Relation Insurance Services Tech Stack

Insurance broker and risk management services for mid-market clients

Insurance Chicago, Illinois 1,001–5,000 employees Founded 2007 Privately Held

Relation Insurance Services operates a 1,000+ person brokerage and risk-management firm anchored in legacy tooling—Vertafore, Salesforce, Workday, Epic Systems—with no active tech replacements or adoptions. The hiring profile is heavily weighted toward sales (138 roles) and support (26 roles) relative to smaller ops and finance teams, paired with active projects on RFP management, onboarding, and M&A integration. This suggests a sales-led, acquisition-focused scaling model facing friction in new-hire ramp time, lead generation, and operational efficiency.

Tech Stack 16 technologies

Core StackWorkday Power BI Salesforce Epic Systems DocuSign Canva Pardot HubSpot Microsoft Office Excel PowerPoint Word SQL Vertafore Microsoft 365 Adobe

What Relation Insurance Services Is Building

◆Challenges

High account retention rates
Generating leads from personal contacts
User adoption
Improving performance and productivity
Process inefficiencies
Maintaining profitable book of insurance business
Complex client service issues
Audit discrepancies
Improving new hire experiences
Expanding service lines to existing clients

▲Active Projects

Product knowledge training sessions
Rfp process management
Onboarding process for new service representatives
Scalable operations frameworks
Strategic oversight of service center books of business
Enterprise governance risk compliance program
Partner with integration team for acquisitions
M&a due diligence and integration
Marketing communication materials development
Client reporting using relation templates

Hiring Activity

Accelerating240 roles · 120 in 30d

Department

Sales

138

Support

Ops

Finance

Healthcare

Training

Insurance

Seniority

Mid

156

Senior

Junior

Manager

Lead

Director

Intern

Notable leadership hires: Placement Director

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About Relation Insurance Services

Relation Insurance Services is a privately held insurance brokerage and risk management services firm headquartered in Chicago, founded in 2007. The company serves mid-market and enterprise clients across personal and professional insurance needs, with service offerings spanning traditional brokerage, compliance consulting, and strategic risk management. Operating at 1,001–5,000 employees, Relation maintains a distributed team across the United States, Canada, Peru, Australia, and the United Kingdom. Current growth initiatives include M&A integration, organizational scaling through new service representative onboarding, and expansion of service lines to existing clients.

HeadquartersChicago, Illinois

Company Size1,001–5,000 employees

Founded2007

Hiring MarketsUnited States, Canada, Peru, Australia, United Kingdom

Frequently Asked Questions

What insurance software does Relation Insurance Services use?

Relation uses Vertafore as its primary insurance management platform, alongside Salesforce for CRM, Workday for HR, and Epic Systems for healthcare-related operations. Microsoft Office and Power BI support internal reporting and analysis.

Where does Relation Insurance Services hire?

Relation recruits across the United States, Canada, Peru, Australia, and the United Kingdom, reflecting a geographically distributed operational footprint.