Insights

Nonprofit Focus A specialized nonprofit-focused property and casualty program manager with tailored coverage needs for charitable organizations. This presents a clear pathway for enterprise partnerships with insurers seeking to deepen nonprofit market access and expand niche underwriting capabilities.

Mid-market Scale Staff size 11-50 and revenue in the $25M-$50M range indicate a mid-market footprint. Opportunities exist for scalable program management, added capacity, and partner-level underwriting enhancements to support growth in nonprofit risk portfolios.

Comprehensive Coverages Broad product suite spanning general liability, auto, property, workers’ comp, and specialized lines like abuse & molestation, fiduciary, and crime. Potential upsell and bundling opportunities across risk areas for nonprofit clients and their intermediaries.

Agent Partnerships Emphasis on providing markets and products to retail agents suggests a channel-friendly model. Target alliance programs with agency networks, digital onboarding, and co-branded marketing to accelerate distribution to philanthropic organizations.

Team and Roles Recent leadership and underwriting appointments (underwriter for nonprofits; area EVP promotion) imply deliberate capability-building. Leverage as proof of increasing underwriting sophistication and regional expansion to win larger nonprofit programs and strategic partnerships.

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Charity First Insurance Services Tech Stack

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

Charity First Insurance Services's Email Address Formats

Charity First Insurance Services uses at least 1 email format:
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?

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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?

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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?

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As of September 2026, Charity First Insurance Services's annual revenue is estimated to be $25M - $50M.

What is Charity First Insurance Services's NAICS code?

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

How many employees does Charity First Insurance Services have currently?

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As of September 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. and 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?

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Charity First Insurance Services operates in the Insurance industry.

What technology does Charity First Insurance Services use?

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Charity First Insurance Services's tech stack includes html5media, Lucidchart, Disqus, Adobe Sign, Mailchimp, Microsoft 365, HSTS and Imperva.

What is Charity First Insurance Services's email format?

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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?

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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

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