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 insurance and benefits advisory software companies headquartered in 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 insurance and benefits advisory software companies headquartered in New York, 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

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 insurance and benefits advisory software companies based in New York, 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	Crystal & Company	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	256 contacts →
	Partial evidence “Crystal & Company is the home for talented insurance professionals: creative, committed to their clients and driven to deliver extraordinary results.” Source: RevenueBase Database · checked Sep 28, 2026
2	Bennie	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	177 contacts →
	Partial evidence “Our benefits platform and brokerage services help employers, employees, and their dependents thrive through a range of modern solutions.” Source: RevenueBase Database · checked Sep 28, 2026
3	Evertree Insurance	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	165 contacts →
	Partial evidence “Evertree Insurance is a technology-enabled independent insurance agency and brokerage built on decades of community trust.” Source: RevenueBase Database · checked Sep 28, 2026
4	Nippon Life Benefits	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	107 contacts →
	Strong evidence “For 35 years, Nippon Life Insurance Company of America (Nippon Life Benefits) has been delivering innovative, fully customizable employee benefits throughout the United States.” Source: RevenueBase Database · checked Sep 28, 2026
5	American Benefits Consulting, An Alliant Insurances Services Inc. Company	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
6	Haven Technologies	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	99 contacts →
	Indirect evidence “Alert: Fraud Warning- Beware of fraudulent activities falsely claiming to represent Haven Technologies.” Source: RevenueBase Database · checked Sep 28, 2026
7	Modern Life	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Partial evidence “Modern Life is an AI-driven insurance brokerage helping everyone protect what matters most.” Source: RevenueBase Database · checked Sep 28, 2026
8	Marsh & Mclennan Agency	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	501-1,000	40 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
9	Covala Group	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	39 contacts →
	Partial evidence “Covala Group is a proven enroller and administrator of voluntary, supplemental individual disability benefits for large employers.” Source: RevenueBase Database · checked Sep 28, 2026
10	Optifino	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Partial evidence “Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience.” Source: RevenueBase Database · checked Sep 28, 2026
11	Cambridge Insurance Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “We help clients financially protect what is most important in their lives; their family and their business.” Source: RevenueBase Database · checked Sep 28, 2026
12	The Mogil Organization	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
13	Pcis P&c Insurance Systems, INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	22 contacts →
	Partial evidence “PCIS is an innovative technology company that specializes in Insurance Processing Solutions.” Source: RevenueBase Database · checked Sep 28, 2026
14	Healthpass	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “HealthPass provides employers access to a full suite of attractive and customizable benefits for their employees.” Source: RevenueBase Database · checked Sep 28, 2026
15	The BIG Plan	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
16	Honig Conte Porrino Insurance Agency, INC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
17	Policyfly	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Designed specifically for specialty insurance programs, PolicyFly is a complete policy management platform that brings agents, brokers and customers into one experience.” Source: RevenueBase Database · checked Sep 28, 2026
18	CLASP	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “Health benefits infrastructure for HR, payroll, and benefits brokers.” Source: RevenueBase Database · checked Sep 28, 2026
19	Pasito	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	15 contacts →
	Partial evidence “Pasito uses data and AI to simplify the world of employee benefits so more families can live healthier lives and retire with dignity.” Source: RevenueBase Database · checked Sep 28, 2026
20	Imperity Insurance & Benefits Consulting	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “At Imperity, your future is our purpose.” Source: RevenueBase Database · checked Sep 28, 2026
21	Benefit Quest, INC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “Providers of Insurance and Employee Benefit Programs for corporations and professionals.” Source: RevenueBase Database · checked Sep 28, 2026
22	MBL Benefits Consulting	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
23	Exigis	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “Exigis is the leading provider of business process automation software and services for risk management, insurance, and trade finance.” Source: RevenueBase Database · checked Sep 28, 2026
24	Annuity Risk	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Annuity Risk provides risk management solutions for life insurance companies.” Source: RevenueBase Database · checked Sep 28, 2026
25	Broker Buddha	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “It’s difficult to stand out and deliver on your unique brand promise in a competitive commercial insurance market.” 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 80 insurance and benefits advisory software companies based in New York, United States

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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

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 New York, 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 New York 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, 770 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 New York, United States?

RevenueBase identified 80 insurance and benefits advisory software companies headquartered in New York, 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?

Crystal & Company, headquartered in New York, 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 770 verified decision-maker contacts tracked across these 80 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.