Company lists · Data refreshed September 2026

Top 25 Insurance document management solutions based in the United States

RevenueBase identified 351 insurance document management solutions headquartered in the United States as of September 2026 and tracks 13,122 professional contacts across them, including 5,448 with verified work emails. Atlanta is the largest hub.

This list covers insurance document management solutions 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 17, 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 17, 2026 86% judged on-target in blind review
351Companies
13,122Contacts tracked
5,448Verified emails
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The 25 largest insurance document management solutions based in the United States

Ranked by team size
Top 25 of 351 insurance document management solutions based in the United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance document management solutions: 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
1Partial evidenceChicago, IL, United StatesHQ checked Sep 17, 20261,001-5,0002,224 contacts →

Partial evidence

“For more than 40 years, Applied Systems has created innovative technology for the global insurance industry.”

Source: RevenueBase Database · checked Sep 17, 2026
2Partial evidenceHartford, CT, United StatesHQ checked Sep 17, 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 17, 2026
3Strong evidenceWayne, PA, United StatesHQ checked Sep 17, 2026501-1,000859 contacts →

Strong 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 17, 2026
4Strong evidenceWoodbury, MN, United StatesHQ checked Sep 17, 20261,001-5,000788 contacts →

Strong 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 17, 2026
5Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 17, 2026501-1,000738 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
6Indirect evidenceLakewood, CO, United StatesHQ checked Sep 17, 2026201-500734 contacts →

Indirect evidence

“Eberl is a people-centric organization - powered by technology and driven by compassion for others.”

Source: RevenueBase Database · checked Sep 17, 2026
7Indirect evidenceMemphis, TN, United StatesHQ checked Sep 17, 20261,001-5,000606 contacts →

Indirect evidence

“VRC Companies, LLC.”

Source: RevenueBase Database · checked Sep 17, 2026
8Partial evidenceJanesville, WI, United StatesHQ checked Sep 17, 2026501-1,000418 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 17, 2026
9Partial evidenceNew York, United StatesHQ checked Sep 17, 2026501-1,000393 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
10Strong evidenceColumbus, OH, United StatesHQ checked Sep 17, 2026201-500257 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
11Partial evidenceAtlanta, GA, United StatesHQ checked Sep 17, 202651-200175 contacts →

Partial 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 17, 2026
12Indirect evidenceItasca, IL, United StatesHQ checked Sep 17, 202651-200145 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
13Strong evidenceAtlanta, GA, United StatesHQ checked Sep 17, 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 17, 2026
14Partial evidenceTroy, MI, United StatesHQ checked Sep 17, 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 17, 2026
15Indirect evidenceSomerset, NJ, United StatesHQ checked Sep 17, 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 17, 2026
16Partial evidenceChicago, IL, United StatesHQ checked Sep 17, 202651-20090 contacts →

Partial evidence

“Litera Microsystems is a leading provider of software and services that help document-intensive organizations.”

Source: RevenueBase Database · checked Sep 17, 2026
17Indirect evidenceFlower Mound, TX, United StatesHQ checked Sep 17, 202651-20079 contacts →

Indirect evidence

“At Momentum, we understand the importance of flexibility in the digital age.”

Source: RevenueBase Database · checked Sep 17, 2026
18Strong evidenceSan Diego, CA, United StatesHQ checked Sep 17, 2026201-50078 contacts →

Strong evidence

“Knox Services provides total document solutions to select clients throughout the nation-and has since 1972!”

Source: RevenueBase Database · checked Sep 17, 2026
19Partial evidenceVenice, FL, United StatesHQ checked Sep 17, 202651-20076 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
20Partial evidenceBoca Raton, FL, United StatesHQ checked Sep 17, 202651-20072 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
21Strong evidenceDallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
22Strong evidenceOkemos, MI, United StatesHQ checked Sep 17, 202651-20065 contacts →

Strong evidence

“ASU is a client-focused provider of insurance services and claims management.”

Source: RevenueBase Database · checked Sep 17, 2026
23Strong evidenceDover, NH, United StatesHQ checked Sep 17, 2026201-50061 contacts →

Strong evidence

“Recordsforce provides custom document management solutions for a wide variety of industries and company sizes.”

Source: RevenueBase Database · checked Sep 17, 2026
24Partial evidencePrinceton, NJ, United StatesHQ checked Sep 17, 202651-20060 contacts →

Partial evidence

“With a global presence that spans 28 countries, we deliver comprehensive data-related enterprise solutions for insurers, reinsurers, reinsurance brokers, and MGAs.”

Source: RevenueBase Database · checked Sep 17, 2026
25Indirect evidenceSan Francisco, United StatesHQ checked Sep 17, 202611-5055 contacts →

Indirect evidence

“Rainbow helps agents both win accounts faster with our custom-built technology, and also handle more complex risks through our dedicated underwriting and service teams.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 25 of 351 insurance document management solutions based in the United States

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

As of Sep 17, 2026
41.5%Verified-email coverage
37.4Average contacts per company
11-50Median size (employees)
2.3%Largest-city concentration · Atlanta
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
94
11-50
164
51-200
54
201-500
18
501-1,000
13
1,001-5,000
6
5,001-10,000
1
10001+
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 351 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 solutions, 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 solutions”. 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 solutions), 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 solutions, 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, 5,448 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 17, 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 document management solutions, 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 solutions are there based in the United States?

RevenueBase identified 351 insurance document management solutions 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?

Applied Systems, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most insurance document management solutions?

Atlanta leads with 8 headquartered companies, followed by San Francisco (7) and Houston (6).

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 5,448 verified decision-maker contacts tracked across these 351 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 17, 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.