Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 49 companies tracked

RevenueBase identified 49 insurance and benefits advisory software companies headquartered in Dallas, United States as of September 2026 and tracks 2,079 professional contacts across them, including 725 with verified work emails. Across the United States, New York is the largest hub for this category (80 companies); Dallas has 49.

This list covers insurance and benefits advisory software companies headquartered in Dallas, 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

49Companies

2,079Contacts tracked

725Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 49 insurance and benefits advisory software companies based in Dallas, 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 and benefits advisory 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Benefitmall	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	895 contacts →
	Partial evidence “CRC Benefits is built to help you grow.” Source: RevenueBase Database · checked Sep 28, 2026
2	Orchestratehr	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	201-500	174 contacts →
	Indirect evidence “orchestrateHR offers multiple services under one roof geared toward lowering operation costs to clients.” Source: RevenueBase Database · checked Sep 28, 2026
3	Summit Financial Group, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	144 contacts →
	Strong evidence “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Source: RevenueBase Database · checked Sep 28, 2026
4	Imagine360	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	108 contacts →
	Partial evidence “At Imagine360, we are fixing health insurance.” Source: RevenueBase Database · checked Sep 28, 2026
5	NEW Benefits	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	74 contacts →
	Strong evidence “New Benefits creates advantage in the non-insurance benefits space by providing more value with less administrative hassle.” Source: RevenueBase Database · checked Sep 28, 2026
6	PCMS	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	71 contacts →
	Partial evidence “PCMS (Property & Casualty Management Systems, Inc.) is a software solution company comprised of individuals with one goal in mind; creating comprehensive, functional, modern…” Source: RevenueBase Database · checked Sep 28, 2026
7	Assured Benefits Administrators	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	65 contacts →
	Partial evidence “Since 1985 Assured Benefits Administrators has been helping employers manage and administer their health plans.” Source: RevenueBase Database · checked Sep 28, 2026
8	Brinson Benefits, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	51 contacts →
	Strong evidence “Brinson Benefits is a leading employee benefits insurance advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
9	ITS	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	44 contacts →
	Partial evidence “About Insurance Technology Services ITS is an insurance consulting and services firm with practices for Property & Casualty, Life & Health, Data Services and Training and…” Source: RevenueBase Database · checked Sep 28, 2026
10	Affordacare Insurance	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	24 contacts →
	Strong evidence “AffordaCare Insurance is a nationally recognized brokerage specializing in major medical employee benefits.” Source: RevenueBase Database · checked Sep 28, 2026
11	AVYST	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial 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
12	Fairway Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Strong evidence “In business for over 20 years, Fairway Partners is a leading boutique Insurance and Employee Benefits Broker and Advisor.” Source: RevenueBase Database · checked Sep 28, 2026
13	The Lipscomb Insurance Group, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Lipscomb Insurance Group is an independent insurance brokerage agency based in Dallas, Texas and is home to 33 insurance professionals offering a full range of Property &…” Source: RevenueBase Database · checked Sep 28, 2026
14	DSG Benefits Group, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “DSG Benefits Group is an employee benefits consulting firm committed to helping organizations design, implement and manage benefit programs that are in alignment with corporate…” Source: RevenueBase Database · checked Sep 28, 2026
15	Southwestern Benefit Designers	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “Empowering individuals and businesses with personalized health and life insurance solutions.” Source: RevenueBase Database · checked Sep 28, 2026
16	Benefit Resource Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “Benefit Resource Group is a full-service independent insurance brokerage firm dedicated to providing tailored solutions for health, life, property, and business insurance.**We…” Source: RevenueBase Database · checked Sep 28, 2026
17	Holloway Benefit Concepts	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “Holloway Benefit Concepts is an independent insurance agency serving businesses across Texas, with our home base in the thriving Dallas market.” Source: RevenueBase Database · checked Sep 28, 2026
18	IPS Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Source: RevenueBase Database · checked Sep 28, 2026
19	Greenhill Insurance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Greenhill Insurance is a trusted provider of group health and ancillary insurance solutions, delivering strategic consulting and brokerage services to organizations of all sizes.” Source: RevenueBase Database · checked Sep 28, 2026
20	Pinecrest Consulting	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	6 contacts →
	Strong evidence “Pinecrest Consulting is an insurance brokerage, financial services, and strategic advisory firm providing boutique services to small and midsize businesses.” Source: RevenueBase Database · checked Sep 28, 2026
21	Endeavor Risk Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Our ultimate goal is to offer better brokerage services.” Source: RevenueBase Database · checked Sep 28, 2026
22	Grace Unlimited Group LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Partial evidence “At Grace Unlimited Group, LLC, we are more than just a health insurance brokerage-we are your trusted partners in health and financial security.” Source: RevenueBase Database · checked Sep 28, 2026
23	Gobenefits	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “Get group health quotes for fully insured or level-funded plans, enroll your employees, sync with QuickBooks Online, comply with ACA lookback and safe harbor, produce 1094/1095…” Source: RevenueBase Database · checked Sep 28, 2026
24	BH Benefits	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	3 contacts →
	Strong evidence “We are a health insurance consulting/brokerage firm that specializes in designing and implementing cost-effective Service Contract (SCA) health benefits plans for government…” Source: RevenueBase Database · checked Sep 28, 2026
25	James Zander & Associates, L.L.P	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “James Zander & Associates has been serving the community since 1983.” Source: RevenueBase Database · checked Sep 28, 2026

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 49 insurance and benefits advisory software companies based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 725 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 28, 2026

34.9%Verified-email coverage

42.4Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 49 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 Dallas, 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 Dallas 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, 725 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 in the United States

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 Dallas, United States?

RevenueBase identified 49 insurance and benefits advisory software companies headquartered in Dallas, 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?

Benefitmall, headquartered in Dallas, tops this list with the largest team on record.

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

New York leads the United States 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 725 verified decision-maker contacts tracked across these 49 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 49 insurance and benefits advisory software companies based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

Insurance and benefits advisory software companies by geography

Browse the directory

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.