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Price Insurance Expands EPIC’s Private Client Practice in Chicago

… to client service,” said Kevin Daley, president, private client at EPIC. “This acquisition gives us a stronger foothold in Chicago and helps diversify our presence in the Midwest, an attractive market where we can bring greater capacity to bear for our carrier partners. Most importantly, it affirms our commitment to having a direct presence where our clients are – we may have national scale, but our success comes from staying local and serving clients directly in their communities.” This transaction follows EPIC’s recent acquisitions of Chicago-based Phillips Bros. Insurance Agency and Chartwell Insurance, bolstering its private client practice in

https://www.epicbrokers.com/insights/epic-price-insurance-acquisition/

Private Client Services

Personal Insurance / Private Client Services Bespoke Insurance Advocacy You’ve worked hard to earn your success. EPIC Private Client works just as hard to build and maintain a customized personal insurance portfolio for you and your family that protects all that you value. Connect with an Advisor Our Approach EPIC Private Client will help you understand the asset and liability exposures you face and anticipate additional risks as your wealth continues to grow. Cyber and climate related losses continue to emerge as greater risks and expert advocacy is critically important to mitigate and minimize catastrophic loss. Our focus is to …

https://www.epicbrokers.com/products/private-client-services/

EPIC Bolsters Private Client Leadership Team on West Coast

Kevin Daley Joins the EPIC Team Adds over 25 years of experience in commercial and personal lines in both the insurance carrier and broker spaces. EPIC has added Kevin Daley as President, Western Region Private Client Leader. The addition of Daley, who has more than 25 years of experience in the insurance industry, underscores the brokerage’s commitment to the private client segment and growth in the Western region. “We are excited to welcome Kevin to our national private client management team,” said Tim Brenneman, President and Private Client Practice Leader. “We have already made great strides with our client …

https://www.epicbrokers.com/insights/kevin-daley-joins-epic/

Private Client Sales Inquiry

Thank you for your interest! We’d love to help you become EPIC. Upon receipt of your form, one of our trusted advisors will be reaching out to you. We look forward to working with you. “*” indicates required fields First Name*Last Name*Preferred Email Address* Phone*Preferred Method of Initial Contact* Email Phone Home Address* Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code What service best fits your needs?* Private Client – For individuals with custom …

https://www.epicbrokers.com/private-client-sales-inquiry/

Steve Nelson as Chief Growth Officer, Private Client Practice

… 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 help take our Private Client practice to a new level.” “I am thrilled to continue the journey with the EPIC Private Client team.  We have fantastic prospective client …

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

EPIC Private Client Team Welcomes Dan Nieves

Further Deepens Private Client Practice EPIC Insurance Brokers and Consultants, a top 15 national property and casualty insurance brokerage and employee benefits consultant, and a leader in the private client segment, announced today that Dan Nieves has joined the firm as vice president, private client advisor. In this role, Nieves will be responsible for relationship development and enhancement of the rapidly growing private client business segment. Nieves joins EPIC after an 11-year career with Pure, where he had extensive underwriting and leadership experience. After leading the northeast underwriting team, he most recently was responsible for underwriting and designing large …

https://www.epicbrokers.com/insights/epic-private-client-team-welcomes-dan-nieves/

EPIC Welcomes Dan Lorber to the National Private Client Practice

Dan Lorber brings 25+ years of experience in the Bay Area to EPIC. EPIC Insurance Brokers and Consultants announced today that Dan Lorber has joined as managing principal in the national Private Client Practice. In this role, he will serve as the main point of contact for select clients, reviewing their current coverages, providing guidance on appropriate changes, educating clients on exclusions and exposures and advising them on industry trends. Serving the Bay Area, Lorber brings more than 25 years of experience to the team. He spent 12 years as a licensed sales producer for Allstate Insurance before becoming an …

https://www.epicbrokers.com/insights/epic-welcomes-dan-lorber-to-national-private-client-practice/

EPIC Announces Additions to National Private Client Practice

… performing Vice President for Marsh & McLennan Companies, Petterson founded the Seeman Holtz Private Client Group. In less than two years, he grew it to become a Cornerstone Agency with Chubb. “We are thrilled to begin helping clients as part of the EPIC family,” said Petterson. As a leader in the Private Client space, the EPIC team understands that to be successful, our service model must be tailored to the individual needs of the client. A client-centric service model allows the advisor to provide a better experience and strengthens the advisor/client relationship. We’re confident clients will appreciate our …

https://www.epicbrokers.com/insights/epic-announces-additions-national-private-client-practice/