Company lists · Data refreshed September 2026

Top 25 Insurance workflow automation software companies based in the United States

Name: Insurance workflow automation software companies 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 796 companies tracked

RevenueBase identified 796 insurance workflow automation software companies headquartered in the United States as of September 2026 and tracks 49,350 professional contacts across them, including 19,980 with verified work emails. New York is the largest hub.

This list covers insurance workflow automation 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

796Companies

49,350Contacts tracked

19,980Verified emails

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The 25 largest insurance workflow automation software companies based in the United States

Ranked by team size

Top 25 of 796 insurance workflow automation 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 workflow automation 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Xceedance	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	4,344 contacts →
	Partial evidence “Xceedance provides strategic operations support, technology, and data services to drive efficiencies for insurance organizations worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
2	Patra Corporation	Strong evidence	El Dorado Hills, CA, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,410 contacts →
	Strong evidence “Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions.” Source: RevenueBase Database · checked Sep 28, 2026
3	Resource PRO	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	3,219 contacts →
	Partial evidence “Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process…” Source: RevenueBase Database · checked Sep 28, 2026
4	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
5	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
6	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
7	Insurity	Strong evidence	Hartford, CT, United StatesHQ checked Sep 28, 2026	1,001-5,000	998 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
8	Simplify Healthcare	Partial evidence	Aurora, IL, United StatesHQ checked Sep 28, 2026	501-1,000	945 contacts →
	Partial evidence “Healthcare technology company providing cloud-based AI-powered SaaS solutions for health insurance payers.” Source: RevenueBase Database · checked Sep 28, 2026
9	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
10	Banctec	Strong evidence	Irving, TX, United StatesHQ checked Sep 28, 2026	10001+	855 contacts →
	Strong evidence “Exela Technologies, Inc.("Exela") is a location-agnostic global business process automation ("BPA") leader combining industry-specific and multi-industry enterprise software and…” Source: RevenueBase Database · checked Sep 28, 2026
11	Illumifin	Strong evidence	Woodbury, MN, United StatesHQ checked Sep 28, 2026	1,001-5,000	788 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 28, 2026
12	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
13	Enlyte	Indirect evidence	Remote, United StatesHQ checked Sep 28, 2026	5,001-10,000	683 contacts →
	Indirect evidence “Enlyte is a P&C industry leader, providing claims technology innovations and connectivity solutions, specialty networks, case management services, pharmacy benefit and disability…” Source: RevenueBase Database · checked Sep 28, 2026
14	ONE INC	Indirect evidence	Folsom, CA, United StatesHQ checked Sep 28, 2026	501-1,000	674 contacts →
	Indirect evidence “We understand how paramount the customer experience is to a carrier's success.” Source: RevenueBase Database · checked Sep 28, 2026
15	Xifin, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	632 contacts →
	Indirect evidence “XiFin is a healthcare information technology company that empowers healthcare organizations to navigate an increasingly complex and evolving healthcare landscape.” Source: RevenueBase Database · checked Sep 28, 2026
16	Revecore	Indirect evidence	Franklin, TN, United StatesHQ checked Sep 28, 2026	1,001-5,000	603 contacts →
	Indirect evidence “Revecore combines advanced technology, dedicated expertise, and exceptional client service to help health systems maximize reimbursements and minimize the challenges of…” Source: RevenueBase Database · checked Sep 28, 2026
17	MDI Networx	Partial evidence	Baltimore, United StatesHQ checked Sep 28, 2026	1,001-5,000	575 contacts →
	Partial evidence “Global expertise in providing technology-driven business management services & solutions to health insurance payers, TPAs, and Health Plans.” Source: RevenueBase Database · checked Sep 28, 2026
18	Renfroe	Indirect evidence	Birmingham, AL, United StatesHQ checked Sep 28, 2026	10001+	539 contacts →
	Indirect evidence “RENFROE is the largest privately-held, full-service claims management firm in the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
19	OIP Insurtech	Partial evidence	Henderson, NV, United StatesHQ checked Sep 28, 2026	1,001-5,000	501 contacts →
	Partial evidence “OIP Insurtech is a global insurance infrastructure company transforming specialty insurance operations through AI, underwriting intelligence, and operational execution systems.” Source: RevenueBase Database · checked Sep 28, 2026
20	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
21	Smart Data Solutions	Partial evidence	Eagan, MN, United StatesHQ checked Sep 28, 2026	501-1,000	448 contacts →
	Partial evidence “Smart Data Solutions is a healthcare technology company helping health plans, healthcare payers, and third-party administrators (TPAs) automate complex operational workflows…” Source: RevenueBase Database · checked Sep 28, 2026
22	Data Dimensions	Indirect evidence	Janesville, WI, United StatesHQ checked Sep 28, 2026	501-1,000	418 contacts →
	Indirect 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
23	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
24	Entegral	Partial evidence	Madison, WI, United StatesHQ checked Sep 28, 2026	201-500	303 contacts →
	Partial evidence “Entegral is a leading force in the automotive software solutions industry, headquartered in Madison, Wisconsin, and operating in the United States and the United Kingdom.” Source: RevenueBase Database · checked Sep 28, 2026
25	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

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 workflow automation software companies. 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 workflow automation software companies.
Partial evidence: Its own public description names part of insurance workflow automation software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance workflow automation software companies. 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 796 insurance workflow automation software companies based in the United States

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Insurance workflow automation software companies based in the United States at a glance

As of Sep 28, 2026

40.5%Verified-email coverage

62.0Average contacts per company

11-50Median size (employees)

7.0%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

276

11-50

294

51-200

127

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 796 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 workflow automation 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 workflow automation 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 workflow automation 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 workflow automation 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, 19,980 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 workflow automation software companies by metro

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 workflow automation 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 workflow automation software companies are there based in the United States?

RevenueBase identified 796 insurance workflow automation 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?

Xceedance, headquartered in Worcester, tops this list with the largest team on record.

Which city has the most insurance workflow automation software companies?

New York leads with 56 headquartered companies, followed by San Francisco (44) and Austin (18).

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 19,980 verified decision-maker contacts tracked across these 796 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.