Company lists · Data refreshed September 2026

Top 25 Insurance brokers software platforms based in San Francisco, United States

RevenueBase identified 54 company matches for insurance brokers software platforms associated with San Francisco, United States as of September 2026 and tracks 1,347 professional contacts across them, including 615 with verified work emails. Across the United States, New York is the largest hub for this category (141 companies); San Francisco follows with 54.

This list covers company matches for insurance brokers software platforms associated with San Francisco, 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
54Companies
1,347Contacts tracked
615Verified emails
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The 25 largest insurance brokers software platforms based in San Francisco, United States

Ranked by team size
Top 25 of 54 company matches for insurance brokers software platforms based in San Francisco, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 2026201-500149 contacts →

Exact match

“Pibit.AI is an SF–based insurtech company reconstructing the art (and science) of commercial underwriting for carriers and MGAs.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-200127 contacts →

Exact match

“Embroker is the easiest way to intelligently insure any business.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-200127 contacts →

Exact match

“At Socotra, we solve very old insurance problems in entirely new ways.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 2026201-500127 contacts →

Exact match

“Ease helps insurance brokers offer their SMB clients better service through simple technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-50100 contacts →

Exact match

“The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-20078 contacts →

Exact match

“Ascend is the only complete financial operations platform built for the insurance industry, combining AI-powered accounting automation, payments, and premium financing in a single…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-20070 contacts →

Exact match

“The modern solution for the insurance application and renewal process.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5057 contacts →

Exact match

“Foresight is the safety-focused commercial insurer using cutting-edge AI to give brokers and policyholders time and tools to focus on what really matters: relationships…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchSan Francisco, United StatesHQ recorded Sep 28, 202611-5055 contacts →

Exact match

“Rainbow helps agents both win accounts faster with our custom-built technology, and also handle more complex risks through our dedicated underwriting and service teams.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5042 contacts →

Exact match

“Anzen centralizes wholesale and retail insurance operations into a single workspace, automating records, submissions, proposals, quoting, and renewals across all markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5037 contacts →

Exact match

“Harper is a commercial E&S insurance brokerage.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5029 contacts →

Exact match

“Functional Finance is a financial operations platform purpose-built for the insurance industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5029 contacts →

Exact match

“Sweet & Baker is a full service San Francisco based insurance broker offering the sale and service of personal and commercial insurance products and group health & life benefits…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5028 contacts →

Exact match

“Fulcrum provides insurance agencies and brokers with AI automations for time consuming manual tasks including proposal creation, policy checking, coverage comparisons and more.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5026 contacts →

Exact match

“ISU Insurance Services is an insurance brokerage firm focused on creating remarkable customer experiences for its preferred clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 2026n/a25 contacts →

Exact match

“WBN is the largest independent broker network in the world.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5024 contacts →

Exact match

“AI Insurance builds an insurance management platform specifically for new programs, MGAs, and Captives.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5017 contacts →

Exact match

“arqu is a tech-enabled wholesale insurance brokerage transforming how large-scale, complex commercial risks are transacted in the $100bn Excess & Surplus (E&S) market.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-5014 contacts →

Exact match

“Based in beautiful downtown San Francisco, Walsh Carter & Associates offers comprehensive and innovative insurance solutions for commercial and individual clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-1012 contacts →

Exact match

“BizInsure is the future of small business insurance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-1011 contacts →

Exact match

“Pathwork is an AI-native platform purpose-built to modernize life and health insurance distribution.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-109 contacts →

Exact match

“InsurGrid is your hub for collecting policy information professionally and efficiently, eliminating the hassle of back-and-forth email so you can get back to work.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 20261-107 contacts →

Exact match

“Barbary Insurance Brokerage specializes in meeting the small to midsized companies insurance needs.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-507 contacts →

Exact match

“After many years devoted to protecting our clients at home, work & play, our team at OnMarket Insurance Associates knows how to deal with life’s risks.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202611-504 contacts →

Exact match

“Established in 1996, Jessica Liu Insurance Services, Inc.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 54 insurance brokers software platforms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 615 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokers software platforms based in San Francisco, United States at a glance

As of Sep 28, 2026
45.7%Verified-email coverage
24.9Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
25
51-200
8
201-500
2
10001+
1

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 54 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 San Francisco, United States whose business descriptions match “insurance brokers software platforms” 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 615 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.

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 “insurance brokers software platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers software platforms are there based in San Francisco, United States?

RevenueBase identified 54 company matches for insurance brokers software platforms associated with San Francisco, 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?

pibit.ai 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 insurance brokers software platforms?

New York leads the United States with 141 company records, followed by San Francisco (54) and Atlanta (39).

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 615 professional contacts with verified work emails tracked across these 54 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.