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EPIC Welcomes Alex Horowitz

We are pleased to announce that Alex Horowitz has joined EPIC as Principal within our Private Client practice. Alex brings deep private client expertise, national market perspective, and a relationship‑driven approach to risk management. He specializes in serving high‑net‑worth and complex clients, aligning tailored insurance strategies with long‑term goals. His 23 years in a client advisory role reflect a strong blend of hands‑on private client experience, strategic sales leadership, and national carrier insight. “Alex brings a rare combination of deep private client expertise, national market perspective, and a truly relationship‑driven approach to insurance,” said …

https://www.epicbrokers.com/insights/epic-welcomes-alex-horowitz/

EPIC Welcomes Gino Giannini

EPIC is excited to welcome Gino Giannini as the newest Principal on our Employee Benefits team in the Pacific Northwest. Bringing 20 years of experience as a Risk Advisor in the insurance industry, Gino adapts quickly to the rapidly changing Employee Benefits industry with its new legislation and compliance demands. Leveraging his experience, Gino will empower clients to make informed decisions that will protect their people and business. His deep understanding of the industry will allow him to continue building strong client relationships. “We are thrilled to have Gino join our EPIC team and be part of our growth and …

https://www.epicbrokers.com/insights/epic-welcomes-gino-giannini/

Beyond the Sandbox

… previous years saw AI and GenAI largely confined to innovation labs and experimental sandboxes, 2026 represents a definitive pivot point with Agentic AI making its bold entrance as well. As organizations shift from experimental pilots to scaled, autonomous systems, a rigorous review of AI vendor contracts must become a key risk management function. AI tools and services present unique legal, ethical, and operational risks that need to be understood and proactively addressed. Download the complete guide to explore key contract clauses you should review and consider. Key Contract Clauses to Consider Disclaimer: EPIC Insurance Brokers & Consultants is not a law …

https://www.epicbrokers.com/insights/beyond-the-sandbox/

The Evolving Risk Environment for Nonprofit Organizations

… We’ll Cover Threats to Nonprofit Non‑Partisanship Emerging political and legal challenges, including developments around the Johnson Amendment. Executive Orders & Executive Action How shifting federal directives affect funding, operations, compliance, and risk exposure. Vulnerability of Insurance Risk Transfer Why increasing policy and liability uncertainty is impacting nonprofit coverage. Key Insurance Coverage Considerations D&O, E&O, EPL, Cyber, regulatory inquiries, subpoenas, indemnification, and more. Featured Speakers Kelly Geary, Esq. Managing Principal, National Practice Leader, Professional, Executive & Cyber Solutions EPIC Insurance Brokers & Consultants Adam Glick Managing Principal, Nonprofit EPIC Insurance Brokers & Consultants Jacquelyn Burke, Esq. Partner, Risk Management & Insurance Goodwin

https://www.epicbrokers.com/insights/evolving-risk-environment-for-nonprofit-organizations/

Today’s Market: Property Market Snapshot January 2026

… reverse momentum. That makes strategic action critical right now. In the full snapshot, EPIC’s property team shares: What’s driving today’s rate relief and expanded capacity What underwriters are prioritizing as valuations and models come back into focus Practical strategies to structure programs, adjust retentions, and explore alternative risk solutions How sophisticated data, modeling, and relationships can translate directly into better outcomes If you’re responsible for managing property risk, or looking to capitalize on a shifting insurance landscape, this snapshot provides the insight you need to make the most of today’s conditions while preparing for what …

https://www.epicbrokers.com/insights/todays-market-property-market-snapshot-january-2026/

AI Transcription and Risk Mitigation

… learning models. However, according to the complaint, Otter does not provide adequate notice or seek the required consent from all the meeting participants before intercepting and using audio recordings or conversation transcriptions to train its ASR and machine learning models. Instead, Otter places the burden on Otter accountholders to ensure all the necessary permissions and consents are obtained, thereby attempting to get the benefit of the user data while avoiding any risk or responsibility. This consolidated class action lawsuit not only highlights many confidentiality and privacy issues implicated by this technology, but also the emerging liability exposures to vendors like

https://www.epicbrokers.com/insights/ai-transcription-and-risk-mitigation/

Behind the Scenes of Fraud Defense: How Accounting Firms Can Reduce Risk and Avoid Lawsuits

… What It’s Like to Work on The Jaw-Dropping Cases Featured on American Greed? Natalia Greene, Esq., CFE, Principal at Lemme, a division of EPIC, has spent over two decades defending accounting firms in professional liability claims involving fraud and embezzlement. Today, in her role as a Claims Advocate & Risk Management professional, she shared her experience and lessons learned on The Diary of a CFO Podcast. The Real Risk Isn’t Fraud—It’s Client Selection Fraud doesn’t start in spreadsheets, it starts with client acceptance and continuance, and ignoring red flags. Natalia emphasized that annual client risk …

https://www.epicbrokers.com/insights/behind-the-scenes-of-fraud-defense/

Strategic Partnerships: The Future of Wildfire Protection

… unpredictability of today’s wildfire environment. Strategic Partnerships as the Solution Forward‑thinking insurers are closing this gap by forging partnerships with risk assessment firms, brokers, and technology providers. These collaborations represent a fundamental shift from reactive coverage to proactive protection, combining science, technology, and specialized expertise to create comprehensive wildfire programs. Science‑based innovation: Proprietary fire physics models and vulnerability analyses move beyond probability estimates to determine ignition likelihood and guide prevention. Comprehensive risk management: Clients evaluate the Total Cost of Risk (TCOR), including storage, evacuation logistics, and related costs. Incentivized mitigation: Premium discounts reward proactive steps like fire

https://www.epicbrokers.com/insights/strategic-partnerships-the-future-of-wildfire-protection/