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.


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What's New?

  • Amid Uncertainty, Mega-Merger Flameouts, Small M&A Deals Still Spark the Landscape

    EPIC’s Steve Needle was recently quoted in Health Plan Week for his thoughts on M&A deals impacting the health insurance industry. As the newsletter highlights, in New Jersey, Cigna’s 2015 acquisition of QualCare Alliance Networks, Inc., the parent company of QualCare, a managed care organization started by provider sponsors, is altering the marketplace in that region. “The deal

  • May 12th WannaCry Global Cybersecurity Attack

    INTRODUCTION Global law enforcement authorities confirmed Sunday that computer networks in more than 150 countries have been affected by one of the biggest cybersecurity attacks in recent history and the single largest ransomware event ever. Europol further believes that the number of affected networks and individuals is likely to go up, as many workers left

  • Craig Schmidt and Ayana Collins published by EBA; Advisers seek a tech solution to financial wellness

    With many employers taking advantage of wearable wellness devices such as Fitbits and Apple Watches, advisers and consultants say they would like to see a similar platform that will efficiently monitor a person’s financial wellbeing. “For physical wellness there are health assessments like biometric screenings to gather information and then there is the wearable data

  • Breaking News: House Passes Amended American Health Care Act (AHCA); First Step in Repealing and Replacing ACA

    On May 4, 2017, the U.S. House of Representatives passed the American Health Care Act (AHCA) – its proposed legislation to repeal and replace the Affordable Care Act (ACA) – by a narrow margin, 217-213. The bill now moves to the U.S. Senate where many pundits believe it faces a fierce battle over changes many senators

  • Space is Still Available: Anderson Kill’s 3rd Annual Cyber Insurance Recovery Conf., May 18th, NYC

    EPIC Managing Principal and Financial Risk Solutions Practice Leader Bill Cosgrove will join a panel of cyber risk experts at Anderson Kill’s 3rd Annual Cyber Insurance Recovery Conference in NYC on Thursday, May 18th, 2017. Bill will be sharing his knowledge and experience in a session entitled, “Evolving Cyber Insurance Issues: Regulatory Enforcement, D&O Coverage

  • Integrated Disability Makes a Comeback

    Matt Sears, Executive Vice President of Employee Benefits at EPIC, recently shared his thoughts and knowledge with Business Insurance on how Integrated Disability Makes a Comeback. A recent increase in the number of state and municipal leave regulations, along with an expansion of paid family leave laws, is prompting employers to take a fresh look

  • Kent Collier Recently Contributed his Expertise to an American Council of Engineering Companies (ACEC) Breakfast Briefing

    Kent Collier, Client Executive at Greyling Insurance Brokers, a Division of EPIC, recently contributed his expertise to an American Council of Engineering Companies (ACEC) Breakfast Briefing – “The Inability to Harness Data Is Putting Engineering Firms at Costly Risk.” The explosive growth in project information including emails, files, photos, and drawings, coupled with the use

  • GDPR – Europe’s New Data Protection Regulation

    Here is an important update on a new European “General Data Protection Regulation” (GDPR). This new regulation will impact any US business that has operations in Europe, whose data storage requirements are different and distinct from those of the US. Forward thinking organizations are taking steps to comply immediately, as many of the new obligations

  • EPIC’s Kent Collier Recently Joined a Panel of Industry Experts at the American Bar Association’s 2017 Annual Forum on Construction Law

    EPIC’s Kent Collier recently joined a panel of other industry experts to discuss “A Risky Proposition: The Ever Changing Role of Insurance in the Current Construction Climate—Need-to-Know Trends for In-House and Outside Counsel” at the American Bar Association’s 2017 Annual Forum on Construction Law, which took place in Washington, D.C. April 20-22, 2017.    

  • EPIC’s Mark Millard and Michael Turk to Present at the 2017 Risk and Insurance Management Society (RIMS) Annual Conference

    EPIC is pleased and proud to remind you that principals Mark Millard and Michael Turk are among the featured risk management and insurance professionals who will be presenting at the RIMS Annual Conference & Exhibition being held in Philadelphia, PA on April 23-26. If you are attending, please look them up and say hello!

  • EPIC Principals Bill Cosgrove and Mark Niebuhr to participate in Globalaw’s European Regional Meeting (ERM)

    EPIC is pleased and proud to continue our sponsorship and support of Globalaw – a worldwide network of more than 110 independent law firms with over 4500 lawyers in 165 cities across the globe. EPIC principals Bill Cosgrove and Mark Niebuhr are participating in Globalaw’s European Regional Meeting (ERM) being held in Warsaw, Poland

  • Popular Vision Benefits Moving Beyond ‘Commodity Product’ Label

    Rosemary Hughes, Principal for EPIC in Stamford, speaks with Employee Benefit Adviser on Popular Vision Benefits Moving Beyond ‘Commodity Product’ Label. Click here to read the full article. For the average working-class American, vision is one of the top three most desired benefits when considering whether or not to accept a position with a company, next

  • EPIC named “Best Places to Work” in 2017 for the 10th Consecutive Year

    We are proud to have been honored once again by our EPIC team members as one of the Bay Area’s “Best Places to Work” in 2017. This is our 10th consecutive year (every year since our founding in 2007) receiving their validation and support of the “people first” culture of EPICness we continue to build

  • Managing Benefits in Uncertain Times

    Rosemary Hughes, Principal for EPIC in Stamford, speaks with the Society for Human Resource Management (SHRM) on Managing Benefits in Uncertain Times. HR benefits managers face a world of change and adjustment. Economic pressures, industry challenges and new compliance burdens can severely disrupt employee benefit programs, requiring new offerings or rendering existing benefits too expensive

  • EPIC Recognized on Multiple Fronts by the San Francisco Business Times

        EPIC is pleased and proud to be recognized by the San Francisco Business Times as the Largest Employee Benefits Consulting Firm in the Bay Area. To learn more and read the list, click here. We are excited that EPIC has been recognized as the 2nd largest Insurance Broker in the East Bay, up

  • Chuck Simpson Featured in OSHA Today, Movers and Shakers

    OSHA Today, Movers and Shakers features EPIC’s Chuck Simpson, Senior Risk Control Consultant. Chuck Simpson is to speak at the Distribution Contractors Association’s (DCA) Annual Safety Congress on Wednesday, March 29 at 8:30 a.m. at Hotel Monteleone in New Orleans. Simpson will share his knowledge on “How to Improve HSE Inspections & Hazard Recognition” and

  • Q&A with Alison McCallum on Consumer Driven Health Care (CDHC) Comparison Shopping

    With over 20 years in the Employee Benefits industry. Alison McCallum, owner/founder of Benefit Compass, shares her knowledge on Consumer Driven Health Care (CDHC) for the OCDEALER quarterly publication. Read More

  • How Online Counseling is Reshaping Company Wellness Plans

    Craig Schmidt, senior wellness consultant for EPIC, speaks with Employee Benefit Adviser on How Online Counseling is Reshaping Company Wellness Plans and how it helps to avoid the stigma associated with these type of services. A virtual approach to mental wellness could be a workaround to the stigma that is still attached to behavioral EAP offerings. “It

  • Robert Massa, ChFC©, CEBS©, AIF©, CBC© has Joined the Retirement Advisor Council

    Retirement Advisor Council’s new Press Release honors Robert Massa, Director of Retirement at EPIC and President of Ascende Wealth Advisers, Inc. Mr. Massa was nominated for a seat on the Council in November 2016. The Nomination Committee recommended his application for Council membership after a comprehensive review process that took multiple factors into consideration including his

  • Health Savings Accounts Will Be Key Part of ObamaCare Replacement Featuring Carl Pilger from EPIC

    LAWRENCE CARREL – 3/20/17 Investor’s Business Daily  Although health savings accounts (HSAs) have been around for 14 years, few people have heard of them. However, if Republicans in Congress finally repeal the Affordable Care Act, better known as ObamaCare, HSAs could become a very important piece to the replacement side of the equation and a