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Capacity Benefits & Financial Services is now EPIC

Capacity Benefits & Financial Services Group and EPIC Insurance Brokers & Consultants have joined forces. Operating as one EPIC company, you can now find information about our shared capabilities and the additional resources available for our clients on epicbrokers.com.   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 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 …

https://www.epicbrokers.com/capacity-benefits-is-now-epic/

Boost Retention with Better Benefits, Culture & Safety

… allows your leadership to authentically care for staff before they engage an attorney. Giving Employees What They Want When exploring employee benefits through the lens of retention, you must give employees what they want, not just what they need. Conduct employee surveys. You don’t know what your employees want unless you ask. A recent poll in the December 2021 issue of Forbes showed that employees desire improved mental health support (29%), better health insurance (28%) and financial wellness training (27%). EPIC determines what your staff is thinking through meaningful surveys. We can even provide recommendations for enhanced executive …

https://www.epicbrokers.com/insights/boost-retention-benefits-culture-safety/

Salem Insurance Rebranding to EPIC Insurance Brokers & Consultants

We’re proud to announce that Salem Insurance (Salem) will now operate under the EPIC name. Salem Insurance, based in Goshen, Indiana, was acquired by EPIC in July of 2021. With its substantial presence in northern Indiana, Salem complements the existing footprint of EPIC within the Midwest region. Its leadership team, John Leavitt, market leader and Scot Wolf, commercial risk advisor, are part of the greater EPIC leadership team and will continue providing property, casualty, and employee benefits coverage. “We are excited about the opportunity to continue our growth while adding capabilities to our repertoire and even greater services for …

https://www.epicbrokers.com/insights/salem-insurance-epic-rebranding/

EPIC Adds to Life and Executive Benefits Platform with the Acquisition of Dixon Wells, Inc.

… financial advisors on a national scale to help them grow their business by offering life, long-term care, disability and annuity solutions for their clients to protect and transfer wealth. Dixon Wells brings teams and offices across the Southeast, Midwest and Mid-Atlantic with offices in six states. The current leadership team of Dixon Wells, including, Bill Conwell, Robert Flack, Ray Hunt, and Dave Kopelcheck, will remain a part of the leadership team as they join the EPIC organization. “Our team is very excited about the opportunities ahead with Vanbridge and EPIC. Our mission has always been to provide an …

https://www.epicbrokers.com/insights/epic-acquires-dixon-wells/

Professional Wellbeing Should be the New Normal

… now to address this issue? Benson: The most important thing is to make room for wellbeing within your culture, with firm leadership demonstrating a personal commitment to mental health and well-being. This tone-from-the-top approach may require a significant shift in firm culture to accommodate the fact that most people are healthier – mentally and physically – when they have appropriate time for activities/interests/relationships outside of work. The elusive “work/life balance” can only be achieved with a supportive employer who embraces such balance. The challenge is that such balance requires time away from work, and …

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

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/