Relation Insurance Gets Close With Carolina Heritage Agency

August 29, 2024

Relation Insurance Services, ranked by Insurance Journal as one of the largest brokerages in the country, has grown a little larger with the acquisition of Carolina Heritage Insurance, the company announced.

Carolina Heritage, based in Hilton Head Island, South Carolina, specializes in high-net-worth individuals, offering personal lines coverage. John Alagna is owner and Cara Crouch is junior partner. Both will continue managing the office as part of the Relation relationship, the firm said in a news release.

The transaction closed Aug. 1.

Relation, based in Walnut Creek, California, said it has some 1,350 employees in 137 locales, nationwide. It is actively seeking partnerships.

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