Company lists · Data refreshed October 2026

Top 25 Certificate of insurance tracking software companies based in the United States

RevenueBase identified 55 company matches for certificate of insurance tracking software companies associated with the United States as of October 2026 and tracks 1,900 professional contacts across them, including 955 with verified work emails. New York is the largest hub.

This list covers company matches for certificate of insurance tracking software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 19, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 19, 2026 How this list was built
55Companies
1,900Contacts tracked
955Verified emails
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The 25 largest certificate of insurance tracking software companies based in the United States

Ranked by team size
Top 25 of 55 company matches for certificate of insurance tracking software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 19, 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 matchHartford, CT, United StatesHQ recorded Oct 19, 20261,001-5,0001,070 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
2Exact matchSomerset, NJ, United StatesHQ recorded Oct 19, 2026201-500116 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 · Oct 19, 2026 · View company records in RevenueBase
3Exact matchKennesaw, GA, United StatesHQ recorded Oct 19, 2026201-50095 contacts →

Exact match

“OSC is a leading provider of compliance-driven tracking technology and insurance products and services for lenders, mortgage servicers and property investors.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
4Exact matchFlower Mound, TX, United StatesHQ recorded Oct 19, 202651-20089 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
5Exact matchParsippany, NJ, United StatesHQ recorded Oct 19, 202651-20056 contacts →

Exact match

“bcs is the #1 certificate of insurance tracking company that automates insurance tracking and vendor compliance.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
6Exact matchSt. Louis, MO, United StatesHQ recorded Oct 19, 202611-5037 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Oct 19, 2026n/a35 contacts →

Exact match

“Billy is a one-stop shop for all your construction compliance needs, including automated collection and verification of certificates of insurance, W9s, business licenses, etc.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
8Exact matchDenver, CO, United StatesHQ recorded Oct 19, 202611-5033 contacts →

Exact match

“UnionHub is a SaaS provider building a solution that will change the way that insurance companies, brokers, and benefit providers enroll, manage, and serve their customers.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
9Exact matchRaleigh, NC, United StatesHQ recorded Oct 19, 202611-5032 contacts →

Exact match

“Certificial is an all-in-one insurance verification platform used by leading Insurance Agencies like AssuredPartners and large corporations like Amazon to share real-time…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
10Exact matchSanta Rosa, CA, United StatesHQ recorded Oct 19, 202611-5030 contacts →

Exact match

“QuieTrack transforms financial institutions’ insurance tracking into a seamless and satisfying borrower experience.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
11Exact matchCommerce, CA, United StatesHQ recorded Oct 19, 202651-20023 contacts →

Exact match

“At Saint George Insurance Brokerage we are dedicated to facilitating intelligent insurance, registration, and trucking permit solutions for each of our individual and corporate…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
12Exact matchKansas City, MO, United StatesHQ recorded Oct 19, 202651-20023 contacts →

Exact match

“CertFocus is the service and compliance leader in SaaS-based Certificate of Insurance and related document management to the Fortune 500 and leading public sector community.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
13Exact matchParsippany, NJ, United StatesHQ recorded Oct 19, 202611-5021 contacts →

Exact match

“The DOCUTRAX service facilitates risk transfer from your business to third-parties, such as vendors and contractors, through professional oversight of certificates of insurance…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
14Exact matchBoca Raton, FL, United StatesHQ recorded Oct 19, 202611-5021 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
15Exact matchSan Diego, CA, United StatesHQ recorded Oct 19, 202611-5017 contacts →

Exact match

“PINS is a software application that enables an array of industries the delivery, storage, and maintenance of insurance certificates.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
16Exact matchDedham, MA, United StatesHQ recorded Oct 19, 202611-5014 contacts →

Exact match

“Certificate Hero is an advanced SaaS platform built specifically for leading insurance brokers and their clients.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
17Exact matchNew York, United StatesHQ recorded Oct 19, 202611-5013 contacts →

Exact match

“Exigis is the leading provider of business process automation software and services for risk management, insurance, and trade finance.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
18Exact matchBoise, ID, United StatesHQ recorded Oct 19, 202611-5010 contacts →

Exact match

“EOI Direct specializes in simplifying the time‐consuming process of transferring critical insurance information between parties.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
19Exact matchIndianapolis, IN, United StatesHQ recorded Oct 19, 202651-2008 contacts →

Exact match

“myCOI helps our customers handle the everyday tasks of managing certificates of insurance, protecting against underinsured claims, costly litigation and failed audits.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
20Exact matchColumbia, MO, United StatesHQ recorded Oct 19, 202611-508 contacts →

Exact match

“HoundDog automates insurance verification and tracking in a simple platform, so you can move forward knowing your business is protected.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
21Exact matchDallas, TX, United StatesHQ recorded Oct 19, 202611-508 contacts →

Exact match

“AgencyRoot is a management system built for crop insurance.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
22Exact matchAlcoa, TN, United StatesHQ recorded Oct 19, 202611-507 contacts →

Exact match

“Serving over 150 Financial Institutions, Tracking over $25 Billion in loans, with over 40 years of experience.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
23Exact matchTimonium, MD, United StatesHQ recorded Oct 19, 202611-506 contacts →

Exact match

“For 25 years, LTS has been the most trusted name in insurance tracking.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
24Exact matchCollege Station, TX, United StatesHQ recorded Oct 19, 202651-2006 contacts →

Exact match

“Provider of self and full-service solutions that automate certificate of insurance (COI) or proof of insurance renewals, eliminate manual data entry, and help ensure compliance.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
25Exact matchGainesville, GA, United StatesHQ recorded Oct 19, 202611-504 contacts →

Exact match

“Welcome to Long Group - Revolutionizing Efficiency in the Insurance Industry!”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase

Showing 25 of 55 certificate of insurance tracking software companies based in the United States

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Certificate of insurance tracking software companies based in the United States at a glance

As of Oct 19, 2026
50.3%Verified-email coverage
34.5Average contacts per company
11-50Median size (employees)
5.5%Largest-city concentration · New York
Oct 19, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
27
51-200
9
201-500
2
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 55 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 “certificate of insurance tracking 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. 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 955 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on October 19, 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 “certificate of insurance tracking software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many certificate of insurance tracking software companies are there based in the United States?

RevenueBase identified 55 company matches for certificate of insurance tracking software companies associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which city has the most certificate of insurance tracking software companies?

New York leads with 3 company records, followed by Boise (2) and Indianapolis (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 955 professional contacts with verified work emails tracked across these 55 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 55 certificate of insurance tracking software companies 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.