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EPIC Welcomes Shelley Yim

Shelley Yim Joins the Firm as Managing Principal EPIC is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice. Shelley will also support EPIC’s Diversity & Inclusion strategy in her role on the EPIC Inclusion Council, focusing on supporting clients with their inclusion objectives. Shelley brings over thirty-five years of experience in the global risk and insurance segment. She most recently led Aon’s West Region Middle Market brokerage teams while …

https://www.epicbrokers.com/insights/epic-welcomes-shelley-yim/

Jacqueline Beaudet, Esq.

Leadership Biography Jacky joined EPIC as part of the 2017 acquisition of Frenkel, where she was its General Counsel and Chief Compliance Officer. Since 2017, Jacky has served as Deputy General Counsel for Regulatory and Compliance for EPIC. Over the years, in addition to fulfilling her legal functions for Frenkel and EPIC, Jacky was instrumental in providing Northeast client services in the areas of coverage analysis and carrier advocacy and services for several of the public company Frenkel clients in the role of outside risk manager. Her experience in the legal field, in both the law firm and corporate environments …

https://www.epicbrokers.com/about/our-leadership/jacky-beaudet/

Point Solutions – Improving Retention or Generating Burnout

… communication. Consider branding the offerings under a unique company name. Employees appreciate the suite of products under a rewards-style program that is familiar to them. Healthcare disruptors are here to stay. Though the market will eventually thin out, many products have significant funding at their backs and super-ambitious leadership teams with energy and resilience. It’s critical employers devote time to review the market and determine what value would be best extracted for their population. We are here to help you through that process. EPIC offers these opinions for general information only. EPIC does not intend this material …

https://www.epicbrokers.com/insights/point-solutions/

Salem Insurance is now EPIC Insurance Midwest

… our team members and our clients based upon the broad range of talents, expertise, and proprietary offerings that EPIC has around the Midwest and nationwide. We have seen this come to life through each step in our joining with EPIC. Salem has become part of the EPIC Midwest hub. Our leadership team is embedded in the EPIC leadership team so that we participate directly in all decisions impacting your needs and best interests. Learn More 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 …

https://www.epicbrokers.com/salem-insurance-is-epic-insurance-midwest/

EPIC Expands into New Territory with Acquisition of Treloar & Heisel

… Academy of Implant Dentistry. By being an integral part of these associations, Treloar & Heisel advisors can truly partner with the dental and medical professionals for whom they provide support and services. Scott Fehrs, ChFC®, Chief Executive Officer and Kenneth Thomalla, CPA, CLU®, CFP®, Chief Operating Officer of Treloar & Heisel will remain a part of the leadership team as they join the EPIC organization. “Our team is very excited about the opportunities ahead with EPIC. The collaboration will bring both businesses added knowledge capital and business clout. By further collaborating with the experts in the specialty practices across

https://www.epicbrokers.com/insights/epic-acquires-treloar-heisel/

Crawford McInnis

Leadership Biography Crawford McInnis serves as Chief Sales Officer at EPIC Insurance Brokers and Consultants, where he leads national sales strategy and execution across a diverse portfolio of business units and regions. A dynamic and visionary leader, Crawford is passionate about advancing a value-driven sales culture, one that prioritizes client outcomes, consultative engagement, and long-term partnerships. Under his leadership, EPIC has embraced proprietary technology and artificial intelligence to elevate the producer experience and drive a more insight-led, value-based approach to sales. Crawford’s commitment to innovation is matched by his ability to inspire and mobilize large …

https://www.epicbrokers.com/about/our-leadership/crawford-mcinnis/

Steve Nelson as Chief Growth Officer, Private Client Practice

… 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 is another example of EPIC’s commitment to building a dedicated platform for high-net-worth clients and their advisors,” commented Tim Brenneman, President of EPIC Private Client Practice. EPIC CEO Steve Denton, agreed, “We couldn’t be more excited to have Steve step into this role and …

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

Sal Lona Joins EPIC

… Benefits Leader, Lona will work from the firm’s Los Angeles office. “We are excited and energized to have Sal join our rapidly expanding EPIC team in Los Angeles,” noted Clemo. “As we continue to grow, maintaining an outstanding culture is critical to our success.  Sal’s experience, expertise and leadership will play a crucial role in one of EPIC’s fastest growing markets.” Lona joins EPIC from Aon where he spent the last 17 years. His experience includes working with middle and large market clients across the U.S. and globally. Lona’s leadership roles include Middle Market Leader …

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