Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 80 companies tracked

RevenueBase identified 80 company matches for insurance and benefits advisory software companies associated with New York, United States as of September 2026 and tracks 4,023 professional contacts across them, including 770 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for insurance and benefits advisory software companies associated with New York, 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

80Companies

4,023Contacts tracked

770Verified emails

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

Ranked by team size

Top 25 of 80 company matches for insurance and benefits advisory software companies based in New York, 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	Crystal & Company	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	256 contacts →
	Exact match “Crystal & Company is the home for talented insurance professionals: creative, committed to their clients and driven to deliver extraordinary results.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Bennie	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	177 contacts →
	Exact match “Our benefits platform and brokerage services help employers, employees, and their dependents thrive through a range of modern solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Evertree Insurance	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	165 contacts →
	Exact match “Evertree Insurance is a technology-enabled independent insurance agency and brokerage built on decades of community trust.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Nippon Life Benefits	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	107 contacts →
	Exact match “For 35 years, Nippon Life Insurance Company of America (Nippon Life Benefits) has been delivering innovative, fully customizable employee benefits throughout the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	American Benefits Consulting, An Alliant Insurances Services Inc. Company	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	100 contacts →
	Exact match “ABC is a highly specialized national benefits consulting firm that has experience working with some of the largest enterprises in the US for over thirty years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Haven Technologies	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	99 contacts →
	Exact match “Alert: Fraud Warning- Beware of fraudulent activities falsely claiming to represent Haven Technologies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Modern Life	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	42 contacts →
	Exact match “Modern Life is an AI-driven insurance brokerage helping everyone protect what matters most.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Marsh & Mclennan Agency	Exact match	New York, United StatesHQ recorded Sep 28, 2026	501-1,000	40 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Covala Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	39 contacts →
	Exact match “Covala Group is a proven enroller and administrator of voluntary, supplemental individual disability benefits for large employers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Optifino	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Cambridge Insurance Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “We help clients financially protect what is most important in their lives; their family and their business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	The Mogil Organization	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “Since 1957, The Mogil Organization has offered a complete range of both corporate and personal insurance products to a wide range of businesses and families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Pcis P&c Insurance Systems, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	22 contacts →
	Exact match “PCIS is an innovative technology company that specializes in Insurance Processing Solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Healthpass	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	21 contacts →
	Exact match “HealthPass provides employers access to a full suite of attractive and customizable benefits for their employees.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	The BIG Plan	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “The Big Plan is a revolutionary platform that combines smarts, tech and experience to instantly put businesses and individuals on the path to the best possible health plan.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Honig Conte Porrino Insurance Agency, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “New York Insurance Brokerage \| Bring insurance into your trusted inner circle of advisors Our expert advisors help you navigate the nuances of insurance so you can make more…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Policyfly	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Designed specifically for specialty insurance programs, PolicyFly is a complete policy management platform that brings agents, brokers and customers into one experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	CLASP	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “Health benefits infrastructure for HR, payroll, and benefits brokers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Pasito	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	15 contacts →
	Exact match “Pasito uses data and AI to simplify the world of employee benefits so more families can live healthier lives and retire with dignity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Imperity Insurance & Benefits Consulting	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “At Imperity, your future is our purpose.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Benefit Quest, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “Providers of Insurance and Employee Benefit Programs for corporations and professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	MBL Benefits Consulting	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “With over 20 years of experience, MBL Benefits is a consulting firm working with the most innovative companies across all industries, including Spotify, Bustle, Managed by Q…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Exigis	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “Exigis is the leading provider of business process automation software and services for risk management, insurance, and trade finance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Annuity Risk	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Annuity Risk provides risk management solutions for life insurance companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Broker Buddha	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “It’s difficult to stand out and deliver on your unique brand promise in a competitive commercial insurance market.” 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 80 insurance and benefits advisory software companies based in New York, United States

See the full list, filter by size, metro and specialty, and access 770 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 New York, United States at a glance

As of Sep 28, 2026

19.1%Verified-email coverage

50.3Average 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 80 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 New York, 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 770 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 in the United States

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 New York, United States?

RevenueBase identified 80 company matches for insurance and benefits advisory software companies associated with New York, 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?

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

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

New York leads the United States 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 770 professional contacts with verified work emails tracked across these 80 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.