Relation Insurance Services Acquires Innovative Broker Services

Relation Insurance Services Acquires Insurance, Inc.

July 19, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Maryland-based Insurance, Inc., a personal, commercial and employee-benefits insurance agency headquartered in Owings, Maryland. The deal terms were not disclosed; Insurance, Inc. principals Amir Krell and Tracy Sutton will continue to lead the business under Relation.

Relation Insurance Services Acquires Engle and Associates Insurance Brokers

May 1, 2025

Financial Services

Relation Insurance Services acquired the assets of Engle and Associates Insurance Brokers effective May 1, 2025; financial terms were not disclosed. The deal brings the 45+-year family-owned San Luis Obispo insurance agency into Relation's national platform, giving Engle access to Relation's carrier relationships, tools and specialties while keeping local leadership in place.

Relation Insurance Services Acquires Brooks McCall & Associates

April 6, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Brooks McCall & Associates, an independent Newark, Delaware insurance agency. Brooks McCall will be integrated into Relation’s existing Insley operations to expand Relation’s personal and small-business insurance presence in the Delaware market; terms were not disclosed.

Relation Insurance Services Acquires Taylor & Associates Benefits Services

January 7, 2019

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, has acquired Taylor & Associates Benefits Services, a Modesto, California-based employee benefits brokerage. The acquisition expands Relation's employee benefits footprint in California's Central Valley and strengthens its specialty service offerings; terms were not disclosed.

Relation Insurance Services Acquires Elite Insurance Agency, Inc.

April 1, 2024

Insurance

Relation Insurance Services acquired the assets of Elite Insurance Agency, Inc., effective April 1, 2024. Elite Insurance — a Brooklyn‑based agency led by owner Yechiel Bromberg, who will continue to manage the office — becomes part of Relation as the firm expands its geographic footprint; terms were not disclosed.

Relation Insurance Services Acquires Napa Valley Insurance

January 10, 2023

Insurance

Relation Insurance Services acquired the assets of Napa Valley Insurance, effective December 1, 2022; terms were not disclosed. Napa Valley Insurance's co-owners Mike and Pam Hogin will continue to run the Napa and Sonoma offices as part of Relation, expanding Relation's California footprint and carrier access. Relation is backed by Aquiline Capital Partners.