Company lists · Data refreshed September 2026

Top 24 Life health insurance agency management software companies based in New York, United States

RevenueBase identified 41 life health insurance agency management software companies headquartered in New York, United States as of September 2026 and tracks 4,182 professional contacts across them, including 517 with verified work emails. Houston is the largest hub.

This list covers life health insurance agency management 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 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
41Companies
4,182Contacts tracked
517Verified emails
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The 24 largest life health insurance agency management software companies based in New York, United States

Ranked by team size
Top 24 of 41 life health insurance agency management software companies based in New York, 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 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
2Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 2026201-500256 contacts →

Partial evidence

“Crystal & Company is the home for talented insurance professionals: creative, committed to their clients and driven to deliver extraordinary results.”

Source: RevenueBase Database · checked Sep 14, 2026
3Strong evidenceNew York, NY, United StatesHQ checked Sep 14, 2026201-500215 contacts →

Strong evidence

“Independence Holding Company (NYSE: IHC), through our current subsidiaries, distributes Medicare, life, under age 65 health (including Affordable Care Act plans), and other…”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-20099 contacts →

Indirect evidence

“Alert: Fraud Warning- Beware of fraudulent activities falsely claiming to represent Haven Technologies.”

Source: RevenueBase Database · checked Sep 14, 2026
5Strong evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5027 contacts →

Strong evidence

“Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-20022 contacts →

Partial evidence

“PCIS is an innovative technology company that specializes in Insurance Processing Solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 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 14, 2026
8Strong evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5017 contacts →

Strong 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 14, 2026
9Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-1012 contacts →

Indirect evidence

“Meet the Licensed Professionals at the Alpha Direct Agency LLC.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-20011 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-1010 contacts →

Indirect evidence

“Backed by the D.E.”

Source: RevenueBase Database · checked Sep 14, 2026
12Strong evidenceNew York, United StatesHQ checked Sep 14, 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 14, 2026
13Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5010 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 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 14, 2026
15Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-108 contacts →

Partial evidence

“Fields Group Insurance Services was founded by Adam Herfield with a clear vision-to provide the highest level of industry and product expertise and thoroughly deliver to each…”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“Euston Group Brokerage is a boutique insurance brokerage, providing a wide range of insurance products and services to individuals and businesses.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Satori is a Zen Buddhism term that means comprehension or seeing the true nature of something.”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-505 contacts →

Strong evidence

“M&M is a life insurance managerial general agency and a member of NFP, National Financial Partners Corp.(NYSE:NFP).”

Source: RevenueBase Database · checked Sep 14, 2026
19Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“At GMC Insurance Brokers we pride ourselves on our ability to develop and maintain strong relationships with both client and insurer.”

Source: RevenueBase Database · checked Sep 14, 2026
20Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“Margolis & Associates – Your Medical Insurance Agency with the Human Touch Our employees are: 1.”

Source: RevenueBase Database · checked Sep 14, 2026
21Partial evidenceNew York, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“We are a software development company that creates our own cutting-edge software solutions for a wide range of industries.”

Source: RevenueBase Database · checked Sep 14, 2026
22Strong evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“Fred Warner Associates is an insurance agency specializing in many variations of life and health insurance.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceNew York, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“At the Shana Heath Agency it is our pleasure to serve you!”

Source: RevenueBase Database · checked Sep 14, 2026
24Strong evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“Lanzko Claims Consulting, led by Marc Lanzkowsky, specializes in transforming insurance claims and risk management operations.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 24 of 41 life health insurance agency management software companies based in New York, United States

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Life health insurance agency management software companies based in New York, United States at a glance

As of Sep 14, 2026
12.4%Verified-email coverage
102.0Average contacts per company
11-50Median size (employees)
119.5%Largest-city concentration · Houston
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
14
51-200
6
201-500
3
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 41 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 New York, 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 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, 517 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 New York, United States?

RevenueBase identified 41 life health insurance agency management 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 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 517 verified decision-maker contacts tracked across these 41 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.