Company lists · Data refreshed September 2026

Top 25 Customer onboarding platforms for insurance based in the United States

RevenueBase identified 388 customer onboarding platforms for insurance headquartered in the United States as of September 2026 and tracks 16,198 professional contacts across them, including 7,276 with verified work emails. New York is the largest hub.

This list covers customer onboarding platforms for insurance headquartered in the United States, 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.

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
388Companies
16,198Contacts tracked
7,276Verified emails
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The 25 largest customer onboarding platforms for insurance based in the United States

Ranked by team size
Top 25 of 388 customer onboarding platforms for insurance based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to customer onboarding platforms for insurance: 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 evidenceHartford, CT, United StatesHQ checked Sep 28, 20261,001-5,000998 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Partial 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
3Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261,001-5,000734 contacts →

Strong evidence

“EIS is the first choice for ambitious insurers focused on future-proofing their businesses and building the customer-centric insurance platforms of tomorrow.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceFolsom, CA, United StatesHQ checked Sep 28, 2026501-1,000674 contacts →

Partial evidence

“We understand how paramount the customer experience is to a carrier's success.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceSunnyvale, CA, United StatesHQ checked Sep 28, 2026201-500617 contacts →

Partial evidence

“Jumio helps organizations to know and trust their customers online.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026501-1,000541 contacts →

Indirect evidence

“Persona helps businesses manage KYC/AML/KYB programs, fight fraud, and build trust by automating any identity-related use case with our flexible identity infrastructure.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceAustin, TX, United StatesHQ checked Sep 28, 20261,001-5,000483 contacts →

Strong evidence

“AWL was founded in 2005 and is the nation's premier Customer Acquisition Marketing business focused on the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 2026501-1,000470 contacts →

Indirect evidence

“Infosys McCamish Systems, a U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceCambridge, MA, United StatesHQ checked Sep 28, 2026201-500439 contacts →

Strong evidence

“EverQuote empowers the largest insurance carriers and thousands of agents to maximize customer acquisition across digital channels.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 2026201-500422 contacts →

Indirect evidence

“Proof makes trust possible in a digital world.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidencePalo Alto, CA, United StatesHQ checked Sep 28, 2026201-500375 contacts →

Partial evidence

“HyperVerge is a global leader in AI-powered digital onboarding solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceNew York, United StatesHQ checked Sep 28, 2026501-1,000297 contacts →

Partial evidence

“We make it incredibly easy to understand, buy, and manage insurance for your business.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceAustin, TX, United StatesHQ checked Sep 28, 2026201-500291 contacts →

Strong evidence

“bolt is the leading distribution platform for P&C insurance, connecting insurers, distributors and customers to transform the way insurance is bought and sold.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceSan Jose, CA, United StatesHQ checked Sep 28, 2026201-500272 contacts →

Partial evidence

“Sureify’s modular enterprise product suite, Lifetime, revolutionizes the life insurance industry by delivering cutting-edge user experiences.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceColumbus, OH, United StatesHQ checked Sep 28, 2026201-500257 contacts →

Partial evidence

“Bold Penguin is the market-leading digital solutions provider for commercial insurance.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceColumbus, OH, United StatesHQ checked Sep 28, 2026201-500255 contacts →

Partial evidence

“Since 2014, Matic has changed the landscape of the insurtech industry by integrating insurance within the home and auto ownership experience.”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceSt. Louis Park, MN, United StatesHQ checked Sep 28, 2026201-500234 contacts →

Strong evidence

“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceFairfax, VA, United StatesHQ checked Sep 28, 2026201-500233 contacts →

Partial evidence

“Daon, The Digital Identity Trust Company, delivers fraud-resistant, low-friction digital identity solutions that support onboarding and authentication at every trust point across…”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 2026201-500221 contacts →

Partial evidence

“SmartFinancial is a leading digital insurance marketplace and one of the fastest growing insurance technology companies in the U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceCambridge, MA, United StatesHQ checked Sep 28, 202651-200202 contacts →

Partial evidence

“Insurify, America's top-rated virtual insurance agent, empowers consumers to securely compare, buy, and manage their auto, home, pet and renters insurance policies.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceDenver, CO, United StatesHQ checked Sep 28, 2026201-500190 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-200175 contacts →

Strong evidence

“The Cogitate DigitalEdge Insurance Platform digitalizes insurance across the value chain, offering insurance carriers, MGAs, and Program Administrators a smooth transition to…”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial 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
24Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 2026501-1,000169 contacts →

Strong evidence

“Sure is the first AI-native insurance platform.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 28, 2026201-500162 contacts →

Indirect evidence

“Jarus Technologies provides purpose built core system solutions for P&C insurers.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 388 customer onboarding platforms for insurance based in the United States

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Customer onboarding platforms for insurance based in the United States at a glance

As of Sep 28, 2026
44.9%Verified-email coverage
41.7Average contacts per company
11-50Median size (employees)
7.7%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
116
11-50
166
51-200
64
201-500
26
501-1,000
7
1,001-5,000
8
5,001-10,000
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 388 companies.

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 customer onboarding platforms for insurance, 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.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “customer onboarding platforms for insurance”. 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 customer onboarding platforms for insurance), 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 customer onboarding platforms for insurance, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
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, 7,276 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.

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 customer onboarding platforms for insurance, 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 customer onboarding platforms for insurance are there based in the United States?

RevenueBase identified 388 customer onboarding platforms for insurance headquartered in the United States 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?

Insurity, headquartered in Hartford, tops this list with the largest team on record.

Which city has the most customer onboarding platforms for insurance?

New York leads with 30 headquartered companies, followed by San Francisco (28) and Boston (11).

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 7,276 verified decision-maker contacts tracked across these 388 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.