Company lists · Data refreshed September 2026
Top 25 Insurance and benefits advisory software companies based in the United States
RevenueBase identified 3,673 insurance and benefits advisory software companies headquartered in the United States as of September 2026 and tracks 131,543 professional contacts across them, including 63,303 with verified work emails. New York is the largest hub.
This list covers insurance and benefits advisory software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest insurance and benefits advisory software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 10,841 contacts → | ||||
Partial evidence “Since our founding in 1848, Unum has been a leader in the employee benefits business through innovation, integrity and an unwavering commitment to our customers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 10,303 contacts → | ||||
Strong evidence “USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 7,742 contacts → | ||||
Strong evidence “Colonial Life & Accident Insurance Company, a subsidiary of Unum Group, provides financial protection benefits to America’s workers and their families when the unexpected happens.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 6,091 contacts → | ||||
Partial evidence “Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 4,350 contacts → | ||||
Indirect evidence “Milliman is among the world’s largest independent actuarial and consulting firms.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 2,840 contacts → | ||||
Partial evidence “We believe insurance is about relationships.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2,376 contacts → | ||||
Strong evidence “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2,374 contacts → | ||||
Strong evidence “Higginbotham is an employee-owned leader in insurance, financial services and HR/employee benefits.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2,224 contacts → | ||||
Partial evidence “For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2,039 contacts → | ||||
Partial evidence “American Fidelity is more than an insurance company.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1,519 contacts → | ||||
Indirect evidence “Convey Health Solutions is a specialized healthcare technology and services company that is committed to providing clients with healthcare-specific, compliant member support…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1,508 contacts → | ||||
Partial evidence “Businessolver, founded in 1998, has spent more than two decades earning its place as a trusted partner in benefits administration technology.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1,258 contacts → | ||||
Partial evidence “A multi-year winner of Best Places to Work in Insurance (2009-2025), Hylant is a full-service insurance brokerage with offices in Florida, Georgia, Illinois, Indiana, Michigan…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1,181 contacts → | ||||
Indirect evidence “World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1,173 contacts → | ||||
Partial evidence “bswift, a USA TODAY Top Workplace, offers cloud-based technology and services that transform the way employees perceive and engage with their benefits.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1,171 contacts → | ||||
Indirect evidence “Independence isn’t just our structure, it’s our mindset.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1,147 contacts → | ||||
Indirect evidence “Founded in 1972, Allen Lawrence & Associates, LLC.(AL & A) has the distinct advantage of active participation by its principals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 998 contacts → | ||||
Strong evidence “Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 955 contacts → | ||||
Partial evidence “Cottingham & Butler is the 3rd largest privately and independently held insurance broker in the U.S.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 938 contacts → | ||||
Partial evidence “At Benefitfocus, a Voya Financial business, our mission is simple: To improve lives with benefits.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 909 contacts → | ||||
Indirect evidence “It's Personal.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 896 contacts → | ||||
Indirect evidence “A top 20 U.S.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 895 contacts → | ||||
Partial evidence “CRC Benefits is built to help you grow.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 859 contacts → | ||||
Partial evidence “iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 825 contacts → | ||||
Partial evidence “Crump Life Insurance Services, an AmeriLife company, is a leading third-party distributor and service provider of insurance and retirement products.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance and benefits advisory software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names insurance and benefits advisory software companies.
- Partial evidence
- Its own public description names part of insurance and benefits advisory software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name insurance and benefits advisory software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 3,673 insurance and benefits advisory software companies based in the United States
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Insurance and benefits advisory 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 3,673 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 and benefits advisory 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 and benefits advisory 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 and benefits advisory 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 and benefits advisory 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, 63,303 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.
Insurance and benefits advisory software companies by metro
- Insurance and benefits advisory software companies in New York80
- Insurance and benefits advisory software companies in Houston53
- Insurance and benefits advisory software companies in Dallas49
- Insurance and benefits advisory software companies in Atlanta47
- Insurance and benefits advisory software companies in Chicago47
- Insurance and benefits advisory software companies in San Diego47
- Insurance and benefits advisory software companies in Miami34
- Insurance and benefits advisory software companies in Austin32
- Insurance and benefits advisory software companies in Los Angeles32
- Insurance and benefits advisory software companies in Charlotte27
- Insurance and benefits advisory software companies in Las Vegas27
- Insurance and benefits advisory software companies in Phoenix27
- Insurance and benefits advisory software companies in Tampa27
- Insurance and benefits advisory software companies in Denver26
- Insurance and benefits advisory software companies in San Francisco26
- Insurance and benefits advisory software companies in Scottsdale25
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 and benefits advisory 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 and benefits advisory software companies are there based in the United States?
RevenueBase identified 3,673 insurance and benefits advisory 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?
UNUM, headquartered in Chattanooga, tops this list with the largest team on record.
Which city has the most insurance and benefits advisory software companies?
New York leads with 80 headquartered companies, followed by Houston (53) and Dallas (49).
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 63,303 verified decision-maker contacts tracked across these 3,673 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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