Company lists · Data refreshed September 2026

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

RevenueBase identified 61 company matches for accounting software for insurance agents associated with the United States as of September 2026 and tracks 1,013 professional contacts across them, including 377 with verified work emails. Flower Mound is the largest hub.

This list covers company matches for accounting software for insurance agents 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 September 21, 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 Sep 21, 2026 How this list was built
61Companies
1,013Contacts tracked
377Verified emails
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The 25 largest accounting software for insurance agents based in the United States

Ranked by team size
Top 25 of 61 company matches for accounting software for insurance agents based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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 matchCedar Falls, IA, United StatesHQ recorded Sep 21, 202651-200131 contacts →

Exact match

“The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchSomerset, NJ, United StatesHQ recorded Sep 21, 2026201-500119 contacts →

Exact match

“Outline Systems is a software-development firm that helps insurers efficiently and effectively put control where it belongs, in their hands.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchLewisville, TX, United StatesHQ recorded Sep 21, 2026201-500101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchFlower Mound, TX, United StatesHQ recorded Sep 21, 202651-20079 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchWarner Robins, GA, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
6Exact matchSouth Bend, IN, United StatesHQ recorded Sep 21, 202611-5032 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchElon, NC, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
8Exact matchLake Mary, FL, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
9Exact matchHarwinton, CT, United StatesHQ recorded Sep 21, 202611-5024 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchBoca Raton, FL, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
11Exact matchKalamazoo, MI, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
12Exact matchBryan, TX, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Sep 21, 202611-5011 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 21, 20261-1010 contacts →

Exact match

“Backed by the D.E.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchCaldwell, NJ, United StatesHQ recorded Sep 21, 202611-508 contacts →

Exact match

“Defender of the Broker's Business!”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchHolbrook, MA, United StatesHQ recorded Sep 21, 20261-108 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchManhasset, NY, United StatesHQ recorded Sep 21, 202651-2007 contacts →

Exact match

“PAS specializes in providing comprehensive, SOC 2 Type II compliant insurance software solutions.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchSolon, OH, United StatesHQ recorded Sep 21, 202611-506 contacts →

Exact match

“Since Specialized Business Software has been developing custom insurance software systems for many different specialty lines insurance programs.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchCalexico, CA, United StatesHQ recorded Sep 21, 20261-106 contacts →

Exact match

“Commission Tracker was specifically designed for insurance agencies that sell group and individual benefits.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchHayden Lake, ID, United StatesHQ recorded Sep 21, 202611-506 contacts →

Exact match

“Agency Software, Inc.(ASI), established in 1988, has been a leader of property & casualty insurance software since its inception date.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchOmaha, NE, United StatesHQ recorded Sep 21, 20261-104 contacts →

Exact match

“Quotamation combines ridiculously fast quoting, straightforward prospect management, and meaningful goal tracking in one platform.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchRed Wing, MN, United StatesHQ recorded Sep 21, 20261-104 contacts →

Exact match

“River Bluff Technologies serves independent insurance agencies through our cloud-based sales and business management solution Smart Agent™.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchHudsonville, MI, United StatesHQ recorded Sep 21, 20261-104 contacts →

Exact match

“Many insurance agencies say they focus on risk management and leading with value.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchMurray, KY, United StatesHQ recorded Sep 21, 20261-103 contacts →

Exact match

“We provide complete software solutions for the insurance and construction industries while maintaining superior customer service, loyalty, and integrity.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchMt. Arlington, NJ, United StatesHQ recorded Sep 21, 202611-503 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 61 accounting software for insurance agents based in the United States

See the full list, filter by size, metro and specialty, and access 377 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 21, 2026
37.2%Verified-email coverage
16.6Average contacts per company
11-50Median size (employees)
3.3%Largest-city concentration · Flower Mound
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
21
51-200
7
201-500
4
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 61 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 agents” 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 377 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 September 21, 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 agents”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 61 company matches for accounting software for insurance agents associated with the United States as of September 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?

Agencybloc 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 agents?

Flower Mound leads with 2 company records, followed by Nashville (2) and New York (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 377 professional contacts with verified work emails tracked across these 61 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 September 21, 2026.

Ready to reach these companies? Verified emails and direct dials for all 61 accounting software for insurance agents based in the United States. Start with a free account, no credit card.

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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.