Relation Insurance Services Acquires Assets of D'Amico, Santoro & Columbia Insurance and J. Phillips Hall Insurance

Relation Insurance Services Acquires the Assets of Dunn Insurance, Inc.

June 29, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Connecticut-based Dunn Insurance, Inc., expanding Relation’s presence in Connecticut and the eastern U.S. Terms were not disclosed; Dunn will continue to be led by Ronald Dunn as part of Relation. The deal is an add-on to Relation’s platform backed by Aquiline Capital Partners.

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 the Assets of Dixon Insurance Services

March 29, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Dixon Insurance Services, a Lake City, Arkansas-based multi-line P&C agency focused on farm and agriculture. Dixon will fold into Relation's Central Region to expand Relation's presence in Arkansas and add agricultural insurance expertise.

Relation Insurance Services Acquires SouthEast Agency LLC Assets

July 14, 2021

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Connecticut-based SouthEast Agency LLC. The acquisition — terms undisclosed — adds SouthEast’s P&C expertise (contractors, commercial transportation, hospitality and real estate) to Relation’s East Region, with Jay Lorinsky remaining in a leadership role.

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 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.