Company lists · Data refreshed September 2026

Top 25 Insurance agency succession planning software companies worldwide

RevenueBase identified 826 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 insurance agency succession planning software companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. 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 Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
826Companies
25,150Contacts tracked
10,133Verified emails
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The 25 largest insurance agency succession planning software companies worldwide

Ranked by team size
Top 25 of 826 insurance agency succession planning software companies worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to insurance agency succession planning software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceDenver, CO, United StatesHQ checked Sep 28, 20261,001-5,0002,840 contacts →

Partial evidence

“We believe insurance is about relationships.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 20261,001-5,0002,224 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceGreenwich, CT, United KingdomHQ checked Sep 28, 20261,001-5,0001,885 contacts →

Partial evidence

“Zinnia, an Eldridge Industries business, simplifies L&A insurance by delivering comprehensive technology solutions for the industry’s most critical needs.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceUnited StatesHQ checked Sep 28, 2026n/a1,192 contacts →

Partial evidence

“Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceHartford, CT, United StatesHQ checked Sep 28, 20261,001-5,000998 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceWarszawa, PolandHQ checked Sep 28, 20261,001-5,000908 contacts →

Partial evidence

“Sollers Consulting assists insurance companies in developing industry-leading operations.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceWayne, PA, United StatesHQ checked Sep 28, 2026501-1,000859 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceIstanbul, TürkiyeHQ checked Sep 28, 202651-200519 contacts →

Indirect evidence

“Biz Kimiz?”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceSpring Hill, FL, United StatesHQ checked Sep 28, 2026501-1,000355 contacts →

Partial evidence

“USA Benefits Group is a non-captive agency of licensed health and life insurance sales professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceRio De Janeiro, BrazilHQ checked Sep 28, 2026201-500310 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceSariyer, TürkiyeHQ checked Sep 28, 2026201-500292 contacts →

Partial evidence

“Holistic technology partner of insurance.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceMunich, GermanyHQ checked Sep 28, 2026201-500292 contacts →

Strong evidence

“Fadata Group is a leading provider of software solutions that empower the insurance community to drive customer engagement, innovation and business value.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceUnited StatesHQ checked Sep 28, 20261,001-5,000292 contacts →

Indirect evidence

“People > profit”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceSao Paulo, BrazilHQ checked Sep 28, 2026201-500261 contacts →

Indirect evidence

“Desde 2005 a i4pro vem aprimorando soluções em tecnologia que garantem melhor desempenho para mais de 40 seguradoras em todo o Brasil.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceBrno, Czech RepublicHQ checked Sep 28, 202651-200198 contacts →

Partial evidence

“AIS Servis, s.r.o, develops, supplies and manages software solutions for insurers.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceLjubljana, SloveniaHQ checked Sep 28, 2026201-500196 contacts →

Strong evidence

“Hi, we’re Adacta-a leading software provider for the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceRemote, United StatesHQ checked Sep 28, 202651-200183 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceAmersfoort, NetherlandsHQ checked Sep 28, 202651-200177 contacts →

Partial evidence

“Vol trots maakt ANVA al meer dan 50 jaar softwareoplossingen voor de verzekeringsbranche.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261,001-5,000173 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSopot, PolandHQ checked Sep 28, 2026501-1,000156 contacts →

Indirect evidence

“Od 2018 roku jesteśmy częścią ERGO Group AG.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceWarsaw, PolandHQ checked Sep 28, 2026201-500150 contacts →

Partial evidence

“Decerto specializes in providing advanced IT solutions for the insurance sector.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceRio De Janeiro, BrazilHQ checked Sep 28, 202651-200141 contacts →

Partial evidence

“A Nova Tendência Consultoria é uma grande fornecedora de software com foco para Seguradoras e Mercado Financeiro.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceParis, FranceHQ checked Sep 28, 2026501-1,000133 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceCedar Falls, IA, United StatesHQ checked Sep 28, 202651-200131 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceDavie, FL, United StatesHQ checked Sep 28, 2026201-500121 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 826 insurance agency succession planning software companies worldwide

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Insurance agency succession planning software companies worldwide at a glance

As of Sep 28, 2026
40.3%Verified-email coverage
30.4Average contacts per company
11-50Median size (employees)
1.7%Largest-city concentration · Sao Paulo
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
398
11-50
269
51-200
104
201-500
30
501-1,000
11
1,001-5,000
14

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance agency succession planning software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, 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
Companies worldwide whose own description of what they do matches “insurance agency succession planning software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance agency succession planning software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among insurance agency succession planning software companies, and records with no verified work email.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 10,133 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Insurance agency succession planning software companies by location

4 lists · largest first

Every 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

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names insurance agency succession planning software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many insurance agency succession planning software companies are there worldwide?

RevenueBase identified 826 insurance agency succession planning software companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Vertafore, headquartered in Denver, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 10,133 verified decision-maker contacts tracked across these 826 companies.

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.

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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 Smart Search, 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.