Relation Insurance Services Acquires Taylor & Associates Benefits Services

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 Innovative Broker Services

August 16, 2022

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of California-based Innovative Broker Services. The acquisition expands Relation's presence and employee-benefits capabilities in California; terms were not disclosed and Innovative Broker Services will continue to be led by Tom Avery under Relation.

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 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 Walker & Associates Services

June 30, 2021

Insurance

Relation Insurance Services, a PE-backed national insurance brokerage, acquired the assets of Winterville, North Carolina-based Walker & Associates Services. The deal expands Relation’s personal lines and commercial lines presence in Eastern North Carolina; terms were not disclosed and David Walker will remain in a leadership role.

Relation Insurance Acquires Theodore & Associates Insurance Agency

July 21, 2020

Insurance

Relation Insurance Services, a PE-backed independent insurance brokerage, has acquired the assets of Theodore & Associates Insurance Agency, a Columbia, South Carolina-based insurance brokerage. Theodore will retain its name and leadership (Drew Theodore and Nick Theodore) and operate as a Relation company, expanding Relation's geographic footprint into South Carolina and broadening product and risk-management capabilities for clients.