Company lists · Data refreshed September 2026
Top 25 Insurance agent performance tracking software companies based in the United States
RevenueBase identified 121 company matches for insurance agent performance tracking software companies associated with the United States as of September 2026 and tracks 3,638 professional contacts across them, including 1,334 with verified work emails. Austin is the largest hub.
This list covers company matches for insurance agent performance tracking 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 agent performance tracking software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,135 contacts → | ||||
Exact match “The Revenue Optimization Companies (T-ROC) is home to four sales solutions companies that enable clients to fulfill all of their sales performance needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 83 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 80 contacts → | ||||
Exact match “Athenium supports insurance carriers and financial traders worldwide with decisive and reliable business intelligence through intuitive, easy-to-use web applications.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 47 contacts → | ||||
Exact match “Built by brokers, for brokers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 42 contacts → | ||||
Exact match “Lanshore has been building intelligent agents for over 8 years, long before "agentic AI" became a buzzword.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 32 contacts → | ||||
Exact match “Xanatek offers a variety of software programs designed for the insurance industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 29 contacts → | ||||
Exact match “Jenesis Agency Management Solutions features built-in marketing campaigns for prospecting and retention, quote management, real-time company policy inquiry, automated customer…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 27 contacts → | ||||
Exact match “UnionHub is a SaaS provider building a solution that will change the way that insurance companies, brokers, and benefit providers enroll, manage, and serve their customers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 26 contacts → | ||||
Exact match “At Techficient, we make sense of insurance technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 26 contacts → | ||||
Exact match “We help companies optimize their field sales teams with a suite of modern software products which improve canvassing, lead generation, sales rep retention and productivity, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 24 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 23 contacts → | ||||
Exact match “We enable organizations to intelligently motivate their sales teams to sell the most profitable products in the most efficient manner possible.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 21 contacts → | ||||
Exact match “Dealer360 was founded by a group of automotive industry veterans and software developers who recognized the need to improve access to data and developed industry-leading analytics.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 21 contacts → | ||||
Exact match “SuranceBay is a leading full-service software provider, working exclusively in the insurance industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 21 contacts → | ||||
Exact match “As one of INC 500's Fastest Growing Software Companies in the US, and the recipient of Chicago Tribune's 2011 Best Places to Work Award, Norvax attracts the best and brightest in…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 20 contacts → | ||||
Exact match “IDP is a privately held Insurtech firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 16 contacts → | ||||
Exact match “LifeTrends® helps life insurance companies, IMOs, BGAs, and producer agencies price, research, and sell intelligently with accurate, meaningful data and information.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 16 contacts → | ||||
Exact match “Redkik is an industry leading technology solution revolutionizing insurance through its embedded and standalone products.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 14 contacts → | ||||
Exact match “Newton by Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 12 contacts → | ||||
Exact match “MAKING YOUR LIFE BETTER.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “At Millennial Shift Technology (mShift), we are redefining the future of insurance by empowering brokers to stay at the center of the client relationship.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 11 contacts → | ||||
Exact match “eLeaderTech® is a software development firm providing companies with state-of-the-art, Web-based performance management tools.” 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 agent performance tracking 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 121 insurance agent performance tracking software companies based in the United States
See the full list, filter by size, metro and specialty, and access 1,334 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance agent performance tracking 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 121 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 agent performance tracking 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 1,334 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 agent performance tracking software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance agent performance tracking software companies are there based in the United States?
RevenueBase identified 121 company matches for insurance agent performance tracking 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?
T-Roc tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance agent performance tracking software companies?
Austin leads with 7 company records, followed by Denver (3) and Milwaukee (3).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,334 professional contacts with verified work emails tracked across these 121 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 121 insurance agent performance tracking software companies based in the United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
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- Real estate companies based in the United States
Company intelligence · public preview
Top 25 insurance agent performance tracking 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 121 matching company records for insurance agent performance tracking software companies based in the United States, with 3,638 tracked contacts and 1,334 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 agent performance tracking 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 |  T-Roctrocglobal.comHQ: Coral Gables, FL, United StatesReported employees: 1,001-5,000 | Coral Gables, FL, United States | 1,001-5,000 | Exact match | 1,135 contacts → |
“The Revenue Optimization Companies (T-ROC) is home to four sales solutions companies that enable clients to fulfill all of their sales performance needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  Insurance Technologies IS NOW Hexureinsurancetechnologies.comHQ: Colorado Springs, CO, United StatesReported employees: 51-200 | Colorado Springs, CO, United States | 51-200 | Exact match | 83 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  Atheniumathenium.comHQ: Dover, NH, United StatesReported employees: 51-200 | Dover, NH, United States | 51-200 | Exact match | 80 contacts → |
“Athenium supports insurance carriers and financial traders worldwide with decisive and reliable business intelligence through intuitive, easy-to-use web applications.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | Lanshore LLClanshore.com HQ: Katy, TX, United StatesReported employees: 51-200 | Katy, TX, United States | 51-200 | Exact match | 42 contacts → |
“Lanshore has been building intelligent agents for over 8 years, long before "agentic AI" became a buzzword.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Xanatek, INCxanatek.comHQ: South Bend, IN, United StatesReported employees: 11-50 | South Bend, IN, United States | 11-50 | Exact match | 32 contacts → |
“Xanatek offers a variety of software programs designed for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Jenesis Softwarejenesissoftware.comHQ: Elon, NC, United StatesReported employees: 11-50 | Elon, NC, United States | 11-50 | Exact match | 29 contacts → |
“Jenesis Agency Management Solutions features built-in marketing campaigns for prospecting and retention, quote management, real-time company policy inquiry, automated customer…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Unionhubunionhub.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 27 contacts → |
“UnionHub is a SaaS provider building a solution that will change the way that insurance companies, brokers, and benefit providers enroll, manage, and serve their customers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Techficienttechf.com HQ: Meridian, ID, United StatesReported employees: 11-50 | Meridian, ID, United States | 11-50 | Exact match | 26 contacts → |
“At Techficient, we make sense of insurance technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Terrosterros.comHQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 26 contacts → |
“We help companies optimize their field sales teams with a suite of modern software products which improve canvassing, lead generation, sales rep retention and productivity, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Optsoft, INCoptsoft.comHQ: Mountainside, NJ, United StatesReported employees: 11-50 | Mountainside, NJ, United States | 11-50 | Exact match | 24 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 |  Mivationmivation.comHQ: Spokane, WA, United StatesReported employees: 11-50 | Spokane, WA, United States | 11-50 | Exact match | 23 contacts → |
“We enable organizations to intelligently motivate their sales teams to sell the most profitable products in the most efficient manner possible.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Dealer360dlr360.com HQ: Centennial, CO, United StatesReported employees: 11-50 | Centennial, CO, United States | 11-50 | Exact match | 21 contacts → |
“Dealer360 was founded by a group of automotive industry veterans and software developers who recognized the need to improve access to data and developed industry-leading analytics.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Surancebaysurancebay.comHQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 21 contacts → |
“SuranceBay is a leading full-service software provider, working exclusively in the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Norvaxnorvax.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 21 contacts → |
“As one of INC 500's Fastest Growing Software Companies in the US, and the recipient of Chicago Tribune's 2011 Best Places to Work Award, Norvax attracts the best and brightest in…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | IDPidpnet.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 20 contacts → |
“IDP is a privately held Insurtech firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Lifetrendslifetrends.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 16 contacts → |
“LifeTrends® helps life insurance companies, IMOs, BGAs, and producer agencies price, research, and sell intelligently with accurate, meaningful data and information.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Redkikredkik.com HQ: Oxford, MD, United StatesReported employees: 11-50 | Oxford, MD, United States | 11-50 | Exact match | 16 contacts → |
“Redkik is an industry leading technology solution revolutionizing insurance through its embedded and standalone products.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Agency Systemsagencysystems.comHQ: Bryan, TX, United StatesReported employees: 11-50 | Bryan, TX, United States | 11-50 | Exact match | 14 contacts → |
“Newton by Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Iconixx Softwareiconixx.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 12 contacts → |
“MAKING YOUR LIFE BETTER.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Millennial Shift Technologiesmshifttech.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 11 contacts → |
“At Millennial Shift Technology (mShift), we are redefining the future of insurance by empowering brokers to stay at the center of the client relationship.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Eleadertech INCeleadertech.com HQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 11 contacts → |
“eLeaderTech® is a software development firm providing companies with state-of-the-art, Web-based performance management tools.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 121 company matches
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Insurance agent performance tracking 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
121 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 121 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 agent performance tracking 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 agent performance tracking software companies did RevenueBase find based in the United States?
The saved snapshot records 121 matching company records, 3,638 tracked contacts and 1,334 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
Cite this list
RevenueBase Data Team. Top 25 insurance agent performance tracking software companies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/insurance-agent-performance-tracking-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
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 insurance agent performance tracking software companies based in the United States
RevenueBase records 121 matching company records for insurance agent performance tracking software companies based in the United States, with 3,638 tracked contacts and 1,334 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 agent performance tracking 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 | T-Roctrocglobal.com HQ: Coral Gables, FL, United StatesReported employees: 1,001-5,000 | Coral Gables, FL, United States | 1,001-5,000 | Exact match | 1,135 contacts → |
“The Revenue Optimization Companies (T-ROC) is home to four sales solutions companies that enable clients to fulfill all of their sales performance needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | Insurance Technologies IS NOW Hexureinsurancetechnologies.com HQ: Colorado Springs, CO, United StatesReported employees: 51-200 | Colorado Springs, CO, United States | 51-200 | Exact match | 83 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | Atheniumathenium.com HQ: Dover, NH, United StatesReported employees: 51-200 | Dover, NH, United States | 51-200 | Exact match | 80 contacts → |
“Athenium supports insurance carriers and financial traders worldwide with decisive and reliable business intelligence through intuitive, easy-to-use web applications.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | Lanshore LLClanshore.com HQ: Katy, TX, United StatesReported employees: 51-200 | Katy, TX, United States | 51-200 | Exact match | 42 contacts → |
“Lanshore has been building intelligent agents for over 8 years, long before "agentic AI" became a buzzword.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Xanatek, INCxanatek.com HQ: South Bend, IN, United StatesReported employees: 11-50 | South Bend, IN, United States | 11-50 | Exact match | 32 contacts → |
“Xanatek offers a variety of software programs designed for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Jenesis Softwarejenesissoftware.com HQ: Elon, NC, United StatesReported employees: 11-50 | Elon, NC, United States | 11-50 | Exact match | 29 contacts → |
“Jenesis Agency Management Solutions features built-in marketing campaigns for prospecting and retention, quote management, real-time company policy inquiry, automated customer…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Unionhubunionhub.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 27 contacts → |
“UnionHub is a SaaS provider building a solution that will change the way that insurance companies, brokers, and benefit providers enroll, manage, and serve their customers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Techficienttechf.com HQ: Meridian, ID, United StatesReported employees: 11-50 | Meridian, ID, United States | 11-50 | Exact match | 26 contacts → |
“At Techficient, we make sense of insurance technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Terrosterros.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 26 contacts → |
“We help companies optimize their field sales teams with a suite of modern software products which improve canvassing, lead generation, sales rep retention and productivity, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Optsoft, INCoptsoft.com HQ: Mountainside, NJ, United StatesReported employees: 11-50 | Mountainside, NJ, United States | 11-50 | Exact match | 24 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 15 | Mivationmivation.com HQ: Spokane, WA, United StatesReported employees: 11-50 | Spokane, WA, United States | 11-50 | Exact match | 23 contacts → |
“We enable organizations to intelligently motivate their sales teams to sell the most profitable products in the most efficient manner possible.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Dealer360dlr360.com HQ: Centennial, CO, United StatesReported employees: 11-50 | Centennial, CO, United States | 11-50 | Exact match | 21 contacts → |
“Dealer360 was founded by a group of automotive industry veterans and software developers who recognized the need to improve access to data and developed industry-leading analytics.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Surancebaysurancebay.com HQ: Boca Raton, FL, United StatesReported employees: 11-50 | Boca Raton, FL, United States | 11-50 | Exact match | 21 contacts → |
“SuranceBay is a leading full-service software provider, working exclusively in the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Norvaxnorvax.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 21 contacts → |
“As one of INC 500's Fastest Growing Software Companies in the US, and the recipient of Chicago Tribune's 2011 Best Places to Work Award, Norvax attracts the best and brightest in…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | IDPidpnet.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 20 contacts → |
“IDP is a privately held Insurtech firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lifetrendslifetrends.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 16 contacts → |
“LifeTrends® helps life insurance companies, IMOs, BGAs, and producer agencies price, research, and sell intelligently with accurate, meaningful data and information.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Redkikredkik.com HQ: Oxford, MD, United StatesReported employees: 11-50 | Oxford, MD, United States | 11-50 | Exact match | 16 contacts → |
“Redkik is an industry leading technology solution revolutionizing insurance through its embedded and standalone products.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Agency Systemsagencysystems.com HQ: Bryan, TX, United StatesReported employees: 11-50 | Bryan, TX, United States | 11-50 | Exact match | 14 contacts → |
“Newton by Agency Systems provides insurance agencies of all sizes with reliable, full-featured insurance agency management software systems for commercial and personal lines…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Iconixx Softwareiconixx.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 12 contacts → |
“MAKING YOUR LIFE BETTER.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Millennial Shift Technologiesmshifttech.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 11 contacts → |
“At Millennial Shift Technology (mShift), we are redefining the future of insurance by empowering brokers to stay at the center of the client relationship.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Eleadertech INCeleadertech.com HQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 11 contacts → |
“eLeaderTech® is a software development firm providing companies with state-of-the-art, Web-based performance management tools.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 121 company matches
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Insurance agent performance tracking 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
121 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 121 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 agent performance tracking 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 agent performance tracking software companies did RevenueBase find based in the United States?
The saved snapshot records 121 matching company records, 3,638 tracked contacts and 1,334 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
Cite this list
RevenueBase Data Team. Top 25 insurance agent performance tracking software companies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/insurance-agent-performance-tracking-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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