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EPIC Welcomes Grant Goldsmith

… a broker and risk manager, will be invaluable in meeting the unique needs of our clients. In his new role, Grant will leverage his more than 20 years of insurance expertise to cultivate and nurture industry relationships and client partnerships, driving unparalleled client support. “We are thrilled to welcome Grant to our team as a talented risk manager with years of experience in the marine insurance industry and enterprise risk management,” said Phil DiChiara, Global Practice Leader, Transportation & Logistics. “His experience and knowledge will further enhance the most talented team in the business.” Learn more about our Transportation & Logistics Practice.

https://www.epicbrokers.com/insights/epic-welcomes-grant-goldsmith/

Discover EPIC HVAC

Discover EPIC HVAC In today’s rapidly changing business environment, effective risk management is crucial for protecting your HVAC investments. At EPIC Insurance Brokers & Consultants, we specialize in tailored, customizable risk solutions specifically designed for HVAC, Plumbing, and Electrical businesses. Our expertise, white-glove service, and innovative strategies have consistently delivered significant cost savings for our clients. Connect with Us 5 Risk Management Strategies Your HVAC Business Needs to Cut Costs & Boost Efficiency This report offers an in-depth examination of the critical risk management strategies tailored for HVAC businesses. It underscores essential tactics to mitigate rising operational costs and …

https://www.epicbrokers.com/discover-epic-hvac/

EPIC Team Members Recognized at 2025 Power Brokers

… client service is the foundation of our work, and we are pleased to have team members recognized for their commitment to excellence. Even more, we know that we have hundreds of team members who reflect the same values and are proud to be the brokerage that clients choose for their risk management needs.” The three winners and their categories were: Real Estate Power Brokers: Daniel Felderman, Vice President, Client Executive Health Care Power Broker: Dan Joyal, Senior Vice President Environmental Power Broker: Tom Greenman, Senior Vice President “Our firm is built on a commitment to delivering solutions in both areas …

https://www.epicbrokers.com/insights/epic-team-members-recognized-at-2025-power-brokers/

Senior Living

… Download the report (PDF) Connect with Sales Why Choose EPIC Senior Living? Our Expertise Healthcare operations expertise and exclusive relationships lead to a holistic approach redefining senior living risk management/insurance. Our leadership carries 25+ years of experience in the Healthcare industry – giving us unmatched insight into senior living operations. Risk management anchors our insurance program design process. We build solutions immediately creating long-term partnerships with the carrier community. Our Approach Creativity and innovation are hallmarks of the EPIC Senior living approach – from risk management consulting to claims advocacy and everything in between. With respect to insurance, our brokerage …

https://www.epicbrokers.com/industries/senior-living/

Our Gift to You: The EPIC Market Perspective

The Gift of Knowledge, Data and Insight EPIC offers you foresight and perspective in the new year. The EPIC team wishes you and yours a wonderful holiday season and a happy new year! Spend time relaxing with family and friends. Then get ready for an exciting 2025, because business doesn’t stop for the holidays. Enjoy our gift to you, the EPIC Market Perspective Report. Inside, we go in-depth on topics in the risk management, legal, financial, insurance, tech and retail fields in a way that will shape how you plan ahead. ACCESS THE FULL REPORT “*” indicates required fields …

https://www.epicbrokers.com/insights/the-epic-perspective-gift-list/

EPIC Welcomes Sheri Clark

… in advising the largest and most complex family risks is supported by her dedication to advocate for clients in their best interests,” said Chief Growth Officer Steve Nelson. Clark earned a Bachelor of Arts degree in Technical Journalism and Marketing from Metropolitan University of Denver. She has earned the prestigious CAPI (Certified Advisor of Person Insurance – Wharton Executive Education Program) and CPRIA (Chartered Private Risk and Insurance Advisor) designations and maintains a professional affiliation with Private Risk Management Association (PRMA). Sheri holds a seat on the Children’s Hospital of Minnesota Advisory Board. Learn more about our Private Client Practice.

https://www.epicbrokers.com/insights/epic-welcomes-sheri-clark/

EPIC Expands Midwest Presence with Acquisition of Phillips Bros. Insurance Agency, LLC

EPIC Expands Midwest Presence The Chicago-Based Firm Strengthens EPIC’s Commercial and Private Client Practices EPIC has acquired Phillips Bros. Insurance Agency (“Phillips Bros.”), a Chicago-based, multi-line firm that focuses on private client and commercial property & casualty solutions. The strategic partnership supports the Phillips Bros. team’s growth objectives and continues to expand EPIC’s strong presence in the Chicago region. The fifth-generation family-run firm led by father-and-son duo Kevin and Charlie Phillips joined EPIC to leverage its resource-rich platform. EPIC’s wide range of innovative risk management solutions allows the Phillips …

https://www.epicbrokers.com/insights/epic-acquires-phillips-bros-insurance-agency/

Navigating Supply Chain Challenges with Supply Bonds

… additional costs Emphasis on the importance of including adequate contingencies in the budget to accommodate unforeseen costs and schedule extensions stemming from uncontrollable market conditions. By integrating these provisions into your contracts, you can fortify your defense against the uncertainties of supply chain disruptions, ensuring smoother project execution and enhanced risk management. Clarity and Support Are Available In this tricky supply chain environment, it’s important to recognize you’re not alone. EPIC understands this business intimately, as well as the unique needs and challenges faced by clients. Whether you’re pondering the intricacies of supply bonds or seeking guidance …

https://www.epicbrokers.com/insights/supply-chain-challenges-supply-bonds/