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 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.

EPIC Adds Nick Nelson as Senior Vice President, Property and Casualty

EPIC Adds Nick Nelson as Senior Vice President

SAN FRANCISCO, Calif., March 13, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific North Region.

Matthew LeBlanc named Eastern Region Healthcare Practice Leader for Edgewood Healthcare Advisors, a division of EPIC

Matthew LeBlanc of Edgewood Healthcare Advisors

BOSTON, Mass. and SAN FRANCISCO, Calif., March 5, 2020 (SEND2PRESS NEWSWIRE) — Edgewood Healthcare Advisors, a division of EPIC announced today that Matthew LeBlanc has been named Healthcare Practice Leader for the Eastern Region reporting to Susan Tewhill, National Healthcare Practice Leader for Edgewood Healthcare Advisors.

EPIC Announces Tim Brenneman as President and National Private Client Practice Leader

Tim Brenneman of EPIC

SAN FRANCISCO, Calif. and NEW YORK, N.Y., March 3, 2020 (SEND2PRESS NEWSWIRE) — EPIC announced today that Tim Brenneman has been named President and National Private Client Practice Leader for its newly reorganized National Private Client Practice team reporting to Executive Chairman and Co-Founder John Hahn.

EPIC Adds Dan Joyal as a Vice President with Edgewood Healthcare Advisors

Dan Joyal of Edgewood Healthcare Advisors

BOSTON, Mass. and SAN FRANCISCO, Calif., March 2, 2020 (SEND2PRESS NEWSWIRE) — Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, announced that Dan Joyal has joined the Boston healthcare team as a Vice President.

EPIC Adds Trent Sullivan as a Producer in the firm’s Edgewood Healthcare Advisors Practice

Trent Sullivan of EPIC

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Feb. 21, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Trent Sullivan has joined the firm as a Producer in the firm’s Edgewood Healthcare Advisors’ Practice.

EPIC Adds Wesley Carson as Senior Vice President, Expanding Employee Benefits Team

Wesley Carson of EPIC

SAN FRANCISCO, Calif., Feb. 4, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Wesley Carson has joined the firm as a Senior Vice President, Employee Benefits in their Sacramento, California office.

EPIC Adds Blake Chauvin as Vice President – Will Further Expand EPIC’s Risk Management Capabilities

Blake Chauvin of EPIC

SAN FRANCISCO, Calif., Feb. 4, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in their Concord, California office.

EPIC Continues Expansion of Employee Benefits Practice with a new Pharmacy Practice Leader

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 3, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath.

EPIC Launches National Farm and Ranch Practice

EPIC Insurance Brokers and Consultants

INDIANAPOLIS, Ind. and OCALA, Fla., Jan. 29, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today they are expanding their insurance offering in the Farm & Ranch Insurance market with the practice being led by Chris Moore (President, EPIC Farm & Ranch).

EPIC Adds Kevin Melvin as Director of the firm’s Southeast Charter School Practice

Kevin Melvin of EPIC

SAN FRANCISCO, Calif., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm’s Southeast Charter School Practice.

EPIC Launches New National Specialty Practice: Asset Lifecycle Management

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations.

Frenkel and Company Completes Transition to EPIC Brand

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 2, 2020 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

Lisa Huscher joins EPIC as a Sales Executive, as Part of its LEAP Program

Lisa Huscher of EPIC

SAN FRANCISCO, Calif., Dec. 18, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lisa Huscher has joined the firm as a sales executive through their LEAP sales development program.

EPIC Adds Matthew Presutti as Managing Principal in their New York operations

Matthew Presutti of EPIC

SAN FRANCISCO, Calif., Dec. 12, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Matthew Presutti has joined their EPIC New York operations as managing principal on the employee benefits team.