Company lists · Data refreshed September 2026

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

Name: Insurance brokers software platforms based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 54 companies tracked

RevenueBase identified 54 insurance brokers software platforms headquartered in 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 (131 companies); San Francisco follows with 54.

This list covers insurance brokers software platforms headquartered in San Francisco, 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

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 insurance brokers software platforms based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers software platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	pibit.ai	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	149 contacts →
	Indirect evidence “Pibit.AI is an SF–based insurtech company reconstructing the art (and science) of commercial underwriting for carriers and MGAs.” Source: RevenueBase Database · checked Sep 28, 2026
2	Embroker	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	127 contacts →
	Indirect evidence “Embroker is the easiest way to intelligently insure any business.” Source: RevenueBase Database · checked Sep 28, 2026
3	Socotra	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	127 contacts →
	Partial evidence “At Socotra, we solve very old insurance problems in entirely new ways.” Source: RevenueBase Database · checked Sep 28, 2026
4	EASE	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	127 contacts →
	Strong evidence “Ease helps insurance brokers offer their SMB clients better service through simple technology.” Source: RevenueBase Database · checked Sep 28, 2026
5	Trellis	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	100 contacts →
	Indirect evidence “The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life.” Source: RevenueBase Database · checked Sep 28, 2026
6	Ascend	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	78 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Indio Technologies INC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	70 contacts →
	Partial evidence “The modern solution for the insurance application and renewal process.” Source: RevenueBase Database · checked Sep 28, 2026
8	Foresight	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	57 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	Rainbow	Indirect evidence	San Francisco, United StatesHQ checked Sep 28, 2026	11-50	55 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
10	Anzen Insurance	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Partial evidence “Anzen centralizes wholesale and retail insurance operations into a single workspace, automating records, submissions, proposals, quoting, and renewals across all markets.” Source: RevenueBase Database · checked Sep 28, 2026
11	Harper	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Strong evidence “Harper is a commercial E&S insurance brokerage.” Source: RevenueBase Database · checked Sep 28, 2026
12	Functional Finance	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Strong evidence “Functional Finance is a financial operations platform purpose-built for the insurance industry.” Source: RevenueBase Database · checked Sep 28, 2026
13	Sweet And Baker Insurance Brokers	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	Fulcrum	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Strong evidence “Fulcrum provides insurance agencies and brokers with AI automations for time consuming manual tasks including proposal creation, policy checking, coverage comparisons and more.” Source: RevenueBase Database · checked Sep 28, 2026
15	ISU Insurance Services Of SAN Francisco	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Strong evidence “ISU Insurance Services is an insurance brokerage firm focused on creating remarkable customer experiences for its preferred clients.” Source: RevenueBase Database · checked Sep 28, 2026
16	WBN	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	n/a	25 contacts →
	Partial evidence “WBN is the largest independent broker network in the world.” Source: RevenueBase Database · checked Sep 28, 2026
17	AI Insurance	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Strong evidence “AI Insurance builds an insurance management platform specifically for new programs, MGAs, and Captives.” Source: RevenueBase Database · checked Sep 28, 2026
18	ARQU	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
19	Walsh Carter & Associates Insurance Services, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Based in beautiful downtown San Francisco, Walsh Carter & Associates offers comprehensive and innovative insurance solutions for commercial and individual clients.” Source: RevenueBase Database · checked Sep 28, 2026
20	Bizinsure	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “BizInsure is the future of small business insurance.” Source: RevenueBase Database · checked Sep 28, 2026
21	Pathwork	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Strong evidence “Pathwork is an AI-native platform purpose-built to modernize life and health insurance distribution.” Source: RevenueBase Database · checked Sep 28, 2026
22	Insurgrid	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
23	Heffernan Barbary Insurance Services	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Barbary Insurance Brokerage specializes in meeting the small to midsized companies insurance needs.” Source: RevenueBase Database · checked Sep 28, 2026
24	Onmarket Insurance Associates	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
25	Jessica LIU Insurance Services	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “Established in 1996, Jessica Liu Insurance Services, Inc.” Source: RevenueBase Database · checked Sep 28, 2026

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

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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

11-50

51-200

201-500

10001+

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

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 Francisco, 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 Francisco 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, 615 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

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 Francisco, United States?

RevenueBase identified 54 insurance brokers software platforms headquartered in San Francisco, 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?

pibit.ai, headquartered in San Francisco, 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).

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 615 verified decision-maker contacts tracked across these 54 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.