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Chartwell Insurance Services is now EPIC

About / Mergers & Acquisitions / Chartwell Insurance Services Chartwell Insurance Services (“Chartwell”) and EPIC Insurance Brokers and Consultants have joined forces. Operating as one EPIC company, you can now find information about our shared capabilities and the additional resources available to our clients on epicbrokers.com. Regardless of the name, our commitment to our clients has never changed. You will continue to receive the quality of service that you have come to expect, now enhanced by our access to new markets and our highly capable colleagues located worldwide. We continue to be based in Chicago with local leadership and the same team …

https://www.epicbrokers.com/about/mergers-acquisitions/chartwell-insurance-services/

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

… colleagues across EPIC, are pleased to welcome John to the team,” said Alex Fairly, Executive Chairman of the Fairly Group. “EPIC has built a strong risk consulting and sports & entertainment practice, and John’s credibility and experience will meaningfully contribute to our continued progress. John is well regarded for his leadership and integrity, and we greatly value his decision to join our organization.” EPIC’s approach to entertainment and sports centers on reducing clients’ total cost of risk through bespoke insurance programs tailored to their operations. Its professional sports clients include the NFL, MLB, MLS, NHL, several regional leagues and …

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

The Well Newsletter | December 2025

… and beyond. A genuine commitment to human rights extends beyond written policies – it’s about fostering an environment where everyone can thrive. Actionable steps include implementing inclusive hiring practices, prioritizing employee wellbeing, engaging with local communities, ensuring ethical supply chains, and providing ongoing education and training. Help your company’s leadership and its employees support human rights in the workplace (and beyond). This month’s The Well newsletter provides messaging and tips for you to share with your workforce. To obtain your copy, please use the form below to download. Employee-Facing Email Download the Word file, then copy and …

https://www.epicbrokers.com/insights/the-well-newsletter-december-2025/

EPIC Welcomes Theana L. Iordanou

Theana L. Iordanou Joins EPIC as Principal, Northeast Region EPIC is excited to announce that Theana Iordanou has joined the firm as Principal in the Northeast Region. Theana is a highly accomplished insurance professional with extensive experience spanning underwriting, brokerage, and executive leadership. As an entrepreneur and solution-builder for both personal and commercial clients, Theana established her own agency, T-Risk Solutions, LLC, based on Long Island. She capitalized on her extensive background in Management Liability and underwriting to build an advisory and brokerage business to help her clients thrive. Theana will leverage her more than 30 years of …

https://www.epicbrokers.com/insights/epic-welcomes-theana-iordanou/

The Billion-Dollar Build: Insuring the Megaproject Era

… Insurers and brokers are adapting through: Captive strategies that allow for control and customization Parametric solutions tied to weather delays or regulatory actions Digital twin modeling that simulates cascading failure scenarios Embedded risk advisors who collaborate with general contractors and legal teams at RFP stage A New Era Demands a New Broker and Megarisk Strategist America is rebuilding, and the insurance industry must rebuild with it. As megaprojects evolve, so too must the strategies that protect them. At EPIC, we believe the future of risk leadership is proactive, data-driven, cross-disciplinary, and embedded from the first project sketch. Risk

https://www.epicbrokers.com/insights/the-billion-dollar-build/

Immigration Law, ICE Raids, and Foreign Travel

… three business days to respond to a Notice of Inspection, and failing to notify the correct individuals can result in noncompliance. Ahead of this risk, establish: A trained internal point of contact (typically HR or Legal). A written immigration response protocol that outlines what to do when ICE appears at your site. A script for addressing ICE inquiries for reception and other frontline staff. A documented escalation path to legal counsel and executive leadership. Post clear signage to mark private spaces for employees. ICE access is limited. Agents can only enter non-public spaces – such as employee-only offices …

https://www.epicbrokers.com/insights/immigration-law-ice-raids-and-foreign-travel/

EPIC Expands Transportation Practice with Appointment of Kristy Neal as Senior Vice President

… clients strengthen their operations and improve efficiency. Based in Vacaville, California, Neal brings over 17 years of insurance and logistics expertise to EPIC’s transportation practice. Reporting to Scott Davis, president of national specialties, she will oversee transportation initiatives spanning embedded solutions, technology partnerships, program development and client engagement. With leadership experience across insurance, transportation, logistics and supply chain – including senior roles as Head of Growth at Loadsure and Head of Enterprise Business at Cover Whale – Neal is well positioned to drive innovation and expand the value EPIC delivers to its clients. “As someone who has built a career at …

https://www.epicbrokers.com/insights/epic-welcomes-kristy-neal/

EPIC Welcomes Eric Sharlow

Eric Sharlow Joins EPIC as Principal, Bringing More Employee Benefits Expertise to the Northeast Region EPIC is excited to announce that Eric Sharlow has joined the firm as Principal, adding to our Employee Benefits team in the Northeast region. Eric is a seasoned benefits consultant with nearly two decades of experience transforming employee benefits and healthcare strategies for organizations across industries. He began his career in 2008 and joined Foy Benefits in 2010, later becoming owner in 2017. Under his leadership, Foy Benefits experienced tremendous growth, particularly in public schools and hospital systems, where Eric’s innovative approach saved clients …

https://www.epicbrokers.com/insights/epic-welcomes-eric-sharlow/