Company lists · Data refreshed September 2026

Top 25 Life health insurance agency management software companies based in the United States

RevenueBase identified 3,418 life health insurance agency management software companies headquartered in the United States as of September 2026 and tracks 78,917 professional contacts across them, including 30,660 with verified work emails. Houston is the largest hub.

This list covers life health insurance agency management 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 14, 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 14, 2026 86% judged on-target in blind review
3,418Companies
78,917Contacts tracked
30,660Verified emails
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The 25 largest life health insurance agency management software companies based in the United States

Ranked by team size
Top 25 of 3,418 life health insurance agency management software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to life health insurance agency management 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 evidenceBoston, MA, United StatesHQ checked Sep 14, 20261,001-5,0004,344 contacts →

Partial evidence

“Xceedance provides strategic operations support, technology, and data services to drive efficiencies for insurance organizations worldwide.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidencePiscataway, NJ, United StatesHQ checked Sep 14, 20261,001-5,0004,294 contacts →

Partial evidence

“ValueMomentum is a leading solutions provider for the global property and casualty insurance industry, supported by deep domain and technology capabilities.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceSan Mateo, CA, United StatesHQ checked Sep 14, 20261,001-5,0003,765 contacts →

Indirect evidence

“Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently.”

Source: RevenueBase Database · checked Sep 14, 2026
4Strong evidenceEl Dorado Hills, CA, United StatesHQ checked Sep 14, 20265,001-10,0003,410 contacts →

Strong evidence

“Patra is a leading provider of technology-enabled insurance outsourcing services and AI-powered software solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 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 14, 2026
6Partial evidenceNorth Richland Hills, TX, United StatesHQ checked Sep 14, 20261,001-5,0002,935 contacts →

Partial evidence

“Millions of Americans have counted on HealthMarkets to protect their health and financial well-being.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceDenver, CO, United StatesHQ checked Sep 14, 20261,001-5,0002,840 contacts →

Partial evidence

“We believe insurance is about relationships.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceOverland Park, KS, United StatesHQ checked Sep 14, 20261,001-5,0002,324 contacts →

Partial evidence

“We help you keep your promises by shopping many highly rated insurance companies to find you the right coverage at the right price.”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceChicago, IL, United StatesHQ checked Sep 14, 20261,001-5,0002,224 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceBoston, MA, United StatesHQ checked Sep 14, 20261,001-5,0001,809 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 14, 2026
11Partial evidenceLongwood, FL, United StatesHQ checked Sep 14, 20261,001-5,0001,431 contacts →

Partial evidence

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceUnited StatesHQ checked Sep 14, 2026n/a1,192 contacts →

Partial evidence

“Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today.”

Source: RevenueBase Database · checked Sep 14, 2026
13Strong evidenceHartford, CT, United StatesHQ checked Sep 14, 20261,001-5,000998 contacts →

Strong evidence

“Insurity is a leading provider of cloud-based software for insurance carriers, brokers, and MGAs.”

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidenceDubuque, IA, United StatesHQ checked Sep 14, 20261,001-5,000955 contacts →

Partial evidence

“Cottingham & Butler is the 3rd largest privately and independently held insurance broker in the U.S.”

Source: RevenueBase Database · checked Sep 14, 2026
15Strong evidenceWayne, PA, United StatesHQ checked Sep 14, 2026501-1,000859 contacts →

Strong evidence

“iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life…”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceHarrisburg, PA, United StatesHQ checked Sep 14, 20261,001-5,000825 contacts →

Strong evidence

“Crump Life Insurance Services, an AmeriLife company, is a leading third-party distributor and service provider of insurance and retirement products.”

Source: RevenueBase Database · checked Sep 14, 2026
17Strong evidenceWoodbury, MN, United StatesHQ checked Sep 14, 20261,001-5,000788 contacts →

Strong evidence

“illumifin is a true partner to the insurance industry, delivering tech-enabled business processing services and essential software solutions to help transform insurers for…”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidenceLakewood Ranch, FL, United StatesHQ checked Sep 14, 20265,001-10,000757 contacts →

Partial evidence

“Davies is a specialist professional services and technology firm delivering comprehensive insurance and risk solutions to clients across the globe.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 14, 2026501-1,000738 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceFolsom, CA, United StatesHQ checked Sep 14, 2026501-1,000674 contacts →

Indirect evidence

“We understand how paramount the customer experience is to a carrier's success.”

Source: RevenueBase Database · checked Sep 14, 2026
21Partial evidenceChicago, IL, United StatesHQ checked Sep 14, 2026501-1,000537 contacts →

Partial evidence

“Marble Box provides managed services for independent insurance agencies for functions, that while vital to the operation of a successful insurance agency, take resources away from…”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceMarlborough, MA, United StatesHQ checked Sep 14, 2026201-500500 contacts →

Indirect evidence

“OneShield provides business solutions for P&C insurers and MGAs of all sizes.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 14, 2026501-1,000417 contacts →

Indirect evidence

“Warner Pacific was founded as a family business over 40 years ago and has since expanded to serve brokers all across our nation.”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceNew York, United StatesHQ checked Sep 14, 2026501-1,000393 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceShrewsbury, NJ, United StatesHQ checked Sep 14, 2026501-1,000370 contacts →

Indirect evidence

“Successful modernization requires more than new technology; it requires protecting the business while transformation is underway.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 3,418 life health insurance agency management software companies based in the United States

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Life health insurance agency management software companies based in the United States at a glance

As of Sep 14, 2026
38.9%Verified-email coverage
23.1Average contacts per company
1-10Median size (employees)
1.4%Largest-city concentration · Houston
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
2,018
11-50
1,000
51-200
254
201-500
65
501-1,000
32
1,001-5,000
27
5,001-10,000
5
10001+
4

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 3,418 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 life health insurance agency management 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 “life health insurance agency management 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 life health insurance agency management 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 life health insurance agency management 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, 30,660 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 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names life health insurance agency management 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 life health insurance agency management software companies are there based in the United States?

RevenueBase identified 3,418 life health insurance agency management 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 life health insurance agency management software companies?

Houston leads with 49 headquartered companies, followed by New York (41) and Miami (39).

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 30,660 verified decision-maker contacts tracked across these 3,418 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 14, 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.