Six Reasons Clients Hire Us

September 1, 2011
  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

August 13, 2014

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.


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.

In December 2013, EPIC closed the books at approximately 350 employees and an estimated $70 million in revenue. 2014 challenged us all professionally to contribute to a larger organization and despite the occasional growing pains, we participated in a phenomenally successful year for EPIC. EPIC ended 2014 with nearly 700 employees country-wide and an estimated $160 million in revenue – more than doubling in size! This level of success has propelled EPIC to a top 20 ranked retail insurance broker in the U.S. and one of the top 50 brokers in the world. With nearly $1B in premium in the insurance market, EPIC has significant relationships with the world’s top insurance companies to the benefit of our clients. In addition to financial results, our top ranking as “Best Places to Work in Insurance” continues to attract exceptional talent to opportunities within the firm both nationally and locally.

As the company’s Southeastern hub, we are well positioned to benefit the most from the momentum of the company’s success. Therefore, we have decided that this is the optimal time to transition our firm’s brand to EPIC. I say this with mixed emotions as The McCart Group is not only my family’s legacy and life’s work, but the name and reputation that you as a client have come to trust over the years. For that, I want to thank you sincerely for your loyalty and assure you that the only thing that changes with this transition is our name. As President of EPIC’s Southeast Region, I will continue to participate directly in all major decisions impacting our current and future clients. In addition, I hold a position on EPIC’s Board of Directors and Executive Committee, and will always advocate for the best resources and solutions for our current and future clients in the Southeast. I also want to assure you that the quality people and service excellence you are accustomed to will not change; however, we will continue to invest in expanded capabilities and talent to meet your growing requirements and surpass your expectations.

Our team has always strived to be the best at what we do and we recognize that this endeavor requires constant care and attention. We also have a long history of being a people-first company and have been blessed with great clients and fantastic employees to serve them. These are the shared principles that attracted us to EPIC and enable us to maintain our culture today. I am deeply grateful to our hardworking employees and to our valued clients. We are honored that you have entrusted your company’s well-being to us and we are fully committed to earning this trust through hard work and dedication. If you have any questions or concerns, please let me know.

On the EPIC website, you will find information about all of the services you have received from The McCart Group and will continue to receive, such as Transportation, Claims Management, International Services, and Payroll and Benefits Administration . Your key Atlanta office contacts are included on the website. Our career opportunities are posted on the EPIC Careers page. Our seminar and webinar events and news articles are featured on the News & Events page. Our Press Releases are posted as well. Our White Papers are posted in the Knowledge Center. We will continue to have Community Involvement articles posted on the Culture page. We are listed on the EPIC Companies page and our leaders are included on the EPIC Leadership page. Also, our Atlanta office address (with a map) is included on the Contact Us page.

Best regards,

Jeff McCart, CPCU, ARM
President, Southeast Region
EPIC Insurance Brokers and Consultants

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