Company lists · Data refreshed September 2026

Top 25 Insurance agent appointment scheduling software companies based in the United States

RevenueBase identified 106 insurance agent appointment scheduling software companies headquartered in the United States as of September 2026 and tracks 3,188 professional contacts across them, including 1,796 with verified work emails. Las Vegas is the largest hub.

This list covers insurance agent appointment scheduling 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
106Companies
3,188Contacts tracked
1,796Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest insurance agent appointment scheduling software companies based in the United States

Ranked by team size
Top 25 of 106 insurance agent appointment scheduling software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to insurance agent appointment scheduling software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 20261,001-5,0002,224 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, 2026
2Indirect evidenceCanby, OR, United StatesHQ checked Sep 28, 202651-200105 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, 2026
3Strong evidenceLewisville, TX, United StatesHQ checked Sep 28, 2026201-500101 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceFlower Mound, TX, United StatesHQ checked Sep 28, 202651-20079 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceHilliard, OH, United StatesHQ checked Sep 28, 202611-5048 contacts →

Strong evidence

“We help insurance agents get appointed with lots of independent insurance carriers.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceWoodbury, MN, United StatesHQ checked Sep 28, 202611-5047 contacts →

Indirect evidence

“Built by brokers, for brokers.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceSouth Bend, IN, United StatesHQ checked Sep 28, 202611-5032 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceElon, NC, United StatesHQ checked Sep 28, 202611-5029 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 28, 2026
9Indirect evidenceMountainside, NJ, United StatesHQ checked Sep 28, 202611-5024 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceBoca Raton, FL, United StatesHQ checked Sep 28, 202611-5021 contacts →

Strong evidence

“SuranceBay is a leading full-service software provider, working exclusively in the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 202611-5019 contacts →

Strong 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 28, 2026
12Strong evidenceBoston, MA, United StatesHQ checked Sep 28, 202611-5019 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceEagle, ID, United StatesHQ checked Sep 28, 202611-5018 contacts →

Strong evidence

“Helping insurance agents Automate their agencies!”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceHopkinton, MA, United StatesHQ checked Sep 28, 202611-5018 contacts →

Indirect evidence

“Veruna is now amplo.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceBryan, TX, United StatesHQ checked Sep 28, 202611-5014 contacts →

Strong evidence

“Newton by Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines…”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceKnoxville, TN, United StatesHQ checked Sep 28, 202611-5013 contacts →

Strong evidence

“The trusted partner in comprehensive B2B appointment, event, and association management software, building enduring partnerships with our clients to empower them to create…”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20011 contacts →

Strong evidence

“Leading insurance agents and brokers save time and win more deals by automating workflows with 1Fort AI.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceCaldwell, NJ, United StatesHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“Defender of the Broker's Business!”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceSolon, OH, United StatesHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“Service Center by b.atomic is an AMS-integrated automation platform built to eliminate repetitive service work and boost agency efficiency and retention.”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceHolbrook, MA, United StatesHQ checked Sep 28, 20261-108 contacts →

Strong evidence

“Special Agent creates Agency Management software for independent property and casualty insurance agents.”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceOrlando, FL, United StatesHQ checked Sep 28, 202611-507 contacts →

Strong evidence

“At Apizeal, we are redefining how Health & Life Insurance agents and agencies operate.”

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidenceNaples, FL, United StatesHQ checked Sep 28, 20261-107 contacts →

Strong evidence

“We are a provider of quality appointments for agents in the financial industry.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidencePlymouth, MA, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“We INK Appointments for Your Business -No more “penciling” in appointments, We help businesses get more client meetings with personalized marketing strategy, compliant ads, and…”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceCalexico, CA, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Commission Tracker was specifically designed for insurance agencies that sell group and individual benefits.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceBoise, ID, United StatesHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“AgentCubed offers a sales management solution for the insurance industry that provides complete line of sight to the sales cycle from marketing to member acquisition across all…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 106 insurance agent appointment scheduling software companies based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,796 reachable decision-makers.

Free signup · no credit card

View the full list →

Insurance agent appointment scheduling software companies based in the United States at a glance

As of Sep 28, 2026
56.3%Verified-email coverage
30.1Average contacts per company
1-10Median size (employees)
3.8%Largest-city concentration · Las Vegas
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
53
11-50
41
51-200
6
201-500
2
1,001-5,000
2

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 106 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 agent appointment scheduling 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 agent appointment scheduling 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 agent appointment scheduling 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 agent appointment scheduling 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, 1,796 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 agent appointment scheduling 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 agent appointment scheduling software companies are there based in the United States?

RevenueBase identified 106 insurance agent appointment scheduling 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?

Applied Systems, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most insurance agent appointment scheduling software companies?

Las Vegas leads with 4 headquartered companies, followed by New York (3) and Dallas (2).

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 1,796 verified decision-maker contacts tracked across these 106 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.

Ready to reach these companies? Verified emails and direct dials for all 106 insurance agent appointment scheduling software companies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

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.