Insights

Nonprofit Focus Specialized program manager and wholesaler serving the nonprofit sector with a comprehensive P&C product portfolio, offering a clear entry point for growth through retail agents focusing on philanthropic clients.

Cross-Sell Potential Broad coverage mix including liability, property, workers’ comp, D&O, EPL, crime, fiduciary, abuse & molestation, inland marine and international coverage suggests opportunities to bundle multiple lines for nonprofit organizations and related partners.

Regional Presence Based in San Francisco with a focused nonprofit niche, providing a potential platform to expand into other nonprofit hubs and specialized markets while leveraging local underwriting expertise.

Strategic Hire Signals Recent leadership and underwriting hires indicate a commitment to strengthening nonprofit underwriting capabilities and service, creating openings for partnerships with brokers seeking seasoned nonprofit programs.

Financial Footing Revenue range indicates a mid-market specialty player with room to scale; potential growth opportunities through expanded agent recruitment, product expansion, and cross-sell within existing nonprofit networks.

Charity First Insurance Services Tech Stack

Charity First Insurance Services uses 8 technology products and services including html5media, Disqus, Adobe Sign, and more. Explore Charity First Insurance Services's tech stack below.

  • html5media
    Audio, Video, Graphics
  • Disqus
    Comment Systems
  • Adobe Sign
    Electronic Signatures
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • Imperva
    Security
  • Akamai Bot Manager
    Security
  • Adobe Fonts
    Web Fonts

Charity First Insurance Services's Email Address Formats

Charity First Insurance Services uses at least 1 format(s):
Charity First Insurance Services Email FormatsExamplePercentage
First_Last@charityfirst.comJohn_Doe@charityfirst.com
100%

Frequently Asked Questions

What is Charity First Insurance Services's phone number?

Minus sign iconPlus sign icon
You can contact Charity First Insurance Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Charity First Insurance Services's official website and social media links?

Minus sign iconPlus sign icon
Charity First Insurance Services's official website is charityfirst.com and has social profiles on LinkedIn.

How much revenue does Charity First Insurance Services generate?

Minus sign iconPlus sign icon
As of July 2026, Charity First Insurance Services's annual revenue is estimated to be $25M - $50M.

What is Charity First Insurance Services's NAICS code?

Minus sign iconPlus sign icon
Charity First Insurance Services's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Charity First Insurance Services have currently?

Minus sign iconPlus sign icon
As of July 2026, Charity First Insurance Services has approximately 18 employees across 1 continents, including North America. Key team members include Vice President Voluntary Sales And Marketing: L. S.Owner: M. B.Area Assistant Vice President: C. W.. Explore Charity First Insurance Services's employee directory with LeadIQ.

What industry does Charity First Insurance Services belong to?

Minus sign iconPlus sign icon
Charity First Insurance Services operates in the Insurance industry.

What technology does Charity First Insurance Services use?

Minus sign iconPlus sign icon
Charity First Insurance Services's tech stack includes html5mediaDisqusAdobe SignMicrosoft 365Font AwesomeImpervaAkamai Bot ManagerAdobe Fonts.

What is Charity First Insurance Services's email format?

Minus sign iconPlus sign icon
Charity First Insurance Services's email format typically follows the pattern of First_Last@charityfirst.com. Find more Charity First Insurance Services email formats with LeadIQ.

When was Charity First Insurance Services founded?

Minus sign iconPlus sign icon
Charity First Insurance Services was founded in 1985.
Charity First Insurance Services logo

Charity First Insurance Services

InsuranceCalifornia, United States11-50 Employees

Charity First Insurance Services, founded in 1985 and based in San Francisco, operates as a program manager and wholesale broker in property and casualty insurance with a focus on the nonprofit sector. It serves retail agents by providing access to markets and products tailored to the coverage needs of philanthropic organizations. The company emphasizes underwriting expertise, responsive service, and safety and loss-prevention resources as core capabilities. 

Its product portfolio includes general liability, auto, property, workers' compensation, directors and officers, employment practices liability, abuse and molestation, professional liability, fiduciary liability, crime, inland marine, international coverage, umbrella, and accident coverage. Within the insurance industry, Charity First positions itself as a nonprofit-focused specialist that supports retailers in serving nonprofit clients. A notable development in 2018 was the hiring of Margarita Paz-Cazares as a new business underwriter for nonprofit clients.

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1985
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Charity First Insurance Services's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Charity First Insurance Services's revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.