Articles from EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants (“EPIC”) has acquired Chartwell Insurance Services (“Chartwell”), a Chicago-based firm specializing in personal property and liability solutions for successful individuals and families. This acquisition furthers the expansion of EPIC’s private client practice, enhancing its ability to deliver specialized solutions nationwide while continuing to grow its presence in Chicago and the broader Midwest.

EPIC Insurance Brokers & Consultants announces that EPIC Senior Living, a practice purpose-built to address the challenging senior living insurance marketplace head-on, has been named the exclusive broker and program administrator for LeadingAge’s national Aging Services Insurance program, offering strategic risk management and right-sized insurance coverage to meet each member’s unique needs.

EPIC Insurance Brokers & Consultants (“EPIC”) continues its Law Firm Group expansion with the addition of Dan Knise and Eileen Garczynski, Esq. to the firm. Based in Washington D.C., Dan and Eileen will work with EPIC’s law firm clients to both assess and address their risk management and insurance needs.

EPIC Insurance Brokers & Consultants (“EPIC”) adds Charlie Rosson as Northern California Growth Leader, further emphasizing the firm’s commitment to excellence in providing specialized complex risk solutions. Based in San Ramon, Rosson will focus on enhancing specialization, fostering collaboration, and helping practitioners achieve superior outcomes for their clients.

EPIC Insurance Brokers & Consultants (“EPIC”) appoints Robert (“Bob”) Peretti to lead National Markets and Placement as Executive Director. In his new role, Peretti will advance the firm’s balanced approach by prioritizing strong relationships with both clients and carriers, ensuring quality outcomes through a collaborative process.

EPIC Insurance Brokers & Consultants (“EPIC”) continues to expand its expertise in specialized areas with the addition of three new professionals in the Midwest. Rick Frechmann, Joleen Mayfield, and Bradley Snitzer bring decades of experience in employee benefits consulting and property and casualty sectors including manufacturing, retail, distribution, and construction. The new talent expands EPIC’s presence in the St. Louis area.

EPIC Insurance Brokers & Consultants (“EPIC”) is continuing its growth trajectory with two executive promotions to keep momentum with the needs of its specialized team members and clients. Philip V. Moyles will take on the role of Co-President alongside Tom O’Neil. Gregg Bundschuh is named Chief Growth Officer, succeeding Moyles. The promotions are a testament to the continued leadership of Moyles and Bundschuh, who each joined EPIC through acquisitions.

EPIC Insurance Brokers & Consultants (“EPIC”) has continued its strategic growth in the Northern California region leading to the appointment of key leadership members, further streamlining and enhancing access to specialized resources for clients. This strategic alignment continues to expand and strengthen EPIC’s presence, offering a fully diversified suite of services for all types of clients. Northern California boasts a number of EPIC’s specialties including construction, real estate, transportation and logistics, manufacturing, healthcare, food and beverage, and agriculture.

EPIC Insurance Brokers and Consultants (“EPIC”), a national insurance brokerage and consulting firm, has acquired TDC Life (“TDC”), an Ohio-based life insurance and estate planning firm. This strategic partnership will bring TDC under the Vanbridge Life & Executive Benefits (“Vanbridge”) umbrella and significantly enhance EPIC’s market presence in the life insurance industry.

EPIC Insurance Brokers & Consultants ("EPIC"), a national insurance brokerage and consulting firm providing tailored services and specialized products across diverse industries, announced its partnership with the Miami Dolphins and Hard Rock Stadium.

EPIC Insurance Brokers & Consultants (“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.

EPIC Insurance Brokers & Consultants (“EPIC”) has acquired Century Insurance Group, LLC (“Century”), an Oregon-based firm specializing in employee benefits and commercial and personal P&C solutions. The acquisition enhances EPIC’s footprint in the Pacific Northwest and provides the Century team with access to extensive resources to further optimize client outcomes.

EPIC Insurance Brokers & Consultants (“EPIC”) continues investment in specialty skill and expertise with the promotion of Jacqueline Beaudet who is elevated to Executive Vice-President and General Counsel, and Stephanie Zucker who is promoted to Senior Vice President, Compliance. These promotions are part of EPIC’s ongoing strategy to strengthen leadership within the firm and sustain its momentum. The firm recognizes the hard work of its team and the importance of looking internally for expertise.

EPIC Insurance Brokers & Consultants (“EPIC”) continues its investment in specialty skill and expertise with the addition of multiple professionals located in the Southeast. Greg Cryan, and his colleagues, Will Haynes, Phil Leek, Keith Bowman, Matt McCoun and Steve Fischer have built their careers in the property and casualty sectors of real estate, construction, aviation, manufacturing and distribution industries, and multi-family housing and community associations. Known for their exceptional client service, Cryan will lead this team which will be located across EPIC’s Georgia and Florida offices.

EPIC Insurance Brokers & Consultants (“EPIC”) has added Steve Gaches as Managing Principal of EPIC’s Entertainment & Sports division. The addition marks a further step in EPIC’s strategic focus on recruiting highly experienced professionals within the music and entertainment industries to enhance its specialty insurance advisory practice.

EPIC Insurance Brokers & Consultants, (“EPIC”) a retail property and casualty insurance brokerage and employee benefits consultant, are proud to congratulate the three team members recognized by the Risk & Insurance 2024 Power Broker awards.

EPIC Insurance Brokers & Consultants ("EPIC"), a retail property and casualty insurance brokerage and employee benefits consultant, has added Jim Romanelli as Executive Vice President. Romanelli, who is based out of New York, will focus on growth in the Northeast region.

EPIC Insurance Brokers & Consultants (“EPIC”) is investing in the next stages of growth with operational enhancements for the firm’s professionals and their clients, including elevating Adam Meyerowitz as Chief Operating Officer. EPIC’s executive leadership team continues to evolve as the firm expands while providing exceptional service and expertise to clients.

Support for emerging GLP-1 weight loss drugs and the acknowledgement of social determinants of health represent major, untapped frontiers for employers as they build benefits programs to steer their workers to better outcomes, according to the 2023 Trends in Workplace Wellness Survey, released by EPIC Insurance Brokers & Consultants (“EPIC”), a specialized insurance brokerage offering clients employee benefits, property and casualty, private client, and tailored insurance solutions.

EPIC Insurance Brokers & Consultants, (“EPIC”), a specialized insurance brokerage offering clients property and casualty, employee benefits, private client, and tailored insurance solutions, has entered a partnership with DOD SkillBridge to give active military personnel opportunities for insurance industry training and experience. DOD SkillBridge allows service members to gain valuable real work experience as they transition into the civilian job market. As part of the initiative, EPIC is the only insurance brokerage today offering this comprehensive training program, licensing and job opportunities for veterans interested in pursuing a career in the insurance industry.

EPIC Insurance Brokers & Consultants, (“EPIC”) a specialized insurance brokerage offering clients property and casualty, employee benefits, private client and tailored insurance solutions, has added Kevin Daley as President, Western Region Private Client Leader. The addition of Daley, who has more than 25 years of experience in the insurance industry, underscores the brokerage’s commitment to the private client segment and growth in the western region.

EPIC Insurance Brokers & Consultants (EPIC) announced today that Kelly Geary has been elevated to Division Leader of Lemme, a professional services Division within EPIC. The promotion aligns with the firm’s long-standing vision and dedication to serving professional services firms. John Wynn, who joined Lemme in 2007 and has successfully led the team for the past three years, will shift his focus to the continued development of the Lemme group’s professional service offerings.

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the launch of Private Equity Employee Benefits, a specialized group dedicated solely to serving Private Equity and Alternative Asset Management firms and their portfolio companies. Led by industry veterans Larry Kirshner and Ryan Dwyer, the team will be part of EPIC’s Financial Services division under Philip V. Moyles, Jr.

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that five of their team members earned recognition in Risk & Insurance Magazine’s 2023 Power Brokers awards. Karen Harris and Patrick McGrade have been named Power Brokers; and Thompson Mackey, Vinny Perricone, and Matthew Rist were recognized as finalists.

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion of its Financial Services division with the creation of its newly formed Insurance Capital Solutions (ICS) group.

EPIC Insurance Brokers & Consultants (“EPIC”) expands the reach and expertise of its aviation services, welcoming Peter Schmitz as Senior Executive, Aviation Practice.