Company lists · Data refreshed September 2026
Top 25 Insurance agency accounting software companies based in the United States
RevenueBase identified 168 insurance agency accounting software companies headquartered in 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 insurance agency accounting software companies 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 21, 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.
The 25 largest insurance agency accounting software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 136 contacts → | ||||
Partial evidence “Finys was founded in 2001 to create a modern enterprise platform for Property Casualty insurance carriers.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 119 contacts → | ||||
Partial evidence “Outline Systems is a software-development firm that helps insurers efficiently and effectively put control where it belongs, in their hands.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 105 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 101 contacts → | ||||
Strong evidence “EZLynx® develops industry-leading cloud-based software for the insurance industry.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 79 contacts → | ||||
Indirect evidence “At Momentum, we understand the importance of flexibility in the digital age.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 71 contacts → | ||||
Partial evidence “PCMS (Property & Casualty Management Systems, Inc.) is a software solution company comprised of individuals with one goal in mind; creating comprehensive, functional, modern…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 49 contacts → | ||||
Partial evidence “It’s hard to judge an insurance agency just by looking.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 43 contacts → | ||||
Strong evidence “Silvervine delivers proven, purpose-built insurance software-designed to quote, rate, bind, and manage policies with precision.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 35 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 34 contacts → | ||||
Partial evidence “Modotech powers Internet Solutions for Insurance (ISi), a comprehensive insurance administration system for the Property and Casualty insurance industry.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 32 contacts → | ||||
Strong evidence “Xanatek offers a variety of software programs designed for the insurance industry.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 29 contacts → | ||||
Indirect evidence “Jenesis Agency Management Solutions features built-in marketing campaigns for prospecting and retention, quote management, real-time company policy inquiry, automated customer…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 29 contacts → | ||||
Strong evidence “United Systems and Software, Inc.(“USSI”) has become a pioneer in leading edge Insurance Administration Software Systems and related Professional Services with the technical…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 24 contacts → | ||||
Partial evidence “Workamajig is agency management software for full-service agencies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 24 contacts → | ||||
Strong evidence “Specialists in providing accounting support services to Independent Insurance Agencies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 22 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 21 contacts → | ||||
Strong evidence “SuranceBay is a leading full-service software provider, working exclusively in the insurance industry.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 19 contacts → | ||||
Partial evidence “AVYST provides independent agents, brokers, insurance companies and MGA/Wholesalers with streamlined workflow solutions to simplify cumbersome processes that exist in the…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 19 contacts → | ||||
Partial evidence “We are insurance agents and business owners at our roots.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 19 contacts → | ||||
Partial evidence “Crystal Computer Consulting was founding in 1990, with the original mission to build customized business management and accounting packages for small to medium businesses.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 19 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 18 contacts → | ||||
Partial evidence “The Steffey Insurance Agency has been educating and protecting clients, supporting local communities, creating jobs, and distributing home, auto, life, and business insurance…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 18 contacts → | ||||
Partial evidence “Helping insurance agents Automate their agencies!” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 17 contacts → | ||||
Partial evidence “Lakeside Insurance Brokers is your local contact for all your insurance needs from auto, home, life and commercial.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 17 contacts → | ||||
Partial evidence “Insurance Premiums/Policies Financing Premco offers Insurance Agents the most automated and comprehensive financing services available.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance agency accounting software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names insurance agency accounting software companies.
- Partial evidence
- Its own public description names part of insurance agency accounting software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name insurance agency accounting software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 168 insurance agency accounting software companies based in the United States
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Insurance agency accounting software companies based in the United States at a glance
As of Sep 21, 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 168 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 insurance agency accounting software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “insurance agency accounting software companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance agency accounting software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among insurance agency accounting software companies, 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, 726 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 21, 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 insurance agency accounting software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many insurance agency accounting software companies are there based in the United States?
RevenueBase identified 168 insurance agency accounting software companies 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?
FINYS, headquartered in Troy, tops this list with the largest team on record.
Which city has the most insurance agency accounting software companies?
Dallas leads with 3 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 726 verified decision-maker contacts tracked across these 168 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 21, 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.
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