurance Services & Brokers and Commercial Financing, and is small.
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UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
The Private Investment Group is a Commercial Financing company. The small Dayton, Ohio-based team focuses on Commercial Financing and Accounting. The company was established in 2014.
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List of the Top 5 United States Insurance Brokers
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$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 -
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 -
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 -
UndisclosedUndisclosed10 - 49Orwigsburg, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
$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 -
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 - 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 -
$1,000+$100 - $149 / hr50 - 249Dallas, TX
Ability to deliver
8.8/40.00/20 Reviews2.1/10 Clients & Experience6.8/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
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 -
UndisclosedUndisclosed2 - 9Dallas, TX
Ability to deliver
7.5/40.00/20 Reviews0/10 Clients & Experience7.5/10 Market PresenceService focus
10% Insurance Services & Brokers90% 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+$300+ / hr2 - 9Miami, FL
Ability to deliver
6.5/40.00/20 Reviews1/10 Clients & Experience5.5/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed10 - 49Las Vegas, NV
Ability to deliver
6.5/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+Undisclosed2 - 9Larkspur, CA
Ability to deliver
6.5/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$25,000+Undisclosed2 - 9Dallas, TX
Ability to deliver
6.4/40.00/20 Reviews1.5/10 Clients & Experience4.9/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
Undisclosed< $25 / hr2 - 9Stevenson Ranch, CA
Ability to deliver
6.4/40.00/20 Reviews1.5/10 Clients & Experience4.9/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
$1,000+< $25 / hr10 - 49Los Angeles, CA
Ability to deliver
6.3/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
100% Insurance Services & Brokers
