Company lists · Data refreshed October 2026
Top 25 Customer relationship management companies for insurance based in the United States
RevenueBase identified 269 company matches for customer relationship management companies for insurance associated with the United States as of October 2026 and tracks 14,932 professional contacts across them, including 6,595 with verified work emails. New York is the largest hub.
This list covers company matches for customer relationship management companies for insurance associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 11, 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.
The 25 largest customer relationship management companies for insurance based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,938 contacts → | ||||
Exact match “We believe insurance is about relationships.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 2 | 2,310 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 3 | 1,360 contacts → | ||||
Exact match “TRANZACT is the market leader in delivering high-volume sales for the top insurance brands in America.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 4 | 1,070 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 11, 2026 · View company records in RevenueBase | |||||
| 5 | 829 contacts → | ||||
Exact match “illumifin is a true partner to the insurance industry, delivering tech-enabled business processing services and essential software solutions to help transform insurers for…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 6 | 796 contacts → | ||||
Exact match “At Zywave, we don’t just build technology-we amplify impact.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 7 | 710 contacts → | ||||
Exact match “We understand how paramount the customer experience is to a carrier's success.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 8 | 510 contacts → | ||||
Exact match “OneShield provides business solutions for P&C insurers and MGAs of all sizes.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 9 | 160 contacts → | ||||
Exact match “Wealthbox is CRM you’ll actually enjoy.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 10 | 157 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 11 | 140 contacts → | ||||
Exact match “Our people, software, and innovative solutions empower organizations to achieve optimal results from their risk, insurance, and claims programs.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 12 | 135 contacts → | ||||
Exact match “Finys was founded in 2001 to create a modern enterprise platform for Property Casualty insurance carriers.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 13 | 129 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 14 | 116 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 11, 2026 · View company records in RevenueBase | |||||
| 15 | 114 contacts → | ||||
Exact match “BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 16 | 114 contacts → | ||||
Exact match “We exist to remove the ceiling.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 17 | 110 contacts → | ||||
Exact match “Paramantra builds enterprise software.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 18 | 102 contacts → | ||||
Exact match “EZLynx® develops industry-leading cloud-based software for the insurance industry.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 19 | 87 contacts → | ||||
Exact match “Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 20 | 86 contacts → | ||||
Exact match “FJA offers a full suite of insurance technology products and services, powered by the FJA Product Machine Platform.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 21 | 84 contacts → | ||||
Exact match “Client Focus provides high-quality client relationship management services to insurance agencies.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 22 | 81 contacts → | ||||
Exact match “Technology is disrupting the insurance industry and agencies need to take the initiative if they want to remain competitive in the upcoming disruption.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 23 | 79 contacts → | ||||
Exact match “Engagex is a marketing company that helps insurance agents grow their business by driving new revenue from current customers.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 24 | 75 contacts → | ||||
Exact match “With offices in North Carolina and South Carolina, Watson employs over 40 associates who take pride in remaining leaders in our industry through their commitment to furthering…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 25 | 71 contacts → | ||||
Exact match “PCMS (Property & Casualty Management Systems, Inc.) is a software solution company comprised of individuals with one goal in mind; creating comprehensive, functional, modern…” Recorded in the RevenueBase company graph · Oct 11, 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 “customer relationship management companies for insurance”. 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 269 customer relationship management companies for insurance based in the United States
See the full list, filter by size, metro and specialty, and access 6,595 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Customer relationship management companies for insurance based in the United States at a glance
As of Oct 11, 2026Companies by employee count
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 269 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 “customer relationship management companies for insurance” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 6,595 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 11, 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 “customer relationship management companies for insurance”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many customer relationship management companies for insurance are there based in the United States?
RevenueBase identified 269 company matches for customer relationship management companies for insurance 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?
Vertafore tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most customer relationship management companies for insurance?
New York leads with 7 company records, followed by Dallas (6) and Denver (6).
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 6,595 professional contacts with verified work emails tracked across these 269 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 11, 2026.
Ready to reach these companies? Verified emails and direct dials for all 269 customer relationship management companies for insurance based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Customer relationship management companies for insurance by geography
- Customer relationship management companies for insurance based in Brazil
- Customer relationship management companies for insurance based in Canada
- Customer relationship management companies for insurance based in France
- Customer relationship management companies for insurance based in Germany
- Customer relationship management companies for insurance based in India
- Customer relationship management companies for insurance based in Italy
- Customer relationship management companies for insurance based in the United Kingdom
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Customer relationship management companies for insurance based in Brazil
- Customer relationship management companies for insurance based in Canada
- Customer relationship management companies for insurance based in France
- Customer relationship management companies for insurance based in Germany
- Customer relationship management companies for insurance based in India
- Customer relationship management companies for insurance based in Italy
Company intelligence · public preview
Top 25 customer relationship management companies for insurance based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 269 matching company records for customer relationship management companies for insurance based in the United States, with 14,932 tracked contacts and 6,595 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: October 11, 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 customer relationship management companies for insurance based in the United States
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 | 2,938 contacts → |
“We believe insurance is about relationships.” Recorded description excerpt · October 11, 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 | 2,310 contacts → |
“For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Tranzacttranzact.netHQ: Fort Lee, NJ, United StatesReported employees: 1,001-5,000 | Fort Lee, NJ, United States | 1,001-5,000 | Exact match | 1,360 contacts → |
“TRANZACT is the market leader in delivering high-volume sales for the top insurance brands in America.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Insurityinsurity.comHQ: Hartford, CT, United StatesReported employees: 1,001-5,000 | Hartford, CT, United States | 1,001-5,000 | Exact match | 1,070 contacts → |
“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Illumifinillumifin.comHQ: Woodbury, PA, United StatesReported employees: 1,001-5,000 | Woodbury, PA, United States | 1,001-5,000 | Exact match | 829 contacts → |
“illumifin is a true partner to the insurance industry, delivering tech-enabled business processing services and essential software solutions to help transform insurers for…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Zywavezywave.comHQ: Milwaukee, WI, United StatesReported employees: 501-1,000 | Milwaukee, WI, United States | 501-1,000 | Exact match | 796 contacts → |
“At Zywave, we don’t just build technology-we amplify impact.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  ONE INChubs.laHQ: Folsom, CA, United StatesReported employees: 501-1,000 | Folsom, CA, United States | 501-1,000 | Exact match | 710 contacts → |
“We understand how paramount the customer experience is to a carrier's success.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Oneshieldoneshield.comHQ: Marlborough, MA, United StatesReported employees: 201-500 | Marlborough, MA, United States | 201-500 | Exact match | 510 contacts → |
“OneShield provides business solutions for P&C insurers and MGAs of all sizes.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wealthboxwealthbox.comHQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 160 contacts → |
“Wealthbox is CRM you’ll actually enjoy.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Conexus Solutions, INCcnxsi.comHQ: Branchburg, NJ, United StatesReported employees: 51-200 | Branchburg, NJ, United States | 51-200 | Exact match | 157 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Ventiv Technologyventivtech.comHQ: Atlanta, GA, United StatesReported employees: 201-500 | Atlanta, GA, United States | 201-500 | Exact match | 140 contacts → |
“Our people, software, and innovative solutions empower organizations to achieve optimal results from their risk, insurance, and claims programs.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  FINYSfinys.comHQ: Troy, MI, United StatesReported employees: 51-200 | Troy, MI, United States | 51-200 | Exact match | 135 contacts → |
“Finys was founded in 2001 to create a modern enterprise platform for Property Casualty insurance carriers.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Agencyblocagencybloc.comHQ: Cedar Falls, IA, United StatesReported employees: 51-200 | Cedar Falls, IA, United States | 51-200 | Exact match | 129 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Outline Systemsoutlinesys.comHQ: Somerset, NJ, United StatesReported employees: 201-500 | Somerset, NJ, United States | 201-500 | Exact match | 116 contacts → |
“Outline Systems is a software-development firm that helps insurers efficiently and effectively put control where it belongs, in their hands.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Britecorebritecore.comHQ: San Mateo, CA, United StatesReported employees: 51-200 | San Mateo, CA, United States | 51-200 | Exact match | 114 contacts → |
“BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lava Automationlavaautomation.comHQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 114 contacts → |
“We exist to remove the ceiling.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Paramantraparamantra.comHQ: Charlestown, MA, United StatesReported employees: 51-200 | Charlestown, MA, United States | 51-200 | Exact match | 110 contacts → |
“Paramantra builds enterprise software.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ezlynxezlynx.comHQ: Lewisville, TX, United StatesReported employees: 201-500 | Lewisville, TX, United States | 201-500 | Exact match | 102 contacts → |
“EZLynx® develops industry-leading cloud-based software for the insurance industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Practifipractifi.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 87 contacts → |
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Fja-Us, INCfja.comHQ: Boca Raton, FL, United StatesReported employees: 51-200 | Boca Raton, FL, United States | 51-200 | Exact match | 86 contacts → |
“FJA offers a full suite of insurance technology products and services, powered by the FJA Product Machine Platform.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Client Focusclientfocuscorp.comHQ: Mesa, AZ, United StatesReported employees: 51-200 | Mesa, AZ, United States | 51-200 | Exact match | 84 contacts → |
“Client Focus provides high-quality client relationship management services to insurance agencies.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | COVUcovu.com HQ: Redwood City, CA, United StatesReported employees: 51-200 | Redwood City, CA, United States | 51-200 | Exact match | 81 contacts → |
“Technology is disrupting the insurance industry and agencies need to take the initiative if they want to remain competitive in the upcoming disruption.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Engagexengagex.com HQ: Provo, UT, United StatesReported employees: 51-200 | Provo, UT, United States | 51-200 | Exact match | 79 contacts → |
“Engagex is a marketing company that helps insurance agents grow their business by driving new revenue from current customers.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Watson Insurance Agencywatsoninsurance.comHQ: Gastonia, NC, United StatesReported employees: 51-200 | Gastonia, NC, United States | 51-200 | Exact match | 75 contacts → |
“With offices in North Carolina and South Carolina, Watson employs over 40 associates who take pride in remaining leaders in our industry through their commitment to furthering…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  PCMSpcmstech.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 71 contacts → |
“PCMS (Property & Casualty Management Systems, Inc.) is a software solution company comprised of individuals with one goal in mind; creating comprehensive, functional, modern…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 269 company matches
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Customer relationship management companies for insurance: dataset insights
October 11, 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
269 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 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 269 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: October 11, 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 ↗
Questions about this company list
What does Exact match mean for customer relationship management companies for insurance?
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 customer relationship management companies for insurance did RevenueBase find based in the United States?
The saved snapshot records 269 matching company records, 14,932 tracked contacts and 6,595 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: October 11, 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.
Related lists
Customer relationship management companies for insurance by geography
- Customer relationship management companies for insurance based in Brazil
- Customer relationship management companies for insurance based in Canada
- Customer relationship management companies for insurance based in France
- Customer relationship management companies for insurance based in Germany
- Customer relationship management companies for insurance based in India
- Customer relationship management companies for insurance based in Italy
- Customer relationship management companies for insurance based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 customer relationship management companies for insurance based in the United States. Snapshot: October 11, 2026. https://revenuebase.ai/companies/customer-relationship-management-companies-for-insurance/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Customer relationship management companies for insurance based in Brazil
- Customer relationship management companies for insurance based in Canada
- Customer relationship management companies for insurance based in France
- Customer relationship management companies for insurance based in Germany
- Customer relationship management companies for insurance based in India
- Customer relationship management companies for insurance based in Italy
Company intelligence · public preview
Top 25 customer relationship management companies for insurance based in the United States
RevenueBase records 269 matching company records for customer relationship management companies for insurance based in the United States, with 14,932 tracked contacts and 6,595 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: October 11, 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 customer relationship management companies for insurance based in the United States
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 | 2,938 contacts → |
“We believe insurance is about relationships.” Recorded description excerpt · October 11, 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 | 2,310 contacts → |
“For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Tranzacttranzact.net HQ: Fort Lee, NJ, United StatesReported employees: 1,001-5,000 | Fort Lee, NJ, United States | 1,001-5,000 | Exact match | 1,360 contacts → |
“TRANZACT is the market leader in delivering high-volume sales for the top insurance brands in America.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Insurityinsurity.com HQ: Hartford, CT, United StatesReported employees: 1,001-5,000 | Hartford, CT, United States | 1,001-5,000 | Exact match | 1,070 contacts → |
“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Illumifinillumifin.com HQ: Woodbury, PA, United StatesReported employees: 1,001-5,000 | Woodbury, PA, United States | 1,001-5,000 | Exact match | 829 contacts → |
“illumifin is a true partner to the insurance industry, delivering tech-enabled business processing services and essential software solutions to help transform insurers for…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Zywavezywave.com HQ: Milwaukee, WI, United StatesReported employees: 501-1,000 | Milwaukee, WI, United States | 501-1,000 | Exact match | 796 contacts → |
“At Zywave, we don’t just build technology-we amplify impact.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ONE INChubs.la HQ: Folsom, CA, United StatesReported employees: 501-1,000 | Folsom, CA, United States | 501-1,000 | Exact match | 710 contacts → |
“We understand how paramount the customer experience is to a carrier's success.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Oneshieldoneshield.com HQ: Marlborough, MA, United StatesReported employees: 201-500 | Marlborough, MA, United States | 201-500 | Exact match | 510 contacts → |
“OneShield provides business solutions for P&C insurers and MGAs of all sizes.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealthboxwealthbox.com HQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 160 contacts → |
“Wealthbox is CRM you’ll actually enjoy.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Conexus Solutions, INCcnxsi.com HQ: Branchburg, NJ, United StatesReported employees: 51-200 | Branchburg, NJ, United States | 51-200 | Exact match | 157 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Ventiv Technologyventivtech.com HQ: Atlanta, GA, United StatesReported employees: 201-500 | Atlanta, GA, United States | 201-500 | Exact match | 140 contacts → |
“Our people, software, and innovative solutions empower organizations to achieve optimal results from their risk, insurance, and claims programs.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | FINYSfinys.com HQ: Troy, MI, United StatesReported employees: 51-200 | Troy, MI, United States | 51-200 | Exact match | 135 contacts → |
“Finys was founded in 2001 to create a modern enterprise platform for Property Casualty insurance carriers.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Agencyblocagencybloc.com HQ: Cedar Falls, IA, United StatesReported employees: 51-200 | Cedar Falls, IA, United States | 51-200 | Exact match | 129 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Outline Systemsoutlinesys.com HQ: Somerset, NJ, United StatesReported employees: 201-500 | Somerset, NJ, United States | 201-500 | Exact match | 116 contacts → |
“Outline Systems is a software-development firm that helps insurers efficiently and effectively put control where it belongs, in their hands.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Britecorebritecore.com HQ: San Mateo, CA, United StatesReported employees: 51-200 | San Mateo, CA, United States | 51-200 | Exact match | 114 contacts → |
“BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lava Automationlavaautomation.com HQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 114 contacts → |
“We exist to remove the ceiling.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Paramantraparamantra.com HQ: Charlestown, MA, United StatesReported employees: 51-200 | Charlestown, MA, United States | 51-200 | Exact match | 110 contacts → |
“Paramantra builds enterprise software.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ezlynxezlynx.com HQ: Lewisville, TX, United StatesReported employees: 201-500 | Lewisville, TX, United States | 201-500 | Exact match | 102 contacts → |
“EZLynx® develops industry-leading cloud-based software for the insurance industry.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Practifipractifi.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 87 contacts → |
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fja-Us, INCfja.com HQ: Boca Raton, FL, United StatesReported employees: 51-200 | Boca Raton, FL, United States | 51-200 | Exact match | 86 contacts → |
“FJA offers a full suite of insurance technology products and services, powered by the FJA Product Machine Platform.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Client Focusclientfocuscorp.com HQ: Mesa, AZ, United StatesReported employees: 51-200 | Mesa, AZ, United States | 51-200 | Exact match | 84 contacts → |
“Client Focus provides high-quality client relationship management services to insurance agencies.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | COVUcovu.com HQ: Redwood City, CA, United StatesReported employees: 51-200 | Redwood City, CA, United States | 51-200 | Exact match | 81 contacts → |
“Technology is disrupting the insurance industry and agencies need to take the initiative if they want to remain competitive in the upcoming disruption.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Engagexengagex.com HQ: Provo, UT, United StatesReported employees: 51-200 | Provo, UT, United States | 51-200 | Exact match | 79 contacts → |
“Engagex is a marketing company that helps insurance agents grow their business by driving new revenue from current customers.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Watson Insurance Agencywatsoninsurance.com HQ: Gastonia, NC, United StatesReported employees: 51-200 | Gastonia, NC, United States | 51-200 | Exact match | 75 contacts → |
“With offices in North Carolina and South Carolina, Watson employs over 40 associates who take pride in remaining leaders in our industry through their commitment to furthering…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | PCMSpcmstech.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 71 contacts → |
“PCMS (Property & Casualty Management Systems, Inc.) is a software solution company comprised of individuals with one goal in mind; creating comprehensive, functional, modern…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 269 company matches
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Customer relationship management companies for insurance: dataset insights
October 11, 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
269 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 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 269 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: October 11, 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 ↗
Questions about this company list
What does Exact match mean for customer relationship management companies for insurance?
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 customer relationship management companies for insurance did RevenueBase find based in the United States?
The saved snapshot records 269 matching company records, 14,932 tracked contacts and 6,595 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: October 11, 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 customer relationship management companies for insurance based in the United States. Snapshot: October 11, 2026. https://revenuebase.ai/companies/customer-relationship-management-companies-for-insurance/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Customer relationship management companies for insurance based in Brazil
- Customer relationship management companies for insurance based in Canada
- Customer relationship management companies for insurance based in France
- Customer relationship management companies for insurance based in Germany
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