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EPIC Welcomes Joe Breakfield

… He last served as Managing Director with 25-30 clients, generating between $1.5 – $2.3 million in client revenue. “We’re thrilled to have Joe bring his vast area of expertise to EPIC,” said BobbiJo Denofa, President of Orange County for EPIC. “Joe has been recognized as one of the top U.S. client executives for multiple years and is a leader in our industry. He has a wealth of experience in managing insurance programs across a diverse group of clientele, and we’re excited to add his leadership to our team.” Learn more about our Risk Management Practice.

https://www.epicbrokers.com/insights/epic-welcomes-joe-breakfield/

EPIC Welcomes Peter Schmitz

… him. Leveraging his knowledge capital and experience will help take us to the next level and support our clients and the firm as a whole.” Schmitz joins EPIC at a time when inflationary pressures and shifts in private and commercial flight create new priorities for the aviation industry. Schmitz’s leadership will support EPIC’s comprehensive, tailored risk management programs for aviators in a broad variety of sectors, including corporate and charter aircraft, FBOs, and regional airlines. Schmitz’s track record of market strategy, P&L management, and direction of cross-functional teams will complement the integrated, comprehensive services of …

https://www.epicbrokers.com/insights/epic-welcomes-peter-schmitz/

EPIC Continues Strategic Expansion - Acquires Larry Gordon Agency

… LGA services its customers with industry-leading life insurance and annuity products and an experienced management team with extensive knowledge in impaired risk evaluation, business insurance solutions, estate planning techniques, and financial planning tools. LGA will continue serving clients from its Chicago and Rockford, Illinois offices. In addition, the current leadership team will remain in place including principals Mike Smrt and Larry Grapenthin, with Tom Braigel serving as a consultant. “Joining Vanbridge and EPIC creates opportunities for Larry and me to provide a broader array of solutions and resources to our clients and provides our staff with new avenues for …

https://www.epicbrokers.com/insights/epic-acquires-larry-gordon-agency/

EPIC Welcomes Kerry Connor

… partnered closely with consultants, enrollment firms, benefits administration providers and employers across all markets on the development and delivery of new and innovative genomic benefit programs. “Kerry brings a great balance of direct sales experience as well as working collaboratively with the brokerage community. I have no doubt that her leadership will bring incredible value to our clients either directly or through their current EPIC advisors. Workforce changes have made customization of family benefits on an individual basis an essential service,” commented Craig Hasday, President, National Employee Benefits Practice. Connor holds a B.S. in Marketing from Drexel University. Learn …

https://www.epicbrokers.com/insights/epic-welcomes-kerry-connor/

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/