Innovative Broker

Folsom, United States Founded: 2005 • Age: 21 yrs Acquired By Relation Insurance
Employee benefits and paperless HR services are provided.

About Innovative Broker

Innovative Broker is a Business Services company based in Folsom (United States) founded in 2005, and was acquired by Relation Insurance in August 2022. Employee benefits and paperless HR services are provided. Innovative Broker offers products and services including Workers Compensation, General Liability, Property Insurance, Home and Renters Insurance, and Auto Insurance. Its focus areas include HR Services and Employee Benefits. Its legal entity is Relation Insurance Services. Its competitors include Bright Horizons Family Solutions, Zenith American Solutions and Intellivo; 1 of its 3 listed competitors has raised funding.

Company details

Innovative Broker was founded in 2005 and is headquartered in Folsom, United States. Operations center on delivering employee benefits and paperless HR solutions within the human resources sector. Services are facilitated through the domain innovativebroker.com, supporting administrative efficiency for businesses. Focus remains on streamlining HR processes without physical documentation, serving clients across the United States.

  • Headquarters Folsom, United States
  • Stage Acquired
  • Sectors
    Business Services
  • Email
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  • Phone
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  • Website innovativebroker.com
  • Social LinkedIn Facebook
  • Acquired by Relation Insurance (Aug 2022)
  • Legal Name Relation Insurance Services
Key Metrics

Products & Services of Innovative Broker

Innovative Broker offers a comprehensive portfolio of products and services, including Workers Compensation, General Liability, Property Insurance, Home and Renters Insurance, and Auto Insurance.

Workers Compensation
Business Insurance

Insurance for workplace injuries and liability risks.

General Liability
Business Insurance

Coverage for accidents, negligence, and related lawsuits.

Property Insurance
Business Insurance

Protection for business assets against losses and damages.

Home and Renters Insurance
Personal Insurance

Coverage for home structures, contents, and liability protection.

Auto Insurance
Personal Insurance

Insurance for vehicles, passengers, and compliance with laws.

Life and Health Insurance
Personal Insurance

Policies to protect families and cover medical expenses.

Retirement Consulting
Wealth Management

Services for retirement planning and financial goal achievement.

Investors in Innovative Broker

Innovative Broker has secured backing from 1 investor. Prominent investors backing the company include Relation Insurance.

All
InvestorDescriptionFounded YearDomainLocation
Provider of insurance brokerage services
2007relationinsurance.comWalnut Creek, United States
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Investor details for Innovative Broker

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People of Innovative Broker

156 people are tracked at Innovative Broker (74 in leadership, 82 in team).

NameRoleGroup
Joseph L. Tatum
CEOLeadership
Timothy J. Hall
EVP, Head of Mergers & AcquisitionsLeadership
Sarah Wigginton
Director Of Payroll And HR TechnologyLeadership
Michael T. Toran
Senior Vice President, Information TechnologyLeadership
Scott Winters
Commercial Operations Director | Central & Great Lakes Regions - US Marine VeteranLeadership
Jeffry J. Wetzel
President Of Medicare DivisionLeadership
Greg Merrill
President, Western RegionLeadership
Karl Balian
Vice PresidentLeadership
Keri Lopez
President, Employee BenefitsLeadership
Kendra Butler
VP, HRLeadership
Yvonne McArdle
Executive Assistant To Chief Executive Officer And General CounselLeadership
Cathy Palmer
Director, Operations - Commercial Lines/east RegionLeadership
Tuan Nguyen
Vice President Employee BenefitsLeadership
Ed Briggs
Executive Vice PresidentLeadership
Tim Ringeman
Chief Information Security OfficerLeadership
Kevin Rabinowitz
Chief Operating OfficerLeadership
Jonathan W. Cooper
Eastern Region Managing Director & National Sales LeaderLeadership
Tara Pendleton
Director Of Sales Talent AcquisitionLeadership
Himanshu Kumar
Director Of Data Engineering And AnalyticsLeadership
Jessica Johnson
Senior Director Human ResourcesLeadership

136 more people are available in the full profile.

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Complete people profiles for Innovative Broker

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of Innovative Broker

2 dated milestones of Innovative Broker across 17 years, from founding to its latest funding, stage changes and deals.

  1. Founded Innovative Broker is founded.
  2. Exit Acquired by Relation Insurance.

Competitors of Innovative Broker

Innovative Broker has 3 listed competitors in our database, 1 of them funded. They include Bright Horizons Family Solutions, Zenith American Solutions and Intellivo.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
brighthorizons.com1986Watertown, United States44,184
Early education and child care services are provided globally.
zenith-american.com1990Mokena, United States1,301
Third-party administration services are provided for U.S. workforce benefits.
intellivo.com1999Memphis, United States$40M69
Healthcare claims detection and recovery solutions are provided.
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Detailed competitors of Innovative Broker

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Top companies in Human Resource & Staffing Services

3 companies that operate in the same segment as Innovative Broker (Human Resource & Staffing Services) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based HRMS platform is offered for small and medium businesses.
1988Dublin, United StatesUSD 60 MUSD 5.01 B3,600
HR, insurance, and liability services are provided by Alera Group.
1995Deerfield, United StatesUSD 250 M
Provider of laboratory tests for physicians
1969Burlington, Vermont, United StatesUSD 13.95 B70,000
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Frequently Asked Questions about Innovative Broker

Innovative Broker was founded in 2005.

Innovative Broker is headquartered in Folsom, United States. It is registered at Folsom, California, United States.

Innovative Broker was founded in 2005 and is headquartered in Folsom, United States. Operations center on delivering employee benefits and paperless HR solutions within the human resources sector. Services are facilitated through the domain innovativebroker.com, supporting administrative efficiency for businesses. Focus remains on streamlining HR processes without physical documentation, serving clients across the United States.

Innovative Broker's top competitors include Bright Horizons Family Solutions, Intellivo and Zenith American Solutions.

Innovative Broker offers Workers Compensation, General Liability, Property Insurance, Home and Renters Insurance, and 3 more products and services.

Innovative Broker has 1 investor. Key investors include Relation Insurance.

Innovative Broker operates through Relation Insurance Services.

Yes. Innovative Broker was acquired by Relation Insurance in August 2022.

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