Company lists · Data refreshed September 2026

Top 25 Insurance document management platforms based in the United States

Name: Insurance document management platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 621 companies tracked

RevenueBase identified 621 insurance document management platforms headquartered in the United States as of September 2026 and tracks 26,972 professional contacts across them, including 11,766 with verified work emails. New York is the largest hub.

This list covers insurance document 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

621Companies

26,972Contacts tracked

11,766Verified emails

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The 25 largest insurance document management platforms based in the United States

Ranked by team size

Top 25 of 621 insurance document 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 document 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Vertafore	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,840 contacts →
	Partial evidence “We believe insurance is about relationships.” Source: RevenueBase Database · checked Sep 28, 2026
2	Applied Systems	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,224 contacts →
	Partial evidence “For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.” Source: RevenueBase Database · checked Sep 28, 2026
3	Duck Creek Technologies	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,809 contacts →
	Partial evidence “Duck Creek Technologies is the intelligent solutions provider defining the future of the property and casualty (P&C) and general insurance industry.” Source: RevenueBase Database · checked Sep 28, 2026
4	Insurity	Partial evidence	Hartford, CT, United StatesHQ checked Sep 28, 2026	1,001-5,000	998 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
5	Ipipeline	Partial evidence	Wayne, PA, United StatesHQ checked Sep 28, 2026	501-1,000	859 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
6	Illumifin	Partial evidence	Woodbury, MN, United StatesHQ checked Sep 28, 2026	1,001-5,000	788 contacts →
	Partial evidence “illumifin is a true partner to the insurance industry, delivering tech-enabled business processing services and essential software solutions to help transform insurers for…” Source: RevenueBase Database · checked Sep 28, 2026
7	Solartis LLC	Indirect evidence	Manhattan Beach, CA, United StatesHQ checked Sep 28, 2026	501-1,000	744 contacts →
	Indirect evidence “Solartis Policy Administration - The perfect balance of cutting-edge technology and human expertise.” Source: RevenueBase Database · checked Sep 28, 2026
8	Zywave	Indirect evidence	Milwaukee, WI, United StatesHQ checked Sep 28, 2026	501-1,000	738 contacts →
	Indirect evidence “At Zywave, we don’t just build technology-we amplify impact.” Source: RevenueBase Database · checked Sep 28, 2026
9	Eberl Claims Service	Indirect evidence	Lakewood, CO, United StatesHQ checked Sep 28, 2026	201-500	734 contacts →
	Indirect evidence “Eberl is a people-centric organization - powered by technology and driven by compassion for others.” Source: RevenueBase Database · checked Sep 28, 2026
10	Oneshield	Indirect evidence	Marlborough, MA, United StatesHQ checked Sep 28, 2026	201-500	500 contacts →
	Indirect evidence “OneShield provides business solutions for P&C insurers and MGAs of all sizes.” Source: RevenueBase Database · checked Sep 28, 2026
11	Data Dimensions	Partial evidence	Janesville, WI, United StatesHQ checked Sep 28, 2026	501-1,000	418 contacts →
	Partial evidence “What We Do: We’ve taken three pillars of the P&C industry – EDI clearinghouse network, document mailroom intake, and electronic payments processing – and integrated them into a…” Source: RevenueBase Database · checked Sep 28, 2026
12	Reserv	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	501-1,000	393 contacts →
	Indirect evidence “Reserv leverages modern systems and creates new cutting-edge solutions to optimize any P&C claim.” Source: RevenueBase Database · checked Sep 28, 2026
13	Coverwallet, An AON Company	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	501-1,000	297 contacts →
	Partial evidence “We make it incredibly easy to understand, buy, and manage insurance for your business.” Source: RevenueBase Database · checked Sep 28, 2026
14	Concord Technologies	Partial evidence	Seattle, WA, United StatesHQ checked Sep 28, 2026	51-200	278 contacts →
	Partial evidence “Concord Technologies is a leading provider of secure document exchange, intelligent document processing, and interoperability solutions to healthcare providers, payers, and other…” Source: RevenueBase Database · checked Sep 28, 2026
15	Sureify	Partial evidence	San Jose, CA, United StatesHQ checked Sep 28, 2026	201-500	272 contacts →
	Partial evidence “Sureify’s modular enterprise product suite, Lifetime, revolutionizes the life insurance industry by delivering cutting-edge user experiences.” Source: RevenueBase Database · checked Sep 28, 2026
16	Bold Penguin	Partial evidence	Columbus, OH, United StatesHQ checked Sep 28, 2026	201-500	257 contacts →
	Partial evidence “Bold Penguin is the market-leading digital solutions provider for commercial insurance.” Source: RevenueBase Database · checked Sep 28, 2026
17	Foundation AI	Partial evidence	Irvine, CA, United StatesHQ checked Sep 28, 2026	51-200	230 contacts →
	Partial evidence “Foundation AI helps law firms and claims departments streamline the manual and error-prone process of managing inbound mail and emailed documents.” Source: RevenueBase Database · checked Sep 28, 2026
18	The Mutual Group	Strong evidence	West Des Moines, IA, United StatesHQ checked Sep 28, 2026	201-500	216 contacts →
	Strong evidence “The Mutual Group is an innovative insurance services platform providing a comprehensive suite of solutions designed to enhance the operational efficiency, scalability and…” Source: RevenueBase Database · checked Sep 28, 2026
19	Insurify	Partial evidence	Cambridge, MA, United StatesHQ checked Sep 28, 2026	51-200	202 contacts →
	Partial evidence “Insurify, America's top-rated virtual insurance agent, empowers consumers to securely compare, buy, and manage their auto, home, pet and renters insurance policies.” Source: RevenueBase Database · checked Sep 28, 2026
20	Northwinds Technology Solutions, LLC	Partial evidence	Stevens Point, VA, United StatesHQ checked Sep 28, 2026	201-500	200 contacts →
	Partial evidence “NorthWinds® Technology Solutions, LLC, is an insurance technology company built by dental insurance experts.” Source: RevenueBase Database · checked Sep 28, 2026
21	Agentsync	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	201-500	190 contacts →
	Partial evidence “AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers.” Source: RevenueBase Database · checked Sep 28, 2026
22	Cogitate	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	175 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
23	Selectsys	Partial evidence	Knoxville, TN, United StatesHQ checked Sep 28, 2026	1,001-5,000	173 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
24	SURE	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	169 contacts →
	Strong evidence “Sure is the first AI-native insurance platform.” Source: RevenueBase Database · checked Sep 28, 2026
25	Jarus Technologies	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	201-500	162 contacts →
	Indirect evidence “Jarus Technologies provides purpose built core system solutions for P&C insurers.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance document management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance document management platforms.
Partial evidence: Its own public description names part of insurance document management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance document management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 621 insurance document management platforms based in the United States

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Insurance document management platforms based in the United States at a glance

As of Sep 28, 2026

43.6%Verified-email coverage

43.4Average contacts per company

11-50Median size (employees)

5.8%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

185

11-50

268

51-200

102

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 621 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 document 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 document 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 document 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 document 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, 11,766 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.

Insurance document management platforms by metro

Insurance document management platforms in New York36

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 document 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 document management platforms are there based in the United States?

RevenueBase identified 621 insurance document 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?

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

Which city has the most insurance document management platforms?

New York leads with 36 headquartered companies, followed by San Francisco (20) and Atlanta (13).

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 11,766 verified decision-maker contacts tracked across these 621 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.