Company lists · Data refreshed September 2026

Top 25 Insurance workflow automation software companies based in New York, United States

RevenueBase identified 56 insurance workflow automation software companies headquartered in New York, United States as of September 2026 and tracks 4,611 professional contacts across them, including 737 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers insurance workflow automation software companies headquartered in New York, 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
56Companies
4,611Contacts tracked
737Verified emails
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The 25 largest insurance workflow automation software companies based in New York, United States

Ranked by team size
Top 25 of 56 insurance workflow automation software companies based in New York, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+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
2Partial evidenceNew York, United StatesHQ checked Sep 28, 2026501-1,000297 contacts →

Partial evidence

“We make it incredibly easy to understand, buy, and manage insurance for your business.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-500211 contacts →

Partial evidence

“BUDDI.AI is a leading provider of clinical and revenue cycle automation solutions for healthcare.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect 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
5Partial evidenceNew York, United StatesHQ checked Sep 28, 202651-20081 contacts →

Partial evidence

“RapidClaims is redesigning the healthcare billing stack starting with autonomous medical coding and workflow solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-50074 contacts →

Strong evidence

“Revolutionizing Insurance with AI-Powered Automation We help clients navigate and capitalize on InsurTech trends through cutting-edge Intelligent Process Automation Solutions…”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5027 contacts →

Partial evidence

“Founded by insurtech veterans, Limit is a digital insurance platform that helps P&C insurance professionals everywhere do deals.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial 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
9Indirect evidenceNew York, United StatesHQ checked Sep 28, 202611-5021 contacts →

Indirect evidence

“Stere is a digital platform designed to provide insurers with the technological foundation to adapt and thrive in a rapidly changing market; and to modernize how businesses…”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-50018 contacts →

Partial evidence

“Insillion is a Pay-as-you-Grow software for Carriers, MGAs, MGUs, and Program Administrators.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5017 contacts →

Partial evidence

“Designed specifically for specialty insurance programs, PolicyFly is a complete policy management platform that brings agents, brokers and customers into one experience.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceNew York, United StatesHQ checked Sep 28, 202611-5017 contacts →

Partial evidence

“CognitiveHealth helps healthcare providers and health systems automate revenue cycle workflows with AI agents purpose-built for RCM.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Sohar Health is redefining revenue cycle management.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20011 contacts →

Strong evidence

“Leading insurance agents and brokers save time and win more deals by automating workflows with 1Fort AI.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Stateable is an Accounting Management Platform purpose-built for the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceNew York, United StatesHQ checked Sep 28, 202611-5010 contacts →

Strong evidence

“Exigis is the leading provider of business process automation software and services for risk management, insurance, and trade finance.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

“Wieldy is transforming Revenue Cycle Management for orthodontic practices and DSOs with automation built specifically for orthodontics.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

“Korr recognizes the complexity of insurance and handles it.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-509 contacts →

Partial evidence

“It’s difficult to stand out and deliver on your unique brand promise in a competitive commercial insurance market.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261-108 contacts →

Partial evidence

“Beagle focuses on the unique challenges faced by insurance service providers and their underwriters.”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 20261-108 contacts →

Strong evidence

“We help insurance carriers, MGAs, brokers, and agents automate producer appointments/onboarding, compliance, and payment workflows.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“Insurance is a top-three expense for many physician groups.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Upfront is the operational and financial engine built to replace the back-office "franken-stack." We automate the entire deal-from AI-powered compliance, commission calculations…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

“MirrorMe helps property & casualty insurers fast track claims and underwriting.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-505 contacts →

Partial evidence

“Rue Four automates purchasing and procurement workflows for healthcare organizations, transforming manual paperwork into streamlined digital processes.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 56 insurance workflow automation software companies based in New York, United States

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Insurance workflow automation software companies based in New York, United States at a glance

As of Sep 28, 2026
16.0%Verified-email coverage
82.3Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
23
51-200
7
201-500
3
501-1,000
1
10001+
1

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 56 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 New York, 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 New York 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, 737 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 in the United States

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 New York, United States?

RevenueBase identified 56 insurance workflow automation software companies headquartered in New York, 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?

Resource PRO, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most insurance workflow automation software companies?

New York leads the United States 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 737 verified decision-maker contacts tracked across these 56 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.