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EPIC Acquires The Bond Exchange to Expand its National Surety Practice

… client’s unique needs,” said Bobbi Jo DeNofa-Broad, president, southwest territory at EPIC. “Their technical depth and market relationships meaningfully strengthen our surety capabilities and support our continued growth across key markets nationwide.” Learn more about EPIC’s surety practice and its surety brokerage and advisory capabilities supporting complex bonding needs. About EPIC’s National Surety Practice EPIC’s surety practice provides comprehensive surety solutions designed to support clients’ operational, financial and risk management needs across industries including construction, customs and transportation, waste management, financial services, healthcare and energy. Backed by EPIC Insurance Brokers & Consultants’ national scale and …

https://www.epicbrokers.com/insights/epic-acquires-the-bond-exchange-expands-national-surety-practice/

Third-Party Litigation Funding (TPLF)

… today’s evolving risk landscape. Discover how EPIC’s Construction & Design Group can help elevate your risk management & insurance programs. References: 1 Erica B. Zolner et al., Beneath the Surface: A Deeper Dive Into Third-Party Litigation Funding, Wash. Legal Found. (Aug. 4, 2025), https://www.wlf.org/2025/08/04/publishing/beneath-the-surface-a-deeper-dive-into-third-party-litigation-funding/. 2 Mark A. Behrens, Third-Party Litigation Funding: A Call for Disclosure and Other Reforms to Address the StealthyFinancial ProductThat Is Transforming the Civil Justice System, 34 Cornell J.L. & Pub. Pol’y 1, 6–17 …

https://www.epicbrokers.com/insights/third-party-litigation-funding-tplf/

The Great Reshuffle

… centers once packed with commuters now echo with uncertainty. At the same time, suburbs and second-tier cities are booming, supply chains are rerouting, and employers are rewriting policies. This is not a return to normal. It is a structural realignment, a Great Reshuffle, and its ripple effects on commercial risk are vast and ongoing. As brokers and advisors to large commercial enterprises, EPIC is helping clients confront these changes head-on, transforming risk management strategies to meet the new geography of work. The Rise of the Distributed Workforce: Beyond the Four Walls Remote and hybrid work is no longer …

https://www.epicbrokers.com/insights/the-great-reshuffle/

EPIC Welcomes Jared Brown

EPIC Employee Benefits Welcomes Jared Brown to the Team EPIC is excited to announce that Jared Brown has joined the firm as Principal within our Employee Benefits practice in Newport Beach, CA. In this role, Jared will focus on new business development and partnering with employers to implement benefits strategies designed to improve overall employee wellbeing while driving cost efficiency for organizations. Based in Southern California, he will continue to work closely with long-standing relationships in Montana, California, and with clients nationwide. Jared brings deep experience aligning employee benefits, financial wellness, retirement planning, and risk management into a cohesive …

https://www.epicbrokers.com/insights/epic-welcomes-jared-brown/

EPIC Acquires Sentry Transportation’s Direct Writing Operation

… It strengthens our position in a critical market, enhances the value we can deliver to our mutual trucking clients and brings exceptional talent and decades of trusted industry relationships to our team.” For more than 80 years, Interstate Motor Carriers has been a dedicated partner to the trucking industry, offering tailored insurance programs, flexible coverage options and risk management services designed exclusively for motor carriers. Interstate Motor Carriers has earned Sentry’s Agency of the Year award multiple times in recent years, underscoring the special relationship held with the carrier. “The incoming team’s commitment to client service and specialized

https://www.epicbrokers.com/insights/epic-acquires-sentry-transportations-direct-writing-operation/

EPIC Expands Entertainment & Sports Specialty with the Addition of John Beam

… exposures such as crowd control, safety and security, foodservice, disaster planning, injury management and drug testing. Scott Davis, President, National Specialty Practices at EPIC, added, “John brings a wealth of experience and record of excellence in the entertainment and sports space. We are excited to see the impact as we continue on our accelerated growth trajectory.” For more information on EPIC Entertainment & Sports and its comprehensive insurance and risk management solutions for sports and entertainment organizations, as well as its extensive retail property and casualty, employee benefits, personal insurance and specialty insurance solutions. For more information on the Fairly …

https://www.epicbrokers.com/insights/epic-welcomes-john-beam/

The Fiduciary Wake-Up Call: Cybersecurity and Your Vendors

… York DFS Guidance Says The DFS recently released guidance for covered entities to manage risks related to cybersecurity of TPSPs and has identified multiple areas in which covered entities should strengthen their cybersecurity programs, such as the need for more robust due diligence, contractual provisions, monitoring and oversight, and TPSP risk management policies and procedures. DFS guidance primarily applies to entities regulated under New York’s Banking, Insurance, and Financial Services law. However, this guidance offers expectations and best practices relevant to other entities, such as self-funded employer-sponsored plans. However, it is also important to note that New …

https://www.epicbrokers.com/insights/the-fiduciary-wake-up-call-cybersecurity-and-your-vendors/

The Tariff Effect: Rethinking Risk in a Fractured Trade Environment

Risk Tariffs rarely hit businesses in a straight line. Instead, they set off chain reactions that cross functions: supply chain, finance, legal, and risk management. A 25% duty on steel, for example, doesn’t just raise the cost of raw materials-it slows procurement, forces design changes, squeezes contractor margins, and delays delivery. A retaliatory tariff on pharmaceuticals might disrupt ingredient sourcing from a previously stable market, forcing emergency procurement or production shutdowns. These scenarios introduce multiple layers of risk: Supply chain volatility: new vendors, longer lead times, quality control issues Marine cargo disruption: increased risk of port congestion, shipment

https://www.epicbrokers.com/insights/the-tariff-effect/