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 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.

EPIC Insurance Brokers adds Jose Palmer in Houston, Texas

EPIC Insurance Brokers

SAN FRANCISCO, Calif. and HOUSTON, Texas, Feb. 19, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that Jose Palmer has joined the firm’s Energy and Marine Practice, within its Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers adds Nikki Howes in Houston TX

EPIC Insurance Brokers

HOUSTON, Texas and SAN FRANCISCO, Calif., Feb. 19, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Nikki Howes has joined the firm’s Energy and Marine Practice, within its Property and Casualty operations, as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Adds Scott Davis as President of National Specialty Practice Group in Nashville

Scott Davis of EPIC

SAN FRANCISCO, Calif. and NASHVILLE, Tenn., Feb. 4, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (‘EPIC’), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran Scott Davis as President of EPIC’s National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm’s Nashville office.

EPIC Holdings Inc. Closes Acquisition of Integro USA

EPIC Holdings Inc. and INTEGRO USA

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 4, 2019 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. (‘EPIC’) today announced the closing of EPIC’s acquisition of Integro Holdings Inc. (substantially all of the U.S. operations of Integro Group Holdings). Please see our press release issued on December 17, 2018 that follows for more details and comments on the transaction.

EPIC’s Jim Williford and Wilson Long to Present on Insurance Coverage Gaps at 2019 International Roofing Expo

Jim Williford and Wilson Long of EPIC

SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., Jan. 29, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Construction Risk Services Jim Williford and Principal Wilson Long will present at International Roofing Expo on Monday, Feb. 11 at 7:45 a.m. at Music City Center in Nashville, Tenn.

EPIC to Sponsor Generations Family Business Conference in Sacramento

EPIC - Generations Conference

SAN FRANCISCO and SACRAMENTO, Calif., Jan. 28, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today it will sponsor the Generations Family Business Conference on Feb. 11-12 at the Sacramento Convention Center in Sacramento, Calif.

EPIC Insurance Brokers adds Brandon Rich in Houston Texas

Brandon Rich of EPIC

HOUSTON, Texas and SAN FRANCISCO, Calif., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Brandon Rich has joined the firm’s Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers and HR Hotlink Partner for the Benefit of California New Car Dealers

EPIC and HR Hotlink

SAN FRANCISCO, Calif., Jan. 14, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today a marketing and distribution agreement with HR Hotlink. Both firms are longtime valued partners of the California New Car Dealers Association (CNCDA).

EPIC Insurance Brokers adds Judith Paredes in Dallas, Texas

Judith Paredes of EPIC

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Judith Paredes has joined the firm’s Property & Casualty practice as an Account Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers adds Krista Aburrow in Dallas TX

Krista Aburrow of EPIC

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Krista Aburrow has joined the firm’s Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers Adds Blake Kirk as a Principal in San Francisco

Blake Kirk of EPIC

SAN FRANCISCO, Calif., Jan. 8, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm’s operations in Northern California as a Senior Vice President and Principal.

Randy Pizer Joins EPIC in Orange County, Calif.

Randy Pizer of EPIC

SAN FRANCISCO and IRVINE, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Randy Pizer has joined the firm’s operations in California as Vice President/Account Executive.

EPIC Insurance Brokers adds Joffrey Clark in Dallas TX

EPIC Insurance Brokers

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Joffrey Clark has joined the firm’s Property & Casualty practice as a Principal and Charter School Practice Leader, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Holdings Inc. to Acquire Integro USA

EPIC Holdings Inc. and INTEGRO USA

NEW YORK, N.Y., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP. Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in excess of $150 million.

Chuck Simpson of EPIC to Present on Hazard Recognition at 2018 OSHA Oil and Gas Safety and Health Conference

Chuck Simpson of EPIC

HOUSTON, Texas and BIRMINGHAM, Ala., Nov. 30, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will present at OSHA Oil & Gas Safety and Health Conference on Tues., Dec. 4 at 3 p.m. at the Hilton Americas in Houston, Texas.

David McNeil of EPIC Named 2018 Broker of Excellence by CalMutuals Joint Powers Risk and Insurance Management Authority

David McNeil of EPIC

ONTARIO, Calif., Nov. 28, 2018 (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 a 2018 Broker of Excellence by The California Association of Mutual Water Companies – Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

Bindable announces an investment round led by EPIC, Motive Partners and Wafra

EPIC and Bindable

BOSTON, SAN FRANCISCO and NEW YORK, Nov. 27, 2018 (SEND2PRESS NEWSWIRE) — Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, including EPIC Insurance Brokers & Consultants, and a Wafra advised fund, in conjunction with Motive Partners, a global private equity firm focused on investing in financial technology companies.

EPIC Buys Direct Retail Wine Industry Business From Paragon Insurance Holdings

Michael McNulty of EPIC

SAN FRANCISCO, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall of 2017 when they acquired wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group.

Michael Power Joins Frenkel and Company – an EPIC Company in New York

Michael Power of EPIC

NEW YORK, N.Y., Nov. 26, 2018 (SEND2PRESS NEWSWIRE) — Frenkel & Company – an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm’s operations in New York as a Principal.

Tandis Nili Joins Frenkel and Company – an EPIC Company as Global Services Division Leader

Tandis Nili of EPIC

NEW YORK, N.Y., Nov. 19, 2018 (SEND2PRESS NEWSWIRE) — Frenkel & Company – an EPIC Company announced today that risk management and insurance professional Tandis Nili has joined the firm’s operations in New York as Senior Vice President and leader of the Global Services Division. Nili is based in Frenkel’s New York, NY office at 350 Hudson Street and reports to John F. Kelly, President and CEO of Frenkel & Company.

Danielle Reed of EPIC Appointed to the Board of Directors of the Texas Payroll Conference

Danielle Reed of EPIC

HOUSTON, Texas, Nov. 8, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that HR Solutions Associate Consultant Danielle Reed has been appointed to the Board of Directors of the Texas Payroll Conference (TPC).

Suzannah Gill of EPIC Achieves Elite Health Benefits Certification

Suzannah Gill of EPIC

ATLANTA, Ga. and SAN FRANCISCO, Calif., Nov. 7, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill has been accepted to join the rigorous Health Rosetta Certified Benefit Advisor program.

Bob Simpson Joins EPIC Insurance Brokers in Houston TX

Bob Simpson of EPIC

SAN FRANCISCO, Calif. and HOUSTON, Texas, Nov, 6, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that veteran communications professional Bob Simpson has joined the firm as Director, Communications and Engagement (C&E) to lead EPIC’s C&E practice nationally.

Trish Drew of EPIC Presents on Construction Risk Management at 2018 IRMI Construction Risk Conference

Trish Drew of EPIC

HOUSTON, Texas, Nov. 6, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Construction Industry risk management specialist Trish Drew is among the presenters at this year’s annual Construction Risk Management Conference, presented by the International Risk Management Institute (IRMI), currently taking place in Houston, Texas.

EPIC’s Casey Lillis to Present on Cyber Security and Data Privacy at GLAMM 2018 in Dallas

EPIC Insurance Brokers

DALLAS, Texas, Oct. 25, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Account Executive Casey Lillis will present at the Globalaw Annual Members Meeting (GLAMM) 2018 on Thurs., Oct. 25 at 11:30 a.m. at the Jackson Walker office in Dallas, Texas.

Jeremiah Glassford of EPIC Named a 2018 Veteran of Influence by Birmingham Business Journal

Jeremiah Glassford of EPIC

SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., Oct. 22, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Client Executive Jeremiah Glassford has been named a 2018 Veteran of Influence by Birmingham Business Journal.

Kevin Harnetiaux Joins EPIC Insurance Brokers in Sacramento CA

Kevin Harnetiaux of EPIC

SAN FRANCISCO and SACRAMENTO, Calif., Oct. 16, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that insurance industry veteran Kevin Harnetiaux has joined the firm as Senior Vice president and Chief Operating Officer of EPIC’s Sacramento Region, including Sacramento, Calif., Gold River, Calif., and Reno, Nev.

EPIC Insurance Brokers Recognized as a 2018 Best Place to Work in Pittsburgh PA

EPIC Insurance Brokers

SAN FRANCISCO, Calif. and PITTSBURGH, Pa., Oct. 15, 2018 (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 Pittsburgh as one of the city’s 2018 Best Places to Work in a survey conducted annually by the Pittsburgh Business Times.

EPIC Acquires Not-For-Profit and Social Services Specialist Total Management Corporation (TMC)

EPIC Insurance Brokers

NEW YORK and SAN FRANCISCO, Calif., Oct. 11, 2018 (SEND2PRESS NEWSWIRE) — Total Management Corporation (TMC) and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of TMC.

EPIC Hosts Fourth Annual Invitational Golf Tournament Benefiting Nonprofit The Joyful Child Foundation

EPIC Insurance Brokers

SAN FRANCISCO and ONTARIO, Calif., Oct. 4, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has hosted its fourth annual EPIC Invitational Golf Tournament on behalf of The Joyful Child Foundation and its mission to keep children safe.

Frenkel Benefits, an EPIC Company Adds Nicholas Tunno in New York

Nicholas Tunno of Frenkel and Company

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) — Frenkel Benefits – an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.

Joseph Ferber Joins Frenkel and Company – an EPIC Company in New York

Joseph Ferber of Frenkel and Company

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) — Frenkel & Company – an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm’s operations in New York as a Principal.

Iron Cove, a division of EPIC, again Named Best U.S. Insurance Provider by Hedgeweek

Lou D'Agostino accepts Hedgeweek Award

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Sept, 26, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Iron Cove, a division of EPIC, was named Best US Insurance Provider by Hedgeweek, a Global Fund Media publication, which reaches over 98,000 financial services executives globally.

EPIC Insurance Brokers adds Matt Lumelleau in Houston

Matt Lumelleau of EPIC

HOUSTON, Texas, Sept. 20, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Matt Lumelleau has joined the firm’s Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

EPIC Insurance’s Sean Conrad to Moderate Wellness Panel at IMPACT18

Sean Conrad of EPIC

IRVINE, Calif., Sept. 17, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Sean Conrad will moderate a wellness panel at IMPACT18 on Wednesday, Sept. 19, 2018 at 8 p.m. at the Aria Resort and Casino in Las Vegas, Nev.