IIAB San Diego

What IIAB San Diego does

IIAB San Diego (Independent Insurance Agents & Brokers of San Diego) is a 501(c)(6) nonprofit trade association founded in 1934 that serves independent insurance agents and brokers operating in the San Diego region. The organization is headquartered at a Santee, California PO Box and operates with a lean administrative structure, with Lori Fentress as the only named point of contact. Its primary function is to provide advocacy, networking, education, and recognition programs to its two-tier membership base: Agency Members, who pay $30 per employee with a $60 minimum and $750 maximum (plus bundled options), and Associate Members, who pay a flat $400 annual fee.

The association's core offerings are member services and recurring events rather than technology products. Flagship events include the I-Day InsurDay conference, the Charity Golf Classic, the Cornhole Tournament, and periodic mixers. Recognition programs such as Agency Person of the Year, Associate Member of the Year, and the Andrew Ekern Award reinforce peer recognition and retention. Membership administration is handled through Wild Apricot, a third-party SaaS platform that provides self-service portal access for dues payment, event registration, and member directory. Named members include Acrisure Southwest Region, All Access Insurance Agency, Allenbrooke Insurance Services, and AssuredPartners of California, indicating a mix of large national brokerage regional offices and smaller independent agencies.

The business model is straightforward membership-fee economics. Revenue is derived entirely from Agency Member dues (variable, per-employee) and Associate Member dues (flat $400/year), with no disclosed advertising, sponsorship, or earned-income streams. The organization does not publish financial statements, membership totals, or staff size, which limits visibility into operating scale. There is no evidence of fundraising, capital campaigns, or external investment, consistent with the 501(c)(6) tax-exempt nonprofit structure.

Name

IIAB San Diego

Legal name

Independent Insurance Agents & Brokers of San Diego

Website

https://iiabsandiego.com

Company type

Private

Founded year

1934

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

IIAB San Diego is a 501(c)(6) nonprofit trade association founded in 1934 that serves independent insurance agents and brokers in San Diego through membership dues, networking events, education, and recognition programs.

Ownership category

akta.pro rank

Headquarters

HQ city

Santee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Pricing tiers

Distribution channels1 record

Marketing channels3 records

Core offering

IIAB San Diego is a 501(c)(6) nonprofit professional trade association that serves independent insurance agents and brokers in the San Diego County area. It offers membership-based services including professional networking events, continuing education classes, industry advocacy, awards programs, and community outreach initiatives. The association operates as a membership organization with two primary member categories: Agency Members (independent retail insurance agencies) and Associate Members (insurance carriers, wholesalers, MGAs, and service providers).

Product overview

IIAB San Diego (Independent Insurance Agents & Brokers of San Diego) is a professional industry association serving independent insurance agents and brokers since 1934. The organization is a 501(c)(6) nonprofit member association powered by Wild Apricot membership software. IIAB San Diego provides networking events, education programs, community outreach, and member advocacy services. The organization does not offer a SaaS product, software platform, or technology product in the traditional sense — it is a professional trade association focused on member services, events, and industry representation.

Differentiator

Problem solved

Functional benefit

Products and services

• Agency Membership
• Associate Membership
• Member Networking Events
• Continuing Education Programs
• Annual Awards Program Annual recognition awards for members including Agency Person of the Year, Associate Member of the Year, Andrew Ekern Award, Insurance Company Professional of the Year, Emerging Leader of the Year, and Bob Captain Memorial Award.
• Charity Golf Classic Annual charity golf tournament event scheduled for October 28, 2026 at Maderas Golf Club in Poway, CA, supporting community outreach efforts.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Others

• Trusted Choice: A consumer-referral program run by IIABA that links policyholders to independent agents. IIAB San Diego directly points consumers to Trusted Choice, making it an adjacent ecosystem participant tied to member acquisition.
• Insurance Journal: A leading trade media outlet for the independent insurance agency channel. While not an association, it competes for members' attention and informs the same independent-agent audience IIAB San Diego serves.
• National Association of Insurance Commissioners (NAIC): The national standards-setting body for insurance regulation. Adjacent to IIAB San Diego's advocacy mission rather than a competing organization, but shapes the compliance environment members operate in.
• California Department of Insurance (regulatory counterpart): Not a peer in the commercial sense but the primary regulatory body shaping independent-agent compliance in California, directly relevant to the advocacy value proposition IIAB San Diego offers its members.

Direct peers

• IIAB of Orange County: Another Southern California IIAB chapter with an identical value proposition for independent insurance agents. Direct functional peer operating adjacent to IIAB San Diego's footprint.
• IIAB of Los Angeles: A sibling regional IIAB chapter serving independent agents in the greater Los Angeles market. Same business model, member tiers, and event-based engagement, making it the most structurally comparable peer.
• Professional Insurance Agents (PIA) National / PIA of California: A competing national and state-level trade association for independent insurance agents. Operates parallel advocacy, CE, and member-benefit programs targeting the same agency principals in California that IIAB San Diego serves.

Broad incumbents

• Big 'I' (Independent Insurance Agents & Brokers of America, IIABA): The national umbrella association for independent insurance agents. IIAB San Diego operates as a local chapter in this national federation, making IIABA the closest broad incumbent peer that defines advocacy, education, and carrier-relationship standards.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/IIABSanDiego
• Facebookfacebook.com/IIABSanDiego
• LinkedInlinkedin.com/company/iiab-san-diego

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 IIAB San Diego