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.

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 take the time to:

  • Listen to you
  • Understand your needs
  • Execute best solutions for you
  • Advocate in your best interests with insurance carriers and risk mitigation vendors

EPIC Private Client maintains long standing relationships with premiere private client insurance carriers, and we utilize our leverage to develop optimal risk mitigation and risk transfer outcomes for our clients.

EPIC Signature Review

Our Signature Review will level set your current portfolio and efficiently educate and help you make the key decisions which will optimize your risk portfolio. We will identify coverage gaps or overlaps, analyze deductibles and pricing, and provide specific feedback and guidance to you as a first step and on an ongoing annual basis.

Specialized Coverage Offerings

Ongoing Relationship

Our annual review process begins 30 to 60 days in advance of your primary renewal, with the goal to deliver a program summary and observations personally, when convenient for you. We consider other competitive carriers, policy offerings, and lifestyle changes before providing a detailed summary for your review.

Claims Advocacy

An important part of our commitment to our clients is to act as your advocate, and never is that more important than when filing a claim. From your initial consultation with us, to the design and placement of your insurance, program and throughout the claims process, our objective is serving your best interests.

Why EPIC Private Client?

We are your advocate and work in your best interests. We combine our strong expertise with responsive and personalized service. We don’t assume we have your trust; we work to continue to earn it. The EPIC culture embraces the entrepreneurial mindset, and we embody that culture to constantly seek new and best in class solutions.

Connect with an Advisor

Contact us to see how we can help you.