Company lists · Data refreshed September 2026

Top 25 Insurance agency accounting software companies based in the United States

RevenueBase identified 168 company matches for insurance agency accounting software companies associated with the United States as of September 2026 and tracks 1,814 professional contacts across them, including 726 with verified work emails. Dallas is the largest hub.

This list covers company matches for insurance agency accounting 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 September 21, 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 Sep 21, 2026 How this list was built
168Companies
1,814Contacts tracked
726Verified emails
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The 25 largest insurance agency accounting software companies based in the United States

Ranked by team size
Top 25 of 168 company matches for insurance agency accounting software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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 matchTroy, MI, United StatesHQ recorded Sep 21, 202651-200136 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 · Sep 21, 2026 · View company records in RevenueBase
2Exact matchSomerset, NJ, United StatesHQ recorded Sep 21, 2026201-500119 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 · Sep 21, 2026 · View company records in RevenueBase
3Exact matchCanby, OR, United StatesHQ recorded Sep 21, 202651-200105 contacts →

Exact match

“Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchLewisville, TX, United StatesHQ recorded Sep 21, 2026201-500101 contacts →

Exact match

“EZLynx® develops industry-leading cloud-based software for the insurance industry.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchFlower Mound, TX, United StatesHQ recorded Sep 21, 202651-20079 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchDallas, TX, United StatesHQ recorded Sep 21, 202611-5071 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 · Sep 21, 2026 · View company records in RevenueBase
7Exact matchBakersfield, CA, United StatesHQ recorded Sep 21, 202611-5049 contacts →

Exact match

“It’s hard to judge an insurance agency just by looking.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchWarner Robins, GA, United StatesHQ recorded Sep 21, 202651-20043 contacts →

Exact match

“Silvervine delivers proven, purpose-built insurance software-designed to quote, rate, bind, and manage policies with precision.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchSt. Louis, MO, United StatesHQ recorded Sep 21, 202611-5035 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchMedia, PA, United StatesHQ recorded Sep 21, 202611-5034 contacts →

Exact match

“Modotech powers Internet Solutions for Insurance (ISi), a comprehensive insurance administration system for the Property and Casualty insurance industry.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchSouth Bend, IN, United StatesHQ recorded Sep 21, 202611-5032 contacts →

Exact match

“Xanatek offers a variety of software programs designed for the insurance industry.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchElon, NC, United StatesHQ recorded Sep 21, 202611-5029 contacts →

Exact match

“Jenesis Agency Management Solutions features built-in marketing campaigns for prospecting and retention, quote management, real-time company policy inquiry, automated customer…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchLake Mary, FL, United StatesHQ recorded Sep 21, 202611-5029 contacts →

Exact match

“United Systems and Software, Inc.(“USSI”) has become a pioneer in leading edge Insurance Administration Software Systems and related Professional Services with the technical…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchToms River, NJ, United StatesHQ recorded Sep 21, 202651-20024 contacts →

Exact match

“Workamajig is agency management software for full-service agencies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchHarwinton, CT, United StatesHQ recorded Sep 21, 202611-5024 contacts →

Exact match

“Specialists in providing accounting support services to Independent Insurance Agencies.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchSt. Petersburg, FL, United StatesHQ recorded Sep 21, 202611-5022 contacts →

Exact match

“We provide everyone in the P&C industry with a flexible enterprise-wide solution that enables us to work together while ensuring accuracy and intelligence over loss cost.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchBoca Raton, FL, United StatesHQ recorded Sep 21, 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 · Sep 21, 2026 · View company records in RevenueBase
18Exact matchDallas, TX, United StatesHQ recorded Sep 21, 202611-5019 contacts →

Exact match

“AVYST provides independent agents, brokers, insurance companies and MGA/Wholesalers with streamlined workflow solutions to simplify cumbersome processes that exist in the…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchBoston, MA, United StatesHQ recorded Sep 21, 202611-5019 contacts →

Exact match

“We are insurance agents and business owners at our roots.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchJanesville, WI, United StatesHQ recorded Sep 21, 202611-5019 contacts →

Exact match

“Crystal Computer Consulting was founding in 1990, with the original mission to build customized business management and accounting packages for small to medium businesses.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchBurlington, NJ, United StatesHQ recorded Sep 21, 202611-5019 contacts →

Exact match

“With over 142 years of business experience, we have established relationships with top-rated, competitive insurance companies, and have streamlined our operations so that we are…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchCarmel, IN, United StatesHQ recorded Sep 21, 202611-5018 contacts →

Exact match

“The Steffey Insurance Agency has been educating and protecting clients, supporting local communities, creating jobs, and distributing home, auto, life, and business insurance…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchEagle, ID, United StatesHQ recorded Sep 21, 202611-5018 contacts →

Exact match

“Helping insurance agents Automate their agencies!”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchBurnsville, MN, United StatesHQ recorded Sep 21, 202611-5017 contacts →

Exact match

“Lakeside Insurance Brokers is your local contact for all your insurance needs from auto, home, life and commercial.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchKalamazoo, MI, United StatesHQ recorded Sep 21, 202651-20017 contacts →

Exact match

“Insurance Premiums/Policies Financing Premco offers Insurance Agents the most automated and comprehensive financing services available.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 168 insurance agency accounting software companies based in the United States

See the full list, filter by size, metro and specialty, and access 726 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance agency accounting software companies based in the United States at a glance

As of Sep 21, 2026
40.0%Verified-email coverage
10.8Average contacts per company
1-10Median size (employees)
1.8%Largest-city concentration · Dallas
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
86
11-50
62
51-200
14
201-500
4
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 168 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 “insurance agency accounting 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 726 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 21, 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 “insurance agency accounting software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance agency accounting software companies are there based in the United States?

RevenueBase identified 168 company matches for insurance agency accounting software companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

Which city has the most insurance agency accounting software companies?

Dallas leads with 3 company records, followed by Flower Mound (3) and New York (3).

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 726 professional contacts with verified work emails tracked across these 168 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

Ready to reach these companies? Verified emails and direct dials for all 168 insurance agency accounting 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.