Six Reasons Clients Hire Us

  1. Six Reasons Clients Hire Us
  2. Competency We are highly skilled consultants and brokers and deliver proactive, consistent and effective strategic and technical solutions.
  3. Communication We are clear and honest communicators - all the time.
  4. Efficiency We use “best practice” methodologies to optimize client programs, program management and drive positive financial performance.
  5. Innovation We provide unique, sophisticated and advanced solutions in program design, product placement and program management.
  6. Stability We are a stable and successful leader in the insurance marketplace.
  7. Commitment We are partners and collaborators with our clients, consistently committed to their personal and organizational success.

About Us

Headquartered in San Francisco, EPIC Insurance Brokers and Consultants has nationwide presence with a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance, and private client services.

Since its founding in 2007, EPIC has grown revenue from $12 million to an estimated run rate of $280 million through both organic growth and strategic acquisitions. 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 currently ranks among the top 20 retail insurance brokers in the United States and is one of the top 50 brokers in the world (#26), as well as being a fixture on the insurance industry’s ‘Best Places to Work’ lists.

Our strategic partners include private equity firm The Carlyle Group.


As EPIC Brokers continues our growth across the country we remain acutely focused on delivering service excellence to our clients as well as maintaining the “people first” culture that helps our employees thrive. We are always looking for new partners who share similar goals, beliefs and core values.

We have aligned ourselves with investors and capital to establish strategic regional hubs across the country, building each one further with the addition of new teams – both hired and acquired. As we partner with and integrate these firms into the larger EPIC organization, it is imperative that we share a strong foundation. This includes a clients and employees-first culture; a desire to stay in the game and build something great; a focus on organic growth and entrepreneurial creativity; key geographic markets and niche industry expertise; and the ability to effectively serve clients locally with access to both national and global resources.

EPIC now operates from 42 locations across 12 states. We are excited about the teams who have chosen to become part of our EPIC operations across the country, as well as the opportunities that lie ahead for all of us!

The McCart Group – January 2014 (Southeast Platform)
Duluth, GA

ASG Programs – January 2014
Sports and Entertainment Programs Group
Boston, MA

Jenkins Insurance Services (from The Leavitt Group) – July 2014
Concord, Sacramento, San Jose, CA and Reno, NV

JLT Retail Division – August 2014
Stamford, CT & Parsippany, NJ

Greyling Insurance Brokers and Consultants – October 2014
Alpharetta, GA, St. Louis, MO and Palm Coast, FL

EPIC Birmingham – November 2014
National Energy Construction Practice
Birmingham, AL

Sharon Rusconi Surety Team (from Lesron Insurance Agency, Inc.) – November 2014
Sacramento, CA

Sorci Insurance Brokerage, Inc. – May 2015
Los Gatos, CA

Executive Financial, Inc. – May 2015
Los Angeles, CA

Ascende, Inc. – January 2016 (Southwest Platform)
Houston, TX

Benefit Compass – February 2017
Irvine, CA