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
- SectorsBusiness Services
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- Website innovativebroker.com
- Social LinkedIn Facebook
- Acquired by Relation Insurance (Aug 2022)
- Legal Name Relation Insurance Services
- Investors
- Acquired byRelation Insurance
(Aug 2022)
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.
Insurance for workplace injuries and liability risks.
Coverage for accidents, negligence, and related lawsuits.
Protection for business assets against losses and damages.
Coverage for home structures, contents, and liability protection.
Insurance for vehicles, passengers, and compliance with laws.
Policies to protect families and cover medical expenses.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of insurance brokerage services | 2007 | relationinsurance.com | Walnut Creek, United States |
Investor details for Innovative Broker
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- Complete investor list
- Round participation
- Investor portfolios
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Verified entity values are shown only after access is granted.
People of Innovative Broker
156 people are tracked at Innovative Broker (74 in leadership, 82 in team).
| Name | Role | Group |
|---|---|---|
Joseph L. Tatum | CEO | Leadership |
Timothy J. Hall | EVP, Head of Mergers & Acquisitions | Leadership |
Sarah Wigginton | Director Of Payroll And HR Technology | Leadership |
Michael T. Toran | Senior Vice President, Information Technology | Leadership |
Scott Winters | Commercial Operations Director | Central & Great Lakes Regions - US Marine Veteran | Leadership |
Jeffry J. Wetzel | President Of Medicare Division | Leadership |
Greg Merrill | President, Western Region | Leadership |
Karl Balian | Vice President | Leadership |
Keri Lopez | President, Employee Benefits | Leadership |
Kendra Butler | VP, HR | Leadership |
Yvonne McArdle | Executive Assistant To Chief Executive Officer And General Counsel | Leadership |
Cathy Palmer | Director, Operations - Commercial Lines/east Region | Leadership |
Tuan Nguyen | Vice President Employee Benefits | Leadership |
Ed Briggs | Executive Vice President | Leadership |
Tim Ringeman | Chief Information Security Officer | Leadership |
Kevin Rabinowitz | Chief Operating Officer | Leadership |
Jonathan W. Cooper | Eastern Region Managing Director & National Sales Leader | Leadership |
Tara Pendleton | Director Of Sales Talent Acquisition | Leadership |
Himanshu Kumar | Director Of Data Engineering And Analytics | Leadership |
Jessica Johnson | Senior Director Human Resources | Leadership |
136 more people are available in the full profile.
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.
- Founded Innovative Broker is founded.
- 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 Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| brighthorizons.com | 1986 | Watertown, United States | 44,184 | Early education and child care services are provided globally. | ||
| zenith-american.com | 1990 | Mokena, United States | 1,301 | Third-party administration services are provided for U.S. workforce benefits. | ||
| intellivo.com | 1999 | Memphis, United States | $40M | 69 | Healthcare claims detection and recovery solutions are provided. |
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.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based HRMS platform is offered for small and medium businesses. | 1988 | Dublin, United States | USD 60 M | USD 5.01 B | 3,600 | |
HR, insurance, and liability services are provided by Alera Group. | 1995 | Deerfield, United States | USD 250 M | |||
Provider of laboratory tests for physicians | 1969 | Burlington, Vermont, United States | USD 13.95 B | 70,000 |
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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.
