EPIC Insurance Brokers and Consultants News Room

EPIC Insurance Brokers and Consultants Newsroom - Profile and News Archive

EPIC Insurance Brokers and Consultants is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the U.S. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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Press Releases from EPIC Insurance Brokers and Consultants :

EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency

EPIC Insurance Brokers and Consultants

CHICAGO, Ill. and SAN FRANCISCO, Calif., Nov. 4, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired Larry Gordon Agency (“LGA”). The acquisition continues the strategic expansion of EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

EPIC Expands Northern California Presence with Acquisition of SLCO LLC

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. and LAFAYETTE, Calif., Oct. 24, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC’s growing presence in Northern California and adds to its client offerings both regionally and nationally.

Anita Huang Joins EPIC’s Life and Executive Benefits Practice

Anita Huang of EPIC

SAN FRANCISCO, Calif., Oct. 19, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.

EPIC Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp

VANBRIDGE an EPIC Company

WEST DES MOINES, Iowa and SAN FRANCISCO, Calif., Oct. 3, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired The National Benefit Corp (“TNBC”). The acquisition further expands EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

EPIC Welcomes Parker Rains – Adds to Middle Market Property & Casualty Practice

Parker Rains of EPIC

NASHVILLE, Tenn. and SAN FRANCISCO, Calif., Sept. 6, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.

Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC

Roger Guilian of Greyling, a division of EPIC

ALPHARETTA, Ga. and FAIRHOPE, Ala., Aug. 24, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm’s Greyling division as Senior Vice President, Risk Management.

EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader

Kerry Connor of EPIC

PHILADELPHIA, Pa. and SAN FRANCISCO, Calif., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.

EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice

Jay Yarid of EPIC

DALLAS, Texas and SAN FRANCISCO, Calif., Aug. 1, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.

EPIC Welcomes Natalia Greene, Esq.

Natalia Greene, Esq. - Lemme Division of EPIC

ARLINGTON HEIGHTS, Ill. and SAN FRANCISCO, Calif., July 27, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm’s Lemme division as Senior Vice President, Risk Management.

EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. and HARRISBURG, Pa., June 23, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.

John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division

John J. Patterson Joins Vanbridge

SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 15, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.

EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.

EPIC acquires DIXON WELLS

SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., June 3, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC’s geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division

Graham V. Bayly Joins EPIC

NEW YORK, N.Y. and CHICAGO, Ill., June 2, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.

EPIC Marketing & Design Team Wins Communicator Awards

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 2, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.

EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice

Paul Lopez of EPIC

SAN FRANCISCO, Calif., May 4, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.

EPIC Welcomes Shelley Yim

Shelley Yim of EPIC

SAN FRANCISCO, Calif., April 20, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice.

Edgewood Healthcare Advisors Continues Growth with Strategic Hires

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. and NEW YORK, N.Y., April 11, 2022 (SEND2PRESS NEWSWIRE) — Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.

EPIC Expands into New Territory with Acquisition of Treloar & Heisel

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. and NEW CASTLE, Pa., April 7, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.

James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

James Kennedy of Vanbridge, a Division of EPIC

NEW YORK, N.Y. and BIRMINGHAM, Ala., April 6, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division. In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.

EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif., April 6, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence. Prior to joining EPIC, McSherry was with Berkshire Hathaway Specialty Insurance where he was instrumental in facilitating the launch of medical stop-loss in the Northeast.

EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer

EPIC - Steve Nelson, Chief Growth Officer

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif., Feb. 7, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice

KJ Stephens of EPIC

SAN FRANCISCO, Calif., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.

EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings

EPIC Insurance Brokers and Consultants

SAN FRANCISCO and SAN DIEGO, Calif. and FORT LAUDERDALE, Fla., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.

EPIC and DIATOMS, Inc. Create Exclusive Partnership

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Dec. 29, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).

David McNeil Receives Broker of the Year Award

David McNeil of EPIC

SAN FRANCISCO and ONTARIO, Calif., Nov. 11, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies – Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence

Crawford McInnis of EPIC

SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., Nov. 9, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and Sports Practice

Peter Marshall of EPIC

SAN FRANCISCO, Calif., Aug. 23, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

EPIC Adds William Schoenbach as Managing Principal

EPIC Insurance Brokers & Consultants

SAN FRANCISCO, Calif. and HARTFORD, Conn., June 4, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

EPIC Adds Sam Wagener as Principal – Further Strengthens P&C and Captive Capabilities in West Region

EPIC - Sam Wagener

SAN FRANCISCO, Calif., May 11, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.

EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance

Dave Howard, President of EPIC Select

NEW YORK, N.Y., April 20, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.

Jeremy Lawson Joins EPIC Contingency Risk Practice as Managing Principal

EPIC Insurance Brokers & Consultants

SAN FRANCISCO, Calif. and AUSTIN, Texas, March 11, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Jeremy “Jez” Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.

EPIC Announces Leadership Structure Realignment

EPIC Insurance Brokers & Consultants

ATLANTA, Ga. and SAN FRANCISCO, Calif., Feb. 23, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

EPIC Adds Allen Baker as Senior Risk Consultant

EPIC Brokers - Allen Baker

BIRMINGHAM, Ala. and SAN FRANCISCO, Calif., Feb. 19, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.

EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group

EPIC Insurance Brokers & Consultants

SAN FRANCISCO, Calif., Feb. 4, 2021 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice.

EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice

EPIC Insurance Brokers & Consultants

SAN FRANCISCO, Calif., Feb. 2, 2021 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.

Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group

Business news via Send2Press Newswire

SAN FRANCISCO, Calif., Dec. 2, 2020 (SEND2PRESS NEWSWIRE) — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates (“Harvest”) for a majority interest of Galway.

Vanbridge Releases Second Comprehensive Review of US Representations and Warranties Insurance Market

Vanbridge, an EPIC Company

NEW YORK, N.Y., April 27, 2020 (SEND2PRESS NEWSWIRE) — Vanbridge, an EPIC company, an insurance intermediary and program management firm, published its second edition of its U.S. Representations and Warranties Insurance (R&W) Market Review today. This edition evaluates and summarizes domestic R&W data for the years 2017, 2018 and 2019.

EPIC Insurance Brokers and Consultants Launches Restructuring Services Offering

EPIC Insurance Brokers & Consultants

NEW YORK, N.Y., April 14, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that the firm has launched a Restructuring Services operation under its Financial Services division to support the restructuring process for distressed situations with risk mitigation and risk transfer insurance capital solutions.

EPIC Adds Matthew Marmorek as National Practice Leader, Global (Non-U.S.) Employee Benefits

EPIC Adds Matthew Marmorek as National Practice Leader

NEW YORK, N.Y. and SAN FRANCISCO, Calif., March 17, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Matthew Marmorek has joined the firm as National Practice Leader, Global (Non-U.S.) Employee Benefits.