Company lists · Data refreshed September 2026

Top 25 Insurance and benefits advisory software companies based in the United States

Name: Insurance and benefits advisory software companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 3,673 companies tracked

RevenueBase identified 3,673 company matches for insurance and benefits advisory software companies associated with 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 company matches for insurance and benefits advisory 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

3,673Companies

131,543Contacts tracked

63,303Verified emails

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The 25 largest insurance and benefits advisory software companies based in the United States

Ranked by team size

Top 25 of 3,673 company matches for insurance and benefits advisory software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	UNUM	Exact match	Chattanooga, TN, United StatesHQ recorded Sep 28, 2026	10001+	10,841 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	USI Insurance Services	Exact match	Valhalla, NY, United StatesHQ recorded Sep 28, 2026	10001+	10,303 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Colonial Life	Exact match	Columbia, SC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	7,742 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Alliant Insurance Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 28, 2026	10001+	6,091 contacts →
	Exact match “Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Milliman	Exact match	Seattle, WA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	4,350 contacts →
	Exact match “Milliman is among the world’s largest independent actuarial and consulting firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Vertafore	Exact match	Denver, CO, United StatesHQ recorded Sep 28, 2026	1,001-5,000	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
7	The Baldwin Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,376 contacts →
	Exact match “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Higginbotham	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,374 contacts →
	Exact match “Higginbotham is an employee-owned leader in insurance, financial services and HR/employee benefits.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Applied Systems	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	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
10	American Fidelity	Exact match	Oklahoma City, OK, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,039 contacts →
	Exact match “American Fidelity is more than an insurance company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Convey Health Solutions	Exact match	Fort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,519 contacts →
	Exact match “Convey Health Solutions is a specialized healthcare technology and services company that is committed to providing clients with healthcare-specific, compliant member support…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Businessolver	Exact match	Denver, IA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,508 contacts →
	Exact match “Businessolver, founded in 1998, has spent more than two decades earning its place as a trusted partner in benefits administration technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Hylant	Exact match	Toledo, OH, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,258 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	World Insurance Associates LLC	Exact match	Iselin, NJ, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,181 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Bswift	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,173 contacts →
	Exact match “bswift, a USA TODAY Top Workplace, offers cloud-based technology and services that transform the way employees perceive and engage with their benefits.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Holmes Murphy	Exact match	Waukee, IA, United StatesHQ recorded Sep 28, 2026	501-1,000	1,171 contacts →
	Exact match “Independence isn’t just our structure, it’s our mindset.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Acrisure	Exact match	Canoga Park, CA, United StatesHQ recorded Sep 28, 2026	n/a	1,147 contacts →
	Exact match “Founded in 1972, Allen Lawrence & Associates, LLC.(AL & A) has the distinct advantage of active participation by its principals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Insurity	Exact match	Hartford, CT, United StatesHQ recorded Sep 28, 2026	1,001-5,000	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
19	Cottingham & Butler	Exact match	Dubuque, IA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	955 contacts →
	Exact match “Cottingham & Butler is the 3rd largest privately and independently held insurance broker in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Benefitfocus	Exact match	Charleston, SC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	938 contacts →
	Exact match “At Benefitfocus, a Voya Financial business, our mission is simple: To improve lives with benefits.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Hilb Group	Exact match	Richmond, VA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	909 contacts →
	Exact match “It's Personal.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Trucordia	Exact match	Lindon, UT, United StatesHQ recorded Sep 28, 2026	1,001-5,000	896 contacts →
	Exact match “A top 20 U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Benefitmall	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	895 contacts →
	Exact match “CRC Benefits is built to help you grow.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Ipipeline	Exact match	Wayne, PA, United StatesHQ recorded Sep 28, 2026	501-1,000	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
25	Crump Life Insurance Services	Exact match	Harrisburg, PA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	825 contacts →
	Exact match “Crump Life Insurance Services, an AmeriLife company, is a leading third-party distributor and service provider of insurance and retirement products.” 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 and benefits advisory 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 3,673 insurance and benefits advisory software companies based in the United States

See the full list, filter by size, metro and specialty, and access 63,303 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance and benefits advisory software companies based in the United States at a glance

As of Sep 28, 2026

48.1%Verified-email coverage

35.8Average contacts per company

1-10Median size (employees)

2.3%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

1,920

11-50

1,166

51-200

370

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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

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 and benefits advisory 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 63,303 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.

Insurance and benefits advisory software companies by metro

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 and benefits advisory software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance and benefits advisory software companies are there based in the United States?

RevenueBase identified 3,673 company matches for insurance and benefits advisory 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?

UNUM tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most insurance and benefits advisory software companies?

New York leads with 84 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 63,303 professional contacts with verified work emails tracked across these 3,673 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.

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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.