Guiding Principals

September 1, 2011
  1. Guiding Principals
  2. Clarity and Simplicity Winning communication starts with simplicity, clarity and relevance, things we and our clients value and appreciate. Things that can be absorbed at an emotional level are much more likely to be understood, supported and followed.
  3. Alignment Shared values, common beliefs and people who are aligned around them produce extraordinary results. Everyone must always think and act with the best interest of our clients leading our advice and decisions.
  4. People First People who are respected, challenged, valued and trusted perform at a higher level. We know our clients are not “companies” – they are people with personal and organizational needs and we work to satisfy them.
  5. Adaptability Change is constant and life is often unpredictable. We anticipate, innovate and evolve as the needs of our customers and markets change. This flexibility helps us deliver unique and valued results.
  6. Risk Takers We have the courage to take risks for the benefit of our clients and our own growth and success. We use analytics and our intuition to make sound and confident decisions.


The Epic Life

August 13, 2014

While we are seriously committed to delivering service excellence and anticipating and exceeding the needs of our clients, we try not to take ourselves too seriously. We think work can and should be fun. Friendly, caring and collaborative people generally perform at a higher level — and enjoy life in the process.

Our EPIC team members are independent thinkers and productive team players. Those are things we think our clients, business partners, and employees value as part of EPIC’s Edge.

But don’t take our word for it. Take a closer look at our organization or ask an EPIC team member… and see for yourself.


  • EPIC Team Members Take on Responsibility and Community Service with Ocean Beach Clean-Up

    November 19, 2014 0 Comments

    Responsibility is one of the ten core characteristics of “EPICness”– the beliefs, values and guiding principles that are the foundation of our business practices and behavior.

    “We have a primary responsibility to help our clients protect their people, property, products, services and profits from all forms of individual and business risk. We have a responsibility to each other to work together honestly, openly, constructively and collaboratively so that each EPIC team member becomes the best he or she can be – as both risk management and insurance professionals and as people.”

  • EPIC Wellness Consultant Takes Wellness to a Whole New Level!

    November 11, 2014 0 Comments

    Craig Schmidt, Employee Benefits Division Wellness Consultant out of Concord, takes his job - and his personal pursuit of health and fitness - very seriously.

    Craig recently competed in the Inside Trail “Racing Berkeley Hills” Trail Adventure on September 27, 2014. The race is a 50K event held in Tilden and Wildcat Canyon Parks located in the hills above Berkeley, California. For those of you who are familiar with San Francisco Bay Area terrain you know this is no small feat. Not only did Craig compete, he placed first in the competition - completing the 31.06 mile run in just 4 hours, 12 minutes and 37 seconds. A full 13 minutes faster than the second place finisher and 25 minutes faster than the runner finishing third.

  • EPIC Celebrates the San Francisco Giants 3rd World Series Win in 5 years!

    October 31, 2014 0 Comments

    EPIC Celebrates the San Francisco Giants 3rd World Series Win in 5 years! EPIC celebrates along with the rest of the Bay Area and country who support the San Francisco Giants on their World Series Victory in 2014, the third in five years. Giants you are EPIC!

  • Thumbnail

    Springtime Fun & Celebration in the Southeast

    June 11, 2014 0 Comments

    At The McCart Group in Atlanta (EPIC Southeast), we like to make sure we infuse some fun in our work. Whether attending company-wide events, enjoying special holiday lunches, or volunteering our time, we enjoy being together outside of the office. Part of our company culture (our “EPICness”) includes celebrating and never taking ourselves too seriously.

  • Wellness Challenge Complete!

    June 3, 2014 0 Comments

    As part of the EPIC Lifestyle Wellness program, five of our EPIC ladies in Folsom (Chiara Galloway, Katie Huddleston, Cindee Houk, Cindy Santangelo and Janie Loberg) recently met the “Complete a Fitness Event Challenge,” earning them better health, bragging rights for completing the event and 200 points toward the next level within the program. The specific challenge for Chiara, Katie, Cindee, Cindy, and Janie was to find an event that got them out of their comfort zone and really pushed them.