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Capacity Benefits & Financial Services 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 | x (Twitter) | Facebook | Instagram  Sign up for our EPIC Insights Newsletter You’ll receive monthly alerts about our perspectives on the latest developments in risk …

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

Leadership

… Information Officer Daniel J. Crawford Chief Legal Officer Jacqueline Beaudet, Esq. Executive Vice President General Counsel Vikash Kaul Chief Technology Officer Craig Hasday President National Employee Benefits Practice Tim Brenneman President National Personal Insurance Marc Kunney President National Risk Management Scott Davis President National Specialty Group Kevin Daley President National Private Client KJ Wagner President West Super Region Bill Ferree President Northern California Karen Beldy Torborg President Northeast Region EPIC Companies As our growth continues across the country, we remain acutely focused on delivering service excellence to our clients as well as maintaining the “people first” culture that helps our …

https://www.epicbrokers.com/about/our-leadership/

Salem Insurance Rebranding to EPIC Insurance Brokers & Consultants

… forward to the team’s continued collaboration across all of EPIC.” 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 Salem Insurance Salem Insurance is a Property & Casualty, Employee Benefits and Personal Lines Insurance Agency based in Goshen, Indiana. It provides services to clients in the local region and beyond and has been in operation since 1918. Salem is focused on providing solutions and guidance to its clients.

https://www.epicbrokers.com/insights/salem-insurance-epic-rebranding/

EPIC Adds to Life and Executive Benefits Platform with the Acquisition of Dixon Wells, Inc.

… Executive Benefits and Managing Principal of Vanbridge. 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 Dixon Wells Founded in 2009, the firm represents the union of five organizations with a total of more than 125 years combined experience. This depth of knowledge offers a unique blend of high tech and high touch, where long-term relationships are the key. Dixon Wells, Inc. is now one of …

https://www.epicbrokers.com/insights/epic-acquires-dixon-wells/

Salem Insurance is now EPIC Insurance Midwest

… interests. 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 lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance and private client services. Contact Our Local Offices INDIANA Goshen 609 West Lincoln Ave Goshen, IN 46526 (574) 533-0573 Nappanee 158 W

https://www.epicbrokers.com/salem-insurance-is-epic-insurance-midwest/

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/