Company lists · Data refreshed September 2026

Top 25 Insurance customer relationship management platforms based in the United States

RevenueBase identified 406 insurance customer relationship management platforms headquartered in the United States as of September 2026 and tracks 23,146 professional contacts across them, including 12,619 with verified work emails. Houston is the largest hub.

This list covers insurance customer relationship management platforms 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 28, 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 28, 2026 86% judged on-target in blind review
406Companies
23,146Contacts tracked
12,619Verified emails
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The 25 largest insurance customer relationship management platforms based in the United States

Ranked by team size
Top 25 of 406 insurance customer relationship management platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to insurance customer relationship management platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceCambridge, MA, United StatesHQ checked Sep 28, 20265,001-10,00011,077 contacts →

Strong evidence

“HubSpot is a leading agentic customer platform that provides software and support to help businesses grow better.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 20261,001-5,0002,250 contacts →

Indirect evidence

“Intelligent Solutions Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceHartford, CT, United StatesHQ checked Sep 28, 20261,001-5,000998 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceWayne, PA, United StatesHQ checked Sep 28, 2026501-1,000859 contacts →

Partial evidence

“iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceMarlborough, MA, United StatesHQ checked Sep 28, 2026201-500500 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 2026501-1,000470 contacts →

Indirect evidence

“Infosys McCamish Systems, a U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceCambridge, MA, United StatesHQ checked Sep 28, 2026201-500439 contacts →

Strong evidence

“EverQuote empowers the largest insurance carriers and thousands of agents to maximize customer acquisition across digital channels.”

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceAustin, TX, United StatesHQ checked Sep 28, 2026201-500291 contacts →

Strong evidence

“bolt is the leading distribution platform for P&C insurance, connecting insurers, distributors and customers to transform the way insurance is bought and sold.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceAllentown, PA, United StatesHQ checked Sep 28, 20261,001-5,000268 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceColumbus, OH, United StatesHQ checked Sep 28, 2026201-500257 contacts →

Partial evidence

“Bold Penguin is the market-leading digital solutions provider for commercial insurance.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceSanta Clara, CA, United StatesHQ checked Sep 28, 202651-200194 contacts →

Partial evidence

“Help your teams align to your customer’s journey by uniting your CRM data, signals, and tools from the first buying signal to closed-won and beyond.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202651-200175 contacts →

Strong evidence

“The Cogitate DigitalEdge Insurance Platform digitalizes insurance across the value chain, offering insurance carriers, MGAs, and Program Administrators a smooth transition to…”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceKnoxville, TN, United StatesHQ checked Sep 28, 20261,001-5,000173 contacts →

Partial evidence

“Selectsys helps MGAs, wholesalers, carriers, and program administrators modernize insurance operations through a connected ecosystem of insurance technology and embedded Insurance…”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceTampa, FL, United StatesHQ checked Sep 28, 2026201-500147 contacts →

Partial evidence

“Ivans is where insurance carriers, agents, and MGAs come together to grow their businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200141 contacts →

Strong evidence

“Hi Marley is the first intelligent conversational platform built for P&C insurance and powered by SMS.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceCedar Falls, IA, United StatesHQ checked Sep 28, 202651-200131 contacts →

Strong 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 28, 2026
17Indirect evidenceUnited StatesHQ checked Sep 28, 202651-200126 contacts →

Indirect evidence

“Wealthbox is CRM you’ll actually enjoy.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceSunrise, FL, United StatesHQ checked Sep 28, 2026201-500125 contacts →

Strong 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 28, 2026
19Indirect evidenceSomerset, NJ, United StatesHQ checked Sep 28, 2026201-500119 contacts →

Indirect 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 28, 2026
20Indirect evidenceCharlestown, MA, United StatesHQ checked Sep 28, 202651-200114 contacts →

Indirect evidence

“Paramantra builds enterprise software.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceTuscaloosa, AL, United StatesHQ checked Sep 28, 202651-200110 contacts →

Partial evidence

“For 30 years, Insuresoft has been offering an all-in-one platform that can handle all your P&C lines of business.”

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidenceSan Mateo, CA, United StatesHQ checked Sep 28, 202651-200107 contacts →

Strong evidence

“BriteCore provides P&C insurers with a cloud-native core insurance platform designed to drive business growth, enhance operational efficiency, and offer unparalleled flexibility.”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceCanby, OR, United StatesHQ checked Sep 28, 202651-200105 contacts →

Partial 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 28, 2026
24Partial evidenceLewisville, TX, United StatesHQ checked Sep 28, 2026201-500101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20099 contacts →

Indirect evidence

“Alert: Fraud Warning- Beware of fraudulent activities falsely claiming to represent Haven Technologies.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 406 insurance customer relationship management platforms based in the United States

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Insurance customer relationship management platforms based in the United States at a glance

As of Sep 28, 2026
54.5%Verified-email coverage
57.0Average contacts per company
11-50Median size (employees)
2.2%Largest-city concentration · Houston
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
159
11-50
150
51-200
63
201-500
22
501-1,000
5
1,001-5,000
6
5,001-10,000
1

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 406 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 customer relationship management platforms, 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 customer relationship management platforms”. 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 customer relationship management platforms), 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 customer relationship management platforms, 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, 12,619 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 28, 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 customer relationship management platforms, 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 customer relationship management platforms are there based in the United States?

RevenueBase identified 406 insurance customer relationship management platforms 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?

Hubspot, headquartered in Cambridge, tops this list with the largest team on record.

Which city has the most insurance customer relationship management platforms?

Houston leads with 9 headquartered companies, followed by Denver (8) and San Francisco (8).

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 12,619 verified decision-maker contacts tracked across these 406 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 28, 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.