Company lists · Data refreshed September 2026

Top 24 Independent insurance agency software companies based in Charlotte, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 51 companies tracked

RevenueBase identified 51 company matches for independent insurance agency software companies associated with Charlotte, United States as of September 2026 and tracks 536 professional contacts across them, including 264 with verified work emails. Across the United States, Houston is the largest hub for this category (128 companies); Charlotte has 51.

This list covers company matches for independent insurance agency software companies associated with Charlotte, 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

51Companies

536Contacts tracked

264Verified emails

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The 24 largest independent insurance agency software companies based in Charlotte, United States

Ranked by team size

Top 24 of 51 company matches for independent insurance agency software companies based in Charlotte, 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	Messer Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	51-200	174 contacts →
	Exact match “Helping Talented Agents Close More Sales” This is the foundation that MESSER Financial was built upon.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Windermere Insurance Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	51-200	56 contacts →
	Exact match “Welcome to Windermere Insurance Group.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Movement Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	44 contacts →
	Exact match “Movement Insurance is an independent insurance agency representing several top-rated insurance companies; but we work for you!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Litaker Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	26 contacts →
	Exact match “Family owned and operated since 1933, Litaker Insurance is managed by the third generation of the Litaker family.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Lowry Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “Lowry Insurance has been an independent insurance agency offering a wide variety of insurance services from the industry's leading carriers since 1994.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Noble Insurance Advisors & Noble Benefits Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “Headquartered in Charlotte, NC, Noble Insurance Advisors & Noble Benefits Advisors is a premier commercial insurance agency.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Highstreet Insurance & Financial Services	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	51-200	19 contacts →
	Exact match “Our experienced team of insurance professionals delivers personalized guidance, high-quality coverage, and competitively priced solutions-always with your best interests in mind.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Latorre Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Latorre Insurance is a leading independent insurance agency based in Charlotte, North Carolina with offices in Charlotte and Greensboro, NC.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	O H Walker Insurance Agency	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Based in Charlotte, NC, O H Walker Insurance Agency is proud to serve the insurance needs of Charlotte, Matthews, and the surrounding areas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Pruitt Keener Insurance Services INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Based in Charlotte, North Carolina, Pruitt Keener Insurance is a full service, professional independent insurance agency that has been serving the area since 2001.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	O'connor Insurance Associates, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “O’Connor Insurance Associates, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Johnson Insurance Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “Founded in 1991 by Richard Johnson, Johnson Insurance Management is a family owned Independent Insurance Agency based in North Carolina.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Hutch HAM Agency INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Insurance since 1949” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	HB Cantrell & CO Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “We are an independent insurance agency with a focus on relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	WES Connor Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Independent insurance agency located in Charlotte, NC.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Medallion Insurance Services	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Medallion Insurance Services provides Professional Liability Insurance to Architects, Engineers, Surveyors, CPA's, Accountants, and other professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Russell & Schrader Insurance Agency	Exact match	Charlotte, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Independent Insurance Agency representing several companies and offering all lines of insurance options.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Honeycutt Insurance Agency	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “We serve the Charlotte, NC community as well as all of North Carolina with over 30 years of experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Transition Insurance Agency, INC 866-308-4704	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “We're connecting with business owners and professionals in North Carolina, South Carolina and Georgia to provide superior insurance services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Cosaint Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “CoSaint is an Independent Insurance Agency representing many of the leading carriers in the insurance industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	RDR Insurance Services	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “RDR Insurance Services is a full service insurance brokerage agency servicing clients throughout the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Maximus Insurance Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Oftentimes, when signing a new policy, you may glaze over the documents and see nothing but numbers and insurance jargon.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Safeguard Benefit Services	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “An independent insurance agency specializing in Medicare, Life Insurance, and Wealth Management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Brett Morgan Insurance Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Professional insurance expert Brett Morgan works with people seeking the best coverage and value pricing but who struggle to find an agent who is honest and gives them the…” 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 “independent 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 51 independent insurance agency software companies based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 264 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Independent insurance agency software companies based in Charlotte, United States at a glance

As of Sep 28, 2026

49.3%Verified-email coverage

10.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 51 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 Charlotte, United States whose business descriptions match “independent 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 264 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.

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

How many independent insurance agency software companies are there based in Charlotte, United States?

RevenueBase identified 51 company matches for independent insurance agency software companies associated with Charlotte, 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?

Messer Financial Group 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 independent insurance agency software companies?

Houston leads the United States with 128 company records, followed by Dallas (77) and New York (75). Charlotte has 51.

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 264 professional contacts with verified work emails tracked across these 51 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.