Company lists · Data refreshed September 2026
Top 25 Insurance agency succession planning software companies based in the United States
RevenueBase identified 331 insurance agency succession planning software companies headquartered in the United States as of September 2026 and tracks 14,679 professional contacts across them, including 6,499 with verified work emails. New York is the largest hub.
This list covers insurance agency succession planning 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 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.
The 25 largest insurance agency succession planning software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,840 contacts → | ||||
Partial evidence “We believe insurance is about relationships.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,224 contacts → | ||||
Partial evidence “For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,192 contacts → | ||||
Partial evidence “Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 998 contacts → | ||||
Strong evidence “Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 859 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 355 contacts → | ||||
Partial evidence “USA Benefits Group is a non-captive agency of licensed health and life insurance sales professionals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 183 contacts → | ||||
Strong evidence “SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 173 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 131 contacts → | ||||
Partial evidence “The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 121 contacts → | ||||
Indirect evidence “Desde 1987, Consis International ha acompañado a aseguradoras a nivel global en la obtención de resultados estratégicos a través de la tecnología.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 101 contacts → | ||||
Strong evidence “EZLynx® develops industry-leading cloud-based software for the insurance industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 80 contacts → | ||||
Strong evidence “OneHQ is a SaaS (Software as a Service) solution focused on reshaping the Insurance Distribution Industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 79 contacts → | ||||
Indirect evidence “At Momentum, we understand the importance of flexibility in the digital age.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 62 contacts → | ||||
Strong evidence “For the last decade, Webcetera, L.P, has delivered innovative software solutions for the insurance industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 56 contacts → | ||||
Partial evidence “Founded in 1972, Brokers' Service Marketing Group is a life insurance consulting firm in Providence, Rhode Island.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 52 contacts → | ||||
Partial evidence “Kellogg Insurance-an Integrity Partner-is a trusted independent agency proudly representing many of the industry’s top-rated carriers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 49 contacts → | ||||
Partial evidence “Many insurance agents feel stuck building a book they do not fully control, with limited carrier options and a commission split that does not match the work they put in.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 47 contacts → | ||||
Indirect evidence “Built by brokers, for brokers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 38 contacts → | ||||
Indirect evidence “Wikifri is a nimble, aggressive, consulting firm founded by former Agile Technologies team members.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 37 contacts → | ||||
Partial evidence “The origin of Reed, Wertz, & Roadman (hereafter RWR) goes back to approximately 1889 when Jacob Reed began a small insurance agency.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 36 contacts → | ||||
Partial evidence “For over 45 years, Copeland Insurance Group has proudly served the insurance needs of Seniors, individuals, families, and businesses throughout East Texas and beyond.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 33 contacts → | ||||
Strong evidence “IMT Software Services is a division of IMT Insurance of West Des Moines, Iowa.” Source: RevenueBase Database · checked Sep 28, 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 succession planning 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 succession planning software companies.
- Partial evidence
- Its own public description names part of insurance agency succession planning 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 succession planning 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 331 insurance agency succession planning software companies based in the United States
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Insurance agency succession planning software companies based in the United States at a glance
As of Sep 28, 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 331 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 succession planning 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 succession planning 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 succession planning 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 succession planning 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, 6,499 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 insurance agency succession planning 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 succession planning software companies are there based in the United States?
RevenueBase identified 331 insurance agency succession planning 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?
Vertafore, headquartered in Denver, tops this list with the largest team on record.
Which city has the most insurance agency succession planning software companies?
New York leads with 9 headquartered companies, followed by Dallas (8) and Denver (6).
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 6,499 verified decision-maker contacts tracked across these 331 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.
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