INSURANCE TECHNOLOGY

Witness the Finest Amalgamation: G2 Insurance Services Joins Relation Insurance Services

G2 | June 21, 2022

Witness_the_Finest
Bringing Nation’s leading independent insurance brokerage firms to Relation, transaction will expand national footprint and areas of expertise.

Relation Insurance Services, one of the nation's largest and fastest-growing insurance agencies, announced today the acquisition of the assets of G2 Insurance Services, LLC ("G2"). Procuring an established, high-growth insurance brokerage firm expands Relation's growing national footprint and areas of expertise. The transaction became effective on June 1, 2022, and the terms were not disclosed.

Adding G2 Insurance to the Relation team will bring together a potent combination of forward-thinking people and best-in-class products and services to what is already one of the nation’s fastest-growing insurance platforms, G2 Insurance’s commitment to client service, expertise, and innovation fits seamlessly with Relation’s mission and culture.”

Joe Tatum, CEO of Relation.

G2 Insurance was founded in 2012, by Matthew and Jason Goldman to provide the best in insurance, technology, and client service. The firm has established itself as an industry leader in several areas, including non-profit organizations, high-net-worth individuals, family offices and wealth advisory, commercial real estate, equine, and agribusiness. The new partnership will foster Relation and G2's collective growth while providing a more robust service platform for its clients.

The entire G2 team has merged with Relation and will continue to provide clients with the same high-quality service. Bob Zenoni will remain President and COO of G2 Insurance, a Relationship Company, while Matthew and Jason Goldman will drive growth and strategy.

About Relation Insurance Company
Relation Insurance Services is a nationwide insurance brokerage that provides superior risk management and benefits consulting services. According to Insurance Journal, it is one of the top 35 most prominent agencies in the country in terms of revenue, with approximately 1,200 employees spread across more than 125 locations. Relation is a privately held company backed by Aquiline Capital Partners, a private equity firm based in New York and London that invests in financial services and technology companies worldwide.

Spotlight

With customer data scattered across multiple channels and platforms, insurers do not have clear insight into available customer data which could be helpful in tailoring the buying experience for their customers.

Spotlight

With customer data scattered across multiple channels and platforms, insurers do not have clear insight into available customer data which could be helpful in tailoring the buying experience for their customers.

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