Company lists · Data refreshed October 2026
Top 25 Insurance CRM software companies based in the United States
RevenueBase identified 589 company matches for insurance CRM software companies associated with the United States as of October 2026 and tracks 19,519 professional contacts across them, including 7,715 with verified work emails. Miami is the largest hub.
This list covers company matches for insurance CRM software companies 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 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.
The 25 largest insurance CRM software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,840 contacts → | ||||
Exact match “We believe insurance is about relationships.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 2,324 contacts → | ||||
Exact match “We help you keep your promises by shopping many highly rated insurance companies to find you the right coverage at the right price.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 2,224 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 1,319 contacts → | ||||
Exact match “TRANZACT is the market leader in delivering high-volume sales for the top insurance brands in America.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 998 contacts → | ||||
Exact match “Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 788 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 500 contacts → | ||||
Exact match “OneShield provides business solutions for P&C insurers and MGAs of all sizes.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 393 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 | |||||
| 9 | 268 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 215 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 183 contacts → | ||||
Exact match “SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 153 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 144 contacts → | ||||
Exact match “Our people, software, and innovative solutions empower organizations to achieve optimal results from their risk, insurance, and claims programs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 136 contacts → | ||||
Exact match “Finys was founded in 2001 to create a modern enterprise platform for Property Casualty insurance carriers.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 136 contacts → | ||||
Exact match “Gradient AI provides award-winning artificial intelligence (AI) solutions for the insurance industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 131 contacts → | ||||
Exact match “The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 125 contacts → | ||||
Exact match “FOCUS delivers insurance BPO and SaaS platform solutions that help carriers and MGAs scale smarter, improve retention, and protect brand value.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 123 contacts → | ||||
Exact match “Quadrant is the foremost provider of the best enterprise-wide insurance solutions for property and casualty insurance.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 119 contacts → | ||||
Exact match “Outline Systems is a software-development firm that helps insurers efficiently and effectively put control where it belongs, in their hands.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 105 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 101 contacts → | ||||
Exact match “EZLynx® develops industry-leading cloud-based software for the insurance industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 99 contacts → | ||||
Exact match “Alert: Fraud Warning- Beware of fraudulent activities falsely claiming to represent Haven Technologies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 96 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 94 contacts → | ||||
Exact match “We exist to remove the ceiling.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 90 contacts → | ||||
Exact match “KCAL Insurance Agency serves the community's Auto, Home, Life, Health, Workers' Compensation, Travel, & Commercial insurance needs.” Recorded in the RevenueBase company graph · Oct 1, 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 CRM software companies”. 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 589 insurance CRM software companies based in the United States
See the full list, filter by size, metro and specialty, and access 7,715 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance CRM software companies based in the United States at a glance
As of Oct 1, 2026Companies by employee count
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
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 CRM software companies” 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 7,715 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 CRM software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance CRM software companies are there based in the United States?
RevenueBase identified 589 company matches for insurance CRM software companies associated with the 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?
Vertafore tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance CRM software companies?
Miami leads with 11 company records, followed by New York (11) and Denver (10).
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 7,715 professional contacts with verified work emails tracked across these 589 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.
Ready to reach these companies? Verified emails and direct dials for all 589 insurance CRM software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Insurance CRM software companies by geography
- Insurance CRM software companies based in Sao Paulo, Brazil
- Insurance CRM software companies based in Brazil
- Insurance CRM software companies based in Canada
- Insurance CRM software companies based in France
- Insurance CRM software companies based in Germany
- Insurance CRM software companies based in India
- Insurance CRM software companies based in Italy
- Insurance CRM software companies based in South Africa
- Insurance CRM software companies based in Spain
- Insurance CRM software companies based in Türkiye
- Insurance CRM software companies based in the United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance CRM software companies based in Sao Paulo, Brazil
- Insurance CRM software companies based in Brazil
- Insurance CRM software companies based in Canada
- Insurance CRM software companies based in France
- Insurance CRM software companies based in Germany
- Insurance CRM software companies based in India
Company intelligence · public preview
Top 25 insurance CRM software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 589 matching company records for insurance CRM software companies based in the United States, with 19,519 tracked contacts and 7,715 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 insurance CRM software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Vertaforevertafore.comHQ: Denver, CO, United StatesReported employees: 1,001-5,000 | Denver, CO, United States | 1,001-5,000 | Exact match | 2,840 contacts → |
“We believe insurance is about relationships.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Selectquote Insurance Servicesselectquote.comHQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,324 contacts → |
“We help you keep your promises by shopping many highly rated insurance companies to find you the right coverage at the right price.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Applied Systemsappliedsystems.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,224 contacts → |
“For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Tranzacttranzact.netHQ: Fort Lee, NJ, United StatesReported employees: 1,001-5,000 | Fort Lee, NJ, United States | 1,001-5,000 | Exact match | 1,319 contacts → |
“TRANZACT is the market leader in delivering high-volume sales for the top insurance brands in America.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Insurityinsurity.comHQ: Hartford, CT, United StatesReported employees: 1,001-5,000 | Hartford, CT, United States | 1,001-5,000 | Exact match | 998 contacts → |
“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Illumifinillumifin.comHQ: Woodbury, MN, United StatesReported employees: 1,001-5,000 | Woodbury, MN, United States | 1,001-5,000 | Exact match | 788 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Oneshieldoneshield.comHQ: Marlborough, MA, United StatesReported employees: 201-500 | Marlborough, MA, United States | 201-500 | Exact match | 500 contacts → |
“OneShield provides business solutions for P&C insurers and MGAs of all sizes.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Reservreserv.comHQ: New York, United StatesReported employees: 501-1,000 | New York, United States | 501-1,000 | Exact match | 393 contacts → |
“Reserv leverages modern systems and creates new cutting-edge solutions to optimize any P&C claim.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ideal Concepts, INCidealconcepts.comHQ: Allentown, PA, United StatesReported employees: 1,001-5,000 | Allentown, PA, United States | 1,001-5,000 | Exact match | 268 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  The IHC Groupihcgroup.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 215 contacts → |
“Independence Holding Company (NYSE: IHC), through our current subsidiaries, distributes Medicare, life, under age 65 health (including Affordable Care Act plans), and other…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sunfiresunfireinc.comHQ: Remote, United StatesReported employees: 51-200 | Remote, United States | 51-200 | Exact match | 183 contacts → |
“SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Auto Injury Solutionsaisreview.comHQ: Lakewood, CO, United StatesReported employees: 1,001-5,000 | Lakewood, CO, United States | 1,001-5,000 | Exact match | 153 contacts → |
“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.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ventiv Technologyventivtech.comHQ: Atlanta, GA, United StatesReported employees: 201-500 | Atlanta, GA, United States | 201-500 | Exact match | 144 contacts → |
“Our people, software, and innovative solutions empower organizations to achieve optimal results from their risk, insurance, and claims programs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  FINYSfinys.comHQ: Troy, MI, United StatesReported employees: 51-200 | Troy, MI, United States | 51-200 | Exact match | 136 contacts → |
“Finys was founded in 2001 to create a modern enterprise platform for Property Casualty insurance carriers.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Gradient AIgradientai.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 136 contacts → |
“Gradient AI provides award-winning artificial intelligence (AI) solutions for the insurance industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Agencyblocagencybloc.comHQ: Cedar Falls, IA, United StatesReported employees: 51-200 | Cedar Falls, IA, United States | 51-200 | Exact match | 131 contacts → |
“The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  FOCUSteamfocusins.comHQ: Sunrise, FL, United StatesReported employees: 201-500 | Sunrise, FL, United States | 201-500 | Exact match | 125 contacts → |
“FOCUS delivers insurance BPO and SaaS platform solutions that help carriers and MGAs scale smarter, improve retention, and protect brand value.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Quadrant Information Servicesquadinfo.comHQ: Gallatin, TN, United StatesReported employees: 51-200 | Gallatin, TN, United States | 51-200 | Exact match | 123 contacts → |
“Quadrant is the foremost provider of the best enterprise-wide insurance solutions for property and casualty insurance.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Outline Systemsoutlinesys.comHQ: Somerset, NJ, United StatesReported employees: 201-500 | Somerset, NJ, United States | 201-500 | Exact match | 119 contacts → |
“Outline Systems is a software-development firm that helps insurers efficiently and effectively put control where it belongs, in their hands.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Hawksofthawksoft.comHQ: Canby, OR, United StatesReported employees: 51-200 | Canby, OR, United States | 51-200 | Exact match | 105 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Ezlynxezlynx.comHQ: Lewisville, TX, United StatesReported employees: 201-500 | Lewisville, TX, United States | 201-500 | Exact match | 101 contacts → |
“EZLynx® develops industry-leading cloud-based software for the insurance industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Haven Technologieshaventech.usHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 99 contacts → |
“Alert: Fraud Warning- Beware of fraudulent activities falsely claiming to represent Haven Technologies.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Insomis Corpimms.comHQ: Big Bear Lake, CA, United StatesReported employees: 11-50 | Big Bear Lake, CA, United States | 11-50 | Exact match | 96 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Lava Automationlavaautomation.comHQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 94 contacts → |
“We exist to remove the ceiling.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Kcal Insurance Agencykcal.netHQ: Hacienda Heights, CA, United StatesReported employees: 51-200 | Hacienda Heights, CA, United States | 51-200 | Exact match | 90 contacts → |
“KCAL Insurance Agency serves the community's Auto, Home, Life, Health, Workers' Compensation, Travel, & Commercial insurance needs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 589 company matches
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Insurance CRM software companies: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
586 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for insurance CRM software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance CRM software companies did RevenueBase find based in the United States?
The saved snapshot records 589 matching company records, 19,519 tracked contacts and 7,715 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance CRM software companies by geography
- Insurance CRM software companies based in Sao Paulo, Brazil
- Insurance CRM software companies based in Brazil
- Insurance CRM software companies based in Canada
- Insurance CRM software companies based in France
- Insurance CRM software companies based in Germany
- Insurance CRM software companies based in India
- Insurance CRM software companies based in Italy
- Insurance CRM software companies based in South Africa
- Insurance CRM software companies based in Spain
- Insurance CRM software companies based in Türkiye
- Insurance CRM software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 insurance CRM software companies based in the United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/insurance-crm-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance CRM software companies based in Sao Paulo, Brazil
- Insurance CRM software companies based in Brazil
- Insurance CRM software companies based in Canada
- Insurance CRM software companies based in France
- Insurance CRM software companies based in Germany
- Insurance CRM software companies based in India
Company intelligence · public preview
Top 25 insurance CRM software companies based in the United States
RevenueBase records 589 matching company records for insurance CRM software companies based in the United States, with 19,519 tracked contacts and 7,715 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 insurance CRM software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Vertaforevertafore.com HQ: Denver, CO, United StatesReported employees: 1,001-5,000 | Denver, CO, United States | 1,001-5,000 | Exact match | 2,840 contacts → |
“We believe insurance is about relationships.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Selectquote Insurance Servicesselectquote.com HQ: Overland Park, KS, United StatesReported employees: 1,001-5,000 | Overland Park, KS, United States | 1,001-5,000 | Exact match | 2,324 contacts → |
“We help you keep your promises by shopping many highly rated insurance companies to find you the right coverage at the right price.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Applied Systemsappliedsystems.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,224 contacts → |
“For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Tranzacttranzact.net HQ: Fort Lee, NJ, United StatesReported employees: 1,001-5,000 | Fort Lee, NJ, United States | 1,001-5,000 | Exact match | 1,319 contacts → |
“TRANZACT is the market leader in delivering high-volume sales for the top insurance brands in America.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Insurityinsurity.com HQ: Hartford, CT, United StatesReported employees: 1,001-5,000 | Hartford, CT, United States | 1,001-5,000 | Exact match | 998 contacts → |
“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Illumifinillumifin.com HQ: Woodbury, MN, United StatesReported employees: 1,001-5,000 | Woodbury, MN, United States | 1,001-5,000 | Exact match | 788 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Oneshieldoneshield.com HQ: Marlborough, MA, United StatesReported employees: 201-500 | Marlborough, MA, United States | 201-500 | Exact match | 500 contacts → |
“OneShield provides business solutions for P&C insurers and MGAs of all sizes.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Reservreserv.com HQ: New York, United StatesReported employees: 501-1,000 | New York, United States | 501-1,000 | Exact match | 393 contacts → |
“Reserv leverages modern systems and creates new cutting-edge solutions to optimize any P&C claim.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ideal Concepts, INCidealconcepts.com HQ: Allentown, PA, United StatesReported employees: 1,001-5,000 | Allentown, PA, United States | 1,001-5,000 | Exact match | 268 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | The IHC Groupihcgroup.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 215 contacts → |
“Independence Holding Company (NYSE: IHC), through our current subsidiaries, distributes Medicare, life, under age 65 health (including Affordable Care Act plans), and other…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sunfiresunfireinc.com HQ: Remote, United StatesReported employees: 51-200 | Remote, United States | 51-200 | Exact match | 183 contacts → |
“SunFire is a profitable, well-capitalized software and services company providing transformative and proven technology solutions for the Medicare Insurance market.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Auto Injury Solutionsaisreview.com HQ: Lakewood, CO, United StatesReported employees: 1,001-5,000 | Lakewood, CO, United States | 1,001-5,000 | Exact match | 153 contacts → |
“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.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ventiv Technologyventivtech.com HQ: Atlanta, GA, United StatesReported employees: 201-500 | Atlanta, GA, United States | 201-500 | Exact match | 144 contacts → |
“Our people, software, and innovative solutions empower organizations to achieve optimal results from their risk, insurance, and claims programs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | FINYSfinys.com HQ: Troy, MI, United StatesReported employees: 51-200 | Troy, MI, United States | 51-200 | Exact match | 136 contacts → |
“Finys was founded in 2001 to create a modern enterprise platform for Property Casualty insurance carriers.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gradient AIgradientai.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 136 contacts → |
“Gradient AI provides award-winning artificial intelligence (AI) solutions for the insurance industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Agencyblocagencybloc.com HQ: Cedar Falls, IA, United StatesReported employees: 51-200 | Cedar Falls, IA, United States | 51-200 | Exact match | 131 contacts → |
“The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | FOCUSteamfocusins.com HQ: Sunrise, FL, United StatesReported employees: 201-500 | Sunrise, FL, United States | 201-500 | Exact match | 125 contacts → |
“FOCUS delivers insurance BPO and SaaS platform solutions that help carriers and MGAs scale smarter, improve retention, and protect brand value.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Quadrant Information Servicesquadinfo.com HQ: Gallatin, TN, United StatesReported employees: 51-200 | Gallatin, TN, United States | 51-200 | Exact match | 123 contacts → |
“Quadrant is the foremost provider of the best enterprise-wide insurance solutions for property and casualty insurance.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Outline Systemsoutlinesys.com HQ: Somerset, NJ, United StatesReported employees: 201-500 | Somerset, NJ, United States | 201-500 | Exact match | 119 contacts → |
“Outline Systems is a software-development firm that helps insurers efficiently and effectively put control where it belongs, in their hands.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hawksofthawksoft.com HQ: Canby, OR, United StatesReported employees: 51-200 | Canby, OR, United States | 51-200 | Exact match | 105 contacts → |
“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…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Ezlynxezlynx.com HQ: Lewisville, TX, United StatesReported employees: 201-500 | Lewisville, TX, United States | 201-500 | Exact match | 101 contacts → |
“EZLynx® develops industry-leading cloud-based software for the insurance industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Haven Technologieshaventech.us HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 99 contacts → |
“Alert: Fraud Warning- Beware of fraudulent activities falsely claiming to represent Haven Technologies.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Insomis Corpimms.com HQ: Big Bear Lake, CA, United StatesReported employees: 11-50 | Big Bear Lake, CA, United States | 11-50 | Exact match | 96 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Lava Automationlavaautomation.com HQ: Portland, OR, United StatesReported employees: 201-500 | Portland, OR, United States | 201-500 | Exact match | 94 contacts → |
“We exist to remove the ceiling.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Kcal Insurance Agencykcal.net HQ: Hacienda Heights, CA, United StatesReported employees: 51-200 | Hacienda Heights, CA, United States | 51-200 | Exact match | 90 contacts → |
“KCAL Insurance Agency serves the community's Auto, Home, Life, Health, Workers' Compensation, Travel, & Commercial insurance needs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 589 company matches
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Insurance CRM software companies: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
586 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for insurance CRM software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance CRM software companies did RevenueBase find based in the United States?
The saved snapshot records 589 matching company records, 19,519 tracked contacts and 7,715 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 insurance CRM software companies based in the United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/insurance-crm-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Insurance CRM software companies based in Sao Paulo, Brazil
- Insurance CRM software companies based in Brazil
- Insurance CRM software companies based in Canada
- Insurance CRM software companies based in France
- Insurance CRM software companies based in Germany
- Insurance CRM software companies based in India