Company lists · Data refreshed September 2026

Top 25 Insurance brokers software platforms based in New York, United States

RevenueBase identified 131 company matches for insurance brokers software platforms associated with New York, United States as of September 2026 and tracks 3,111 professional contacts across them, including 1,350 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for insurance brokers software platforms 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
131Companies
3,111Contacts tracked
1,350Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest insurance brokers software platforms based in New York, United States

Ranked by team size
Top 25 of 131 company matches for insurance brokers software platforms 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, United StatesHQ recorded Sep 28, 2026501-1,000297 contacts →

Exact match

“We make it incredibly easy to understand, buy, and manage insurance for your business.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500215 contacts →

Exact match

“Independence Holding Company (NYSE: IHC), through our current subsidiaries, distributes Medicare, life, under age 65 health (including Affordable Care Act plans), and other…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500177 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
5Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200171 contacts →

Exact match

“Spark is the platform behind independent Medicare brokers, giving them the technology, services, and community to become true advocates for their clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200100 contacts →

Exact match

“LIMITED-TIME: Fast Start for additional 5% commission!”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20099 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
10Exact matchNew York, NY, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5087 contacts →

Exact match

“Finstek provides complete brokerage technology for FX and CFD brokers, built over 9 years and $34M in R&D.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20075 contacts →

Exact match

“We’re a risk management partner for rapidly evolving, high-growth companies.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20060 contacts →

Exact match

“Coverdash is a fully-digital, business insurance agency that specializes in serving the insurance needs of businesses of all shapes and sizes.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5042 contacts →

Exact match

“Afficiency delivers life insurance products on an all-encompassing digital platform, available for digital distributors from quote to policy.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5042 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
16Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20040 contacts →

Exact match

“CoverForce connects top 100 brokers, wholesalers, and insurtech platforms to over 40 of the largest commercial insurance carriers through our insurance distribution infrastructure.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026n/a34 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20033 contacts →

Exact match

“Boost Insurance is a full-stack MGA platform that provides brokers and MGAs with the compliance, capital, and technology infrastructure required to build and scale specialty…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5029 contacts →

Exact match

“Slice is building the future of insurance by providing intelligent and intuitive, on-demand digital insurance products to protect small businesses via Slice’s cloud-based platform.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5027 contacts →

Exact match

“Founded by insurtech veterans, Limit is a digital insurance platform that helps P&C insurance professionals everywhere do deals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20022 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
24Exact matchNew York, United StatesHQ recorded Sep 28, 202611-5021 contacts →

Exact match

“Stere is a digital platform designed to provide insurers with the technological foundation to adapt and thrive in a rapidly changing market; and to modernize how businesses…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 131 insurance brokers software platforms based in New York, United States

See the full list, filter by size, metro and specialty, and access 1,350 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Insurance brokers software platforms based in New York, United States at a glance

As of Sep 28, 2026
43.4%Verified-email coverage
23.7Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
53
11-50
52
51-200
17
201-500
5
501-1,000
2
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 131 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 brokers software platforms” 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 1,350 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.

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 brokers software platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers software platforms are there based in New York, United States?

RevenueBase identified 131 company matches for insurance brokers software platforms 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?

Coverwallet, An AON 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 brokers software platforms?

New York leads the United States with 141 company records, followed by San Francisco (54) and Atlanta (39).

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 1,350 professional contacts with verified work emails tracked across these 131 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.

Ready to reach these companies? Verified emails and direct dials for all 131 insurance brokers software platforms based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.