Company lists · Data refreshed September 2026

Top 25 Insurance CRM software companies based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 589 companies tracked

RevenueBase identified 589 insurance CRM software companies headquartered in the United States as of September 2026 and tracks 19,519 professional contacts across them, including 7,715 with verified work emails. Miami is the largest hub.

This list covers insurance CRM software companies 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 14, 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 14, 2026 86% judged on-target in blind review

589Companies

19,519Contacts tracked

7,715Verified emails

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The 25 largest insurance CRM software companies based in the United States

Ranked by team size

Top 25 of 589 insurance CRM software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to insurance CRM 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	Vertafore	Partial evidence	Denver, CO, United StatesHQ checked Sep 14, 2026	1,001-5,000	2,840 contacts →
	Partial evidence “We believe insurance is about relationships.” Source: RevenueBase Database · checked Sep 14, 2026
2	Selectquote Insurance Services	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 14, 2026	1,001-5,000	2,324 contacts →
	Partial evidence “We help you keep your promises by shopping many highly rated insurance companies to find you the right coverage at the right price.” Source: RevenueBase Database · checked Sep 14, 2026
3	Applied Systems	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1,001-5,000	2,224 contacts →
	Partial evidence “For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Source: RevenueBase Database · checked Sep 14, 2026
4	Tranzact	Partial evidence	Fort Lee, NJ, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,319 contacts →
	Partial evidence “TRANZACT is the market leader in delivering high-volume sales for the top insurance brands in America.” Source: RevenueBase Database · checked Sep 14, 2026
5	Insurity	Strong evidence	Hartford, CT, United StatesHQ checked Sep 14, 2026	1,001-5,000	998 contacts →
	Strong evidence “Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Source: RevenueBase Database · checked Sep 14, 2026
6	Illumifin	Strong evidence	Woodbury, MN, United StatesHQ checked Sep 14, 2026	1,001-5,000	788 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 14, 2026
7	Oneshield	Indirect evidence	Marlborough, MA, United StatesHQ checked Sep 14, 2026	201-500	500 contacts →
	Indirect evidence “OneShield provides business solutions for P&C insurers and MGAs of all sizes.” Source: RevenueBase Database · checked Sep 14, 2026
8	Reserv	Indirect evidence	New York, United StatesHQ checked Sep 14, 2026	501-1,000	393 contacts →
	Indirect evidence “Reserv leverages modern systems and creates new cutting-edge solutions to optimize any P&C claim.” Source: RevenueBase Database · checked Sep 14, 2026
9	Ideal Concepts, INC	Indirect evidence	Allentown, PA, United StatesHQ checked Sep 14, 2026	1,001-5,000	268 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
10	The IHC Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	215 contacts →
	Indirect evidence “Independence Holding Company (NYSE: IHC), through our current subsidiaries, distributes Medicare, life, under age 65 health (including Affordable Care Act plans), and other…” Source: RevenueBase Database · checked Sep 14, 2026
11	Sunfire	Strong evidence	Remote, United StatesHQ checked Sep 14, 2026	51-200	183 contacts →
	Strong evidence “SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.” Source: RevenueBase Database · checked Sep 14, 2026
12	Auto Injury Solutions	Partial evidence	Lakewood, CO, United StatesHQ checked Sep 14, 2026	1,001-5,000	153 contacts →
	Partial evidence “AIS, a company, delivers customizable, end-to-end solutions to leading auto insurance carriers in all 50 states for the handling of 1st and 3rd party casualty claims.” Source: RevenueBase Database · checked Sep 14, 2026
13	Ventiv Technology	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	201-500	144 contacts →
	Strong evidence “Our people, software, and innovative solutions empower organizations to achieve optimal results from their risk, insurance, and claims programs.” Source: RevenueBase Database · checked Sep 14, 2026
14	FINYS	Partial evidence	Troy, MI, United StatesHQ checked Sep 14, 2026	51-200	136 contacts →
	Partial evidence “Finys was founded in 2001 to create a modern enterprise platform for Property Casualty insurance carriers.” Source: RevenueBase Database · checked Sep 14, 2026
15	Gradient AI	Partial evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	51-200	136 contacts →
	Partial evidence “Gradient AI provides award-winning artificial intelligence (AI) solutions for the insurance industry.” Source: RevenueBase Database · checked Sep 14, 2026
16	Agencybloc	Partial evidence	Cedar Falls, IA, United StatesHQ checked Sep 14, 2026	51-200	131 contacts →
	Partial evidence “The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits…” Source: RevenueBase Database · checked Sep 14, 2026
17	FOCUS	Partial evidence	Sunrise, FL, United StatesHQ checked Sep 14, 2026	201-500	125 contacts →
	Partial evidence “FOCUS delivers insurance BPO and SaaS platform solutions that help carriers and MGAs scale smarter, improve retention, and protect brand value.” Source: RevenueBase Database · checked Sep 14, 2026
18	Quadrant Information Services	Partial evidence	Gallatin, TN, United StatesHQ checked Sep 14, 2026	51-200	123 contacts →
	Partial evidence “Quadrant is the foremost provider of the best enterprise-wide insurance solutions for property and casualty insurance.” Source: RevenueBase Database · checked Sep 14, 2026
19	Outline Systems	Partial evidence	Somerset, NJ, United StatesHQ checked Sep 14, 2026	201-500	119 contacts →
	Partial evidence “Outline Systems is a software-development firm that helps insurers efficiently and effectively put control where it belongs, in their hands.” Source: RevenueBase Database · checked Sep 14, 2026
20	Hawksoft	Indirect evidence	Canby, OR, United StatesHQ checked Sep 14, 2026	51-200	105 contacts →
	Indirect evidence “Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build…” Source: RevenueBase Database · checked Sep 14, 2026
21	Ezlynx	Strong evidence	Lewisville, TX, United StatesHQ checked Sep 14, 2026	201-500	101 contacts →
	Strong evidence “EZLynx® develops industry-leading cloud-based software for the insurance industry.” Source: RevenueBase Database · checked Sep 14, 2026
22	Haven Technologies	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
23	Insomis Corp	Indirect evidence	Big Bear Lake, CA, United StatesHQ checked Sep 14, 2026	11-50	96 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
24	Lava Automation	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	201-500	94 contacts →
	Indirect evidence “We exist to remove the ceiling.” Source: RevenueBase Database · checked Sep 14, 2026
25	Kcal Insurance Agency	Partial evidence	Hacienda Heights, CA, United StatesHQ checked Sep 14, 2026	51-200	90 contacts →
	Partial evidence “KCAL Insurance Agency serves the community's Auto, Home, Life, Health, Workers' Compensation, Travel, & Commercial insurance needs.” Source: RevenueBase Database · checked Sep 14, 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 CRM 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 CRM software companies.
Partial evidence: Its own public description names part of insurance CRM 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 CRM 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 589 insurance CRM software companies based in the United States

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Insurance CRM software companies based in the United States at a glance

As of Sep 14, 2026

39.5%Verified-email coverage

33.1Average contacts per company

11-50Median size (employees)

1.9%Largest-city concentration · Miami

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

281

11-50

170

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 589 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 CRM 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 the United States whose own description of what they do matches “insurance CRM 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 CRM 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 CRM software companies, 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, 7,715 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 14, 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.

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 CRM 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 CRM software companies are there based in the United States?

RevenueBase identified 589 insurance CRM software companies 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?

Vertafore, headquartered in Denver, tops this list with the largest team on record.

Which city has the most insurance CRM software companies?

Miami leads with 11 headquartered companies, followed by Denver (10) and New York (10).

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 7,715 verified decision-maker contacts tracked across these 589 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 14, 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.