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 $200 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 firm The Carlyle Group.


Jump to Events

What's New?

  • Modernizing Traditional Benefits

    Tiffany McClellan, Regional Director in Southern California recently shared her thought leadership in the ever changing area of attracting and retaining good employees with her articled titled ” Modernizing Traditional Benefits” which was recently published in Law Practice Today. Attracting and retaining talent is getting harder. Your culture and overall rewards play a key role

  • Retirement Consultant Rich Eagar Featured in Two Financial Wellness Research Reports by Hartford Funds

    Are you missing out on the financial wellness trend? If so, you’re not alone. Despite the fact that plan sponsor demand for financial wellness is growing, many DC specialist advisors are unsure about how to capitalize on this trend. For them, financial wellness is the elephant in the room. Hartford Funds partnered with Ann Schleck

  • Congress Seeks to Kill DOL Rules on State, City Auto-IRA Programs

    EPIC retirement director Rob Massa was recently quoted in InvestmentNews. As the article states, House Republicans have introduced bills to block Labor Department rules promoting the creation of retirement plans for private-sector employees. “Republicans are trying to take more Obama-era retirement regulations off the books, their most recent target being Labor Department rules promoting the establishment

  • A Look at Smart Buildings and Construction Risks

    Brian McDonnell, managing principal of our Construction Practice, was recently featured in the Insurance Journal’s article highlighting the construction risks of smart buildings. As the article mentions, “With ‘smart’ building becoming the gold standard in today’s commercial construction world, builders, building owners, workers and insurers are dealing with new technologies and risks. These smart technologies

  • EPIC ranked second largest employee benefits consultant in the Sacramento region

    The Sacramento Business Journal recently published a list of top employee benefits consultants in the Sacramento region. Of the total 271 companies listed, EPIC ranked 2nd on the list, based on our Sacramento and Gold River office locations. For a copy of the list please click here. To find a full list of all our

  • Moving Beyond the Hype: Choosing a Wellness Vendor that Gets Results

    EPIC consultants Rosemary Hughes and Suzannah Gill were published in Benefits Magazine for an article they contributed titled “Moving Beyond the Hype: Choosing a Wellness Vendor that Gets Results.” As the article mentions, each organization’s workforce, culture and wellness needs are different. It’s important to ask and answer a number of questions before deciding which

  • Quarterly Market Commentary – Fourth Quarter 2016

    Gabriela Santos, Global Market Strategist at JP Morgan Asset Management, joined us for a webinar to recap the fourth quarter of 2016 and share thoughts on the outlook for financial markets in 2017. The current economic expansion is 91 months long. It began in July 2009, making it the third longest expansion since 1900. It

  • OSHA Recordkeeping Guidelines – an Important Letter from Harrison Watkins

    Dear Clients, Colleagues, and Friends: As most of you already know, OSHA requires that employers post their OSHA 300A logs during the months of February, March and April.  This requirement applies to all employers with exceptions to those with fewer than 10 employees, as well as employers who are exempt due to the low-risk nature

  • Erin Milliken and Ayana Collins Named Top 50 Health Promotion Professionals

    We’re proud to announce that two EPIC wellness consultants, Erin Milliken and Ayana Collins, have been recognized in WELCOA’s list of Top 50 Health Promotion Professionals. All Top 50 Health Promotion Professionals were chosen based on peer voting and an empirical review from a distinguished judging panel. Everyone honored meets the following requirements:  Currently creating, coordinating

  • Why Wellness Needs to be Personal

    EPIC wellness consultant Erin Milliken was recently featured in Employee Benefit Adviser’s (EBA) article “Why Wellness Needs to be Personal.” As the article states, there is no question that a healthier workforce is a more productive and more engaged workforce. With employers consistently looking to improve effectiveness of wellness programs, advisers like Erin agree that

  • Cyber Security Risk: What You Need to Know in 2017

    Please join us for this important Cyber Security Education Webinar brought to you by the professionals at Moss Adams LLP, Manatt, Phelps & Phillips LLP and EPIC Insurance Brokers & Consultants. Cyber threats and vulnerabilities are more prevalent than ever and every organization is at risk. Join us to hear about the latest trends in cyber

  • Trump’s Pension Policy

    Ascende – an EPIC Company retirement director Rob Massa was recently featured in CFO as a contributing author for an article titled Trump’s Pension Policy. As his article warns, if Trump shelves the new fiduciary rule, brokers might seek out deals that pay them best, rather than act in the best interests of sponsors and employees.

  • 2017 Employment Law and Litigation Update Breakfast Forum

    We’re teaming up with Berliner Cohen LLP to invite you to a complimentary employment law and litigation seminar in San Jose January 18 and Diablo January 19. Employment law is constantly evolving, and having partners that can help you navigate changing laws is imperative to the success of your business. Berliner Cohen LLP and EPIC Brokers are

  • 2017 Economic and Market Outlook

    Join our Retirement Team for a webinar January 20 at 10:30 a.m. CST as we discuss and evaluate the overall direction of the markets and economy in the year ahead. We’ll be joined by Gabriela Santos, Vice President and Global Market Strategist on the J.P. Morgan Asset Management Global Marketing Insights Strategy Team. After registering,

  • Meet our Financial Wellness Partner Blooom, Inc.

    Financial stress accounts for 90% of your employees’ stress-related issues, costing your company thousands of dollars each year. Join us for an informational webinar and introduction to our newest financial wellness partner blooom, inc., who works to remove the stress employees feel about their retirement. This webinar is offered the following dates and times: Tuesday, Jan. 10

  • 2017 Health & Welfare Compliance Update

    The New York Metro Chapter of the International Society of Certified Employee Benefit Specialists (CEBS) invites you to attend its January program 2017 Health & Welfare Compliance Update on Wednesday, January 25, 2017 from 8:45 a.m. to 10:00 a.m. at BDO, 100 Park Ave., 11th Floor (at 41st Street). A photo ID and pre-registration are required

  • Winning Talent Wars

    Our very own chief growth officer Chris Duncan was recently featured in a Risk & Insurance article that brings light to the talent war in our industry. According to the publication, “As brokerages face a war for talent, they are recruiting more experienced candidates, including those outside of the industry.” Further into the conversation, Chris

  • 30 People to Watch in Employee Benefits in 2017

    EBA recently featured EPIC senior wellness consultant Craig Schmidt in its slideshow featuring 30 people to watch in employee benefits in 2017. According to EBA, “from tech firm CEOs to brokers and HR professionals, these industry innovators will help shape the coming year as trends emerge and a new administration takes office.” Within the past year at EPIC,

  • Ergonomics Setting the Tone for Wellness Success

    EPIC senior wellness consultant and Employee Benefit Adviser’s (EBA) Wellness Adviser of the Year Craig Schmidt was recently featured in the publication’s article titled “Ergonomics Setting the Tone for Wellness Success.” As the article states, the first thing that comes to mind for most advisers and employers when thinking about wellness programs is starting a

  • The year in wellness: Workplace wellbeing shifts from physical focus to mental, financial stability

    EPIC senior wellness consultant and Employee Benefit Adviser’s (EBA) Wellness Adviser of the Year Craig Schmidt was recently featured in the publication’s article titled “The Year in Wellness: Workplace Wellbeing Shifts from Physical Focus to Mental, Financial Stability.” As the article notes, Craig has seen a strong focus around three main areas: mindfulness, stress and