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The Path to the Verdict

… S. policies and our master program? Where exactly do defense costs sit in our excess towers? Are we treating defense control as a local administrative task or a global governance priority? Would you like to receive new articles? “*” indicates required fields First Name*Last Name*Email* Company*Area of Interest*– Choose Area of Interest —Employee BenefitsPersonal LinesProperty CasualtySmall BusinessIndustry*– Select Industry –AccountingAccounting FirmAgricultureApparelArchitects/EngineersAuto DealershipAutomotiveAviationBankingBiotechnologyBroker/DealerBusiness ManagementCannabisCaptiveChemicalsCommunicationsConstructionConsultingDentalEducationElectronicsEnergyEnergy – CompressionEnergy – DrillingEnergy – E&PEnergy – Engineering & ConstructionEnergy – IntegratedEnergy – MidstreamEnergy – MiningEnergy – Refining & RetailEnergy – RenewableEnergy – ServicesEngineeringEntertainmentEnvironmentalFinanceFine Art & SpecieFOFood & BeverageFuneral ServicesGamingGovernmentHealthcareHospitalityIndustrial ServicesInsuranceInsurance BrokerInsurance CompanyInvestment AdvisoryLaborLawLaw FirmMachineryManufacturingMarineMediaMedicalMFONot For ProfitOil / Gas / EnergyOtherPest ControlPrivate Equity & Investment BankingProfessional ServicesPublishingReal EstateRecreationRenewableRentalRetailRIASenior LivingShippingSoftwareSolarSports &

https://www.epicbrokers.com/insights/the-path-to-the-verdict/

EPIC Welcomes Nate Wood

We are excited to welcome Nate Wood as our new Principal on the Employee Benefits team in the San Francisco office. Nate brings over a decade of experience to EPIC, specializing in complex national accounts in the not-for-profit, financial institution, and food & beverage industries. Nate’s deep understanding of the benefits technology landscape, claims and cost mitigation techniques and alternative funding strategies uniquely position him to drive results for his clients and enhance our regional Employee Benefits Practice. “We are thrilled to have Nate join the EPIC benefits team in Northern California,” said NorCal President Bill Ferree. “He …

https://www.epicbrokers.com/insights/epic-welcomes-nate-wood/

When the AI Therapist Goes Rogue

… 24/7 availability in a system already strained by provider shortages. For insurers, however, they represent something else entirely: a new and poorly understood class of risk that does not fit neatly into existing underwriting frameworks. As algorithmic mental health tools move from fringe wellness apps to embedded components of employee benefits and care delivery, the risk implications are becoming harder to ignore. What AI Mental Health Tools Actually Are, and Why That Matters AI mental health platforms span a broad and often confusing spectrum. At one end are regulated digital therapeutics that operate under FDA oversight and are used …

https://www.epicbrokers.com/insights/when-the-ai-therapist-goes-rogue/

Why U.S. Subsidiaries Need a Specialized U.S. Insurance Broker — Now More Than Ever

… Pillars—Not One Global brokers provide strategy, governance, and cohesion. Specialized U.S. brokers, in partnership with the global brokers, ensure that strategy survives contact with U.S. litigation, regulation, and operational nuance. For global executives responsible for certainty, predictability, and cost discipline, the question is no longer: “Why would we add a U.S. broker?” The real question is: “Why would we face the U.S. market without one?” Would you like to receive new articles? “*” indicates required fields First Name*Last Name*Email* Company*Area of Interest*– Choose Area of Interest —Employee BenefitsPersonal LinesProperty CasualtySmall BusinessIndustry*– Select …

https://www.epicbrokers.com/insights/why-us-subsidiaries-need-specialized-us-insurance-broker/

EPIC Expands Entertainment & Sports Specialty with the Addition of John Beam

… exposures such as crowd control, safety and security, foodservice, disaster planning, injury management and drug testing. Scott Davis, President, National Specialty Practices at EPIC, added, “John brings a wealth of experience and record of excellence in the entertainment and sports space. We are excited to see the impact as we continue on our accelerated growth trajectory.” For more information on EPIC Entertainment & Sports and its comprehensive insurance and risk management solutions for sports and entertainment organizations, as well as its extensive retail property and casualty, employee benefits, personal insurance and specialty insurance solutions. For more information on the Fairly …

https://www.epicbrokers.com/insights/epic-welcomes-john-beam/

2025 Closing the Gap in Women’s Health Report:
Employer Perspectives and Opportunities

The women’s health gap demands both attention and strategic action. Women’s health has long been underrepresented in science, medicine, and employee benefits — but that’s changing. As the workforce evolves, so do expectations around inclusive, comprehensive care. Today’s employers are rethinking their benefits strategies to better support women across all life stages, from preventive care and reproductive health to menopause and beyond. To understand how organizations are responding, we conducted a national survey of nearly 200 benefits leaders to explore their current approaches, motivations, and offerings related to women’s health. Key Findings Include: Only 7% of …

https://www.epicbrokers.com/2025-womens-health-report/

Bill Ferree

Leadership biography William (Bill) Ferree took on an expanded role in October of 2024 and is now President, Northern California region, which is EPIC’s newest region. Based in the San Francisco Bay Area, Bill has overall management responsibility for the Northern California Region, which is comprised of Property & Casualty, Employee Benefits and Surety practices. Areas of specialization in the region include Construction, Trucking and Transportation, Healthcare, Hospitality, Food & Beverage, and Agriculture. Prior to his current role, Bill served as EPIC’s California Sales Leader & Co-Lead for the Pacific Central Region. He began his career in retail commercial insurance …

https://www.epicbrokers.com/about/our-leadership/bill-ferree/

Cook Maran is now EPIC

… About Our Combined Resources Industry Specialties Product Suite Programs Insights About EPIC A unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm, EPIC was founded in San Francisco, California in 2007 and now has leadership and major regional offices across the country. EPIC Insurance Brokers and Consultants has 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. VIEW ALL EPIC LOCATIONS Follow Us LinkedIn | X (Twitter) | Facebook

https://www.epicbrokers.com/cook-maran-is-now-epic/