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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.

News

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.

 

What's New?

  • EPIC’s Thomas E. O’Neil Returns to New York as President of EPIC’s Northeast Region

    SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 16, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Thomas E. O’Neil has been appointed Northeast Region President, relocating to New York City from EPIC’s headquarters in San Francisco, where he has served

  • EPIC Adds Adam Frugoli as Vice President in Health Care Strategy Group

    San Francisco and Sacramento, Calif., and Idaho Falls, Idaho, (Feb. 13, 2017) –  EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Adam Frugoli has joined the firm as a vice president of EPIC’s Health Care Strategy Group. Frugoli will be responsible for new business development, program design

  • EPIC’s Bill Cosgrove to Lead Panel Discussion at Advisen’s Cyber Risk Insights Conference

    San Francisco, CA and New York, NY (February 09, 2017) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Bill Cosgrove, Managing Principal & Practice Leader, EPIC Financial Risk Solutions, will moderate a panel on Small and Medium Enterprise (SME) exposures at Advisen’s Cyber Risk Insights

  • EPIC adds Doug Bull to Construction and Design Solutions Practice in San Francisco

    San Francisco, CA (February 07, 2017) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management and insurance professional Doug Bull has joined the firm’s Construction and Design Solutions team in San Francisco as a vice president. Bull will be responsible for new business

  • EPIC Strengthens Southern California Benefits Team with the Acquisition of Benefit Compass

    San Francisco, CA and Irvine, CA (February 02, 2017) – EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today it has acquired Benefit Compass Insurance Services, LLC, a specialist in employee benefits brokerage and consulting services. Based in Irvine, CA, Benefit Compass provides employee benefit solutions,

  • EPIC Adds Bill Bergstrom as Vice President and Program Leader of Golf Insurance Services

    San Francisco, CA and Sacramento, CA (February 01, 2017) – EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Bill Bergstrom has joined the firm to lead the operations and growth initiatives of its Golf Insurance Services Program, which has provided insurance and risk management solutions

  • EPIC Adds Christopher J. Giuditta as Vice President in the Northeast

    San Francisco, CA and Stamford, CT (January 30, 2017) – EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Christopher J. Giuditta has joined the firm as a vice president. Giuditta will focus on the cultivation and development of new revenue opportunities throughout EPIC’s Northeast Region. He

  • Senior Business Leader and Consultant Duane Dennis Joins EPIC in Southern California

    Addition of another top professional to fuel further EPIC’s growth San Francisco, CA. and Los Angeles, CA. (January 23rd, 2017) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Duane Dennis has joined the firm as a senior consultant and principal in the firm’s Southern

  • EPIC Now Ranked #26 Among the World’s Largest Commercial Insurance Brokers

    Sustained organic growth and strategic acquisitions push EPIC up 20 spots in Finaccord Global Research Report San Francisco, CA. (January 20, 2017) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #26 among the world’s top insurance brokers in Finaccord’s Global Insurance Broking: A Strategic

  • EPIC’s Rosemary Manning Hughes to Present at ISCEBS 2017 Health & Welfare Compliance Update

    San Francisco, CA. (January 18, 2016) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that senior consultant and principal Rosemary Manning Hughes will present at the 2017 Health & Welfare Compliance Update put on by the New York Metro Area Chapter of the International Society

  • EPIC to Speak at Cap-Intro West Conference

    San Francisco, CA. (January 13, 2017) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader – Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19th at the Hyatt Regency in San Francisco, CA

  • EPIC adds Timothy B. Ward to Risk Solutions Practice

    Addition of Another Top Risk Management Professional will Fuel Further EPIC Growth in the East and Nationally San Francisco, CA and Stamford, CT (January 12, 2017) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm’s

  • EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions

    San Francisco, CA and New York, NY (January 9, 2017) – EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and

  • EPIC Recognized for a Seventh Time as a Best Place to Work in the Insurance Industry

     San Francisco, CA. (Dec 19, 2016) – EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the “Best Places to Work in Insurance” in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies Group. This

  • Protector Holdings Acquires Big Savings Insurance Services

    Addition to Premier Insurance Services brand materially expands operations in California and deepens resources available to Premier clients San Francisco, CA (December 5, 2016) – Protector Holdings, a joint venture of EPIC Insurance Brokers & Consultants and Dowling Capital Partners, announced today the acquisition of Big Savings Insurance Services, the firm’s largest acquisition to date.

  • EPIC’s Rob Massa and Craig Schmidt Named Top Benefit Advising Innovators by Employee Benefit Adviser

    San Francisco, CA and Houston, TX (December 1, 2016) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Employee Benefit Adviser (EBA) named Director of Retirement Rob Massa and Senior Wellness Consultant Craig Schmidt as Top Benefit Advising Innovators. “We are honored that Rob and

  • EPIC Golf Insurance Services Named Insurance Provider of the Year for the Second Year in a Row by BoardRoom Magazine

    San Francisco, CA. (November 30, 2016) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named the 2016 “Excellence in Achievement” award winner for the second year in a row by BoardRoom Magazine as the “Insurance Provider of the Year.” “It is

  • EPIC Named Elite Agency for Second Year in a Row by Insurance Business America

    San Francisco, CA. (November 22, 2016) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2016 Elite Agency for the second year in a row by Insurance Business America, a publication that reports on the latest achievements in insurance and

  • EPIC’s Chuck Simpson to Speak at OSHA Oil & Gas Safety and Health Conference

    San Francisco, CA. and Houston, TX. (November 21, 2016) – 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 speak at the OSHA Oil & Gas Safety and Health Conference on Wednesday, November 30th at 2:00 PM at the

  • Ascende – an EPIC Company Expands Southwest Leadership Team and Welcomes New International Benefits Leader

    Mary Parker and Dina Flavin Promoted to Managing Principals. Javier Yturralde Joins as Global Solutions Practice Leader. Houston, TX (November 11, 2016) – EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Ascende – an EPIC Company has promoted Mary Parker and Dina Flavin to managing