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 $5 million to $160 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 (#46), as well as being a fixture on the insurance industry’s ‘Best Places to Work’ lists.

Our strategic partners include private equity firms The Carlyle Group and Stone Point Capital.

What's New?

  • EPIC Duluth Ranked #6 Among Top 10 Atlanta Property and Casualty Brokers

    May 29, 2015

    EPIC Duluth was named #6 on the Atlanta Business Chronicle’s list of Top 10 Atlanta Property and Casualty Brokers and Agents.

  • Managing Cyber Security in a Changing Landscape

    May 26, 2015

    Between 2005 and 2015, an estimated 5,203 data breaches involving 778 million records have occurred. As this number grows and new cyber threats evolve, staying up-to-date on the latest technology to prevent attacks is crucial.

  • Taking an EPIC Stand against Sitting

    May 20, 2015

    EPIC’s Janice Stanger, Ph.D. shares her insights and expertise around the reasons behind encouraging movement by employees to promote health and wellness. In the recent article published in Employee Benefits News titled “Take a Stand Against Sitting,” Janice covers some of the key areas employers should be mindful of with regard to the length of

  • EPIC adds Monica Lippis to the Human Resources Team

    May 18, 2015

    Monica joins EPIC as the Regional HR Manager for the Western Region reporting to Mary Smith, Executive Vice President, Human Resources. In her role, Monica will work in conjunction with EPIC’s HR management team to provide professional HR Services including counsel and guidance in matters associated with the planning development, retention and legal compliance of

  • EPIC Sponsors San Francisco Chapter of Emerging Insurance Professionals

    May 12, 2015

    EPIC is proud to be a platinum sponsor for the San Francisco chapter of Emerging Insurance Professionals (EIP).

  • EPIC’s Mary Grandy Leads Construction Financial Management Association Sacramento’s Executive of the Year Awards Ceremony

    May 11, 2015

    The Construction Financial Management Association Sacramento held its annual Executive of the Year awards on April 30 at Arden Hills Resort & Spa.

  • Brush up on Cyber Hygiene for Better Company-wide Security

    April 23, 2015

    The past few years have seen some of the biggest cyber security breaches among companies such as Target, Anthem, and eBay.

  • EPIC Sacramento earns Merchant Bonding Company’s Grand Champion Honor

    April 16, 2015

    EPIC Sacramento has been recognized as a Merchant’s Bonding Company “Grand Champion” for their work from 2010-2015. The surety team received this honor for maintaining “Champion” status with Merchant’s Bonding Company for five consecutive years.

  • EPIC Featured Among Independent Brokers in Risk & Insurance Magazine

    April 8, 2015

    At EPIC, we are proud of the positive and motivating company culture we have cultivated over the years, just one of the many benefits of operating as an independent firm. Risk and Insurance Magazine’s recent article, “No Sale,” highlights the reasons many firms, such as EPIC, choose to remain independent.

  • Integrating Disability Management

    April 7, 2015

    For years human resources and worker’s comp have existed in their separate silos within company structure. However, rising costs are driving more and more workplaces to merge risk management with human resources to cut down on costs, share knowledge, and provide better resources for employees. EPIC’s Teri Zanders & Matt Sears weighed in on the rising importance of integrating risk management into an organization’s human resources structure in April’s edition of “Risk and Insurance Magazine”.

  • EPIC named Second Largest Employee Benefits Consultant in Sacramento Region

    EPIC is now the second largest Employee Benefits Consultant in the Sacramento region, according to a report published by the Sacramento Business Journal.

  • EPIC’s John Hahn Named 2015 Ernst & Young “Entrepreneur of the Year” Semifinalist

    April 6, 2015

    Please join the EPIC family in congratulating CEO and Co-founder John Hahn, who has just been named a semifinalist in the 2015 Ernst & Young “Entrepreneur of the Year” competition.

  • How a Healthy Workforce Makes the Workforce Safer

    March 26, 2015

    As workers’ comp insurance prices rise, many organizations are implementing wellness programs to prevent accidents from happening in the first place.

  • Why Smart Companies Are Moving Workers’ Comp Out of the Silo

    With both worker’s compensation and health benefits costs steadily increasing, many companies are considering the destruction of the two separate “silos” and merging WC and healthcare for increased efficiency, decreased cost and better care for employees.

  • EPIC’s Dan Houston to Present at GA Public Risk & Insurance Management Association Annual Conference

    March 19, 2015

    EPIC’s Dan Houston has been selected as a speaker at the Georgia Public Risk and Insurance Management Association Annual Conference (PRIMA) April 20-22, 2015 in historic Savannah, Georgia. Dan will be presenting the second morning of the conference on Privacy and Cyber Liability. He is a frequent speaker and has appeared on television and syndicated radio talk shows in the United States and Europe. He has authored over 350 articles, texts and educational courses on risk management, insurance, analytics, contractual risk transfer, music and religion.

  • EPIC’s Panda Insurance featured in Wall Street Journal

    March 12, 2015

    EPIC’s unique Panda Mortality and Travel Insurance made headlines this week in the Wall Street Journal. Zoo Atlanta’s two panda cubs, Mei Lun and Mei Huan, are now covered thanks to Dan Houston and the Risk Management team at EPIC Atlanta. Because their parents are on loan from China, the cubs will eventually be returned to Chengdu Research Base of Giant Panda Breeding upon reaching maturity. When they make the 7,500 mile journey, the cubs will take EPIC’s new Panda Mortality and Travel Insurance with them.

  • EPIC named Top 10 M&A Buyer by Leader’s Edge Magazine

    March 2, 2015

    EPIC is proud to have been among the Top 10 M&A buyers, with 5 successful acquisitions of fantastic new team members across the year, and we’re feeling great about what lies ahead in 2015! We will offer more resources and value for our clients and added opportunities for our people as we grow.

  • Ten Tips for Avoiding Crashes, Litigation

    February 24, 2015

    According to Fleet Equipment Magazine, despite the statistical decline in commercial truck crashes, 2013 saw more than 92,000 crashes involving large trucks and more than 3,500 fatalities. EPIC’s Michael Nischan, VP of Transportation and Logistics Risk Control, recently lent his expertise to Fleet Equipment Magazine’s “Ten Tips for Avoiding Crashes, Litigation”.

  • New Health Mandate Challenges Employers of 100-plus Companies

    EPIC’s Vic McKnight was recently featured in an article in the February 2nd edition of North Bay Business Journal. Vic, of the Petaluma, CA office, weighed in on Obamacare regulations and their dramatic effect on local businesses’ insurance offerings.

  • The McCart Group Completes Transition to EPIC Insurance Brokers and Consultants Brand

    February 22, 2015

    To our valued Clients:

    This past January we celebrated our first anniversary as a part of EPIC and I wanted to take a moment to reflect on the firm we were, the company we are today, and the organization we are striving to become. In the 30 years that I have been with this firm, I have watched our business grow exponentially, and as our firm has grown, so too has our industry. Fortunately, we positioned ourselves as a business with integrity committed to providing expertise to clients with unique and complex needs, which resulted in a reputation that allowed us to flourish in an economic environment where others struggled. Our service-driven culture enabled us to build long-standing client relationships that were not easily disrupted, which made us a formidable competitor against considerably larger firms. And our belief that trust is built through delivering on promises to protect the future success of our clients’ businesses was reinforced for decades by our culture of constantly “raising the bar” and staying the best in the eyes of the clients we serve.

    In that same spirit, we realized that in order to maintain this higher standard with our rapidly expanding client base, we would also need to have substantial growth in resources, both technical and financial, as well as expanded geographic distribution. Over the years we explored a variety of options to achieve this, but the chance to build out a national brokerage with the strategic partnership of The Carlyle Group and Stone Point Capital presented an opportunity beyond our expectations.