Company lists · Data refreshed September 2026

Top 23 Insurance workflow automation software companies based in San Francisco, United States

RevenueBase identified 44 insurance workflow automation software companies headquartered in San Francisco, United States as of September 2026 and tracks 890 professional contacts across them, including 437 with verified work emails. Across the United States, New York is the largest hub for this category (56 companies); San Francisco follows with 44.

This list covers insurance workflow automation software companies headquartered in San Francisco, 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
44Companies
890Contacts tracked
437Verified emails
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The 23 largest insurance workflow automation software companies based in San Francisco, United States

Ranked by team size
Top 23 of 44 insurance workflow automation software companies based in San Francisco, 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
1Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-200166 contacts →

Strong evidence

“Remake your health insurance claims process with Candid Health – a transformative RCM automation platform, custom built for medical providers to end unnecessary human intervention.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026201-500149 contacts →

Indirect evidence

“Pibit.AI is an SF–based insurtech company reconstructing the art (and science) of commercial underwriting for carriers and MGAs.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20070 contacts →

Partial evidence

“The modern solution for the insurance application and renewal process.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceSan Francisco, United StatesHQ checked Sep 28, 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 28, 2026
5Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5042 contacts →

Strong evidence

“Anzen centralizes wholesale and retail insurance operations into a single workspace, automating records, submissions, proposals, quoting, and renewals across all markets.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5042 contacts →

Partial evidence

“Healthcare Native Intelligence-The Penguin Ai Healthcare Platform is a comprehensive solution designed for Health Insurance Payers, Providers and Hospital Systems to streamline…”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceSan Francisco, United StatesHQ checked Sep 28, 202611-5037 contacts →

Partial evidence

“Canopy Connect is building the infrastructure that powers best-in-class insurance experiences.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20033 contacts →

Partial evidence

“FurtherAI is a domain-specific AI for the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5029 contacts →

Partial evidence

“Functional Finance is a financial operations platform purpose-built for the insurance industry.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5028 contacts →

Strong evidence

“Fulcrum provides insurance agencies and brokers with AI automations for time consuming manual tasks including proposal creation, policy checking, coverage comparisons and more.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5024 contacts →

Indirect evidence

“Friendly gives carriers and reinsurers the clarity to move faster, and the confidence to know it’s right.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5024 contacts →

Partial evidence

“AI Insurance builds an insurance management platform specifically for new programs, MGAs, and Captives.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5023 contacts →

Strong evidence

“At Alltius, we help insurance and banking enterprises unlock the real value of AI-by turning complex workflows into compliance-ready, outcome-driven automations.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceSan Francisco, United StatesHQ checked Sep 28, 202611-5020 contacts →

Partial evidence

“maxRTE helps healthcare providers find insurance for patients.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5017 contacts →

Indirect evidence

“Stream is purpose-built AI for claim experts.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20011 contacts →

Indirect evidence

“Founded in 2017 by a team of experienced digital health and technology executives, OODA Health is transforming the administration of healthcare.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20010 contacts →

Partial evidence

“Layerup's AI agents power mission-critical workflows for insurers and financial institutions across underwriting, claims, consumer lending, and more.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Most teams are bought in on AI but they don't have the internal bandwidth to figure out what to build, evaluate tools, and get systems into production.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceSan Francisco, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Medoc AI automates revenue cycle management for mental health clinics.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-503 contacts →

Partial evidence

“Coverflow is an all-in-one platform that delivers end-to-end automations for agencies of all sizes, fully integrated with your AMS.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceSan Francisco, United StatesHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“Basepilot is your AI operations team to streamline your claims pipeline.”

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“Software Platform For Applications in Insurance Operations where AI enables Knowledge Workers”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceSan Francisco, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“At Sinewave AI, we harness the power of advanced artificial intelligence to transform healthcare operations.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 23 of 44 insurance workflow automation software companies based in San Francisco, United States

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Insurance workflow automation software companies based in San Francisco, United States at a glance

As of Sep 28, 2026
49.1%Verified-email coverage
20.2Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
13
11-50
24
51-200
6
201-500
1

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 44 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 San Francisco, 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 San Francisco 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, 437 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 San Francisco, United States?

RevenueBase identified 44 insurance workflow automation software companies headquartered in San Francisco, 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?

Candid Health, headquartered in San Francisco, 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 437 verified decision-maker contacts tracked across these 44 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.