Company lists · Data refreshed September 2026

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

RevenueBase identified 41 independent insurance agency software companies headquartered in San Diego, United States as of September 2026 and tracks 323 professional contacts across them, including 162 with verified work emails. Across the United States, Houston is the largest hub for this category (128 companies); San Diego has 41.

This list covers independent insurance agency software companies headquartered in San Diego, 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 28, 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 28, 2026 86% judged on-target in blind review
41Companies
323Contacts tracked
162Verified emails
Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size
Top 24 of 41 independent insurance agency software companies based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to independent insurance agency 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
1Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5048 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5048 contacts →

Strong evidence

“XILO is the #1 quoting software for independent insurance agencies trying to convert the next generation of Insurance shoppers.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5039 contacts →

Strong evidence

“Champion Risk & Insurance Services is an independent, full-service insurance brokerage specializing in commercial and personal insurance, employee benefits, and risk management…”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5036 contacts →

Indirect evidence

“LifePro Financial Services, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5015 contacts →

Partial evidence

“It is our primary objective to establish a partnership between you, the insurance company and our office; to provide you with coverage, loss control services and above all claims…”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5014 contacts →

Partial evidence

“Jetfile is a cloud-hosted, web-based, fully customizable, end-to-end insurance management system designed for retail agents, wholesale brokers, MGAs, and carriers.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202651-20010 contacts →

Partial evidence

“Align General is a full-service general insurance agency.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-508 contacts →

Partial evidence

“McQueen Kalligan has been an independent brokerage agency since 1982.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-505 contacts →

Strong evidence

“BindDesk is an independent wholesale insurance brokerage that promises to provide agents with premiere service and technology to facilitate expanding their book of business.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“are just a few of the many products we provide for our customers.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

“With 30 years of industry experience (and 4 generations of Wilson's in the agency business), we've launched a new Independent Agency to serve the San Diego community.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Strong evidence

“Beach Break Insurance Agency is an independent insurance agency that partners with several insurance companies to provide appropriate coverage at competitive rates.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-503 contacts →

Strong evidence

“XyberNET, located in San Diego, is the leading supplier of software, processing, and services to the Financial Insurance Industry.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Our Company was started as a locally owned and operated insurance agency in San Diego, California in March of 1971 by Solomon A.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Abrams Insurance Solutions provides creative and safe strategies for protecting your family and assets in a volatile economy.”

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Cordinsurance.com is a family-owned, independent insurance broker helping San Diego families and realtors navigate insurance with confidence.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Founded in 1992, McCormick Insurance Solutions is an Independent Insurance Brokerage in San Diego that specializes in Auto, Home, Umbrella and Life Insurance.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 24 of 41 independent insurance agency software companies based in San Diego, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 162 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 28, 2026
50.2%Verified-email coverage
7.9Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
16
51-200
1
201-500
1
501-1,000
1

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, 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 independent insurance agency 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 San Diego, United States whose own description of what they do matches “independent insurance agency 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 independent insurance agency 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 independent insurance agency software companies, and records with no verified work email. Companies headquartered outside San Diego 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, 162 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 28, 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.

Independent insurance agency software companies by metro in the United States

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 independent insurance agency 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 independent insurance agency software companies are there based in San Diego, United States?

RevenueBase identified 41 independent insurance agency software companies headquartered in San Diego, 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?

Rancho Mesa Insurance Services, INC, headquartered in San Diego, tops this list with the largest team on record.

Which city in the United States has the most independent insurance agency software companies?

Houston leads the United States with 128 headquartered companies, followed by Dallas (77) and Miami (74). San Diego has 41.

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 162 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 41 independent insurance agency software companies based in San Diego, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.