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Beware the New Beneficial Owner!

Mandated by the Corporate Transparency Act New Disclosure Rules Will Have an Immediate Impact on Businesses as well as the Professional Firms that Serve Them Is Your Firm Ready To Navigate the Rules & Advise Your Affected Clients? On September 29, 2022, the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) issued a final rule implementing the beneficial ownership information (BOI) reporting provisions of the Corporate Transparency Act (CTA). The CTA is part of the Anti-Money Laundering Act of 2020 and establishes BOI reporting requirements for certain types of corporations, limited liability companies, and other similar …

https://www.epicbrokers.com/insights/beware-the-new-beneficial-owner/

Mitigating Risks and Ensuring Compliance: Biometric-Based Authentication and Your Business

… information privacy regulations and associated litigation. While there are significant benefits to the use of biometrics, there are also challenges and potential risks that come with incorporating biometric-based tools and solutions into your business operations. In addition, organizations should also consider the impact these tools may have on their risk transfer mechanisms – insurance and contractual. Windows Hello for Business (Windows Hello) is an example of a biometric-based authentication system offered by newer versions of Microsoft Windows desktop and server. It provides facial recognition, fingerprint recognition, or PIN-based logins, eliminating the need for traditional passwords. Windows Hello has …

https://www.epicbrokers.com/insights/biometric-based-authentication/

Threat & Market Intelligence Briefing Professional Services Sector

… learn: Types of attacks facing professional service firms today and how they are being executed. Recommendations to help prevent and mitigate these attacks. What you should be thinking about before your upcoming cyber insurance renewal. June 21, 2023 | 1:00 p.m. EST EVENT REGISTRATION IS NOW CLOSED Panelists Kelly Geary – Moderator. National Practice Leader Professional, Executive and Cyber Solutions, EPIC Insurance Brokers & Consultants Gregg Davis. Technical Advisory Solutions (TAS) Leader Professional, Executive and Cyber Solutions, EPIC Insurance Brokers & Consultants Laurie Iacono. Associate Managing Director, Kroll Cyber Risk Ryan Hicks. Senior Associate, Kroll Cyber Risk WEBINAR RECORDING WATCH THE RECORDING

https://www.epicbrokers.com/insights/threat-market-intelligence-webinar/

EPIC Welcomes Christopher Gregg

Gregg Adds to Growing Private Client Practice in Texas EPIC is thrilled to announce that Christopher Gregg has joined the firm as a Vice President, Private Client Advisor within our growing Private Client team in Dallas. In his role at EPIC, Gregg will analyze his clients’ issues and challenges and focus on delivering actionable and measurable risk solutions that protect income and wealth. He joins EPIC with over 13 years of experience, most recently as a private risk and insurance advisor with Gallagher. “We are elated to have Christopher join as a Vice President, Private Client Advisor with the EPIC …

https://www.epicbrokers.com/insights/epic-welcomes-christopher-gregg/

Texas P&C Practice Grows with Costin Addition

We are thrilled to announce that Roddy Costin has joined the firm as a Producer within our growing Property & Casualty team in Houston. In his new role with EPIC, Costin will focus on transportation, energy and manufacturing areas, and will be a strategic consultant and voice for his clients. Costin joins EPIC from Marsh & McLennan Agency where he worked as a producer for the company’s southwest division for 4.5 years. “Roddy brings a wealth of experience and we look forward to seeing him continue the success at EPIC he has had throughout his career,” said Todd Randolph, Texas …

https://www.epicbrokers.com/insights/epic-welcomes-roddy-costin/

EPIC Welcomes Chris Merullo

Chris Merullo Joins the firm as Client Advisor EPIC is excited to announce that Chris Merullo has joined the firm as a Client Advisor in its Commercial Lines division. Chris brings 13 years of experience in property and casualty new business sales and client services to the firm’s Northeast region. He provides a consultative approach while working closely with business owners to implement insurance programs tailored to their specific needs. Chris will be based out of the Needham, Massachusetts office. Learn more about our Risk Management Practice.

https://www.epicbrokers.com/insights/epic-welcomes-chris-merullo/

EPIC Team Members Join Class of 2023 Power Brokers

… McGrade, Perricone, and Rist were among thousands of applicants reviewed by the Risk & Insurance editorial team, ultimately earning this distinction on the strength of testimonials from their clients. That’s what makes Power Broker so special, it’s about the individual and their contribution to helping customers create and execute risk mitigation strategies. “Karen, Tom, Patrick, Vinny, and Matthew deserve recognition for the positive impact they have made in the lives of their clients,” said Crawford McInnis, Chief Sales Officer at EPIC. “Their professionalism, and the outcomes of the risk mitigation strategies show the caliber of talent at EPIC.” Get …

https://www.epicbrokers.com/insights/epic-team-members-2023-power-brokers/

EPIC Launches New Cybersecurity Solutions to California Water-Related Agencies

… White House released a statement in March 2023 detailing the complex threat that water utilities face from cyber breaches and emphasizing the need for software products and services to promote secure development practices. Recognizing this need in 2021, David McNeil, Principal with EPIC Insurance Brokers & Consultants partnered with Allied Public Risk, LLC (APR), Alvaka Networks, CalMutuals JPRIMA and Lloyd’s of London. They worked for two years developing a customized cyber program for water utilities and water-related agencies seeking cyber coverage. The new product launch was announced this week by Alvaka Networks and CalMutuals JPRIMA. “I am thrilled to …

https://www.epicbrokers.com/insights/new-water-utility-cybersecurity-program/