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EPIC Insurance Brokers & Consultants Elevates Adam Okun to President, Employee Benefits

… the country. PSG will enable EPIC to deliver more comprehensive pharmacy solutions while creating opportunities to strengthen client relationships across the organization, including property & casualty and other practice areas. “Pharmacy benefits are a uniquely complex endeavor and employers need expertise that extends beyond traditional brokerage services,” said Hasday. “Adam’s leadership will deepen our pharmacy integration platform, resulting in easier access to more sophisticated pharmacy solutions for employers and their employees.” Okun’s appointment reflects EPIC’s broader strategy of expanding specialized expertise, strengthening collaboration across its national platform and delivering more integrated solutions to clients. Building on EPIC’s …

https://www.epicbrokers.com/insights/epic-insurance-brokers-consultants-elevates-adam-okun-to-president-employee-benefits/

IPO Readiness & Risk Overview

… exposure, executive liability concerns, and evolving governance expectations. EPIC Insurance Brokers & Consultants supports organizations throughout the IPO lifecycle with specialized risk management, executive risk, and advisory solutions designed to address these complexities. Combining deep industry knowledge, global market access, and a collaborative approach, EPIC helps companies navigate uncertainty and build confidence as they enter the public markets. In this overview, we explore the critical risk management strategies organizations should consider before, during, and after an IPO to help safeguard leadership, enhance investor confidence, and support long-term success. Download the full alert for deeper insights and practical guidance. Download PDF

https://www.epicbrokers.com/insights/ipo-readiness-risk-overview/

What European Headquarters Often Miss After a Serious U.S. Liability Incident

… must be made locally and which decisions require headquarters involvement. What Headquarters Should Control and What It Should Not Local management should generally be authorized to act quickly where delay could weaken the company’s position. That includes immediate operational response, site control, evidence preservation, factual documentation, and notification through agreed reporting channels. Headquarters should focus on decisions that affect the group’s broader risk position: executive escalation, insurer alignment, appointment or coordination of external advisors, reserve visibility, captive impact, excess insurance implications, and communications involving senior leadership or the board. The failure mode is different at each extreme …

https://www.epicbrokers.com/insights/european-headquarters-miss-us-liability-incident/

3 Top Risks in Data Center Construction –– and How to Manage Each

… Incidents involving energized or heavy electrical equipment can be severe and costly. Best practices: Review workers’ compensation coverage carefully –– crew size, experience levels, and use of specialty or local labor all affect your exposure and your premiums. Ensure your policy reflects how the project is actually being staffed. Implement thorough onboarding, recurring safety training, toolbox talks, and site-specific education for workers operating in mission-critical environments. Strengthen quality assurance/quality control (QA/QC) processes and establish clear feedback loops between field leadership, safety teams, and operations to identify and correct safety or workmanship issues before they result in …

https://www.epicbrokers.com/insights/three-top-data-center-construction-risks/

EPIC Appoints Monica Donatelli as National Surety Practice Development Leader

… and transportation, waste management, financial services, healthcare and energy. “EPIC’s national platform has built a strong foundation for serving clients with bonding and risk management needs,” said Donatelli. “The firm’s commitment to thinking big, inspiring trust and delivering results for clients aligns closely with my own approach to leadership and service. I’m excited to build on existing momentum by helping grow the firm’s surety practice, further strengthening its client-first approach and delivering specialized solutions for organizations that rely on surety bonding as a critical part of their business.” Donatelli’s appointment follows EPIC’s recent …

https://www.epicbrokers.com/insights/epic-welcomes-monica-donatelli/

Estate & Advanced Planning

… serve hold meaningful concentration — in a business, a partnership, an alternative portfolio, or an estate weighted toward illiquid assets. Transferring wealth across generations without forced liquidations, tax inefficiency, or family conflict requires deliberate design well before any transition event. This Chapter, and the Next Whether you’re approaching a sale, a succession, a retirement, or the next phase of family leadership, we help you navigate the crossroads. You’ve faced transition before. We bring the tools, experience, and foresight to guide you through this one with confidence. What We Do Identify financial, structural, and personal risks before they escalate …

https://www.epicbrokers.com/services/estate-advanced-planning/

Business Planning

… to be funded at current valuation, ownership transfers need to be tax-efficient, and the transition itself needs to be structured so the business survives it. We design and fund buy-sell agreements, dynasty buy-sell structures, and succession strategies that hold up when they’re needed most. Key Person & Leadership Risk The loss of a key person can disrupt operations, destabilize investor confidence, and create immediate cash flow pressure. Key person coverage, death benefit only plans, and high-limit life and income protection programs provide the capital your business needs to absorb the impact and maintain continuity. Partnership & Equity …

https://www.epicbrokers.com/services/business-planning/