California Life Insurance Agency

Name

California Life Insurance Agency

Legal name

California Life Insurance Agency

Website

https://californialifeinsuranceagency.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

California Life Insurance Agency is a privately held, independent life insurance agency founded in 2017 and based in Visalia, California, employing 51-100 staff to distribute personalized and affordable life insurance products to individual consumers and families.

Ownership category

akta.pro rank

Product category

Life Insurance

NAICS

Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Level Term Life Insurance (FSAIAAAA)

akta.pro secondary industry

Whole Life Insurance (FSAIABAA)

Keywords

• Life insurance
• Term life insurance
• Whole life insurance
• Insurance brokerage
• Personal insurance coverage

Headquarters

HQ city

Visalia

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Core offering

California Life Insurance Agency provides personalized and affordable life insurance solutions tailored to individual customer needs. The agency operates as a life insurance provider/brokerage serving consumers in California, offering coverage products designed to meet personal financial protection and family security goals.

Differentiator

Problem solved

Functional benefit

Products and services

• Life Insurance Solutions

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• SelectQuote: Direct-to-consumer life insurance agency that sells term, whole, and other life products from multiple carriers. Closely comparable in business model and customer base to California Life Insurance Agency, though operating at a much larger national scale.
• PolicyGenius: Online life insurance brokerage that aggregates multiple carriers and matches consumers with policies. Comparable in that it is an intermediary rather than a carrier, with the same core product set as a local life insurance agency.
• Quotacy: Online life insurance brokerage focused on term life products, working with multiple carriers. Similar agency/brokerage business model to California Life Insurance Agency, though delivered via a digital-first channel.

Emerging players

• Haven Life: Digital life insurance agency backed by MassMutual, offering primarily term life products. Comparable in product focus and intermediary-style distribution, though it is a newer, technology-led entrant.
• Ladder: Insurtech life insurance agency offering flexible term life coverage online. Operates as an intermediary across multiple carriers, mirroring the agency model but with a fully digital customer experience.
• Bestow: Direct-to-consumer life insurance agency focused on term life. Comparable as a digitally native agency competing for the same end customer, though it is larger and more venture-funded.
• Ethos: Online life insurance agency offering term and whole life from multiple carriers. Comparable business model (intermediary, multi-carrier) and target customer to a local life insurance agency.

Broad incumbents

• State Farm: National multi-line insurance carrier with a captive agency distribution model selling life insurance alongside auto, home, and other products. Relevant as a dominant channel competitor in California for the same life insurance product.
• Northwestern Mutual: Large established financial services and life insurance company with a field force of financial advisors. Comparable in that it sells whole life, term life, and disability products through a personal-advisor model in California and nationwide.
• New York Life: Mutual life insurance carrier with an extensive career-agent distribution network. Comparable product set and full-service advisory positioning for California consumers shopping for life insurance.

Market position

Customer concentration

• Facebookfacebook.com/californialifeinsurancebrokers
• LinkedInlinkedin.com/company/californialifeinsuranceagency

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about California Life Insurance Agency