Relation Insurance acquires Whitney Oaks

Relation Insurance Services acquired the assets of Whitney Oaks Insurance Services, Inc. (“Whitney Oaks”). The transaction went into effect on August 30, 2024; terms of the transaction were not disclosed.

“We joined Relation knowing that this partnership would enable us to better serve our clients. Relation’s national resources and broad network of carrier relationships truly offer our clients the very best coverage options.”  – Phil Castro, Vice President of Whitney Oaks.

Specializing in construction firms and contractors, Whitney Oaks is based in Roseville, California. Vice Presidents Phil Castro and Mark Diele will continue managing that office as a valuable part of the Relation family.

“Whitney Oaks has built an outstanding reputation in their community and Relation is proud to welcome them aboard. Their team brings tremendous long-term relationships as well as experience in commercial and personal insurance solutions to Relation. We are excited to welcome them to our team.” – Tim Hall, Chief Executive Officer for Relation.