Insights

Independent Insurance Longstanding independent insurance firm with over 40 years in business and A+ BBB rating presents a stable client profile; potential to offer comprehensive commercial and personal lines to existing estate planning and insurance service relationships.

SME and Charity Focus Serves individual, corporate, and charitable organization clients; opportunity to cross-sell to small and medium enterprises and nonprofit sectors seeking bundled risk management, employee benefits, and tailored coverage solutions.

Revenue Range Current revenue between 25M and 50M indicates mid-market scale with room for growth; sales outreach can emphasize expanded product suites, higher-value policies, and carrier partnerships to capture incremental premium.

Tech Stack Utilizes Shopify, Google Fonts API, Office 365 and digital tools; potential to modernize client experience, offer online policy management, digital quotes, and streamlined onboarding to attract tech-friendly businesses.

Growth Signals Bulletin of ongoing client service excellence and strategic relationships; leverage account management strengths to identify upsell opportunities in cyber, liability, workers' comp, and estate planning-related coverage for enterprises and nonprofits.

Similar companies to Richard S. Bernstein & Associates, Inc.

Richard S. Bernstein & Associates, Inc. Tech Stack

Richard S. Bernstein & Associates, Inc. uses 8 technology products and services including Shopify, Google Fonts API, Choices, and more. Explore Richard S. Bernstein & Associates, Inc.'s tech stack below.

Shopify
E-commerce
Google Fonts API
Font Scripts
Choices
Javascript Libraries
Packery
Javascript Libraries
Office 365
Office Suites
HSTS
Security
Facebook
Widgets
Twitter
Widgets

Richard S. Bernstein & Associates, Inc.'s Email Address Formats

Richard S. Bernstein & Associates, Inc. uses at least 1 format(s):

Richard S. Bernstein & Associates, Inc. Email Formats	Example	Percentage
First@rbernstein.com	John@rbernstein.com	46%
Last@rbernstein.com	Doe@rbernstein.com	33%
First.Last@rbernstein.com	John.Doe@rbernstein.com	17%
FLast@rbernstein.com	JDoe@rbernstein.com	4%

Frequently Asked Questions

What is Richard S. Bernstein & Associates, Inc.'s phone number?

You can contact Richard S. Bernstein & Associates, Inc.'s main corporate office by phone at

+1-561-689-****

. 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 Richard S. Bernstein & Associates, Inc.'s official website and social media links?

Richard S. Bernstein & Associates, Inc.'s official website is rbernstein.com and has social profiles on LinkedIn.

How much revenue does Richard S. Bernstein & Associates, Inc. generate?

As of July 2026, Richard S. Bernstein & Associates, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Richard S. Bernstein & Associates, Inc.'s NAICS code?

Richard S. Bernstein & Associates, Inc.'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Richard S. Bernstein & Associates, Inc. have currently?

As of July 2026, Richard S. Bernstein & Associates, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include Information Technology Department Manager: J. B.Administrative Assistant: K. H.Agent: S. E.. Explore Richard S. Bernstein & Associates, Inc.'s employee directory with LeadIQ.

What industry does Richard S. Bernstein & Associates, Inc. belong to?

Richard S. Bernstein & Associates, Inc. operates in the Insurance industry.

What technology does Richard S. Bernstein & Associates, Inc. use?

Richard S. Bernstein & Associates, Inc.'s tech stack includes ShopifyGoogle Fonts APIChoicesPackeryOffice 365HSTSFacebookTwitter.

What is Richard S. Bernstein & Associates, Inc.'s email format?

Richard S. Bernstein & Associates, Inc.'s email format typically follows the pattern of First@rbernstein.com. Find more Richard S. Bernstein & Associates, Inc. email formats with LeadIQ.

Richard S. Bernstein & Associates, Inc.

InsuranceFlorida, United States11-50 Employees

Richard S. Bernstein & Associates, Inc. is an independent, full-service insurance firm based in West Palm Beach, Florida. With more than four decades in business, it serves individuals, businesses, and charitable organizations with a diverse array of insurance products from multiple carriers. The firm emphasizes personalized service and competitive solutions supported by a dedicated account management team and extensive resources. Its A+ rating from the Better Business Bureau reflects a recognized track record in the industry.

It positions itself as a provider of estate planning and risk-management advice, blending insurance expertise with planning considerations. Operating from West Palm Beach, it serves clients in the surrounding area and relies on established relationships and an independent carrier network to tailor coverage.