Company lists · Data refreshed September 2026
Top 15 Insurance brokers software platforms based in San Diego, United States
RevenueBase identified 29 insurance brokers software platforms headquartered in San Diego, United States as of September 2026 and tracks 372 professional contacts across them, including 245 with verified work emails. Across the United States, New York is the largest hub for this category (131 companies); San Diego has 29.
This list covers insurance brokers software platforms 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.
The 15 largest insurance brokers software platforms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 120 contacts → | ||||
Strong evidence “At C3, we're shaking up the insurance industry by redefining the privately held insurance brokerage firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 48 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 48 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 39 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 21 contacts → | ||||
Strong evidence “Ensight is the leading life, LTC, and annuity digital sales acceleration platform transforming the life insurance sales cycle and helping insurance carriers, distributors and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Strong evidence “ReFocus AI is building the driverless car of insurance servicing-a platform that automates quoting and remarketing within the systems that insurance agents and brokers already use.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Strong evidence “insurEcoSystem is a blockchain-enabled, decentralized, end-to-end insurance software platform aiming to bring value and savings to every segment of the insurance industry without…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Partial evidence “McQueen Kalligan has been an independent brokerage agency since 1982.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Strong evidence “Artisan Software, a leading back office systems provider for Independent Broker/Dealer firms, helps solve Workflow, Commissions, Compliance, and Suitability issues for the through…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Strong evidence “PEER = Protecting Everyone’s Everyday Risks At Peer Insurance Brokers, we recognize the unique risks you face every day and we want to help you protect yourself and the things…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Strong evidence “We are insurance brokers providing personalized advice, assistance and services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 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, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance brokers software platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names insurance brokers software platforms.
- Partial evidence
- Its own public description names part of insurance brokers software platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name insurance brokers software platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 15 of 29 insurance brokers software platforms based in San Diego, United States
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Insurance brokers software platforms based in San Diego, United States at a glance
As of Sep 28, 2026Companies by employee count
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 29 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 insurance brokers software platforms, 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 “insurance brokers software platforms”. 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 insurance brokers software platforms), 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 insurance brokers software platforms, 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, 245 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.
Insurance brokers software platforms by metro in the United States
- Insurance brokers software platforms in New York131
- Insurance brokers software platforms in San Francisco54
- Insurance brokers software platforms in Atlanta39
- Insurance brokers software platforms in Chicago39
- Insurance brokers software platforms in Dallas37
- Insurance brokers software platforms in Los Angeles35
- Insurance brokers software platforms in Denver32
- Insurance brokers software platforms in Austin30
- Insurance brokers software platforms in Scottsdale26
- Insurance brokers software platforms in Miami25
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 insurance brokers software platforms, 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 insurance brokers software platforms are there based in San Diego, United States?
RevenueBase identified 29 insurance brokers software platforms 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?
C3 Risk & Insurance Services, headquartered in San Diego, tops this list with the largest team on record.
Which city in the United States has the most insurance brokers software platforms?
New York leads the United States with 131 headquartered companies, followed by San Francisco (54) and Atlanta (39). San Diego has 29.
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 245 verified decision-maker contacts tracked across these 29 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.
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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.
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