Company lists · Data refreshed September 2026

Top 25 Insurance brokerage management software based in the United States

Name: Insurance brokerage management software based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 3, 2026 2,111 companies tracked

RevenueBase identified 2,111 company matches for insurance brokerage management software associated with the United States as of September 2026 and tracks 100,476 professional contacts across them, including 53,139 with verified work emails and 48,514 with mobile numbers. New York is the largest hub.

This list covers company matches for insurance brokerage management software 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 3, 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 3, 2026 How this list was built

2,111Companies

100,476Contacts tracked

53,139Verified emails

48,514Mobile numbers

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

The 25 largest insurance brokerage management software based in the United States

Ranked by team size

Top 25 of 2,111 company matches for insurance brokerage management software based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 3, 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	Lockton	Exact match	Global, TX, United StatesHQ recorded Sep 3, 2026	10001+	13,372 contacts →
	Exact match “What makes Lockton stand apart is also what makes us better: independence.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
2	USI Insurance Services	Exact match	Valhalla, NY, United StatesHQ recorded Sep 3, 2026	10001+	10,333 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 3, 2026 · View company records in RevenueBase
3	Alliant Insurance Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 3, 2026	10001+	6,035 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 3, 2026 · View company records in RevenueBase
4	Vertafore	Exact match	Denver, NY, United StatesHQ recorded Sep 3, 2026	1,001-5,000	2,865 contacts →
	Exact match “We believe insurance is about relationships.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
5	IMA Financial Group, INC	Exact match	Denver, TX, United StatesHQ recorded Sep 3, 2026	1,001-5,000	2,476 contacts →
	Exact match “With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
6	The Baldwin Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 3, 2026	1,001-5,000	2,349 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 3, 2026 · View company records in RevenueBase
7	Applied Systems	Exact match	Chicago, IL, United StatesHQ recorded Sep 3, 2026	1,001-5,000	2,233 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 3, 2026 · View company records in RevenueBase
8	Risk Strategies Company	Exact match	Boston, CA, United StatesHQ recorded Sep 3, 2026	5,001-10,000	2,193 contacts →
	Exact match “At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
9	Insurance Office Of America	Exact match	Longwood, FL, United StatesHQ recorded Sep 3, 2026	1,001-5,000	1,438 contacts →
	Exact match “Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
10	Hylant	Exact match	Toledo, NC, United StatesHQ recorded Sep 3, 2026	1,001-5,000	1,262 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 3, 2026 · View company records in RevenueBase
11	Holmes Murphy	Exact match	Waukee, UT, United StatesHQ recorded Sep 3, 2026	501-1,000	1,175 contacts →
	Exact match “Independence isn’t just our structure, it’s our mindset.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
12	Acrisure	Exact match	Canoga Park, CA, United StatesHQ recorded Sep 3, 2026	n/a	1,126 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 3, 2026 · View company records in RevenueBase
13	Insurity	Exact match	Hartford, CT, United StatesHQ recorded Sep 3, 2026	1,001-5,000	1,005 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 3, 2026 · View company records in RevenueBase
14	Leavitt Group	Exact match	Cedar City, UT, United StatesHQ recorded Sep 3, 2026	1,001-5,000	997 contacts →
	Exact match “Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
15	Cottingham & Butler	Exact match	Dubuque, IA, United StatesHQ recorded Sep 3, 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 3, 2026 · View company records in RevenueBase
16	HRH	Exact match	Radnor, PA, United StatesHQ recorded Sep 3, 2026	1,001-5,000	928 contacts →
	Exact match “Willis Group Holdings plc is a leading global insurance broker.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
17	Hilb Group	Exact match	Richmond, VA, United StatesHQ recorded Sep 3, 2026	1,001-5,000	899 contacts →
	Exact match “Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
18	Trucordia	Exact match	Lindon, MD, United StatesHQ recorded Sep 3, 2026	1,001-5,000	889 contacts →
	Exact match “A top 20 U.S.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
19	Illumifin	Exact match	Woodbury, MN, United StatesHQ recorded Sep 3, 2026	1,001-5,000	785 contacts →
	Exact match “illumifin is a true partner to the insurance industry, delivering tech-enabled business processing services and essential software solutions to help transform insurers for…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
20	Davies North America	Exact match	Lakewood Ranch, FL, United StatesHQ recorded Sep 3, 2026	5,001-10,000	755 contacts →
	Exact match “Davies is a specialist professional services and technology firm delivering comprehensive insurance and risk solutions to clients across the globe.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
21	Zywave	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 3, 2026	501-1,000	747 contacts →
	Exact match “At Zywave, we don’t just build technology-we amplify impact.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
22	Heffernan Insurance Brokers	Exact match	Walnut Creek, PA, United StatesHQ recorded Sep 3, 2026	501-1,000	664 contacts →
	Exact match “Heffernan Insurance Brokers, founded in 1988, is one of the largest independent insurance brokerage firms in the United States providing comprehensive business insurance, personal…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
23	Conner Strong & Buckelew	Exact match	Camden, DE, United StatesHQ recorded Sep 3, 2026	501-1,000	606 contacts →
	Exact match “As one of America’s largest and most admired insurance brokerage and consulting firms, our mission is to provide innovative solutions to businesses facing complex risks and…” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
24	Oswald Companies	Exact match	Cleveland, OH, United StatesHQ recorded Sep 3, 2026	201-500	581 contacts →
	Exact match “Founded in 1893, Oswald is one of the nation's largest independent, employee-owned insurance brokerage firms.” Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
25	M3 Insurance	Exact match	Madison, IL, United StatesHQ recorded Sep 3, 2026	201-500	560 contacts →
	Exact match “About M3 M3 Insurance is a top private and independent insurance broker and risk management firm in the nation.” Recorded in the RevenueBase company graph · Sep 3, 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 brokerage management software”. 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 2,111 insurance brokerage management software based in the United States

See the full list, filter by size, metro and specialty, and access 53,139 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokerage management software based in the United States at a glance

As of Sep 3, 2026

52.9%Verified-email coverage

48.3%Mobile-number coverage

47.6Average contacts per company

11-50Median size (employees)

3.6%Largest-city concentration · New York

Sep 3, 2026Page data refreshed

Companies by employee count

1-10

1,035

11-50

679

51-200

228

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

4,80031–60

30,45961–90

17,62990–180

251180+

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 brokerage management software” 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 53,139 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 3, 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 brokerage management software 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 brokerage management software”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokerage management software are there based in the United States?

RevenueBase identified 2,111 company matches for insurance brokerage management software 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?

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

Which city has the most insurance brokerage management software?

New York leads with 77 company records, followed by Dallas (32) and Houston (29).

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 53,139 professional contacts with verified work emails tracked across these 2,111 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 3, 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.