Company lists · Data refreshed September 2026

Top 25 Agent productivity software companies for insurance based in the United States

RevenueBase identified 864 company matches for agent productivity software companies for insurance associated with the United States as of September 2026 and tracks 23,554 professional contacts across them, including 10,182 with verified work emails. New York is the largest hub.

This list covers company matches for agent productivity software companies for insurance 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 27, 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 27, 2026 How this list was built
864Companies
23,554Contacts tracked
10,182Verified emails
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The 25 largest agent productivity software companies for insurance based in the United States

Ranked by team size
Top 25 of 864 company matches for agent productivity software companies for insurance based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 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 matchDenver, CO, United StatesHQ recorded Sep 27, 20261,001-5,0002,840 contacts →

Exact match

“We believe insurance is about relationships.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2Exact matchChicago, IL, United StatesHQ recorded Sep 27, 20261,001-5,0002,224 contacts →

Exact match

“For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3Exact matchFort Lee, NJ, United StatesHQ recorded Sep 27, 20261,001-5,0001,319 contacts →

Exact match

“TRANZACT is the market leader in delivering high-volume sales for the top insurance brands in America.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4Exact matchHartford, CT, United StatesHQ recorded Sep 27, 20261,001-5,000998 contacts →

Exact match

“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5Exact matchWayne, PA, United StatesHQ recorded Sep 27, 2026501-1,000859 contacts →

Exact match

“iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6Exact matchMilwaukee, WI, United StatesHQ recorded Sep 27, 2026501-1,000738 contacts →

Exact match

“At Zywave, we don’t just build technology-we amplify impact.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7Exact matchMarlborough, MA, United StatesHQ recorded Sep 27, 2026201-500500 contacts →

Exact match

“OneShield provides business solutions for P&C insurers and MGAs of all sizes.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8Exact matchNew York, United StatesHQ recorded Sep 27, 2026501-1,000393 contacts →

Exact match

“Reserv leverages modern systems and creates new cutting-edge solutions to optimize any P&C claim.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchAustin, TX, United StatesHQ recorded Sep 27, 2026201-500294 contacts →

Exact match

“We Insure is passionate at being the very best independent agency solution.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10Exact matchAllentown, PA, United StatesHQ recorded Sep 27, 20261,001-5,000268 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11Exact matchBoston, MA, United StatesHQ recorded Sep 27, 2026201-500232 contacts →

Exact match

“Say hello to Dyad.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12Exact matchDenver, CO, United StatesHQ recorded Sep 27, 2026201-500190 contacts →

Exact match

“AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13Exact matchRemote, United StatesHQ recorded Sep 27, 202651-200183 contacts →

Exact match

“SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14Exact matchKnoxville, TN, United StatesHQ recorded Sep 27, 20261,001-5,000173 contacts →

Exact match

“Selectsys helps MGAs, wholesalers, carriers, and program administrators modernize insurance operations through a connected ecosystem of insurance technology and embedded Insurance…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Sep 27, 2026201-500165 contacts →

Exact match

“Evertree Insurance is a technology-enabled independent insurance agency and brokerage built on decades of community trust.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16Exact matchTampa, FL, United StatesHQ recorded Sep 27, 2026201-500147 contacts →

Exact match

“Ivans is where insurance carriers, agents, and MGAs come together to grow their businesses.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17Exact matchAtlanta, GA, United StatesHQ recorded Sep 27, 2026201-500144 contacts →

Exact match

“Our people, software, and innovative solutions empower organizations to achieve optimal results from their risk, insurance, and claims programs.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18Exact matchTroy, MI, United StatesHQ recorded Sep 27, 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 · Sep 27, 2026 · View company records in RevenueBase
19Exact matchRemote, United StatesHQ recorded Sep 27, 202651-200134 contacts →

Exact match

“ThreeFlow is the first Benefits Placement System, a new category of enterprise software that allows brokers and carriers to manage the entire placement process in one shared…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20Exact matchCedar Falls, IA, United StatesHQ recorded Sep 27, 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 27, 2026 · View company records in RevenueBase
21Exact matchDavie, FL, United StatesHQ recorded Sep 27, 2026201-500121 contacts →

Exact match

“Desde 1987, Consis International ha acompañado a aseguradoras a nivel global en la obtención de resultados estratégicos a través de la tecnología.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22Exact matchSomerset, NJ, United StatesHQ recorded Sep 27, 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 27, 2026 · View company records in RevenueBase
23Exact matchCanby, OR, United StatesHQ recorded Sep 27, 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 · Sep 27, 2026 · View company records in RevenueBase
24Exact matchLewisville, TX, United StatesHQ recorded Sep 27, 2026201-500101 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20099 contacts →

Exact match

“Alert: Fraud Warning- Beware of fraudulent activities falsely claiming to represent Haven Technologies.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

Showing 25 of 864 agent productivity software companies for insurance based in the United States

See the full list, filter by size, metro and specialty, and access 10,182 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Agent productivity software companies for insurance based in the United States at a glance

As of Sep 27, 2026
43.2%Verified-email coverage
27.3Average contacts per company
11-50Median size (employees)
2.0%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
424
11-50
293
51-200
95
201-500
23
501-1,000
15
1,001-5,000
10
10001+
3

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 864 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 “agent productivity software companies for insurance” 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 10,182 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 27, 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 “agent productivity software companies for insurance”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many agent productivity software companies for insurance are there based in the United States?

RevenueBase identified 864 company matches for agent productivity software companies for insurance 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?

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

Which city has the most agent productivity software companies for insurance?

New York leads with 17 company records, followed by Dallas (13) and San Francisco (13).

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 10,182 professional contacts with verified work emails tracked across these 864 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 27, 2026.

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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.