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Personal Insurance

Our experienced and knowledgeable Private Client professionals work with clients to evaluate exposures, develop a risk management plan and provide options for a customized insurance portfolio. The growth and national presence of EPIC allows us to offer access to a deep pool of specialized expertise and resources in traditional insurance products and in areas of emerging risk. We’re committed to preserving desired lifestyles, reducing uncertainties and helping clients navigate the complex world of risk. Connect with an Advisor Solutions Private Client Services You’ve worked hard to earn your success. EPIC Private Client works just as hard to build …

https://www.epicbrokers.com/products/personal-insurance/

Products

… provide you with the intelligence and guidance you need to protect and grow your organization. Employee Benefits Actuarial Benefits Technology Communications & Engagement Compliance Executive Benefits Global Benefits HR Technology Solutions Individual Travel Medical Pharmacy Solutions Voluntary Benefits Wellness & Health Management Risk Management Analytics Aviation Captives Cybersecurity Environmental Financial Services and Executive Protection Impact Risk Partners International Services Mergers & Acquisitions Policy Response Unit Property & Casualty Insurance Reinsurance and Managed Care Risk Solutions Risk Consulting Risk Control Services Surety Bonds Personal Insurance Claims Advocacy Fine Art, Collectibles and More Life, High Net Worth & Executive Benefits Premier Service Private Client Services Yachts & Watercraft

https://www.epicbrokers.com/products/

EPIC Careers

… EPIC EPIC Insurance Brokers and Consultants has a nationwide presence with 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. EPICness There are essential characteristics of our shared values, beliefs, and culture that make up EPICness. Each should be nurtured, respected and protected as a basis for our decisions, advice, and actions in all that we do. Locations Headquartered in San Francisco, our company has locations and employees nationwide. Our local market knowledge and industry expertise helps support our clients regional and global …

https://www.epicbrokers.com/about/epic-careers/

About EPIC

We are a unique and 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. Connect with Sales Corporate Headquarters 100 Montgomery St. Suite 2000 San Francisco, CA 94104 United States Press & Media Inquiries For press and media inquiries for our business. Contact Us News & Press Releases View press releases and news about …

https://www.epicbrokers.com/about/

EPIC Acquires Book of Business of Brokers Insurance Mart, Inc.

… BIM is led by owner and principal Mitch Carter, who will remain with EPIC in a consulting capacity to assist with the transition of current BIM clients into EPIC’s Personal Insurance/Private Client Services operations. Said Mitch Carter, “BIM has proudly and successfully served the needs of our California clients for 45 years. In making this transition it was extremely important to find a partner who shares our client-focused beliefs and values and a commitment to service excellence.  EPIC is just such a partner, and our clients will only benefit from their ‘people first’ philosophy and access to …

https://www.epicbrokers.com/insights/epic-acquires-book-of-business-of-brokers-insurance-mart-inc/

New Cybersecurity Rules for Registered Investment Advisors

… implement broad-based cybersecurity risk management programs. The Proposed RIA Rules contain four broad categories of cybersecurity requirements for firms that are registered or are required to be registered with the SEC: Risk Assessments & Policies/Procedures: The Proposed RIA Rules would require firms to conduct cybersecurity risk assessments, document such assessments in writing, and develop and implement policies and procedures that are reasonably designed to address identified cybersecurity risks; Reporting: Report significant cybersecurity incidents affecting the adviser or its fund or private fund clients to the SEC within 48 hours; Disclosure: Publicly disclose (in brochures and registration statements) cybersecurity risks

https://www.epicbrokers.com/insights/registered-investment-advisors-new-cybersecurity-rules/

Private Equity and Auditor Independence

… and total accountability to our clients. We are honored to have built long-term relationships with clients ranging in size from top national firms to large regional and local firms throughout the United States. In working with clients across the full spectrum of service offerings, specialty niches, and overall risk profiles, we gain valuable insights into claim trends, regulatory requirements and best practices we share with decision-makers. Moreover, this knowledge allows us to build enhanced policy wordings, program structures and risk management to achieve the best overall results for our clients. DOWNLOADABLE RESOURCES Private Equity and Auditor Independence (PDF)

https://www.epicbrokers.com/insights/private-equity-auditor-independence/

Kristine Mendez Joins EPIC

Mendez Bolsters National Commitment to Surety Practice EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kristine Mendez has joined the firm. She will be based in Newport Beach, CA. Mendez is an experienced surety broker working with both contract and commercial clients, in the private and public sector, with revenues that range from $30MM – $2.5B.  She is also an experienced subject matter expert in placing and managing Subcontractor Default Insurance (SDI). Mendez joins EPIC from AON, where she was a director. In this role, she was responsible for …

https://www.epicbrokers.com/insights/kristine-mendez-joins-epic/