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 insurance brokerage management software headquartered in 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 insurance brokerage management software headquartered in the 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 3, 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 3, 2026 86% judged on-target in blind review

2,111Companies

100,476Contacts tracked

53,139Verified emails

48,514Mobile numbers

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

Ranked by team size

Top 25 of 2,111 insurance brokerage management software based in the United States, ranked by team size, largest first. Data refreshed Sep 3, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokerage management software: 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	Lockton	Indirect evidence	Global, TX, United StatesHQ checked Sep 3, 2026	10001+	13,372 contacts →
	Indirect evidence “What makes Lockton stand apart is also what makes us better: independence.” Source: RevenueBase Database · checked Sep 3, 2026
2	USI Insurance Services	Strong evidence	Valhalla, NY, United StatesHQ checked Sep 3, 2026	10001+	10,333 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 3, 2026
3	Alliant Insurance Services	Strong evidence	Irvine, CA, United StatesHQ checked Sep 3, 2026	10001+	6,035 contacts →
	Strong evidence “Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States.” Source: RevenueBase Database · checked Sep 3, 2026
4	Vertafore	Partial evidence	Denver, NY, United StatesHQ checked Sep 3, 2026	1,001-5,000	2,865 contacts →
	Partial evidence “We believe insurance is about relationships.” Source: RevenueBase Database · checked Sep 3, 2026
5	IMA Financial Group, INC	Strong evidence	Denver, TX, United StatesHQ checked Sep 3, 2026	1,001-5,000	2,476 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 3, 2026
6	The Baldwin Group	Partial evidence	Tampa, FL, United StatesHQ checked Sep 3, 2026	1,001-5,000	2,349 contacts →
	Partial evidence “The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.” Source: RevenueBase Database · checked Sep 3, 2026
7	Applied Systems	Partial evidence	Chicago, IL, United StatesHQ checked Sep 3, 2026	1,001-5,000	2,233 contacts →
	Partial evidence “For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Source: RevenueBase Database · checked Sep 3, 2026
8	Risk Strategies Company	Indirect evidence	Boston, CA, United StatesHQ checked Sep 3, 2026	5,001-10,000	2,193 contacts →
	Indirect evidence “At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them.” Source: RevenueBase Database · checked Sep 3, 2026
9	Insurance Office Of America	Strong evidence	Longwood, FL, United StatesHQ checked Sep 3, 2026	1,001-5,000	1,438 contacts →
	Strong evidence “Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States.” Source: RevenueBase Database · checked Sep 3, 2026
10	Hylant	Strong evidence	Toledo, NC, United StatesHQ checked Sep 3, 2026	1,001-5,000	1,262 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 3, 2026
11	Holmes Murphy	Indirect evidence	Waukee, UT, United StatesHQ checked Sep 3, 2026	501-1,000	1,175 contacts →
	Indirect evidence “Independence isn’t just our structure, it’s our mindset.” Source: RevenueBase Database · checked Sep 3, 2026
12	Acrisure	Indirect evidence	Canoga Park, CA, United StatesHQ checked Sep 3, 2026	n/a	1,126 contacts →
	Indirect evidence “Founded in 1972, Allen Lawrence & Associates, LLC.(AL & A) has the distinct advantage of active participation by its principals.” Source: RevenueBase Database · checked Sep 3, 2026
13	Insurity	Strong evidence	Hartford, CT, United StatesHQ checked Sep 3, 2026	1,001-5,000	1,005 contacts →
	Strong evidence “Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Source: RevenueBase Database · checked Sep 3, 2026
14	Leavitt Group	Strong evidence	Cedar City, UT, United StatesHQ checked Sep 3, 2026	1,001-5,000	997 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 3, 2026
15	Cottingham & Butler	Partial evidence	Dubuque, IA, United StatesHQ checked Sep 3, 2026	1,001-5,000	955 contacts →
	Partial evidence “Cottingham & Butler is the 3rd largest privately and independently held insurance broker in the U.S.” Source: RevenueBase Database · checked Sep 3, 2026
16	HRH	Partial evidence	Radnor, PA, United StatesHQ checked Sep 3, 2026	1,001-5,000	928 contacts →
	Partial evidence “Willis Group Holdings plc is a leading global insurance broker.” Source: RevenueBase Database · checked Sep 3, 2026
17	Hilb Group	Partial evidence	Richmond, VA, United StatesHQ checked Sep 3, 2026	1,001-5,000	899 contacts →
	Partial evidence “Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency.” Source: RevenueBase Database · checked Sep 3, 2026
18	Trucordia	Indirect evidence	Lindon, MD, United StatesHQ checked Sep 3, 2026	1,001-5,000	889 contacts →
	Indirect evidence “A top 20 U.S.” Source: RevenueBase Database · checked Sep 3, 2026
19	Illumifin	Strong evidence	Woodbury, MN, United StatesHQ checked Sep 3, 2026	1,001-5,000	785 contacts →
	Strong evidence “illumifin is a true partner to the insurance industry, delivering tech-enabled business processing services and essential software solutions to help transform insurers for…” Source: RevenueBase Database · checked Sep 3, 2026
20	Davies North America	Partial evidence	Lakewood Ranch, FL, United StatesHQ checked Sep 3, 2026	5,001-10,000	755 contacts →
	Partial evidence “Davies is a specialist professional services and technology firm delivering comprehensive insurance and risk solutions to clients across the globe.” Source: RevenueBase Database · checked Sep 3, 2026
21	Zywave	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 3, 2026	501-1,000	747 contacts →
	Indirect evidence “At Zywave, we don’t just build technology-we amplify impact.” Source: RevenueBase Database · checked Sep 3, 2026
22	Heffernan Insurance Brokers	Strong evidence	Walnut Creek, PA, United StatesHQ checked Sep 3, 2026	501-1,000	664 contacts →
	Strong evidence “Heffernan Insurance Brokers, founded in 1988, is one of the largest independent insurance brokerage firms in the United States providing comprehensive business insurance, personal…” Source: RevenueBase Database · checked Sep 3, 2026
23	Conner Strong & Buckelew	Strong evidence	Camden, DE, United StatesHQ checked Sep 3, 2026	501-1,000	606 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 3, 2026
24	Oswald Companies	Strong evidence	Cleveland, OH, United StatesHQ checked Sep 3, 2026	201-500	581 contacts →
	Strong evidence “Founded in 1893, Oswald is one of the nation's largest independent, employee-owned insurance brokerage firms.” Source: RevenueBase Database · checked Sep 3, 2026
25	M3 Insurance	Strong evidence	Madison, IL, United StatesHQ checked Sep 3, 2026	201-500	560 contacts →
	Strong evidence “About M3 M3 Insurance is a top private and independent insurance broker and risk management firm in the nation.” Source: RevenueBase Database · checked Sep 3, 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 brokerage management software. 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 brokerage management software.
Partial evidence: Its own public description names part of insurance brokerage management software, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokerage management software. 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 2,111 insurance brokerage management software based in the United States

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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)

3.5%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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance brokerage management software, 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 the United States whose own description of what they do matches “insurance brokerage management software”. 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 brokerage management software), 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 brokerage management software, and records with no verified work email. Companies headquartered outside United States 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, 53,139 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 3, 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 brokerage management software by metro

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 brokerage management software, 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 brokerage management software are there based in the United States?

RevenueBase identified 2,111 insurance brokerage management software headquartered in the 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?

Lockton, headquartered in Plano, tops this list with the largest team on record.

Which city has the most insurance brokerage management software?

New York leads with 73 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 53,139 verified decision-maker contacts tracked across these 2,111 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 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 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.