Company lists · Data refreshed September 2026
Top 25 Insurance agency succession planning software companies based in the United States
RevenueBase identified 331 company matches for insurance agency succession planning software companies associated with 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 company matches for insurance agency succession planning 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 28, 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 insurance agency succession planning software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,840 contacts → | ||||
Exact match “We believe insurance is about relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 2,224 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 1,192 contacts → | ||||
Exact match “Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 998 contacts → | ||||
Exact match “Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 859 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 355 contacts → | ||||
Exact match “USA Benefits Group is a non-captive agency of licensed health and life insurance sales professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 183 contacts → | ||||
Exact match “SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 173 contacts → | ||||
Exact match “Selectsys helps MGAs, wholesalers, carriers, and program administrators modernize insurance operations through a connected ecosystem of insurance technology and embedded Insurance…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 131 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 121 contacts → | ||||
Exact match “Desde 1987, Consis International ha acompañado a aseguradoras a nivel global en la obtención de resultados estratégicos a través de la tecnología.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 119 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 28, 2026 · View company records in RevenueBase | |||||
| 12 | 105 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 28, 2026 · View company records in RevenueBase | |||||
| 13 | 101 contacts → | ||||
Exact match “EZLynx® develops industry-leading cloud-based software for the insurance industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 80 contacts → | ||||
Exact match “OneHQ is a SaaS (Software as a Service) solution focused on reshaping the Insurance Distribution Industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 79 contacts → | ||||
Exact match “At Momentum, we understand the importance of flexibility in the digital age.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 62 contacts → | ||||
Exact match “For the last decade, Webcetera, L.P, has delivered innovative software solutions for the insurance industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 56 contacts → | ||||
Exact match “Founded in 1972, Brokers' Service Marketing Group is a life insurance consulting firm in Providence, Rhode Island.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 52 contacts → | ||||
Exact match “Kellogg Insurance-an Integrity Partner-is a trusted independent agency proudly representing many of the industry’s top-rated carriers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 49 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 47 contacts → | ||||
Exact match “Built by brokers, for brokers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 38 contacts → | ||||
Exact match “Wikifri is a nimble, aggressive, consulting firm founded by former Agile Technologies team members.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 37 contacts → | ||||
Exact match “The origin of Reed, Wertz, & Roadman (hereafter RWR) goes back to approximately 1889 when Jacob Reed began a small insurance agency.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 36 contacts → | ||||
Exact match “For over 45 years, Copeland Insurance Group has proudly served the insurance needs of Seniors, individuals, families, and businesses throughout East Texas and beyond.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 33 contacts → | ||||
Exact match “IMT Software Services is a division of IMT Insurance of West Des Moines, Iowa.” Recorded in the RevenueBase company graph · Sep 28, 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 “insurance agency succession planning software companies”. 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 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
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 succession planning 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 6,499 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 28, 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 succession planning software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance agency succession planning software companies are there based in the United States?
RevenueBase identified 331 company matches for insurance agency succession planning 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?
Vertafore tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance agency succession planning software companies?
New York leads with 9 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 6,499 professional contacts with verified work emails tracked across these 331 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 331 insurance agency succession planning software companies based in the United States. Start with a free account, no credit card.
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Insurance agency succession planning software companies by geography
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
- Insurance agency succession planning software companies based in Brazil
- Insurance agency succession planning software companies based in Germany
- Insurance agency succession planning software companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 insurance agency succession planning software companies 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 331 matching company records for insurance agency succession planning software companies based in the United States, with 14,679 tracked contacts and 6,499 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: September 28, 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 insurance agency succession planning software companies 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 | 2,840 contacts → |
“We believe insurance is about relationships.” Recorded description excerpt · September 28, 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 | 2,224 contacts → |
“For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Equis Financialequisfinancial.comHQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 1,192 contacts → |
“Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today.” Recorded description excerpt · September 28, 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 | 998 contacts → |
“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ipipelineipipeline.comHQ: Wayne, PA, United StatesReported employees: 501-1,000 | Wayne, PA, United States | 501-1,000 | Exact match | 859 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  USA Benefits Groupusabg.comHQ: Spring Hill, FL, United StatesReported employees: 501-1,000 | Spring Hill, FL, United States | 501-1,000 | Exact match | 355 contacts → |
“USA Benefits Group is a non-captive agency of licensed health and life insurance sales professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Sunfiresunfireinc.comHQ: Remote, United StatesReported employees: 51-200 | Remote, United States | 51-200 | Exact match | 183 contacts → |
“SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Selectsysselectsys.comHQ: Knoxville, TN, United StatesReported employees: 1,001-5,000 | Knoxville, TN, United States | 1,001-5,000 | Exact match | 173 contacts → |
“Selectsys helps MGAs, wholesalers, carriers, and program administrators modernize insurance operations through a connected ecosystem of insurance technology and embedded Insurance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Agencyblocagencybloc.comHQ: Cedar Falls, IA, United StatesReported employees: 51-200 | Cedar Falls, IA, United States | 51-200 | Exact match | 131 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Consis Internationalconsisint.comHQ: Davie, FL, United StatesReported employees: 201-500 | Davie, FL, United States | 201-500 | Exact match | 121 contacts → |
“Desde 1987, Consis International ha acompañado a aseguradoras a nivel global en la obtención de resultados estratégicos a través de la tecnología.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Outline Systemsoutlinesys.comHQ: Somerset, NJ, United StatesReported employees: 201-500 | Somerset, NJ, United States | 201-500 | Exact match | 119 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Hawksofthawksoft.comHQ: Canby, OR, United StatesReported employees: 51-200 | Canby, OR, United States | 51-200 | Exact match | 105 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ezlynxezlynx.comHQ: Lewisville, TX, United StatesReported employees: 201-500 | Lewisville, TX, United States | 201-500 | Exact match | 101 contacts → |
“EZLynx® develops industry-leading cloud-based software for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ONEHQonehq.com HQ: Kansas City, MO, United StatesReported employees: 11-50 | Kansas City, MO, United States | 11-50 | Exact match | 80 contacts → |
“OneHQ is a SaaS (Software as a Service) solution focused on reshaping the Insurance Distribution Industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Momentum AMP By Nowcertsmomentumamp.comHQ: Flower Mound, TX, United StatesReported employees: 51-200 | Flower Mound, TX, United States | 51-200 | Exact match | 79 contacts → |
“At Momentum, we understand the importance of flexibility in the digital age.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Webcetera Software Solutionswebcetera.com HQ: Flower Mound, TX, United StatesReported employees: 51-200 | Flower Mound, TX, United States | 51-200 | Exact match | 62 contacts → |
“For the last decade, Webcetera, L.P, has delivered innovative software solutions for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Providence, RI, United StatesReported employees: 11-50 | Providence, RI, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1972, Brokers' Service Marketing Group is a life insurance consulting firm in Providence, Rhode Island.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Kellogg Insurancekelloggins.comHQ: Draper, UT, United StatesReported employees: 11-50 | Draper, UT, United States | 11-50 | Exact match | 52 contacts → |
“Kellogg Insurance-an Integrity Partner-is a trusted independent agency proudly representing many of the industry’s top-rated carriers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Affordable American Insuranceinsuranceaai.com HQ: Westminster, CO, United StatesReported employees: 51-200 | Westminster, CO, United States | 51-200 | Exact match | 49 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Leclair Groupleclairgroup.com HQ: Woodbury, MN, United StatesReported employees: 11-50 | Woodbury, MN, United States | 11-50 | Exact match | 47 contacts → |
“Built by brokers, for brokers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wikifriwikifri.comHQ: Alpharetta, GA, United StatesReported employees: 11-50 | Alpharetta, GA, United States | 11-50 | Exact match | 38 contacts → |
“Wikifri is a nimble, aggressive, consulting firm founded by former Agile Technologies team members.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Reed, Wertz & Roadman, INCrwrinsurance.com HQ: Bedford, PA, United StatesReported employees: 11-50 | Bedford, PA, United States | 11-50 | Exact match | 37 contacts → |
“The origin of Reed, Wertz, & Roadman (hereafter RWR) goes back to approximately 1889 when Jacob Reed began a small insurance agency.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Copeland Insurance Groupcopelandgroupusa.com HQ: Longview, TX, United StatesReported employees: 51-200 | Longview, TX, United States | 51-200 | Exact match | 36 contacts → |
“For over 45 years, Copeland Insurance Group has proudly served the insurance needs of Seniors, individuals, families, and businesses throughout East Texas and beyond.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | IMT Software Servicesimtapps.com HQ: West Des Moines, IA, United StatesReported employees: 51-200 | West Des Moines, IA, United States | 51-200 | Exact match | 33 contacts → |
“IMT Software Services is a division of IMT Insurance of West Des Moines, Iowa.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 331 company matches
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Insurance agency succession planning software companies: dataset insights
September 28, 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
331 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 331 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: September 28, 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 insurance agency succession planning software companies?
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 insurance agency succession planning software companies did RevenueBase find based in the United States?
The saved snapshot records 331 matching company records, 14,679 tracked contacts and 6,499 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: September 28, 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
Insurance agency succession planning software companies by geography
Cite this list
RevenueBase Data Team. Top 25 insurance agency succession planning software companies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/insurance-agency-succession-planning-software-companies/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
- Insurance agency succession planning software companies based in Brazil
- Insurance agency succession planning software companies based in Germany
- Insurance agency succession planning software companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 insurance agency succession planning software companies based in the United States
RevenueBase records 331 matching company records for insurance agency succession planning software companies based in the United States, with 14,679 tracked contacts and 6,499 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: September 28, 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 insurance agency succession planning software companies 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 | 2,840 contacts → |
“We believe insurance is about relationships.” Recorded description excerpt · September 28, 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 | 2,224 contacts → |
“For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Equis Financialequisfinancial.com HQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 1,192 contacts → |
“Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today.” Recorded description excerpt · September 28, 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 | 998 contacts → |
“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ipipelineipipeline.com HQ: Wayne, PA, United StatesReported employees: 501-1,000 | Wayne, PA, United States | 501-1,000 | Exact match | 859 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | USA Benefits Groupusabg.com HQ: Spring Hill, FL, United StatesReported employees: 501-1,000 | Spring Hill, FL, United States | 501-1,000 | Exact match | 355 contacts → |
“USA Benefits Group is a non-captive agency of licensed health and life insurance sales professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sunfiresunfireinc.com HQ: Remote, United StatesReported employees: 51-200 | Remote, United States | 51-200 | Exact match | 183 contacts → |
“SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Selectsysselectsys.com HQ: Knoxville, TN, United StatesReported employees: 1,001-5,000 | Knoxville, TN, United States | 1,001-5,000 | Exact match | 173 contacts → |
“Selectsys helps MGAs, wholesalers, carriers, and program administrators modernize insurance operations through a connected ecosystem of insurance technology and embedded Insurance…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Agencyblocagencybloc.com HQ: Cedar Falls, IA, United StatesReported employees: 51-200 | Cedar Falls, IA, United States | 51-200 | Exact match | 131 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Consis Internationalconsisint.com HQ: Davie, FL, United StatesReported employees: 201-500 | Davie, FL, United States | 201-500 | Exact match | 121 contacts → |
“Desde 1987, Consis International ha acompañado a aseguradoras a nivel global en la obtención de resultados estratégicos a través de la tecnología.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Outline Systemsoutlinesys.com HQ: Somerset, NJ, United StatesReported employees: 201-500 | Somerset, NJ, United States | 201-500 | Exact match | 119 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Hawksofthawksoft.com HQ: Canby, OR, United StatesReported employees: 51-200 | Canby, OR, United States | 51-200 | Exact match | 105 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ezlynxezlynx.com HQ: Lewisville, TX, United StatesReported employees: 201-500 | Lewisville, TX, United States | 201-500 | Exact match | 101 contacts → |
“EZLynx® develops industry-leading cloud-based software for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ONEHQonehq.com HQ: Kansas City, MO, United StatesReported employees: 11-50 | Kansas City, MO, United States | 11-50 | Exact match | 80 contacts → |
“OneHQ is a SaaS (Software as a Service) solution focused on reshaping the Insurance Distribution Industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Momentum AMP By Nowcertsmomentumamp.com HQ: Flower Mound, TX, United StatesReported employees: 51-200 | Flower Mound, TX, United States | 51-200 | Exact match | 79 contacts → |
“At Momentum, we understand the importance of flexibility in the digital age.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Webcetera Software Solutionswebcetera.com HQ: Flower Mound, TX, United StatesReported employees: 51-200 | Flower Mound, TX, United States | 51-200 | Exact match | 62 contacts → |
“For the last decade, Webcetera, L.P, has delivered innovative software solutions for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Providence, RI, United StatesReported employees: 11-50 | Providence, RI, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1972, Brokers' Service Marketing Group is a life insurance consulting firm in Providence, Rhode Island.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Kellogg Insurancekelloggins.com HQ: Draper, UT, United StatesReported employees: 11-50 | Draper, UT, United States | 11-50 | Exact match | 52 contacts → |
“Kellogg Insurance-an Integrity Partner-is a trusted independent agency proudly representing many of the industry’s top-rated carriers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Affordable American Insuranceinsuranceaai.com HQ: Westminster, CO, United StatesReported employees: 51-200 | Westminster, CO, United States | 51-200 | Exact match | 49 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Leclair Groupleclairgroup.com HQ: Woodbury, MN, United StatesReported employees: 11-50 | Woodbury, MN, United States | 11-50 | Exact match | 47 contacts → |
“Built by brokers, for brokers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wikifriwikifri.com HQ: Alpharetta, GA, United StatesReported employees: 11-50 | Alpharetta, GA, United States | 11-50 | Exact match | 38 contacts → |
“Wikifri is a nimble, aggressive, consulting firm founded by former Agile Technologies team members.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Reed, Wertz & Roadman, INCrwrinsurance.com HQ: Bedford, PA, United StatesReported employees: 11-50 | Bedford, PA, United States | 11-50 | Exact match | 37 contacts → |
“The origin of Reed, Wertz, & Roadman (hereafter RWR) goes back to approximately 1889 when Jacob Reed began a small insurance agency.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Copeland Insurance Groupcopelandgroupusa.com HQ: Longview, TX, United StatesReported employees: 51-200 | Longview, TX, United States | 51-200 | Exact match | 36 contacts → |
“For over 45 years, Copeland Insurance Group has proudly served the insurance needs of Seniors, individuals, families, and businesses throughout East Texas and beyond.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | IMT Software Servicesimtapps.com HQ: West Des Moines, IA, United StatesReported employees: 51-200 | West Des Moines, IA, United States | 51-200 | Exact match | 33 contacts → |
“IMT Software Services is a division of IMT Insurance of West Des Moines, Iowa.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 331 company matches
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Insurance agency succession planning software companies: dataset insights
September 28, 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
331 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 331 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: September 28, 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 insurance agency succession planning software companies?
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 insurance agency succession planning software companies did RevenueBase find based in the United States?
The saved snapshot records 331 matching company records, 14,679 tracked contacts and 6,499 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: September 28, 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
Insurance agency succession planning software companies by geography
Cite this list
RevenueBase Data Team. Top 25 insurance agency succession planning software companies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/insurance-agency-succession-planning-software-companies/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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