Company lists · Data refreshed September 2026
Top 23 Insurance workflow automation software companies based in San Francisco, United States
RevenueBase identified 44 company matches for insurance workflow automation software companies associated with 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 (61 companies); San Francisco follows with 44.
This list covers company matches for insurance workflow automation software companies associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 23 largest insurance workflow automation software companies based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 166 contacts → | ||||
Exact match “Remake your health insurance claims process with Candid Health – a transformative RCM automation platform, custom built for medical providers to end unnecessary human intervention.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 149 contacts → | ||||
Exact match “Pibit.AI is an SF–based insurtech company reconstructing the art (and science) of commercial underwriting for carriers and MGAs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 70 contacts → | ||||
Exact match “The modern solution for the insurance application and renewal process.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 55 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 42 contacts → | ||||
Exact match “Anzen centralizes wholesale and retail insurance operations into a single workspace, automating records, submissions, proposals, quoting, and renewals across all markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 42 contacts → | ||||
Exact match “Healthcare Native Intelligence-The Penguin Ai Healthcare Platform is a comprehensive solution designed for Health Insurance Payers, Providers and Hospital Systems to streamline…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 37 contacts → | ||||
Exact match “Canopy Connect is building the infrastructure that powers best-in-class insurance experiences.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 33 contacts → | ||||
Exact match “FurtherAI is a domain-specific AI for the insurance industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 29 contacts → | ||||
Exact match “Functional Finance is a financial operations platform purpose-built for the insurance industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 28 contacts → | ||||
Exact match “Fulcrum provides insurance agencies and brokers with AI automations for time consuming manual tasks including proposal creation, policy checking, coverage comparisons and more.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 24 contacts → | ||||
Exact match “Friendly gives carriers and reinsurers the clarity to move faster, and the confidence to know it’s right.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 24 contacts → | ||||
Exact match “AI Insurance builds an insurance management platform specifically for new programs, MGAs, and Captives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 23 contacts → | ||||
Exact match “At Alltius, we help insurance and banking enterprises unlock the real value of AI-by turning complex workflows into compliance-ready, outcome-driven automations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 20 contacts → | ||||
Exact match “maxRTE helps healthcare providers find insurance for patients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 17 contacts → | ||||
Exact match “Stream is purpose-built AI for claim experts.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “Founded in 2017 by a team of experienced digital health and technology executives, OODA Health is transforming the administration of healthcare.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Layerup's AI agents power mission-critical workflows for insurers and financial institutions across underwriting, claims, consumer lending, and more.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Medoc AI automates revenue cycle management for mental health clinics.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Coverflow is an all-in-one platform that delivers end-to-end automations for agencies of all sizes, fully integrated with your AMS.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Basepilot is your AI operations team to streamline your claims pipeline.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Software Platform For Applications in Insurance Operations where AI enables Knowledge Workers” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “At Sinewave AI, we harness the power of advanced artificial intelligence to transform healthcare operations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “insurance workflow automation software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 23 of 44 insurance workflow automation software companies based in San Francisco, United States
See the full list, filter by size, metro and specialty, and access 437 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance workflow automation software companies based in San Francisco, United States at a glance
As of Sep 28, 2026Companies by employee count
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with San Francisco, United States whose business descriptions match “insurance workflow automation software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 437 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Insurance workflow automation software companies by metro in the United States
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance workflow automation software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance workflow automation software companies are there based in San Francisco, United States?
RevenueBase identified 44 company matches for insurance workflow automation software companies associated with San Francisco, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Candid Health tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most insurance workflow automation software companies?
New York leads the United States with 61 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 437 professional contacts with verified work emails tracked across these 44 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 44 insurance workflow automation software companies based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Insurance workflow automation software companies by geography
- Insurance workflow automation software companies based in Toronto, Canada
- Insurance workflow automation software companies based in Paris, France
- Insurance workflow automation software companies based in London, United Kingdom
- Insurance workflow automation software companies based in New York, United States
- Insurance workflow automation software companies based in Australia
- Insurance workflow automation software companies based in Brazil
- Insurance workflow automation software companies based in Canada
- Insurance workflow automation software companies based in France
- Insurance workflow automation software companies based in Germany
- Insurance workflow automation software companies based in India
- Insurance workflow automation software companies based in Italy
- Insurance workflow automation software companies based in the Netherlands
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance workflow automation software companies based in Toronto, Canada
- Insurance workflow automation software companies based in Paris, France
- Insurance workflow automation software companies based in London, United Kingdom
- Insurance workflow automation software companies based in New York, United States
- Insurance workflow automation software companies based in Australia
- Insurance workflow automation software companies based in Brazil
Company intelligence · public preview
Top 23 insurance workflow automation software companies based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 44 matching company records for insurance workflow automation software companies based in San Francisco, United States, with 890 tracked contacts and 437 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 insurance workflow automation software companies based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Candid Healthcandidhealth.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 166 contacts → |
“Remake your health insurance claims process with Candid Health – a transformative RCM automation platform, custom built for medical providers to end unnecessary human intervention.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  pibit.aipibit.aiHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 149 contacts → |
“Pibit.AI is an SF–based insurtech company reconstructing the art (and science) of commercial underwriting for carriers and MGAs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Indio Technologies INCuseindio.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 70 contacts → |
“The modern solution for the insurance application and renewal process.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Rainbowuserainbow.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 55 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Anzen Insuranceanzen.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 42 contacts → |
“Anzen centralizes wholesale and retail insurance operations into a single workspace, automating records, submissions, proposals, quoting, and renewals across all markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Penguin AIpenguinai.coHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 42 contacts → |
“Healthcare Native Intelligence-The Penguin Ai Healthcare Platform is a comprehensive solution designed for Health Insurance Payers, Providers and Hospital Systems to streamline…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Canopy Connectusecanopy.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 37 contacts → |
“Canopy Connect is building the infrastructure that powers best-in-class insurance experiences.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Furtheraifurtherai.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 33 contacts → |
“FurtherAI is a domain-specific AI for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Functional Financefunctionalfi.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 29 contacts → |
“Functional Finance is a financial operations platform purpose-built for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fulcrumwithfulcrum.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 28 contacts → |
“Fulcrum provides insurance agencies and brokers with AI automations for time consuming manual tasks including proposal creation, policy checking, coverage comparisons and more.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Friendlyfriendlycares.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 24 contacts → |
“Friendly gives carriers and reinsurers the clarity to move faster, and the confidence to know it’s right.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  AI Insuranceaiinsurance.ioHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 24 contacts → |
“AI Insurance builds an insurance management platform specifically for new programs, MGAs, and Captives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  alltius.aialltius.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 23 contacts → |
“At Alltius, we help insurance and banking enterprises unlock the real value of AI-by turning complex workflows into compliance-ready, outcome-driven automations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Maxrtemaxrte.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 20 contacts → |
“maxRTE helps healthcare providers find insurance for patients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Streamstream.claimsHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 17 contacts → |
“Stream is purpose-built AI for claim experts.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Ooda Healthooda-health.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 11 contacts → |
“Founded in 2017 by a team of experienced digital health and technology executives, OODA Health is transforming the administration of healthcare.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Layerupuselayerup.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 10 contacts → |
“Layerup's AI agents power mission-critical workflows for insurers and financial institutions across underwriting, claims, consumer lending, and more.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  VELOStryvelos.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Medoc AImedocai.usHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 3 contacts → |
“Medoc AI automates revenue cycle management for mental health clinics.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Coverflowcoverflow.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 3 contacts → |
“Coverflow is an all-in-one platform that delivers end-to-end automations for agencies of all sizes, fully integrated with your AMS.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Basepilot YC W24basepilot.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 2 contacts → |
“Basepilot is your AI operations team to streamline your claims pipeline.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Oyyo AIoyyo.aiHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Software Platform For Applications in Insurance Operations where AI enables Knowledge Workers” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Sinewave AIsinewave.aiHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 2 contacts → |
“At Sinewave AI, we harness the power of advanced artificial intelligence to transform healthcare operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 44 company matches
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Insurance workflow automation software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
44 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance workflow automation software companies by metro in the United States
Questions about this company list
What does Exact match mean for insurance workflow automation software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance workflow automation software companies did RevenueBase find based in San Francisco, United States?
The saved snapshot records 44 matching company records, 890 tracked contacts and 437 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance workflow automation software companies by geography
- Insurance workflow automation software companies based in Toronto, Canada
- Insurance workflow automation software companies based in Paris, France
- Insurance workflow automation software companies based in London, United Kingdom
- Insurance workflow automation software companies based in New York, United States
- Insurance workflow automation software companies based in Australia
- Insurance workflow automation software companies based in Brazil
- Insurance workflow automation software companies based in Canada
- Insurance workflow automation software companies based in France
- Insurance workflow automation software companies based in Germany
- Insurance workflow automation software companies based in India
- Insurance workflow automation software companies based in Italy
- Insurance workflow automation software companies based in the Netherlands
Cite this list
RevenueBase Data Team. Top 23 insurance workflow automation software companies based in San Francisco, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/insurance-workflow-automation-software-companies/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance workflow automation software companies based in Toronto, Canada
- Insurance workflow automation software companies based in Paris, France
- Insurance workflow automation software companies based in London, United Kingdom
- Insurance workflow automation software companies based in New York, United States
- Insurance workflow automation software companies based in Australia
- Insurance workflow automation software companies based in Brazil
Company intelligence · public preview
Top 23 insurance workflow automation software companies based in San Francisco, United States
RevenueBase records 44 matching company records for insurance workflow automation software companies based in San Francisco, United States, with 890 tracked contacts and 437 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 insurance workflow automation software companies based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Candid Healthcandidhealth.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 166 contacts → |
“Remake your health insurance claims process with Candid Health – a transformative RCM automation platform, custom built for medical providers to end unnecessary human intervention.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | pibit.aipibit.ai HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 149 contacts → |
“Pibit.AI is an SF–based insurtech company reconstructing the art (and science) of commercial underwriting for carriers and MGAs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Indio Technologies INCuseindio.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 70 contacts → |
“The modern solution for the insurance application and renewal process.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Rainbowuserainbow.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 55 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Anzen Insuranceanzen.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 42 contacts → |
“Anzen centralizes wholesale and retail insurance operations into a single workspace, automating records, submissions, proposals, quoting, and renewals across all markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Penguin AIpenguinai.co HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 42 contacts → |
“Healthcare Native Intelligence-The Penguin Ai Healthcare Platform is a comprehensive solution designed for Health Insurance Payers, Providers and Hospital Systems to streamline…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Canopy Connectusecanopy.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 37 contacts → |
“Canopy Connect is building the infrastructure that powers best-in-class insurance experiences.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Furtheraifurtherai.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 33 contacts → |
“FurtherAI is a domain-specific AI for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Functional Financefunctionalfi.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 29 contacts → |
“Functional Finance is a financial operations platform purpose-built for the insurance industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fulcrumwithfulcrum.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 28 contacts → |
“Fulcrum provides insurance agencies and brokers with AI automations for time consuming manual tasks including proposal creation, policy checking, coverage comparisons and more.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Friendlyfriendlycares.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 24 contacts → |
“Friendly gives carriers and reinsurers the clarity to move faster, and the confidence to know it’s right.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | AI Insuranceaiinsurance.io HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 24 contacts → |
“AI Insurance builds an insurance management platform specifically for new programs, MGAs, and Captives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | alltius.aialltius.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 23 contacts → |
“At Alltius, we help insurance and banking enterprises unlock the real value of AI-by turning complex workflows into compliance-ready, outcome-driven automations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Maxrtemaxrte.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 20 contacts → |
“maxRTE helps healthcare providers find insurance for patients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Streamstream.claims HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 17 contacts → |
“Stream is purpose-built AI for claim experts.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Ooda Healthooda-health.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 11 contacts → |
“Founded in 2017 by a team of experienced digital health and technology executives, OODA Health is transforming the administration of healthcare.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Layerupuselayerup.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 10 contacts → |
“Layerup's AI agents power mission-critical workflows for insurers and financial institutions across underwriting, claims, consumer lending, and more.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | VELOStryvelos.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Medoc AImedocai.us HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 3 contacts → |
“Medoc AI automates revenue cycle management for mental health clinics.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Coverflowcoverflow.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 3 contacts → |
“Coverflow is an all-in-one platform that delivers end-to-end automations for agencies of all sizes, fully integrated with your AMS.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Basepilot YC W24basepilot.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 2 contacts → |
“Basepilot is your AI operations team to streamline your claims pipeline.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Oyyo AIoyyo.ai HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Software Platform For Applications in Insurance Operations where AI enables Knowledge Workers” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Sinewave AIsinewave.ai HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 2 contacts → |
“At Sinewave AI, we harness the power of advanced artificial intelligence to transform healthcare operations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 44 company matches
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Insurance workflow automation software companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
44 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance workflow automation software companies by metro in the United States
Questions about this company list
What does Exact match mean for insurance workflow automation software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance workflow automation software companies did RevenueBase find based in San Francisco, United States?
The saved snapshot records 44 matching company records, 890 tracked contacts and 437 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance workflow automation software companies by geography
- Insurance workflow automation software companies based in Toronto, Canada
- Insurance workflow automation software companies based in Paris, France
- Insurance workflow automation software companies based in London, United Kingdom
- Insurance workflow automation software companies based in New York, United States
- Insurance workflow automation software companies based in Australia
- Insurance workflow automation software companies based in Brazil
- Insurance workflow automation software companies based in Canada
- Insurance workflow automation software companies based in France
- Insurance workflow automation software companies based in Germany
- Insurance workflow automation software companies based in India
- Insurance workflow automation software companies based in Italy
- Insurance workflow automation software companies based in the Netherlands
Cite this list
RevenueBase Data Team. Top 23 insurance workflow automation software companies based in San Francisco, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/insurance-workflow-automation-software-companies/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance workflow automation software companies based in Toronto, Canada
- Insurance workflow automation software companies based in Paris, France
- Insurance workflow automation software companies based in London, United Kingdom
- Insurance workflow automation software companies based in New York, United States
- Insurance workflow automation software companies based in Australia
- Insurance workflow automation software companies based in Brazil