Company lists · Data refreshed October 2026

Top 25 Accounting software for insurance agencies based in the United States

RevenueBase identified 77 company matches for accounting software for insurance agencies associated with the United States as of October 2026 and tracks 1,374 professional contacts across them, including 602 with verified work emails. New York is the largest hub.

This list covers company matches for accounting software for insurance agencies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built
77Companies
1,374Contacts tracked
602Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest accounting software for insurance agencies based in the United States

Ranked by team size
Top 25 of 77 company matches for accounting software for insurance agencies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchTroy, MI, United StatesHQ recorded Oct 1, 202651-200136 contacts →

Exact match

“Finys was founded in 2001 to create a modern enterprise platform for Property Casualty insurance carriers.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2Exact matchCanby, OR, United StatesHQ recorded Oct 1, 202651-200105 contacts →

Exact match

“Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3Exact matchLewisville, TX, United StatesHQ recorded Oct 1, 2026201-500101 contacts →

Exact match

“EZLynx® develops industry-leading cloud-based software for the insurance industry.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4Exact matchFlower Mound, TX, United StatesHQ recorded Oct 1, 202651-20079 contacts →

Exact match

“At Momentum, we understand the importance of flexibility in the digital age.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5Exact matchSan Francisco, CA, United StatesHQ recorded Oct 1, 202651-20078 contacts →

Exact match

“Ascend is the only complete financial operations platform built for the insurance industry, combining AI-powered accounting automation, payments, and premium financing in a single…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6Exact matchDallas, TX, United StatesHQ recorded Oct 1, 202611-5071 contacts →

Exact match

“PCMS (Property & Casualty Management Systems, Inc.) is a software solution company comprised of individuals with one goal in mind; creating comprehensive, functional, modern…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7Exact matchSan Diego, CA, United StatesHQ recorded Oct 1, 202611-5048 contacts →

Exact match

“XILO is the #1 quoting software for independent insurance agencies trying to convert the next generation of Insurance shoppers.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8Exact matchWarner Robins, GA, United StatesHQ recorded Oct 1, 202651-20043 contacts →

Exact match

“Silvervine delivers proven, purpose-built insurance software-designed to quote, rate, bind, and manage policies with precision.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9Exact matchSt. Louis, MO, United StatesHQ recorded Oct 1, 202611-5035 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10Exact matchSouth Bend, IN, United StatesHQ recorded Oct 1, 202611-5032 contacts →

Exact match

“Xanatek offers a variety of software programs designed for the insurance industry.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11Exact matchElon, NC, United StatesHQ recorded Oct 1, 202611-5029 contacts →

Exact match

“Jenesis Agency Management Solutions features built-in marketing campaigns for prospecting and retention, quote management, real-time company policy inquiry, automated customer…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12Exact matchLake Mary, FL, United StatesHQ recorded Oct 1, 202611-5029 contacts →

Exact match

“United Systems and Software, Inc.(“USSI”) has become a pioneer in leading edge Insurance Administration Software Systems and related Professional Services with the technical…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13Exact matchToms River, NJ, United StatesHQ recorded Oct 1, 202651-20024 contacts →

Exact match

“Workamajig is agency management software for full-service agencies.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14Exact matchHarwinton, CT, United StatesHQ recorded Oct 1, 202611-5024 contacts →

Exact match

“Specialists in providing accounting support services to Independent Insurance Agencies.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15Exact matchSt. Petersburg, FL, United StatesHQ recorded Oct 1, 202611-5022 contacts →

Exact match

“We provide everyone in the P&C industry with a flexible enterprise-wide solution that enables us to work together while ensuring accuracy and intelligence over loss cost.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16Exact matchBoca Raton, FL, United StatesHQ recorded Oct 1, 202611-5021 contacts →

Exact match

“SuranceBay is a leading full-service software provider, working exclusively in the insurance industry.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17Exact matchJanesville, WI, United StatesHQ recorded Oct 1, 202611-5019 contacts →

Exact match

“Crystal Computer Consulting was founding in 1990, with the original mission to build customized business management and accounting packages for small to medium businesses.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18Exact matchEagle, ID, United StatesHQ recorded Oct 1, 202611-5018 contacts →

Exact match

“Helping insurance agents Automate their agencies!”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19Exact matchKalamazoo, MI, United StatesHQ recorded Oct 1, 202651-20017 contacts →

Exact match

“Insurance Premiums/Policies Financing Premco offers Insurance Agents the most automated and comprehensive financing services available.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20Exact matchBradenton, FL, United StatesHQ recorded Oct 1, 202611-5016 contacts →

Exact match

“Quick Silver Systems Inc offers a state of the art 100% web based Policy and Claims Processing Platform customized and built by insurance industry professionals.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21Exact matchBryan, TX, United StatesHQ recorded Oct 1, 202611-5014 contacts →

Exact match

“Newton by Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5011 contacts →

Exact match

“Stateable is an Accounting Management Platform purpose-built for the insurance industry.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23Exact matchUnion Park, FL, United StatesHQ recorded Oct 1, 20261-1011 contacts →

Exact match

“Simsol provides adjusters and insurance carriers with a complete end-to-end solution for the electronic assignment, estimating, claim documentation and data management for…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261-1010 contacts →

Exact match

“Backed by the D.E.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25Exact matchHolbrook, MA, United StatesHQ recorded Oct 1, 20261-108 contacts →

Exact match

“Special Agent creates Agency Management software for independent property and casualty insurance agents.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

Showing 25 of 77 accounting software for insurance agencies based in the United States

See the full list, filter by size, metro and specialty, and access 602 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Accounting software for insurance agencies based in the United States at a glance

As of Oct 1, 2026
43.8%Verified-email coverage
17.8Average contacts per company
11-50Median size (employees)
3.9%Largest-city concentration · New York
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
34
51-200
11
201-500
3
1,001-5,000
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 77 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “accounting software for insurance agencies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 602 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on October 1, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “accounting software for insurance agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many accounting software for insurance agencies are there based in the United States?

RevenueBase identified 77 company matches for accounting software for insurance agencies associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

FINYS tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most accounting software for insurance agencies?

New York leads with 3 company records, followed by Flower Mound (2) and Nashville (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 602 professional contacts with verified work emails tracked across these 77 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 2026.

Ready to reach these companies? Verified emails and direct dials for all 77 accounting software for insurance agencies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.