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Private Client Services

Personal Insurance / Private Client Services Bespoke Insurance Advocacy You’ve worked hard to earn your success. EPIC Private Client works just as hard to build and maintain a customized personal insurance portfolio for you and your family that protects all that you value. Connect with an Advisor Our Approach EPIC Private Client will help you understand the asset and liability exposures you face and anticipate additional risks as your wealth continues to grow. Cyber and climate related losses continue to emerge as greater risks and expert advocacy is critically important to mitigate and minimize catastrophic loss. Our focus is to …

https://www.epicbrokers.com/products/private-client-services/

EPIC Bolsters Private Client Leadership Team on West Coast

Kevin Daley Joins the EPIC Team Adds over 25 years of experience in commercial and personal lines in both the insurance carrier and broker spaces. EPIC has added Kevin Daley as President, Western Region Private Client Leader. The addition of Daley, who has more than 25 years of experience in the insurance industry, underscores the brokerage’s commitment to the private client segment and growth in the Western region. “We are excited to welcome Kevin to our national private client management team,” said Tim Brenneman, President and Private Client Practice Leader. “We have already made great strides with our client …

https://www.epicbrokers.com/insights/kevin-daley-joins-epic/

Private Client Sales Inquiry

Thank you for your interest! We’d love to help you become EPIC. The more detail you can share, the faster we can connect you to an appropriate member of our dedicated Private Client insurance sales team. “*” indicates required fields First Name* Last Name* Email* Phone*Your City* Your State*StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificArea of Interest* Homeowners Auto Flood Personal Liability Watercraft Other Other* Vessel Information*Vessel ModelVessel ValueVessel AgeVessel Location Add RemoveProperty Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal …

https://www.epicbrokers.com/private-client-sales-inquiry/

Steve Nelson as Chief Growth Officer, Private Client Practice

… Client Practice. In this newly created role, Nelson is being elevated to continue to drive growth within the Private Client Practice of EPIC. He will provide broad direction in the high-net-worth private client space regarding national strategy, new sales development, and talent acquisition. Nelson’s background and his private client intellectual capital make him the perfect fit for this position. He brings over 30 years of personal risk management and experience advising some of the wealthiest families in the world. “We are pleased to elevate a highly regarded private client professional like Steve Nelson into national leadership.  This …

https://www.epicbrokers.com/insights/steve-nelson-is-chief-growth-officer/

EPIC Private Client Team Welcomes Dan Nieves

Further Deepens Private Client Practice EPIC Insurance Brokers and Consultants, a top 15 national property and casualty insurance brokerage and employee benefits consultant, and a leader in the private client segment, announced today that Dan Nieves has joined the firm as vice president, private client advisor. In this role, Nieves will be responsible for relationship development and enhancement of the rapidly growing private client business segment. Nieves joins EPIC after an 11-year career with Pure, where he had extensive underwriting and leadership experience. After leading the northeast underwriting team, he most recently was responsible for underwriting and designing large …

https://www.epicbrokers.com/insights/epic-private-client-team-welcomes-dan-nieves/

EPIC Welcomes Dan Lorber to the National Private Client Practice

Dan Lorber brings 25+ years of experience in the Bay Area to EPIC. EPIC Insurance Brokers and Consultants announced today that Dan Lorber has joined as managing principal in the national Private Client Practice. In this role, he will serve as the main point of contact for select clients, reviewing their current coverages, providing guidance on appropriate changes, educating clients on exclusions and exposures and advising them on industry trends. Serving the Bay Area, Lorber brings more than 25 years of experience to the team. He spent 12 years as a licensed sales producer for Allstate Insurance before becoming an …

https://www.epicbrokers.com/insights/epic-welcomes-dan-lorber-to-national-private-client-practice/

EPIC Announces Additions to National Private Client Practice

… performing Vice President for Marsh & McLennan Companies, Petterson founded the Seeman Holtz Private Client Group. In less than two years, he grew it to become a Cornerstone Agency with Chubb. “We are thrilled to begin helping clients as part of the EPIC family,” said Petterson. As a leader in the Private Client space, the EPIC team understands that to be successful, our service model must be tailored to the individual needs of the client. A client-centric service model allows the advisor to provide a better experience and strengthens the advisor/client relationship. We’re confident clients will appreciate our …

https://www.epicbrokers.com/insights/epic-announces-additions-national-private-client-practice/

EPIC Welcomes Darren Renner to National Private Client Practice

Darren Renner is a dynamic client advocate in claim resolution and risk mitigation. EPIC Insurance Brokers and Consultants announced today that Darren Renner has joined as senior vice president of risk mitigation and claims. In this role, he will oversee claims and risk mitigation in private client and entertainment and sports practices. He will also oversee the claims and risk mitigation services for EPIC Select, which provides insurance consultation services to advisory practices and their clients. Based in Greenwich, CT, Renner has built a reputation as an advocate defending various types of liability claims, including personal injury, medical malpractice, legal …

https://www.epicbrokers.com/insights/epic-welcomes-darren-renner-national-private-client-practice/