Insights

Strategic Partnerships Potential cross-sell opportunities with Principal Financial Group given Windsor Insurance Associates recent partnership to enhance client conversations and comprehensive solutions for business owners.

Advisor Enablement Sell enablement and training services that help independent advisors understand product benefits, advanced case designs, and underwriting intricacies to improve policy placement success.

Medium Market Focus Target mid-sized business owner clients aligned with Windsor’s revenue scale and the 10M-25M revenue range, leveraging existing relationships to expand coverage and benefits.

Digital Trust Signals Leverage Windsor’s tech stack and digital tools (DocuSign, analytics, LinkedIn integrations) to propose secure, efficient, and compliant digital onboarding and underwriting workflows to clients.

Growth Alignment Position as a growth partner for independent brokers seeking enhanced underwriting expertise and product design capabilities to differentiate offerings in a competitive life insurance market.

Similar companies to Windsor Insurance Associates, Inc

Windsor Insurance Associates, Inc Tech Stack

Windsor Insurance Associates, Inc uses 8 technology products and services including Joomla, Microsoft 365, SendGrid, and more. Explore Windsor Insurance Associates, Inc's tech stack below.

Windsor Insurance Associates, Inc's Email Address Formats

Windsor Insurance Associates, Inc uses at least 3 email formats:
Windsor Insurance Associates, Inc Email FormatsExamplePercentage
First@windsorinsurance.comJohn@windsorinsurance.com
66%
FLast@windsorinsurance.comJDoe@windsorinsurance.com
23%
Last@windsorinsurance.comDoe@windsorinsurance.com
11%

Frequently Asked Questions

What is Windsor Insurance Associates, Inc's phone number?

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You can contact Windsor Insurance Associates, Inc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Windsor Insurance Associates, Inc's official website and social media links?

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Windsor Insurance Associates, Inc's official website is windsorinsurance.com and has social profiles on LinkedIn.

How much revenue does Windsor Insurance Associates, Inc generate?

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As of September 2026, Windsor Insurance Associates, Inc's annual revenue is estimated to be $10M - $25M.

What is Windsor Insurance Associates, Inc's SIC code and NAICS code?

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Windsor Insurance Associates, Inc's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does Windsor Insurance Associates, Inc have currently?

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As of September 2026, Windsor Insurance Associates, Inc has approximately 24 employees across 3 continents, including North America, Europe and Asia. Key team members include Human Resources Director And Office Manager: K. L., Illustration / Case Design Manager: D. P. and Account Manager: C. G. Explore Windsor Insurance Associates, Inc's employee directory with LeadIQ.

What industry does Windsor Insurance Associates, Inc belong to?

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Windsor Insurance Associates, Inc operates in the Financial Services industry.

What technology does Windsor Insurance Associates, Inc use?

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Windsor Insurance Associates, Inc's tech stack includes Joomla, Microsoft 365, SendGrid, Wow, DocuSign, HTML5 Mobile Boilerplate, Microsoft Azure and Vimeo.

What is Windsor Insurance Associates, Inc's email format?

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Windsor Insurance Associates, Inc's email format typically follows the pattern of First@windsorinsurance.com. Find more Windsor Insurance Associates, Inc email formats with LeadIQ.

When was Windsor Insurance Associates, Inc founded?

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Windsor Insurance Associates, Inc was founded in 1976.
Windsor Insurance Associates, Inc logo

Windsor Insurance Associates, Inc

Financial ServicesCalifornia, United States11-50 Employees

Windsor Insurance Associates, Inc. operates in the financial services sector with a focus on life insurance. The company assists independent insurance advisors by clarifying policy benefits, designing advanced case scenarios, and managing the underwriting steps required to place policies. Through these services, Windsor aims to help advisers provide appropriate outcomes for their clients.

Based in Woodland Hills, California, Windsor serves a network of independent agents in need of expertise on product details and underwriting complexity. In 2018, Windsor announced a partnership with Principal Trust Company to collaborate with Principal Financial Group to initiate conversations and deliver comprehensive options for business owners.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1976
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Windsor Insurance Associates, Inc's revenue is estimated to be in the range of $10M - $25M

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