Company lists · Data refreshed September 2026
Top 25 Insurance agency succession planning software companies worldwide
RevenueBase identified 826 company matches for insurance agency succession planning software companies worldwide as of September 2026 and tracks 25,150 professional contacts across them, including 10,133 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.
This list covers company matches for insurance agency succession planning software companies worldwide, 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 28, 2026. Country and city lists for insurance agency succession planning software companies follow the table.
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.
The 25 largest insurance agency succession planning software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,840 contacts → | ||||
Exact match “We believe insurance is about relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 2,224 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 28, 2026 · View company records in RevenueBase | |||||
| 3 | 1,885 contacts → | ||||
Exact match “Zinnia, an Eldridge Industries business, simplifies L&A insurance by delivering comprehensive technology solutions for the industry’s most critical needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 1,192 contacts → | ||||
Exact match “Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 998 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 28, 2026 · View company records in RevenueBase | |||||
| 6 | 908 contacts → | ||||
Exact match “Sollers Consulting assists insurance companies in developing industry-leading operations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 859 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 28, 2026 · View company records in RevenueBase | |||||
| 8 | 519 contacts → | ||||
Exact match “Biz Kimiz?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 355 contacts → | ||||
Exact match “USA Benefits Group is a non-captive agency of licensed health and life insurance sales professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 310 contacts → | ||||
Exact match “Uma história de Sucesso - Confiança e tecnologia Tornar a operação de seguradoras e resseguradoras mais controlada, confiável, eficiente e segura: foi com esse propósito que, em…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 292 contacts → | ||||
Exact match “Holistic technology partner of insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 292 contacts → | ||||
Exact match “Fadata Group is a leading provider of software solutions that empower the insurance community to drive customer engagement, innovation and business value.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 292 contacts → | ||||
Exact match “People > profit” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 261 contacts → | ||||
Exact match “Desde 2005 a i4pro vem aprimorando soluções em tecnologia que garantem melhor desempenho para mais de 40 seguradoras em todo o Brasil.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 198 contacts → | ||||
Exact match “AIS Servis, s.r.o, develops, supplies and manages software solutions for insurers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 196 contacts → | ||||
Exact match “Hi, we’re Adacta-a leading software provider for the insurance industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 183 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 28, 2026 · View company records in RevenueBase | |||||
| 18 | 177 contacts → | ||||
Exact match “Vol trots maakt ANVA al meer dan 50 jaar softwareoplossingen voor de verzekeringsbranche.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 173 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 28, 2026 · View company records in RevenueBase | |||||
| 20 | 156 contacts → | ||||
Exact match “Od 2018 roku jesteśmy częścią ERGO Group AG.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 150 contacts → | ||||
Exact match “Decerto specializes in providing advanced IT solutions for the insurance sector.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 141 contacts → | ||||
Exact match “A Nova Tendência Consultoria é uma grande fornecedora de software com foco para Seguradoras e Mercado Financeiro.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 133 contacts → | ||||
Exact match “KAPIA-RGI, Editeur de progiciels et services à haute valeur ajoutée pour l'Assurance Vie et Non-Vie KAPIA-RGI, la marque commerciale née de l'alliance entre KAPIA Solutions…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 131 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 28, 2026 · View company records in RevenueBase | |||||
| 25 | 121 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 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “insurance agency succession planning software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 826 insurance agency succession planning software companies worldwide
See the full list, filter by size, metro and specialty, and access 10,133 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance agency succession planning software companies worldwide at a glance
As of Sep 28, 2026Companies by employee count
Email recency is reported on each country list linked below.
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.
- Coverage
- Every country. Country and city lists for insurance agency succession planning software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “insurance agency succession planning software companies” 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. 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 10,133 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 28, 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.
Insurance agency succession planning software companies by location
4 lists · largest firstEvery Insurance agency succession planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Insurance agency succession planning software companies based in the United States331
- Insurance agency succession planning software companies based in Germany36
- Insurance agency succession planning software companies based in Brazil29
- Insurance agency succession planning software companies based in the United Kingdom28
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 “insurance agency succession planning software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance agency succession planning software companies are there worldwide?
RevenueBase identified 826 company matches for insurance agency succession planning software companies worldwide 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 country has the most insurance agency succession planning software companies?
The United States leads with 331 companies, followed by Germany (36) and Brazil (29). Every insurance agency succession planning software companies list by country and city is linked on this page.
Which city has the most insurance agency succession planning software companies?
Sao Paulo leads with 14 company records, followed by London (13) and New York (9).
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 10,133 professional contacts with verified work emails tracked across these 826 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 826 insurance agency succession planning software companies worldwide. 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.
More company lists
Company intelligence · public preview
Top 25 insurance agency succession planning software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 826 matching company records for insurance agency succession planning software companies worldwide, with 25,150 tracked contacts and 10,133 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 insurance agency succession planning software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Vertaforevertafore.comHQ: Denver, CO, United StatesReported employees: 1,001-5,000 | Denver, CO, United States | 1,001-5,000 | Exact match | 2,840 contacts → |
“We believe insurance is about relationships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Applied Systemsappliedsystems.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,224 contacts → |
“For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Zinniazinnia.comHQ: Greenwich, CT, United KingdomReported employees: 1,001-5,000 | Greenwich, CT, United Kingdom | 1,001-5,000 | Exact match | 1,885 contacts → |
“Zinnia, an Eldridge Industries business, simplifies L&A insurance by delivering comprehensive technology solutions for the industry’s most critical needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Equis Financialequisfinancial.comHQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 1,192 contacts → |
“Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Insurityinsurity.comHQ: Hartford, CT, United StatesReported employees: 1,001-5,000 | Hartford, CT, United States | 1,001-5,000 | Exact match | 998 contacts → |
“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sollers Consultingsollers.comHQ: Warszawa, PolandReported employees: 1,001-5,000 | Warszawa, Poland | 1,001-5,000 | Exact match | 908 contacts → |
“Sollers Consulting assists insurance companies in developing industry-leading operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ipipelineipipeline.comHQ: Wayne, PA, United StatesReported employees: 501-1,000 | Wayne, PA, United States | 501-1,000 | Exact match | 859 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  SFS Software & Consultancy COsfs.com.trHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 519 contacts → |
“Biz Kimiz?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  USA Benefits Groupusabg.comHQ: Spring Hill, FL, United StatesReported employees: 501-1,000 | Spring Hill, FL, United States | 501-1,000 | Exact match | 355 contacts → |
“USA Benefits Group is a non-captive agency of licensed health and life insurance sales professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Confitecconfitec.com.brHQ: Rio De Janeiro, BrazilReported employees: 201-500 | Rio De Janeiro, Brazil | 201-500 | Exact match | 310 contacts → |
“Uma história de Sucesso - Confiança e tecnologia Tornar a operação de seguradoras e resseguradoras mais controlada, confiável, eficiente e segura: foi com esse propósito que, em…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Agito Software & Consultingagito.com.trHQ: Sariyer, TürkiyeReported employees: 201-500 | Sariyer, Türkiye | 201-500 | Exact match | 292 contacts → |
“Holistic technology partner of insurance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fadatafadata.euHQ: Munich, GermanyReported employees: 201-500 | Munich, Germany | 201-500 | Exact match | 292 contacts → |
“Fadata Group is a leading provider of software solutions that empower the insurance community to drive customer engagement, innovation and business value.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pinnacle Life Groupthepinnaclelifegroup.com HQ: United StatesReported employees: 1,001-5,000 | United States | 1,001-5,000 | Exact match | 292 contacts → |
“People > profit” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  I4proi4pro.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 261 contacts → |
“Desde 2005 a i4pro vem aprimorando soluções em tecnologia que garantem melhor desempenho para mais de 40 seguradoras em todo o Brasil.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  AIS Servis, S.R.Oais-servis.czHQ: Brno, Czech RepublicReported employees: 51-200 | Brno, Czech Republic | 51-200 | Exact match | 198 contacts → |
“AIS Servis, s.r.o, develops, supplies and manages software solutions for insurers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Adactaadacta-fintech.comHQ: Ljubljana, SloveniaReported employees: 201-500 | Ljubljana, Slovenia | 201-500 | Exact match | 196 contacts → |
“Hi, we’re Adacta-a leading software provider for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Sunfiresunfireinc.comHQ: Remote, United StatesReported employees: 51-200 | Remote, United States | 51-200 | Exact match | 183 contacts → |
“SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  ANVAanva.nlHQ: Amersfoort, NetherlandsReported employees: 51-200 | Amersfoort, Netherlands | 51-200 | Exact match | 177 contacts → |
“Vol trots maakt ANVA al meer dan 50 jaar softwareoplossingen voor de verzekeringsbranche.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Selectsysselectsys.comHQ: Knoxville, TN, United StatesReported employees: 1,001-5,000 | Knoxville, TN, United States | 1,001-5,000 | Exact match | 173 contacts → |
“Selectsys helps MGAs, wholesalers, carriers, and program administrators modernize insurance operations through a connected ecosystem of insurance technology and embedded Insurance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Sopot, PolandReported employees: 501-1,000 | Sopot, Poland | 501-1,000 | Exact match | 156 contacts → |
“Od 2018 roku jesteśmy częścią ERGO Group AG.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Decertodecerto.comHQ: Warsaw, PolandReported employees: 201-500 | Warsaw, Poland | 201-500 | Exact match | 150 contacts → |
“Decerto specializes in providing advanced IT solutions for the insurance sector.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Nova Tendência Consultoriantendencia.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 141 contacts → |
“A Nova Tendência Consultoria é uma grande fornecedora de software com foco para Seguradoras e Mercado Financeiro.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Kapia-Rgikapia-rgi.comHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 133 contacts → |
“KAPIA-RGI, Editeur de progiciels et services à haute valeur ajoutée pour l'Assurance Vie et Non-Vie KAPIA-RGI, la marque commerciale née de l'alliance entre KAPIA Solutions…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Agencyblocagencybloc.comHQ: Cedar Falls, IA, United StatesReported employees: 51-200 | Cedar Falls, IA, United States | 51-200 | Exact match | 131 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Consis Internationalconsisint.comHQ: Davie, FL, United StatesReported employees: 201-500 | Davie, FL, United States | 201-500 | Exact match | 121 contacts → |
“Desde 1987, Consis International ha acompañado a aseguradoras a nivel global en la obtención de resultados estratégicos a través de la tecnología.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 826 company matches
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Insurance agency succession planning software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
826 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 826 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance agency succession planning software companies by location
4 lists · largest firstEvery Insurance agency succession planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Insurance agency succession planning software companies based in the United States331
- Insurance agency succession planning software companies based in Germany36
- Insurance agency succession planning software companies based in Brazil29
- Insurance agency succession planning software companies based in the United Kingdom28
Questions about this company list
What does Exact match mean for insurance agency succession planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance agency succession planning software companies did RevenueBase find worldwide?
The saved snapshot records 826 matching company records, 25,150 tracked contacts and 10,133 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 insurance agency succession planning software companies worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/insurance-agency-succession-planning-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 insurance agency succession planning software companies worldwide
RevenueBase records 826 matching company records for insurance agency succession planning software companies worldwide, with 25,150 tracked contacts and 10,133 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 insurance agency succession planning software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Vertaforevertafore.com HQ: Denver, CO, United StatesReported employees: 1,001-5,000 | Denver, CO, United States | 1,001-5,000 | Exact match | 2,840 contacts → |
“We believe insurance is about relationships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Applied Systemsappliedsystems.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,224 contacts → |
“For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Zinniazinnia.com HQ: Greenwich, CT, United KingdomReported employees: 1,001-5,000 | Greenwich, CT, United Kingdom | 1,001-5,000 | Exact match | 1,885 contacts → |
“Zinnia, an Eldridge Industries business, simplifies L&A insurance by delivering comprehensive technology solutions for the industry’s most critical needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Equis Financialequisfinancial.com HQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 1,192 contacts → |
“Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Insurityinsurity.com HQ: Hartford, CT, United StatesReported employees: 1,001-5,000 | Hartford, CT, United States | 1,001-5,000 | Exact match | 998 contacts → |
“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sollers Consultingsollers.com HQ: Warszawa, PolandReported employees: 1,001-5,000 | Warszawa, Poland | 1,001-5,000 | Exact match | 908 contacts → |
“Sollers Consulting assists insurance companies in developing industry-leading operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ipipelineipipeline.com HQ: Wayne, PA, United StatesReported employees: 501-1,000 | Wayne, PA, United States | 501-1,000 | Exact match | 859 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | SFS Software & Consultancy COsfs.com.tr HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 519 contacts → |
“Biz Kimiz?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | USA Benefits Groupusabg.com HQ: Spring Hill, FL, United StatesReported employees: 501-1,000 | Spring Hill, FL, United States | 501-1,000 | Exact match | 355 contacts → |
“USA Benefits Group is a non-captive agency of licensed health and life insurance sales professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Confitecconfitec.com.br HQ: Rio De Janeiro, BrazilReported employees: 201-500 | Rio De Janeiro, Brazil | 201-500 | Exact match | 310 contacts → |
“Uma história de Sucesso - Confiança e tecnologia Tornar a operação de seguradoras e resseguradoras mais controlada, confiável, eficiente e segura: foi com esse propósito que, em…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Agito Software & Consultingagito.com.tr HQ: Sariyer, TürkiyeReported employees: 201-500 | Sariyer, Türkiye | 201-500 | Exact match | 292 contacts → |
“Holistic technology partner of insurance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fadatafadata.eu HQ: Munich, GermanyReported employees: 201-500 | Munich, Germany | 201-500 | Exact match | 292 contacts → |
“Fadata Group is a leading provider of software solutions that empower the insurance community to drive customer engagement, innovation and business value.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Pinnacle Life Groupthepinnaclelifegroup.com HQ: United StatesReported employees: 1,001-5,000 | United States | 1,001-5,000 | Exact match | 292 contacts → |
“People > profit” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | I4proi4pro.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 261 contacts → |
“Desde 2005 a i4pro vem aprimorando soluções em tecnologia que garantem melhor desempenho para mais de 40 seguradoras em todo o Brasil.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | AIS Servis, S.R.Oais-servis.cz HQ: Brno, Czech RepublicReported employees: 51-200 | Brno, Czech Republic | 51-200 | Exact match | 198 contacts → |
“AIS Servis, s.r.o, develops, supplies and manages software solutions for insurers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Adactaadacta-fintech.com HQ: Ljubljana, SloveniaReported employees: 201-500 | Ljubljana, Slovenia | 201-500 | Exact match | 196 contacts → |
“Hi, we’re Adacta-a leading software provider for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sunfiresunfireinc.com HQ: Remote, United StatesReported employees: 51-200 | Remote, United States | 51-200 | Exact match | 183 contacts → |
“SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | ANVAanva.nl HQ: Amersfoort, NetherlandsReported employees: 51-200 | Amersfoort, Netherlands | 51-200 | Exact match | 177 contacts → |
“Vol trots maakt ANVA al meer dan 50 jaar softwareoplossingen voor de verzekeringsbranche.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Selectsysselectsys.com HQ: Knoxville, TN, United StatesReported employees: 1,001-5,000 | Knoxville, TN, United States | 1,001-5,000 | Exact match | 173 contacts → |
“Selectsys helps MGAs, wholesalers, carriers, and program administrators modernize insurance operations through a connected ecosystem of insurance technology and embedded Insurance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Sopot, PolandReported employees: 501-1,000 | Sopot, Poland | 501-1,000 | Exact match | 156 contacts → |
“Od 2018 roku jesteśmy częścią ERGO Group AG.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Decertodecerto.com HQ: Warsaw, PolandReported employees: 201-500 | Warsaw, Poland | 201-500 | Exact match | 150 contacts → |
“Decerto specializes in providing advanced IT solutions for the insurance sector.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Nova Tendência Consultoriantendencia.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 141 contacts → |
“A Nova Tendência Consultoria é uma grande fornecedora de software com foco para Seguradoras e Mercado Financeiro.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Kapia-Rgikapia-rgi.com HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 133 contacts → |
“KAPIA-RGI, Editeur de progiciels et services à haute valeur ajoutée pour l'Assurance Vie et Non-Vie KAPIA-RGI, la marque commerciale née de l'alliance entre KAPIA Solutions…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Agencyblocagencybloc.com HQ: Cedar Falls, IA, United StatesReported employees: 51-200 | Cedar Falls, IA, United States | 51-200 | Exact match | 131 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Consis Internationalconsisint.com HQ: Davie, FL, United StatesReported employees: 201-500 | Davie, FL, United States | 201-500 | Exact match | 121 contacts → |
“Desde 1987, Consis International ha acompañado a aseguradoras a nivel global en la obtención de resultados estratégicos a través de la tecnología.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Insurance agency succession planning software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
826 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 826 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance agency succession planning software companies by location
4 lists · largest firstEvery Insurance agency succession planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Insurance agency succession planning software companies based in the United States331
- Insurance agency succession planning software companies based in Germany36
- Insurance agency succession planning software companies based in Brazil29
- Insurance agency succession planning software companies based in the United Kingdom28
Questions about this company list
What does Exact match mean for insurance agency succession planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance agency succession planning software companies did RevenueBase find worldwide?
The saved snapshot records 826 matching company records, 25,150 tracked contacts and 10,133 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 insurance agency succession planning software companies worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/insurance-agency-succession-planning-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗