Company lists · Data refreshed October 2026

Top 21 Insurance brokerage management software based in New York, United States

RevenueBase identified 72 company matches for insurance brokerage management software associated with New York, United States as of October 2026 and tracks 3,857 professional contacts across them, including 728 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for insurance brokerage management software 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 October 1, 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 Oct 1, 2026 How this list was built
72Companies
3,857Contacts tracked
728Verified emails
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The 21 largest insurance brokerage management software based in New York, United States

Ranked by team size
Top 21 of 72 company matches for insurance brokerage management software based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, United StatesHQ recorded Oct 1, 2026501-1,000393 contacts →

Exact match

“Reserv leverages modern systems and creates new cutting-edge solutions to optimize any P&C claim.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500256 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 · Oct 1, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500165 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 · Oct 1, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-200103 contacts →

Exact match

“EPIC Insurance Brokers & Consultants (EPIC) is the 10th largest commercial insurance broker in the nation.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-20092 contacts →

Exact match

“Founded in 1861, Foa & Son are international insurance brokers based in New York City.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5027 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 · Oct 1, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5023 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 · Oct 1, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-20022 contacts →

Exact match

“PCIS is an innovative technology company that specializes in Insurance Processing Solutions.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5018 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 · Oct 1, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5017 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 · Oct 1, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-5012 contacts →

Exact match

“Alliance Risk Insurance Services LLC is a technology-driven, full-service independent insurance brokerage that is licensed in all 50 States and the District of Columbia…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-20011 contacts →

Exact match

“Leading insurance agents and brokers save time and win more deals by automating workflows with 1Fort AI.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13Exact matchNew York, United StatesHQ recorded Oct 1, 202611-5010 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 · Oct 1, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202651-2009 contacts →

Exact match

“Our business has been built on exceptional knowledge and unique insight within the insurance industry while proudly maintaining the highest standards of professionalism.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15Exact matchNew York, United StatesHQ recorded Oct 1, 20261-106 contacts →

Exact match

“The Cody Group is a New York-based insurance brokerage.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261-106 contacts →

Exact match

“With Frontier, the sky is the launchpad, not the limit.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261-105 contacts →

Exact match

“Euston Group Brokerage is a boutique insurance brokerage, providing a wide range of insurance products and services to individuals and businesses.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261-105 contacts →

Exact match

“COMBS & COMPANY makes the insurance process simple, to keep you protected at work, at home and everywhere you go.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19Exact matchNew York, United StatesHQ recorded Oct 1, 202611-505 contacts →

Exact match

“Founded in 1894 by William H.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261-105 contacts →

Exact match

“At GMC Insurance Brokers we pride ourselves on our ability to develop and maintain strong relationships with both client and insurer.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202611-503 contacts →

Exact match

“Why We're Here ReAcct Systems Corp was formed to help insurance and reinsurance companies identify and manage their reinsurance assets and meet their expanding commercial and…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

Showing 21 of 72 insurance brokerage management software based in New York, United States

See the full list, filter by size, metro and specialty, and access 728 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokerage management software based in New York, United States at a glance

As of Oct 1, 2026
18.9%Verified-email coverage
53.6Average contacts per company
11-50Median size (employees)
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
24
51-200
9
201-500
2
501-1,000
1
1,001-5,000
1

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 72 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 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 728 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 October 1, 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.

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 New York, United States?

RevenueBase identified 72 company matches for insurance brokerage management software associated with New York, United States as of October 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?

Reserv 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 brokerage management software?

New York leads the United States with 72 company records, followed by Dallas (32) and Houston (30).

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 728 professional contacts with verified work emails tracked across these 72 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 October 1, 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.