NAICS UNIVERSITY · Free research for insurance agents

Marketing Consulting Services

NAICS 541613 · United States · 2022 edition

This U.S. industry comprises establishments primarily engaged in providing operating advice and assistance to businesses and other organizations on marketing issues, such as developing marketing objectives and policies, sales forecasting, new product developing and pricing, licensing and franchise planning, and marketing planning and strategy.

UW takeaway · AI logic + saved research

Start with the work promised to the client.

For Marketing Consulting Services, clarify the services, contracts and consequences of an error. Review professional liability (e&o), data and cyber exposure, premises liability. Confirm which professional activities and additional services the proposed coverage actually addresses.

Questions to ask

  1. What types of clients does the firm primarily serve — small businesses, mid-market, enterprise — and in which industries?
  2. Does the firm ever execute marketing campaigns directly (placing media, running ads, producing creative) or is work limited to strategy and advisory?
  3. Does the firm handle, analyze, or store client customer data, consumer behavioral data, or any personally identifiable information?
  4. What does a typical client engagement contract look like — are there performance guarantees, revenue projections, or indemnification obligations?
  5. Does the firm use subcontractors or freelancers, and if so, are certificates of insurance collected from them?
  6. Are any services provided to clients in regulated industries such as financial services, health care, or pharmaceuticals?
  7. Is there a single client that represents a significant portion of total revenue?
  8. Do employees regularly travel to client sites using personal or rented vehicles?

Activities described by this code

Other activities to examine

Census classification reference

For educational purposes only. AI-generated insurance research and automated logic can contain errors. Independently verify classification and coverage decisions.

Compare another operation

Insurance operations research — draft

Marketing consulting firms advise businesses on marketing strategy, brand positioning, sales forecasting, new product development and pricing, licensing, franchise planning, and go-to-market execution. Work is typically delivered through analysis, presentations, strategy documents, and ongoing advisory engagements. Consultants may work from a dedicated office, a home office, or at client sites — and often a combination of all three.

Questions to investigate

This insurance research was generated in April 2026. It has not received a complete human review. The October 12, 2026 audit checked codes and titles only, not descriptions or coverage assertions.

Classification workflow · Multiple-operation workflow