Company lists · Data refreshed September 2026

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

Name: Life insurance agency software companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 77 companies tracked

RevenueBase identified 77 company matches for life insurance agency software companies associated with New York, United States as of September 2026 and tracks 1,981 professional contacts across them, including 715 with verified work emails. Across the United States, Houston is the largest hub for this category (131 companies); New York has 78.

This list covers company matches for life insurance agency software companies associated with New York, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

77Companies

1,981Contacts tracked

715Verified emails

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The 24 largest life insurance agency software companies based in New York, United States

Ranked by team size

Top 24 of 77 company matches for life insurance agency software companies based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Foresters Financial Services	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	533 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Jencap	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	428 contacts →
	Exact match “Jencap provides retail agents with carrier exclusivity, underwriting mastery, and unparalleled customer service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	The IHC Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	215 contacts →
	Exact match “Independence Holding Company (NYSE: IHC), through our current subsidiaries, distributes Medicare, life, under age 65 health (including Affordable Care Act plans), and other…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Evertree Insurance	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	165 contacts →
	Exact match “Evertree Insurance is a technology-enabled independent insurance agency and brokerage built on decades of community trust.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Haven Technologies	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	99 contacts →
	Exact match “Alert: Fraud Warning- Beware of fraudulent activities falsely claiming to represent Haven Technologies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	American Business	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	48 contacts →
	Exact match “Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: – Comprehensive life…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Afficiency	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	42 contacts →
	Exact match “Afficiency delivers life insurance products on an all-encompassing digital platform, available for digital distributors from quote to policy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Optifino	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Pcis P&c Insurance Systems, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	22 contacts →
	Exact match “PCIS is an innovative technology company that specializes in Insurance Processing Solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Dayforward	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “A next generation life insurance company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Fieldtech	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “Fieldtech is a premier independent technology partner to life insurance agencies, backed by NFP, an Aon company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Policyfly	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Designed specifically for specialty insurance programs, PolicyFly is a complete policy management platform that brings agents, brokers and customers into one experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Alpha Direct Agency LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “Meet the Licensed Professionals at the Alpha Direct Agency LLC.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	1fort AI	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	11 contacts →
	Exact match “Leading insurance agents and brokers save time and win more deals by automating workflows with 1Fort AI.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Ricono, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Backed by the D.E.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Annuity Risk	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Annuity Risk provides risk management solutions for life insurance companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Broker Buddha	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “It’s difficult to stand out and deliver on your unique brand promise in a competitive commercial insurance market.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Satori Technology Underwriting Services INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Satori is a Zen Buddhism term that means comprehension or seeing the true nature of something.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	M & M Brokerage Services, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “M&M is a life insurance managerial general agency and a member of NFP, National Financial Partners Corp.(NYSE:NFP).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Kingsbrook Brokerage Service INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “We offer a broad spectrum of commercial & personal insurance products, including business insurance, automobile insurance & homeowners insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	KJE Insurance Services	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “KJE Insurance Services is proud to be an independent insurance agency and a New York City small business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Campbell Solberg Associates, INC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Campbell Solberg Associates is a firm of proven professionals, caring and conscientious people, the kind of people that you can depend on.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Aboveboard Financial	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “AboveBoard Financial is an independent insurance brokerage specializing in life, disability, and long-term care insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Silver Lining Insurance Agency	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Silver Lining Insurance Agency brings over 30 years of expertise, commitment, knowledge, and integrity to its personal and business clients.” 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 “life insurance agency 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 24 of 77 life insurance agency software companies based in New York, United States

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

As of Sep 28, 2026

36.1%Verified-email coverage

25.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 77 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 New York, United States whose business descriptions match “life insurance agency 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 715 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.

Life insurance agency 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 “life insurance agency software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance agency software companies are there based in New York, United States?

RevenueBase identified 77 company matches for life insurance agency software companies associated with New York, 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?

Foresters Financial Services 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 life insurance agency software companies?

Houston leads the United States with 131 company records, followed by Miami (89) and Dallas (87). New York has 78.

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 715 professional contacts with verified work emails tracked across these 77 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.

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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 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.