About Relation

Who We Are

In a world of increasing complexity, close client relationships and strategic carrier partnerships are only part of the insurance experience. Clients need brokers who stay ahead of the curve, provide intelligent, tailored solutions backed by extensive experience, and apply technology and data to drive efficiency, innovation, and a competitive edge. We are, and have always been, the ones our clients can count on to bring it all together for them through our relationships and connections. In the last several years, we’ve invested a lot in people, processes, and technology to help us even better connect the dots for them.

Read our name-change press release, here.

We believe your business is stronger and more secure when your insurance experience works well in relation to the rest of your world. Our new name embodies that approach, so we’re putting it front and center on everything we do.

We Don’t Do Business As Usual

Relation Insurance Services was founded in 2007. We’ve grown to approximately 500 employees in nearly 35 offices nationwide. People in grey suits punching clocks is not us. We’re a thriving, dynamic company comprised of folks who truly care. We’ve been a trusted partner to hundreds of organizations like yours and countless individuals across the country. Every day, we ask ourselves how we can best contribute to our clients’ successes. It’s why we love coming to work. For you.

Big Enough To Matter, Small Enough To Care

Each year, we strengthen both our balance sheet and our reputation. Insurance Journal lists us in the top 50 independent insurance brokerages in the U.S (based on revenue size), nationally. In 2015, 2016, and 2017, we were named to Insurance Business America’s list of elite agencies. (See all awards and recognition by viewing our Media Center)

Our family of brands includes some of our industry’s biggest giants, including Pan American, provider of protection for the agricultural industry since 1946. Not all of our acquisitions have this depth of history but are notable players in their respective fields, such as (formerly named) Renaissance Insurance Agency, the leading provider of collegiate health solutions; (formerly named) Summit America, the top intercollegiate athletic insurance firm in the country; and Transure Services, which has served the transportation industry for more than 50 years.

Our size affords us the resources to react quickly and deploy additional support as needed—but size is not our primary goal. We aim to be the most responsive insurance consulting services company you’ve ever worked with.

Our Partners


We’re headquartered in Walnut Creek, California. As a privately held corporation, primary ownership interests are held by our private equity partners: Parthenon Capital and Century Capital Management.

Parthenon Capital Partners invests in management teams and their companies, creating value by building market leaders and accelerating earnings growth through both acquisitive and organic strategies.

Century Capital Partners provides buyout capital and growth equity to financial services, insurance, and healthcare services companies, pursuing both control and minority investments in rapidly growing, profitable businesses led by management teams that are leaders in their respective industries.