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EPIC Appoints Monica Donatelli as National Surety Practice Development Leader

… also brings deep relationships across surety carriers, underwriters and industry partners, as well as a proven track record of building high-performing surety teams. At EPIC, she will focus on expanding access to market capacity and developing tailored bonding solutions for clients across industries including construction, customs and transportation, waste management, financial services, healthcare and energy. “EPIC’s national platform has built a strong foundation for serving clients with bonding and risk management needs,” said Donatelli. “The firm’s commitment to thinking big, inspiring trust and delivering results for clients aligns closely with my own approach to leadership and service …

https://www.epicbrokers.com/insights/epic-welcomes-monica-donatelli/

Other Industries

Other Industries Tailored Risk Solutions Across Industries At EPIC, we understand that industries outside traditional categories often face highly specialized risks that demand tailored solutions and deep expertise. Our “Other Industries” practice brings together dedicated specialists who serve Aviation & Aerospace, Digital Currency, Manufacturing, Marine, Non-Profits, Water Districts, and Staffing organizations. By combining industry-focused insights with innovative risk management and insurance strategies, we help clients navigate complex regulatory environments, protect critical assets, and confidently pursue growth opportunities. Connect with EPIC Other Industries Aviation Manufacturing Marine Non-Profits Staffing Water Districts

https://www.epicbrokers.com/industries/other-industries/

Estate & Advanced Planning

… arrives faster than the structure around it. From the sudden shift in net worth to the complexities of tax, trust, and transfer, a clear, documented set of personal values and financial priorities is the foundation everything else rests on. We work behind the scenes to help you establish guardrails: managing risk, protecting against exposure, and aligning your financial decisions with your core values. Risk management isn’t about eliminating risk — it’s about managing it with intention. Providing strategic counsel for comprehensive wealth continuity and legacy protection. The Weight of What You’ve Built Real wealth carries real pressure — from …

https://www.epicbrokers.com/services/estate-advanced-planning/

Construction & Design

… Environmental Liability protection tied to pollution, site conditions, and remediation work, including exposure that can develop long after a project is complete. Captive Insurance An alternative risk transfer solution that affords greater long-term control over premium and risk management costs. Financing Options Creative, customized, and flexible financing options to help manage insurance costs without compromising coverage. Your Trusted Crew With over 96% client retention year over year, our clients value the high level of service and resources our teams provide. Frequently Asked Questions We’ve been with the same brokerage for years — why switch now? Construction and design …

https://www.epicbrokers.com/industries/construction-design/

Registered Investment Advisors & Family Offices

Insurance advisory platforms and consultative planning across life, executive benefits, estate, business, and risk management for RIAs, family offices, and wealth management firms. Our practice was created specifically for independent fiduciaries and the families they serve — filling a gap where no insurance counsel function existed that matched their standards, their philosophy, or their governance discipline. We go well beyond traditional risk management, leveraging insurance as a planning instrument, complemented by a full range of management liability, transactional risk, and advisory capabilities. Connect with our Team Planning & Advisory We work alongside advisory firms and family offices as an extension of their …

https://www.epicbrokers.com/industries/rias-family-offices/

Risk Financing

… deep market relationships, and industry experience to design tailored risk financing solutions that evolve with your business. Holistic Risk Evaluation Financial Modeling & Decision Support Strategic Program Design Market Access & Negotiation What to Expect from EPIC We don’t just place coverage. We help you design a smarter way to fund risk. Data-Driven Insights to optimize program performance and pricing Customized Solutions tailored to your unique risk profile and objectives Broad Market Access across retail, specialty, and alternative markets Integrated Approach connecting risk management, claims, and insurance strategy Let’s Optimize Your Risk Financing Strategy Whether you’re exploring captives …

https://www.epicbrokers.com/services/risk-management/risk-financing/

Mounting Risks for Touring Entertainers

Expanded Insurance Solutions Are Becoming Essential on the Road As live touring continues to surge across the entertainment industry, insurance experts are warning that today’s performers face a heightened and evolving set of risks that require robust, specialized protection. From third‑party liability exposures to equipment losses, digital media–driven legal threats, and the financial impact of canceled performances, the modern touring environment demands a comprehensive risk management strategy to safeguard artists and their teams. Standard personal insurance policies do not provide adequate protection for the unique loss scenarios entertainers encounter while touring, making dedicated coverage essential to ensuring …

https://www.epicbrokers.com/insights/touring-entertainers-mounting-risks/