Company lists · Data refreshed September 2026

Top 25 Insurance customer relationship management software companies based in the United States

RevenueBase identified 145 insurance customer relationship management software companies headquartered in the United States as of September 2026 and tracks 4,364 professional contacts across them, including 1,904 with verified work emails. Dallas is the largest hub.

This list covers insurance customer relationship management 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 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
145Companies
4,364Contacts tracked
1,904Verified emails
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The 25 largest insurance customer relationship management software companies based in the United States

Ranked by team size
Top 25 of 145 insurance customer relationship management software companies 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 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceHartford, CT, United StatesHQ checked Sep 28, 20261,001-5,000998 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect 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
3Indirect evidenceNew York, United StatesHQ checked Sep 28, 2026501-1,000393 contacts →

Indirect evidence

“Reserv leverages modern systems and creates new cutting-edge solutions to optimize any P&C claim.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 2026201-500144 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 28, 2026
5Partial evidenceTroy, MI, United StatesHQ checked Sep 28, 202651-200136 contacts →

Partial evidence

“Finys was founded in 2001 to create a modern enterprise platform for Property Casualty insurance carriers.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceCedar Falls, IA, United StatesHQ checked Sep 28, 202651-200131 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 28, 2026
7Partial evidenceSomerset, NJ, United StatesHQ checked Sep 28, 2026201-500119 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 28, 2026
8Partial 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
9Strong evidenceLewisville, TX, United StatesHQ checked Sep 28, 2026201-500101 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceBig Bear Lake, CA, United StatesHQ checked Sep 28, 202611-5096 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceMesa, AZ, United StatesHQ checked Sep 28, 202651-20083 contacts →

Strong evidence

“Client Focus provides high-quality client relationship management services to insurance agencies.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceRedwood City, CA, United StatesHQ checked Sep 28, 202651-20073 contacts →

Partial evidence

“Technology is disrupting the insurance industry and agencies need to take the initiative if they want to remain competitive in the upcoming disruption.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceDallas, TX, United StatesHQ checked Sep 28, 202611-5071 contacts →

Strong evidence

“PCMS (Property & Casualty Management Systems, Inc.) is a software solution company comprised of individuals with one goal in mind; creating comprehensive, functional, modern…”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceFlower Mound, TX, United StatesHQ checked Sep 28, 202651-20062 contacts →

Strong evidence

“For the last decade, Webcetera, L.P, has delivered innovative software solutions for the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceKalispell, MT, United StatesHQ checked Sep 28, 202651-20057 contacts →

Strong evidence

“WaterStreet Company's property and casualty insurance software unifies your third-party systems and tools into a holistic view to enhance customer service capabilities, improve…”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceWarner Robins, GA, United StatesHQ checked Sep 28, 202651-20043 contacts →

Strong evidence

“Silvervine delivers proven, purpose-built insurance software-designed to quote, rate, bind, and manage policies with precision.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 28, 202611-5035 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceSouth Bend, IN, United StatesHQ checked Sep 28, 202611-5032 contacts →

Strong evidence

“Xanatek offers a variety of software programs designed for the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
19Strong evidenceElon, NC, United StatesHQ checked Sep 28, 202611-5029 contacts →

Strong evidence

“Jenesis Agency Management Solutions features built-in marketing campaigns for prospecting and retention, quote management, real-time company policy inquiry, automated customer…”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceMountainside, NJ, United StatesHQ checked Sep 28, 202611-5024 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceDes Moines, IA, United StatesHQ checked Sep 28, 202611-5024 contacts →

Partial evidence

“At ClientCircle, we build software that helps you grow your agency.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20022 contacts →

Partial evidence

“PCIS is an innovative technology company that specializes in Insurance Processing Solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceCovington, OH, United StatesHQ checked Sep 28, 202651-20021 contacts →

Strong evidence

“We provide software testing, system implementation, and software services to companies in the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceBoca Raton, FL, United StatesHQ checked Sep 28, 202611-5021 contacts →

Strong evidence

“SuranceBay is a leading full-service software provider, working exclusively in the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
25Strong evidenceLayton, UT, United StatesHQ checked Sep 28, 20261-1019 contacts →

Strong evidence

“Stratford Insurance Group is a team of producers, customer service representatives, and claims specialists.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 145 insurance customer relationship management software companies based in the United States

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

As of Sep 28, 2026
43.6%Verified-email coverage
30.1Average contacts per company
11-50Median size (employees)
2.1%Largest-city concentration · Dallas
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
52
11-50
52
51-200
18
201-500
10
501-1,000
10
1,001-5,000
3

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 145 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 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 customer relationship management 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 customer relationship management 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 customer relationship management 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, 1,904 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 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 customer relationship management software companies are there based in the United States?

RevenueBase identified 145 insurance customer relationship management 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?

Insurity, headquartered in Hartford, tops this list with the largest team on record.

Which city has the most insurance customer relationship management software companies?

Dallas leads with 3 headquartered companies, followed by Denver (3) and Miami (3).

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 1,904 verified decision-maker contacts tracked across these 145 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.