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Training & Awareness

Impact Risk Partners / Training & Awareness Open lines of communication help bring people together. We collaborate with you to create custom training and awareness connection points to engage your staff throughout their career with you. We deeply value the integrity of your company culture and strive to ensure your communications align with your business goals. Connect with Impact Our five-part Cultural Success Model drives long-lasting behavioral shifts. Working together, we develop customized training programs and help you manage the communications process. We continuously monitor, measure, and adapt the strategy to maximize effectiveness and target areas that have a lasting …

https://www.epicbrokers.com/products/impact/training-awareness/

John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division

… Head of U.S. Financial Lines Claims at a leading transactional risk MGU. He also served as senior claims counsel at two large insurance carriers, where he managed D&O, E&O, and transactional risk claims on behalf of private equity, hedge fund and venture capital policyholders. Earlier in his career, Patterson was an attorney representing a leading insurance carrier in all phases of D&O, E&O, and financial institution claims and associated coverage litigation. He is currently admitted in New York and Connecticut. Patterson will be based out of Vanbridge’s New York office. “We are excited to …

https://www.epicbrokers.com/insights/john-patterson-joins-vanbridge/

EPIC Welcomes Graham V. Bayly

Graham V. Bayly Joins Midwest Region and Financial Services Division Bayly’s experience in Private Equity and M&A Space to Uniquely Position EPIC EPIC is excited to announce Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division. Bayly joins EPIC with nearly 20 years of industry experience in the Private Equity and M&A space. During his career, he has represented business owners, management teams, and private equity firms. He has also provided transaction-facilitating insurance products for investment bankers, lawyers, and deal professionals. Bayly has …

https://www.epicbrokers.com/insights/epic-welcomes-graham-bayly/

Professional Wellbeing Should be the New Normal

… feet if they don’t feel their firm is taking this issue seriously. With the current spotlight on work-life balance, firms have a great opportunity to reset this now, helping them to retain great talent and clients alike. CONTRIBUTORS Zina Saeed is a professional liability professional with an insurance career spanning 20 years. She has a legal background with extensive experience in domestic and UK claims handling, underwriting, and brokering placements for Top 100 accounting firms. Roberta Benson is a partner and owner of the Benson Firm in Austin, Texas. With experience in a broad range of insurance coverage …

https://www.epicbrokers.com/insights/professional-wellbeing-should-be-the-new-normal/

Sal Lona Joins EPIC

… increasingly complex and dynamic employee benefits environment. Prior to Aon, Lona held production and client management roles at USI Insurance Services and Wells Fargo Insurance Services. Early in his career, he worked as an underwriter at Prudential Health Insurance, which is now a part of Aetna. “I am thrilled to be joining EPIC and add to the firm’s notable growth.  It’s hard to say no to a client-focused firm that puts people first, embraces diversity and community, and thrives on innovation with creative thinking,” stated Lona. “I am eager to collaborate with the impressive group of …

https://www.epicbrokers.com/insights/sal-lona-joins-epic/

Webinar Recording Now Available: Cybersecurity Survival Guide from Expert IT, Cyber, and Claims Panel

… His team offers a suite of nine E&O products including: Cyber, Technology E&O, Public Officials Liability, Miscellaneous Professional Liability, Media Liability, Lawyers Professional, Licensed Professionals (Architects & Engineers, Contractor’s Liability), School Leaders and Employed Lawyers. Derek began his underwriting career in 2015 as an underwriter in Chubb’s Chicago region, before moving to the New York team in 2016. Prior to joining Chubb, Derek worked for a reinsurance broker, Integro Re, based in Chicago. There he was responsible for new client development and account management for both treaty reinsurance and program units. Derek graduated from the University …

https://www.epicbrokers.com/insights/cybersecurity-survival-guide-from-expert-it-cyber-and-claims-panel/

EPIC Welcomes Zina Saeed

Lemme Expands Team with Addition of Zina Saeed EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Zina Saeed has joined the firm’s Lemme division as Senior Vice President.  Zina is a US Professional Liability specialist with an insurance career spanning 20 years. She has a legal background and experience in underwriting, claims, and brokering placements for AM Law 200 and Top 100 Accounting Firms. Zina will play a large role servicing a variety of professional service firm clients. She will also enhance Lemme’s claims advocacy, claims management and risk management …

https://www.epicbrokers.com/insights/epic-welcomes-zina-saeed/

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/