Insights

Small team, broad needs CURTIS MORING INSURANCE AGENCY, INC. is a small independent agency with 2-10 employees, serving personal and commercial lines across multiple sectors. This suggests opportunities to offer scalable technology, automation, and back-office support to enhance efficiency, client onboarding, and policy administration for a lean team.

Diverse industry focus The company serves apartment owners, childcare programs, condo associations, construction firms, farming, medical, and technology companies. This broad vertical reach presents cross-sell and up-sell opportunities across property, casualty, workers’ comp, cyber, and risk management solutions tailored to each sector.

Comprehensive risk management CMI emphasizes risk management planning and value-added services with a reputation for responsiveness. This positions the agency well for partnerships around advisory services, bundled risk assessments, and enhanced client retention programs that can be monetized through advisory fees or premium efficiency tools.

Tech stack readiness Utilizes iCIMS, Open Graph, jQuery, Bootstrap and analytics tools, indicating a modern digital foundation. There is potential to offer enhanced client portals, digital policy quoting, automation, and data-driven marketing services to strengthen client engagement and acquisition.

Revenue growth potential Reported revenue range of 10M-25M with a lean staff suggests opportunities to introduce scalable insurtech solutions, streamlined underwriting workflows, and CRM automation to improve margins, accelerate policy cycles, and support scalable growth without proportional headcount increases.

Similar companies to CURTIS MORING INSURANCE AGENCY, INC.

CURTIS MORING INSURANCE AGENCY, INC. Tech Stack

CURTIS MORING INSURANCE AGENCY, INC. uses 8 technology products and services including iCIMS, Open Graph, jQuery, and more. Explore CURTIS MORING INSURANCE AGENCY, INC.'s tech stack below.

  • Applicant Tracking Systems
  • Open Graph
    Content Management System
  • jQuery
    Javascript Libraries
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • Web Analytics
  • Apache
    Web Servers
  • Facebook Widget
    Widgets

CURTIS MORING INSURANCE AGENCY, INC.'s Email Address Formats

CURTIS MORING INSURANCE AGENCY, INC. uses at least 4 email formats:
CURTIS MORING INSURANCE AGENCY, INC. Email FormatsExamplePercentage
Last@thinkcmi.comDoe@thinkcmi.com
33%
FLast@thinkcmi.comJDoe@thinkcmi.com
34%
First@thinkcmi.comJohn@thinkcmi.com
16%
F.Last@thinkcmi.comJ.Doe@thinkcmi.com
17%

Frequently Asked Questions

What is CURTIS MORING INSURANCE AGENCY, INC.'s phone number?

Minus sign iconPlus sign icon
You can contact CURTIS MORING INSURANCE AGENCY, INC.'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 CURTIS MORING INSURANCE AGENCY, INC.'s official website and social media links?

Minus sign iconPlus sign icon
CURTIS MORING INSURANCE AGENCY, INC.'s official website is thinkcmi.com and has social profiles on LinkedIn.

How much revenue does CURTIS MORING INSURANCE AGENCY, INC. generate?

Minus sign iconPlus sign icon
As of October 2026, CURTIS MORING INSURANCE AGENCY, INC.'s annual revenue is estimated to be $10M - $25M.

What is CURTIS MORING INSURANCE AGENCY, INC.'s NAICS code?

Minus sign iconPlus sign icon
CURTIS MORING INSURANCE AGENCY, INC.'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does CURTIS MORING INSURANCE AGENCY, INC. have currently?

Minus sign iconPlus sign icon
As of October 2026, CURTIS MORING INSURANCE AGENCY, INC. has approximately 2 employees across 1 continents, including North America. Key team members include Vice President: F. G. and New Business Coordinator: M. C. Explore CURTIS MORING INSURANCE AGENCY, INC.'s employee directory with LeadIQ.

What industry does CURTIS MORING INSURANCE AGENCY, INC. belong to?

Minus sign iconPlus sign icon
CURTIS MORING INSURANCE AGENCY, INC. operates in the Insurance industry.

What technology does CURTIS MORING INSURANCE AGENCY, INC. use?

Minus sign iconPlus sign icon
CURTIS MORING INSURANCE AGENCY, INC.'s tech stack includes iCIMS, Open Graph, jQuery, HSTS, Bootstrap, Piwik PRO Core, Apache and Facebook Widget.

What is CURTIS MORING INSURANCE AGENCY, INC.'s email format?

Minus sign iconPlus sign icon
CURTIS MORING INSURANCE AGENCY, INC.'s email format typically follows the pattern of Last@thinkcmi.com. Find more CURTIS MORING INSURANCE AGENCY, INC. email formats with LeadIQ.

When was CURTIS MORING INSURANCE AGENCY, INC. founded?

Minus sign iconPlus sign icon
CURTIS MORING INSURANCE AGENCY, INC. was founded in 1963.
CURTIS MORING INSURANCE AGENCY, INC. logo

CURTIS MORING INSURANCE AGENCY, INC.

InsuranceCalifornia, United States2-10 Employees

Curtis Moring Insurance Agency, Inc. is a small independent insurance agency based in San Diego, California, offering a full range of personal and commercial coverage. It serves industries including apartment owners, condo associations, childcare programs (Head-Start and private schools), construction firms and public entities, farming, medical, and technology companies. With nearly five decades in operation, the firm focuses on helping clients protect assets through thorough insurance planning. The company emphasizes developing risk management plans tailored to individual needs.

As an independent agency, it draws on a mix of expertise to tailor coverage for each client within the insurance market, relying on staffing, teamwork, and flexibility to address diverse issues. Based in San Diego, it operates in California with a small team.

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1963
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    CURTIS MORING INSURANCE AGENCY, INC.'s revenue is estimated to be in the range of $10M - $25M

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.