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 :

The Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC

EPIC Insurance Brokers and Prime Risk Partners

ATLANTA, Ga. and SAN FRANCISCO, Calif., Oct. 15, 2019 (SEND2PRESS NEWSWIRE) — Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have entered into an agreement to join forces. EPIC, founded in 2007, has grown to become one of the 15 largest U.S. retail insurance brokers and the nation’s 9th largest privately-held insurance brokerage.

EPIC’s Kamran Khaliq Recognized as 2019 ‘Young Gun’ by Insurance Business America

Kamran Khaliq of EPIC

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Oct. 14, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Kamran Khaliq, Vice President, Private Equity and M&A, has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America (IBA).

EPIC Insurance Brokers and Consultants Announces Launch of New Healthcare Practice – Edgewood Healthcare Advisors

Edgewood Healthcare Advisors

SAN FRANCISCO, Calif., Oct. 10, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice.

EPIC Adds Dave Tate in Dallas, Texas

Dave Tate joins EPIC

DALLAS, Texas, Oct. 8, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Dave Tate has joined the firm’s Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC’s National Marine Operations Bolstered with Addition of Ivon Friedman in San Francisco

Ivon Friedman joins EPIC

SAN FRANCISCO, Calif., Oct. 7, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC) announced today that Ivon Friedman has joined the firm’s Marine Practice in San Francisco. Friedman will report to EPIC’s Risk Management – National Property and Marine Practice Leader, Michael Korn.

EPIC Adds Pam Stoutenburgh in Dallas TX

Pam Stoutenburgh of EPIC

DALLAS, Texas, Oct. 1, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Pam Stoutenburgh has joined the firm’s Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers & Consultants Appoints Lou D’Agostino National Hedge Fund Practice Leader

Lou D'Agostino of EPIC

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Oct. 1, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Principal and industry veteran, Lou D’Agostino, has been appointed to the newly-created position of National Hedge Fund Practice Leader as part of its Financial Services division.

Greyling – a Division of EPIC adds Lionel Bejean in Georgia

Lionel Bejean of Greyling - an EPIC Co

SAN FRANCISCO, Calif. and ALPHARETTA, Ga., Sept. 17, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lionel Bejean has joined the firm’s Greyling Division, based in Alpharetta, Georgia, as Senior Vice President.

EPIC Holdings Inc. adds Bill Nay as Chief Acquisition Officer in Atlanta

William Nay of EPIC Holdings

SAN FRANCISCO, Calif. and ATLANTA, Ga., Sept. 16, 2019 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance investment banking veteran Bill Nay as Chief Acquisition Officer of its parent company EPIC Holdings, Inc. Nay will be based in Atlanta, Ga. and report to EPIC Holdings CEO, John Hahn.

EPIC adds Jim Triana in Ontario, California

Jim Triana of EPIC

ONTARIO, Calif., Sept. 16, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim Triana has joined the firm as Vice President, Property & Casualty.

EPIC to Attend 61st Worldwide Broker Network Conference in Madrid, Spain

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif., Sept. 12, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it is attending the 61st Worldwide Broker Network (WBN) Conference on September 18-21, 2019 in Madrid, Spain.

EPIC Launches New Employee Benefits Consulting Labor Practice Led by Kimberly Cicero in DC

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif. and DULUTH, Ga., Sept. 10, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kimberly Cicero has joined the firm as SVP, Labor Practice Leader.

Integro USA Inc. Completes Transition to EPIC Brand

EPIC Insurance Brokers and Consultants

NEW YORK, N.Y., and SAN FRANCISCO, Calif., Sept. 3, 2019 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Integro USA, Inc. (Integro USA), acquired by EPIC in January 2019, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

EPIC adds Cecille Feliciano in Los Angeles CA

Cecille Feliciano joins EPIC

SAN FRANCISCO, Calif. and LOS ANGELES, Calif., Aug. 26, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Cecille Feliciano has joined the firm as Senior Vice President, Employee Benefits.

Founders of RBS Re Join EPIC Insurance Brokers and Consultants as Part of Growing EPIC Reinsurance Unit

EPIC Insurance Brokers and Consultants

MIAMI, Fla. and SAN FRANCISCO, Calif., Aug. 22, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the additions of Alex Soria, Tony Rodriguez, Randy Baker and Ken Knopp, a well-known and highly regarded team of Healthcare Reinsurance specialists, who spent nearly 20 years together as RBS Re and more recently as Cardinal Point, LLC (a South Miami based firm).

Lemme, a division of EPIC, Welcomes Owen Bailitz to Professional Services Firms Practice

Owen Bailitz of Lemme and EPIC co

SAN FRANCISCO, Calif. and ARLINGTON HEIGHTS, Ill., Aug. 21, 2019 (SEND2PRESS NEWSWIRE) — Lemme, a division of EPIC Insurance Brokers & Consultants, announce today the addition of Owen Bailitz as a Principal within the firm’s Professional Services Firms Practice. He will be based in Lemme’s Arlington Heights, Illinois offices.

EPIC Insurance Brokers and Consultants Recognized as a 2019 ‘Best Place to Work’ in Dallas

EPIC - Best Places to Work Dallas

DALLAS, Texas and SAN FRANCISCO, Calif., Aug. 15, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members in Dallas as one of the 2019 Best Places to Work in North Texas in a survey conducted annually by the Dallas Business Journal.

EPIC Insurance Brokers and Consultants Acquires Trumark Insurance and Financial Services

EPIC Insurance Brokers and Consultants

SAN FRANCISCO, Calif., Aug. 8, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market.

EPIC adds Surety Specialists Eric Feighl and John Hohlt in Houston Texas

Eric Feighl and John Hohlt join EPIC

HOUSTON, Texas, July 23, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Eric Feighl has joined the firm as a Principal and Southwest Region Surety Practice Leader.

EPIC Insurance Brokers Further Expands Southwest Operations into Arizona

EPIC New Team Members Phoenix AZ

SAN FRANCISCO, Calif. and PHOENIX, Ariz., July 15, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion of their operations in the Southwest with the hiring of Client Manager Luke Aschermann, Property & Casualty Claims Manager Norma Brehm, and Principal/Senior Client Advocate Belinda Lopes. All join EPIC from Willis Towers Watson.

EPIC adds Benefits Consultant Dennis Park in Irvine CA

Dennis Park joins EPIC

SAN FRANCISCO and IRVINE, Calif., July 2, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Dennis Park has joined the firm as Vice President, Employee Benefits.

EPIC adds Awareness and Communications Professionals Jon Williams, TJ Rosenberg and Dale Smith

Williams, Rosenberg and Smith join EPIC

ATLANTA, Ga. and SAN FRANCISCO, Calif., July 1, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the hiring of Jon Williams, TJ Rosenberg, and Dale Smith to lead the Awareness & Communications Practice as Managing Directors within EPIC Risk Consulting.

EPIC adds New Benefits Consulting Team in Houston TX

EPIC new hires Houston June 2019

HOUSTON, Texas and SAN FRANCISCO, Calif., June 20, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the hiring of Principal Ed Oravetz, Principal Keith McNeely, Principal David Potts, Client Executive Elisha Johnson and Client Manager Marilu Alejandre.

Mary Grandy of EPIC Receives 2019 Joe Quigley Memorial Award

EPIC at CFMA 2019

SACRAMENTO and SAN FRANCISCO, Calif., June 10, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Sacramento-based Vice President of Property & Casualty, Mary Grandy, was the 2019 recipient of the Joe Quigley Memorial Award, conferred annually by the Construction Financial Management Association (CFMA).

Kevin Ach of EPIC to Moderate Executive Afternoon Session on Loss Prevention and Asset Protection at NRF Protect

Kevin Ach of EPIC

ANAHEIM, Calif. and HOUSTON, Texas, June 6, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kevin Ach, Vice President of Risk Assurance for EPIC’s Integrated Risk Solutions Practice will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation’s “NRF Protect” Conference, June 11 in Anaheim, Calif.

ACEC Business Insurance Trust and Greyling/EPIC Announce New Trustee Appointment

Paul Boyce - ACEC - EPIC

WASHINGTON, D.C. and SAN FRANCISCO, Calif., May 15, 2019 (SEND2PRESS NEWSWIRE) — The American Council of Engineering Companies (ACEC) Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today that Paul Boyce, P.E., PG, has been appointed a Trustee for the ACEC Business Insurance Trust.

Adam Glick Appointed Principal of Frenkel and Company – an EPIC Company in New York

Adam Glick of Frenkel and Company an EPIC Company

NEW YORK, N.Y., May 9, 2019 (SEND2PRESS NEWSWIRE) — Frenkel & Company – an EPIC Company announced today that risk management and insurance professional Adam Glick has been appointed Principal of the firm’s operations in New York. Glick is based in EPIC’s New York, NY office and reports to Phil Remig, New York City President & COO.

EPIC to Exhibit at 2019 Gulf Coast Symposium on HR Issues

EPIC Insurance Brokers

HOUSTON, Texas, May 7, 2019 (SEND2PRESS NEWSWIRE — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will exhibit at the Gulf Coast Symposium on May 15-17, 2019 at the NRG Center in Houston, Texas.

EPIC Acquires Book of Business of Brokers Insurance Mart, Inc. (BIM)

EPIC Insurance Brokers

SAN FRANCISCO and LIVERMORE, Calif., May 6, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it acquired in an asset sale the book of business of Brokers Insurance Mart, Inc. (BIM) on April 15, 2019.

EPIC’s Kevin Ach and Walter Palmer to Present on Business Continuity and Theft at 2019 Retail Asset Protection Conference

EPIC Insurance Brokers

SAN FRANCISCO, Calif., April 30, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Practice Leader Walter Palmer will facilitate a session on May 6 at Retail Asset Protection Conference and Vice President of Risk Assurance Kevin Ach will present on May 7 at the Gaylord Rockies Resort in Denver.

EPIC’s Tiffany McClellan to Present on Designing Benefits Plans at HRE Health and Benefits Leadership Conference

Tiffany McClellan of EPIC

SAN FRANCISCO, Calif., April 18, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Regional Director of Employee Benefits Tiffany McClellan, CEBS, will present at the Human Resource Executive (HRE) Health & Benefits Leadership Conference on Thursday, April 25, 2019 at 11:30 a.m. at the Aria Resort & Casino in Las Vegas.

EPIC to Sponsor 2019 International Association of Interviewers Elite Training Day

EPIC Insurance Brokers

FORT MYERS, Fla. and HOUSTON, Texas, April 1, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will sponsor the International Association of Interviewers (IAI) Elite Training Day on Wednesday, April 3 and Thursday, April 4, 2019 at Chico’s Headquarters in Fort Myers, Fla.

EPIC Adds Vanessa Smiley in Atlanta, Georgia

EPIC Insurance Brokers

ATLANTA, Ga. and SAN FRANCISCO, Calif., March 28, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Vanessa Smiley who will assume a key role in EPIC’s growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Operations.

EPIC Adds Chris Knight in Atlanta, Georgia

Chris Knight joins EPIC

SAN FRANCISCO, Calif. and ATLANTA, Ga., March 28, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Chris Knight who will assume a key role in EPIC’s growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Analytics and Innovation.

EPIC Insurance Adds Kevin Grady and Christian Florence in Atlanta

Kevin Grady and Christian Florence join EPIC

ATLANTA, Ga. and SAN FRANCISCO, Calif., March 25, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Kevin Grady and Christian Florence, both recognized experts in utilizing rigorous data analyses, benchmarking, and key performance metrics to reduce the total cost of risk.

EPIC Insurance Brokers adds JoBeth Wells in Dallas Texas

JoBeth Wells of EPIC

DALLAS, Texas and SAN FRANCISCO, Calif., March 20, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that JoBeth Wells has joined the firm’s Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers adds Stephanie Pitzer in Dallas Texas

Stephanie Pitzer of EPIC

DALLAS, Texas and SAN FRANCISCO, Calif., March 20, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Stephanie Pitzer, CRM, CIC has joined the firm’s Property and Casualty operations, as a Client Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers Adds John Sames in the Northeast US

John Sames of EPIC

SAN FRANCISCO, Calif. and PEARL RIVER, N.Y., March 5, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced that John Sames has joined the firm’s Northeast Region leadership team in the new position of Director of Operations and Sales.

EPIC to Sponsor International Supply Chain Protection Organization (ISCPO) 2019 Annual Conference

EPIC Insurance Brokers

SAN FRANCISCO, Calif. and HOUSTON, Texas, March 4, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will sponsor the International Supply Chain Protection Organization (ISCPO) Annual Conference on March 6 and March 7 at the 7-Eleven Store Support Center in Irving, Texas.

Risk and Insurance Honors Eight EPIC Brokers Consultants as 2019 Power Brokers

EPIC Insurance Brokers

SAN FRANCISCO, Calif., Feb. 28, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Alexander Brown (Environmental), DeAnna Buck (Captives), Alexandra Forcucci (Real Estate), Maron Impagliazzo (Transportation), Matt Sears (Employee Benefits), and Neil Slattery (Retail) have been recognized as 2019 Power Brokers(R) by Risk & Insurance(R) magazine. Lawrence Kirshner (Employee Benefits) and Laura Tesoriero (Retail) were named as finalists.