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Steve Nelson as Chief Growth Officer, Private Client Practice

A newly created role will drive revenue with high-net-worth clients EPIC Insurance Brokers and Consultants has appointed Steve Nelson as Chief Growth Officer of their Private Client Practice. In this newly created role, Nelson is being elevated to continue to drive growth within the Private Client Practice of EPIC. He will provide broad direction in the high-net-worth private client space regarding national strategy, new sales development, and talent acquisition. Nelson’s background and his private client intellectual capital make him the perfect fit for this position. He brings over 30 years of personal risk management and …

https://www.epicbrokers.com/insights/steve-nelson-is-chief-growth-officer/

Jon Stack Joins EPIC

… Stack will be based in Dallas and will work with high net worth clients to assess their risk exposure while working with the EPIC team to develop strategic solutions. Stack brings over 25 years of experience in insurance and risk consulting. Prior to joining EPIC, he ran Jon Stack Insurance & Risk Consulting where he created teams to design and service risk management and insurance programs for organizations/private clients across the US. This provided total cost analysis that allowed organizations to make more informed and insightful decisions regarding their overall risk management and total cost of insurance. He also worked …

https://www.epicbrokers.com/insights/jon-stack-joins-epic/

Thoughts on Law Firm Engagement Letters

… a current client rather than a former client for disqualification or legal malpractice purposes. One way to help reduce this risk is to say in an engagement letter that the attorney-client relationship will end when the work on the matter has been completed. Another way to help reduce this risk is to routinely send end of engagement letters or emails. Though remembering to send such correspondence can be challenging, it is nonetheless a helpful risk management tool and can also provide an opportunity to thank the client for the work and solicit new projects. Miscellaneous  Client-Imposed Terms and …

https://www.epicbrokers.com/insights/law-firm-engagement-letters/

Challenges in the High Limit Disability Market

… term trend of broader disability coverage availability for high-income earners. But in the interim, it’s vitally important buyers are aware of the shifting ground by closely analyzing renewal pricing, changes in terms and new alternatives and entrants into this vital insurance marketplace. We provide holistic employee benefits and risk management consulting at EPIC. We’ve developed products for industries, private clients, and other high earners with teams specializing in law firms, entertainment and sports and more. Reach out to your account executive today! EPIC offers these opinions for general information only. EPIC does not intend this material to …

https://www.epicbrokers.com/insights/challenges-high-limit-disability-market/

The Capacity Group is now EPIC

… and now has leadership and major regional offices across the country. EPIC Insurance Brokers and Consultants has a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance and private client services. Contact Our Local Offices One Blue Hill Plaza Pearl River, NY 10924 (201) 661-2000 VIEW ALL EPIC LOCATIONS Follow Us LinkedIn | X (Twitter) | Facebook Sign up for our EPIC Insights Newsletter You’ll receive monthly alerts about our perspectives on the latest developments in risk management and employee benefits, and how it impacts your business SUBSCRIBE NOW

https://www.epicbrokers.com/the-capacity-group-is-now-epic/

Impact Risk Partners Leaders

… execution for the Impact marketing strategy. Chris Knight SENIOR VICE PRESIDENT OF ANALYTICS & INNOVATION Chris creates and implements our analytics strategy across all of our solutions. His expertise in actionable claim analytics, data mining and data visualization provides clients with a targeted approach to reducing costs. As a statistician with more than 10 years of experience, Chris is a strategic analytics leader who transfers data into actionable insights for clients and internal stakeholders. He was recognized as a 2018 Business Insurance Break Out award recipient for leadership and professional skills in the risk management field.

https://www.epicbrokers.com/products/impact/leaders/

Northwin Insurance Agency, an EPIC company

… Commercial Services and Products Commercial Package Policies Property Business Interruption General Liability Crime Coverage Auto Liability Physical Damage Group Benefits Inland Marine Workers’ Compensation Flood Employment Practices Liability Directors and Officers Liability Pollution Liability Umbrella and Excess Liability Life Insurance Disability Income Earthquake DOWNLOAD SUPPLEMENTAL INSURANCE APPLICATION Your same team is still here to answer any questions. Talk to Sales Learn More About EPIC WHO WE ARE Sign up for our EPIC Insights Newsletter You’ll receive monthly alerts about our perspectives on the latest developments in risk management and employee benefits, and how it impacts your business SUBSCRIBE NOW

https://www.epicbrokers.com/northwin-insurance-agency/

RMD/Patti Insurance is now EPIC Insurance Midwest

… have seen this come to life. RMD/Patti has become part of the EPIC Midwest hub and our leadership team is embedded in the EPIC leadership team so that we participate directly in all decisions impacting your needs and best interests. About EPIC We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program …

https://www.epicbrokers.com/rmd-patti-insurance-is-now-epic-insurance-midwest/