Company News

Relation Insurance Announces Leadership for West Region

Relation Announces Leadership for West Region

Walnut Creek, CA., January 4, 2022Relation Insurance Services, Inc. (“Relation”), announced today the promotions of Greg Merrill and Michael Lorente, to lead the company’s efforts in the west region of the U.S. They will manage teams working under both the Relation and Pan American (A Relation Company) brands.

“Greg and Michael are veterans of the industry and experts in the western market in particular,” said Joe Tatum, Relation’s Chief Executive Officer. “Their customer-focused approach has always produced results and we are looking forward to more great things from them.”

Merrill, who is celebrating his 19th year with the company, was previously Executive Vice President and Director of Crop Insurance Services for Pan American. Based out of Fresno, California, he has spent his entire career providing insurance solutions to agribusiness clients. He earned a bachelor’s degree in Business Administration from Master’s University in Santa Clarita, CA and holds two professional designations: Certified Insurance Counselor (CIC) and Agribusiness and Farm Insurance Specialist (AFIS). Merrill’s areas of expertise include workers’ comp, commercial package, captive programs, and crop insurance. In his new role as President, West Region, Merrill will oversee operations in the western U.S. and develop strategies to orchestrate growth through organic sales and key partner acquisitions.

Lorente started his career as a producer for Pan American. In his more than 15 years of experience in the insurance industry, he has built a large book of business with a focus on the agribusiness of mid- to large-size growers, wineries, nut processors and farm labor contractors. In his most recent role, Lorente was responsible for new business development and retention of current clients. As the new Western Region Sales Leader, he will focus on organic growth in that region along with his passion of driving a supportive culture where producers and service staff work together as a cohesive team.

“We’re excited about these new opportunities for Greg and Michael,” Tatum said. “We’re fortunate to have such talent in the Relation family and look forward to their continued leadership for our team in the west.”

Steve Martin, who has served as President of Pan American since 2014, remains with the company as Executive Vice President and will have an overall focus on key clients, carrier relations and as lead director of AARIS; Relation’s Cayman based Captive.  Martin will provide operational guidance in support of agency initiatives going forward.

About Relation Insurance Services, Inc.

Relation Insurance Services is an insurance brokerage that offers superior risk-management and benefits-consulting services through its family of brands across the United States. It is ranked by Insurance Journal within the top 35 largest agencies in the country by revenue and has approximately 585 employees across more than 50 locations nationwide. Relation is a privately held corporation backed by Aquiline Capital Partners, a private equity firm based in New York and London investing in businesses globally across financial services and technology. Visit for more information.