SEARCH

Showing 108 results found

EPIC Expands into New Territory with Acquisition of Treloar & Heisel

… opportunity and look forward to collaborating as we continue to achieve mutual success for our clients.” About EPIC Brokers & Consultants EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. About Treloar & Heisel Treloar & Heisel was founded in 1959 by Dan Treloar. As a premier provider of financial services to dental and medical professionals from training to retirement, its goal is to educate, prepare and protect clients with a comprehensive suite of wealth management …

https://www.epicbrokers.com/insights/epic-acquires-treloar-heisel/

Jon Stack Joins EPIC

… role, he developed a national high net worth client P&C insurance platform for wealth managers providing a review of clients’ exposures to risk with an unbiased approach. “We are fortunate to welcome Jon to our growing team. His deep knowledge and expertise will be of immediate benefit to our clients and our organization,” said JoBeth Wells, Executive Managing Principal, Texas Territory Leader. Stack will report to Wells. Tim Brenneman, President, National Private Client Practice commented, “We are pleased to welcome Jon to our Dallas office. His addition furthers EPIC’s strategy to accelerate growth in the high net worth …

https://www.epicbrokers.com/insights/jon-stack-joins-epic/

EPIC Acquires Oversea Insurance Agency

… Meyerowitz, President, EPIC Midwest & Southeast Regions, said, “We are fortunate to have aligned with the Jarvie team and their organization to provide this specialized expertise adding to our experienced and knowledgeable professionals.” About EPIC Brokers & Consultants EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: www.epicbrokers.com. About Oversea Yacht Insurance Oversea Yacht Insurance is a family run and in its fourth generation of marine insurance

https://www.epicbrokers.com/insights/epic-insurance-brokers-consultants-acquires-oversea-insurance-agency/

EPIC and DIATOMS, Inc. Create Exclusive Partnership

… clients.”  Davis continued, “This is a very exciting time within EPIC. We are growing and offering even more diversity in our areas of expertise. By partnering with Todd Morley and his team of experts within DIATOMS we will be able to change the way we do business with our top clients that invest in infrastructure and ESG.”  About EPIC Brokers & Consultants EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among …

https://www.epicbrokers.com/insights/epic-and-diatoms-inc-create-exclusive-partnership/

Challenges in the High Limit Disability Market

… But in the interim, it’s vitally important buyers are aware of the shifting ground by closely analyzing renewal pricing, changes in terms and new alternatives and entrants into this vital insurance marketplace. We provide holistic employee benefits and risk management consulting at EPIC. We’ve developed products for industries, private clients, and other high earners with teams specializing in law firms, entertainment and sports and more. Reach out to your account executive today! EPIC offers these opinions for general information only. EPIC does not intend this material to be, nor may any person receiving this information construe or rely …

https://www.epicbrokers.com/insights/challenges-high-limit-disability-market/

The Capacity Group is now EPIC

… 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 lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance and private client services. Contact Our Local Offices One Blue Hill Plaza Pearl River, NY 10924 (201) 661-2000 VIEW ALL EPIC LOCATIONS Follow Us LinkedIn | Twitter | Facebook Sign up for our EPIC Insights Newsletter You’ll receive monthly alerts about our perspectives on the latest developments in risk management and …

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

RMD/Patti Insurance is now EPIC Insurance Midwest

… innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Contact Our Local Offices INDIANA 36 South 9th St. Richmond, IN 47374 (765) 966-7531 43 W. Union St. Liberty, IN 47353 (765) 458-0055 910 E Washington St. Winchester, IN 47394 (765) 595-0631 VIEW ALL EPIC LOCATIONS Learn More About Our

https://www.epicbrokers.com/rmd-patti-insurance-is-now-epic-insurance-midwest/

Roblin Insurance is now EPIC

… 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 lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance and private client services. Contact Our Local Offices 144 Gould Street Needham, MA 02494 (781) 455-0700 VIEW ALL EPIC LOCATIONS Follow Us LinkedIn | Twitter | Facebook Sign up for our EPIC Insights Newsletter You’ll receive monthly alerts about our perspectives on the latest developments in risk management and employee benefits …

https://www.epicbrokers.com/roblin-insurance-is-now-epic/