Company lists · Data refreshed September 2026

Top 25 Insurance CRM software providers based in the United States

RevenueBase identified 429 company matches for insurance CRM software providers associated with the United States as of September 2026 and tracks 21,934 professional contacts across them, including 10,670 with verified work emails and 7,238 with mobile numbers. Miami is the largest hub.

This list covers company matches for insurance CRM software providers 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 September 3, 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 3, 2026 How this list was built
429Companies
21,934Contacts tracked
10,670Verified emails
7,238Mobile numbers
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The 25 largest insurance CRM software providers based in the United States

Ranked by team size
Top 25 of 429 company matches for insurance CRM software providers based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 3, 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 matchDenver, NY, United StatesHQ recorded Sep 3, 20261,001-5,0002,865 contacts →

Exact match

“We believe insurance is about relationships.”

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
2Exact matchOverland Park, CO, United StatesHQ recorded Sep 3, 20261,001-5,0002,374 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 · Sep 3, 2026 · View company records in RevenueBase
3Exact matchChicago, IL, United StatesHQ recorded Sep 3, 20261,001-5,0002,233 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 · Sep 3, 2026 · View company records in RevenueBase
4Exact matchHartford, CT, United StatesHQ recorded Sep 3, 20261,001-5,0001,005 contacts →

Exact match

“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.”

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
5Exact matchWoodbury, MN, United StatesHQ recorded Sep 3, 20261,001-5,000785 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 · Sep 3, 2026 · View company records in RevenueBase
6Exact matchMilwaukee, WI, United StatesHQ recorded Sep 3, 2026501-1,000747 contacts →

Exact match

“At Zywave, we don’t just build technology-we amplify impact.”

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
7Exact matchMarlborough, MA, United StatesHQ recorded Sep 3, 2026201-500506 contacts →

Exact match

“OneShield provides business solutions for P&C insurers and MGAs of all sizes.”

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
8Exact matchNew York, United StatesHQ recorded Sep 3, 2026501-1,000400 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 · Sep 3, 2026 · View company records in RevenueBase
9Exact matchAllentown, PA, United StatesHQ recorded Sep 3, 20261,001-5,000259 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
10Exact matchRemote, United StatesHQ recorded Sep 3, 202651-200182 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 · Sep 3, 2026 · View company records in RevenueBase
11Exact matchLakewood, CO, United StatesHQ recorded Sep 3, 20261,001-5,000153 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 · Sep 3, 2026 · View company records in RevenueBase
12Exact matchAtlanta, IL, United StatesHQ recorded Sep 3, 2026201-500144 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 · Sep 3, 2026 · View company records in RevenueBase
13Exact matchTroy, MI, United StatesHQ recorded Sep 3, 202651-200137 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 · Sep 3, 2026 · View company records in RevenueBase
14Exact matchBoston, MA, United StatesHQ recorded Sep 3, 202651-200130 contacts →

Exact match

“Gradient AI provides award-winning artificial intelligence (AI) solutions for the insurance industry.”

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
15Exact matchCedar Falls, IA, United StatesHQ recorded Sep 3, 202651-200130 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 · Sep 3, 2026 · View company records in RevenueBase
16Exact matchSunrise, FL, United StatesHQ recorded Sep 3, 2026201-500126 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 · Sep 3, 2026 · View company records in RevenueBase
17Exact matchGallatin, TN, United StatesHQ recorded Sep 3, 202651-200120 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 · Sep 3, 2026 · View company records in RevenueBase
18Exact matchSomerset, NJ, United StatesHQ recorded Sep 3, 2026201-500119 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 · Sep 3, 2026 · View company records in RevenueBase
19Exact matchCanby, OR, United StatesHQ recorded Sep 3, 202651-200105 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 · Sep 3, 2026 · View company records in RevenueBase
20Exact matchLewisville, TX, United StatesHQ recorded Sep 3, 2026201-500102 contacts →

Exact match

“EZLynx® develops industry-leading cloud-based software for the insurance industry.”

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Sep 3, 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 3, 2026 · View company records in RevenueBase
22Exact matchBig Bear Lake, CA, United StatesHQ recorded Sep 3, 202611-5095 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
23Exact matchPortland, OR, United StatesHQ recorded Sep 3, 2026201-50093 contacts →

Exact match

“We exist to remove the ceiling.”

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
24Exact matchBoca Raton, NY, United StatesHQ recorded Sep 3, 202651-20080 contacts →

Exact match

“FJA offers a full suite of insurance technology products and services, powered by the FJA Product Machine Platform.”

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase
25Exact matchVenice, FL, United StatesHQ recorded Sep 3, 202651-20077 contacts →

Exact match

“LIDP has led the industry in providing innovative solutions for policy and contract administration for over 44 years.”

Recorded in the RevenueBase company graph · Sep 3, 2026 · View company records in RevenueBase

Showing 25 of 429 insurance CRM software providers based in the United States

See the full list, filter by size, metro and specialty, and access 10,670 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 3, 2026
48.6%Verified-email coverage
33.0%Mobile-number coverage
51.1Average contacts per company
11-50Median size (employees)
1.6%Largest-city concentration · Miami
Sep 3, 2026Page data refreshed

Companies by employee count

1-10
185
11-50
132
51-200
59
201-500
25
501-1,000
12
1,001-5,000
9
5,001-10,000
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 providers” 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 10,670 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 3, 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 providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance CRM software providers are there based in the United States?

RevenueBase identified 429 company matches for insurance CRM software providers associated with the 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?

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 providers?

Miami leads with 7 company records, followed by San Diego (7) and New York (7).

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 10,670 professional contacts with verified work emails tracked across these 429 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 3, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.