Author Archives: EPIC Insurance Brokers and Consultants

EPIC Insurance Brokers & Consultants Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation's largest independent pharmacy benefit consulting firm into EPIC's Employee Benefits Consulting practice.

As a strategic partner to self-insured employers, health plans and health systems, PSG is an experienced navigator of the complex drug pricing market, and generates more than $4.8 billion in drug cost savings for clients each year.

"The opportunity to continue the next phase of our journey with EPIC is exciting," said Dave Borden, PSG Founder. "For more than 25 years, our dedicated clinicians and consultants have relentlessly advocated for clients, harnessing innovation to deliver the highest standard of pharmacy benefits consulting and technology."

Commenting on the announcement, Scott Schanen, President, EPIC National Employer Consulting, said, "Joining forces with PSG accelerates our ability to establish a new normal amid the dynamic landscape of employee engagement, health and economics. Long regarded as the industry leader in drug cost management, PSG's partnership with EPIC creates value for clients through independent, objective and sustainable solutions and strategies."

Steve Denton, EPIC CEO, added, "The cultural fit between PSG and EPIC has been apparent at every turn. We are collaborating to bring the combined expertise and breadth of service offerings to our clients and look forward to a positive 2021."

Michael Lonergan will continue to serve as PSG President and will lead the charge to develop innovative drug management solutions for U.S. plan sponsors. PSG will operate as "Pharmaceutical Strategies Group - an EPIC company."

About EPIC Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://epicbrokers.com/.

About Pharmaceutical Strategies Group

PSG is the leading pharmacy intelligence and technology company solving one of healthcare's biggest challenges - rising drug costs. It provides innovative drug management solutions to many of America's largest self-funded employers and health plans, who rely on trusted advisors to improve their financial performance.

EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation's largest independent pharmacy benefit consulting firm into EPIC's Employee Benefits Consulting practice.

Related link: https://www.epicbrokers.com/

EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability as well as Errors & Omissions, General Partnership Liability, Employment Practices Liability, Fiduciary, Crime, and Kidnap & Ransom.

The senior team of Prentis and Bowlus brings a combined experience of 50 years in the industry. Prentis most recently co-led Aon's Financial Services Group in San Francisco, providing advisory and placement services for a variety of executive lines. Bowlus served as senior vice president and team leader within the same group, specializing in D&O and management liability insurance programs for public and private companies. Both bring a breadth of experience across industry groups, with deep experience handling executive risks for technology, life science companies and financial institutions, among many others in the public and private sectors.

"We are extremely pleased to welcome John and Larry to EPIC," said Steve Denton, EPIC CEO. "Their experience serving large publicly traded clients and deep expertise in the technology sector fits perfectly with our deep resources currently deployed in the large account risk management sector. In fact, they will work closely with our Policy Response Unit focused on complex shareholder claims and our Analytics practice where we perform risk modeling and benchmarking analysis."

Prentis and Bowlus will lend significant expertise to EPIC's Executive Risk and Cyber practice, which emphasizes a holistic approach to identifying, understanding and managing risks.

"We're fortunate to add two senior risk advisors and brokers in John and Larry to our team of experts," said Kelly Geary, EPIC National Practice Leader, Executive Risk and Cyber. "Our clients will benefit instantly from their perspective and expertise, particularly in today's challenging and dynamic marketplace."

Prentis and Bowlus will work from the firm's San Francisco office.

John Prentis
john.prentis@epicbrokers.com
Cell: 415.238.4575

Larry Bowlus
larry.bowlus@epicbrokers.com
Cell: 415.254.5918

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://epicbrokers.com/.

*LOGO link for media: https://www.Send2Press.com/300dpi/19-0808s2p-epic-logo-300dpi.jpg

EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.

Related link: https://www.epicbrokers.com/

Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group

SAN FRANCISCO, Calif. /ScoopCloud/ -- Galway Insurance Holdings ("Galway"), the holding company for EPIC Brokers & Consultants ("EPIC") and JenCap Holdings ("JenCap"), which together represent one of the nation's largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates ("Harvest") for a majority interest of Galway.

Galway's existing private equity investors, Oak Hill Capital ("Oak Hill") and The Carlyle Group ("Carlyle"), will reinvest alongside the management team and employee shareholders, who will remain significant shareholders. Terms of the transaction were not disclosed.

In total, Galway manages over $7 billion of insurance premiums, employs over 3,100 associates and operates over 100 offices serving all 50 states. EPIC and JenCap are ranked as the 14th and 8th largest retail and specialty distribution brokers by Business Insurance magazine, respectively.

John Hahn, co-founder and Chairman of Galway, said, "We are thrilled with the outcome and are excited to welcome Harvest on as partners. To have them alongside Oak Hill and Carlyle presents us with a formidable group of investors highly supportive of our vision to continue to build a differentiated business within insurance distribution. This recapitalization provides us with the ability to be opportunistic in today's market; to grow and expand each of Galway's related specialty strategies around retail brokerage, risk management, wholesale brokerage, program administration and underwriting management."

EPIC CEO, Steve Denton said, "The addition of Harvest Partners and the ongoing commitment of both Oak Hill and Carlyle allows our retail platform to continue our exponential growth in all aspects of our business which now includes comprehensive, nationwide solutions across industry focused practices in employee benefits and property & casualty along with dedicated resources in areas like risk management, small commercial and private clients."

John Jennings, co-founder and CEO of JenCap, said, "This is exactly why we joined the Galway platform; the business dynamics of the holding company are extremely attractive for investors and will allow us to pursue our aggressive growth goals, while building out further specialty expertise and depth across our platform for our twelve thousand retail clients."

Jay Wilkins, COO and Partner of Harvest, said, "John, Steve and John have built an exceptional business with the support of Oak Hill and Carlyle that we look forward to continue aggressively growing" with Steve Carlson, Partner, adding "It is an optimal time to invest in such a strong team to capitalize on favorable dynamics in the insurance distribution space."

Steve Puccinelli, Managing Partner of Oak Hill said, "Since our original 2017 investment in EPIC, John Hahn and his top-tier team have more than tripled the business, significantly expanding that company's unique platform and successfully joining it with JenCap to create Galway in June of this year. We are excited to continue to partner with the Galway management team, as well as Harvest and Carlyle, to build the preeminent growth platform in insurance distribution."

John Redett, Managing Director and Head of Carlyle's Global Financial Services group, said, "We're proud of our long-standing partnership with John Hahn and the rest of the management team. John and the Galway team have done a fantastic job growing the business since we initially invested in 2013 and we believe Galway is positioned to capitalize on a number of strategic initiatives going forward. The addition of Harvest Partners and continued investment from Carlyle, Oak Hill Capital, and management further strengthens our tenured partnership and creates a strong alignment among all stakeholders."

Equity capital for the investment will come from funds managed by Harvest Partners, L.P., Oak Hill Partners Fund V, and Carlyle Global Financial Services Partners II and III.

The transaction is expected to be completed by the end of 2020, subject to customary closing conditions, including regulatory approvals.

Evercore Group LLC, Goldman Sachs & Co LLC and Morgan Stanley & Co LLC served as financial advisors to Galway. Weil, Gotshal & Manges LLP served as legal counsel to Oak Hill and Galway. Wachtell, Lipton, Rosen & Katz served as legal counsel to Carlyle. Ropes and Gray LLP served as legal counsel to Harvest.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://epicbrokers.com/.

About JenCap Holdings

JenCap Holdings is a premier national specialty insurance distribution platform that includes managing general agencies, specialty program administrators, and transactional wholesale brokers. JenCap has assembled a management team with the sector insight and experience to drive organic growth and strategic acquisitions leveraging technology and advanced data analytics. JenCap is headquartered in New York. For more information on JenCap, visit: https://jencapholdings.com/.

About Harvest Partners

Founded in 1981, Harvest Partners is an established New York-based private equity investment firm that focuses on investments in middle-market companies in the business services & consumer, healthcare, industrial services, and manufacturing and distribution sectors. This strategy leverages Harvest Partners' nearly 40 years of experience in financing organic and acquisition-oriented growth companies. For more information, please visit https://www.harvestpartners.com/.

About Oak Hill Capital

Oak Hill Capital is a private equity firm managing funds with approximately $15 billion of initial capital commitments and co-investments since inception. Over the past 34 years, Oak Hill Capital and its predecessors have invested in over 90 private equity transactions across broad segments of the U.S. and global economies. Oak Hill Capital applies an industry-focused, theme-based approach to investing in the following sectors: Media & Communications; Services; Industrials; and Consumer, Retail & Distribution. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value. For more information, please visit: https://oakhill.com/.

About The Carlyle Group

The Carlyle Group (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across four business segments: Corporate Private Equity, Real Assets, Global Credit and Investment Solutions. With $230 billion of assets under management as of September 30, 2020, Carlyle's purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. The Carlyle Group employs more than 1,800 people in 31 offices across six continents. For more information, please visit https://www.carlyle.com/.

Galway Insurance Holdings ("Galway"), the holding company for EPIC Brokers & Consultants ("EPIC") and JenCap Holdings ("JenCap"), which together represent one of the nation's largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates ("Harvest") for a majority interest of Galway.

Related link: https://www.epicbrokers.com/

Vanbridge Releases Second Comprehensive Review of US Representations and Warranties Insurance Market

NEW YORK, N.Y. /ScoopCloud/ -- Vanbridge, an EPIC company, an insurance intermediary and program management firm, published its second edition of its U.S. Representations and Warranties Insurance (R&W) Market Review today. This edition evaluates and summarizes domestic R&W data for the years 2017, 2018 and 2019.

This report aims to provide, as accurately as possible, the state of the U.S. R&W market using data gathered directly from insurers. The scope of the report focuses on the submission and placement process in the market, analyzing the size of the marketplace, pricing and trends.

"Representations & Warranties insurance has become a staple in M&A transactions and a proliferating business for insurance markets. We continue to conduct our annual reviews of the overall marketplace to benefit carriers, clients and M&A practitioners alike," said Greylen Erlacher Mardy, Principal of Vanbridge.

"We've found that despite the current trends, carriers remain dedicated to offering meaningful coverage that facilitates transactions, while underwriting the insurance in a sustainable manner," continued Erlacher Mardy.

The report includes insight on several areas:
* Submission Volume and Deals Bound
* Primary & Excess Limits, Retentions and Pricing
* Claims and Future Underwriting Considerations
* Market Trends and Perceptions

About the Report

The vast majority of markets that wrote business in 2017, 2018 and 2019 including the largest players in the space, provided their data for the report. Based on estimates, this captured roughly 90% of all transaction data. As part of the data collection process, Vanbridge engaged an independent, non-insurance third party data management firm, Excel Rain Man, to receive and assist in sorting and analyzing each participating carrier's information on a confidential basis.

For a complete copy of Vanbridge's U.S. Representations and Warranties Insurance Market Review, click here (PDF): https://info.vanbridge.com/hubfs/Vanbridge/Vanbridge%20Reps%20and%20Warranties%20Market%20Review%20fnl4.22v2.pdf

About Vanbridge

Vanbridge is an insurance intermediary and program management firm. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients, solving risk related issues utilizing insurance and alternative capital. Vanbridge is owned by EPIC Insurance Brokers & Consultants and is headquartered in New York, N.Y.

Learn more at: https://www.vanbridge.com/.

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from 85 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

Vanbridge, an EPIC company, an insurance intermediary and program management firm, published its second edition of its U.S. Representations and Warranties Insurance (R&W) Market Review today. This edition evaluates and summarizes domestic R&W data for the years 2017, 2018 and 2019.

Related link: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants Launches Restructuring Services Offering

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that the firm has launched a Restructuring Services operation under its Financial Services division to support the restructuring process for distressed situations with risk mitigation and risk transfer insurance capital solutions.

Led by Executive Vice President, Philip V. Moyles, Jr., head of Financial Services, the group will work with restructuring, legal, accounting and bankruptcy professionals as well as turnaround investors, to improve liquidity, preserve the business enterprise and develop and implement programs that address the issues adversely impacting financial performance.

EPIC's Restructuring Services risk mitigation advisory process begins by cultivating an in-depth understanding of the objectives and business imperatives for each restructuring situation. After a thorough holistic analysis, EPIC develops the strategy and solution set best suited to mitigate and/or transfer risks and protect enterprise value.

"It is a pivotal time in our economy, and we've kept our focus on how we can create value for our clients in this very difficult environment. We realized we can play a valuable role across the entire restructuring lifecycle," said Moyles. "Launching EPIC's Restructuring Services capabilities under the Financial Services division was a strategic decision. Our unique interdisciplinary team has the depth and breadth of experience to comprehensively assess and clearly identify the areas of risk and opportunities to drive business enterprise preservation," continued Moyles.

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from 85 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that the firm has launched a Restructuring Services operation under its Financial Services division to support the restructuring process for distressed situations with risk mitigation and risk transfer insurance capital solutions.

Related link: https://www.epicbrokers.com/

EPIC Adds Matthew Marmorek as National Practice Leader, Global (Non-U.S.) Employee Benefits

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Matthew Marmorek has joined the firm as National Practice Leader, Global (Non-U.S.) Employee Benefits.

Marmorek has worked in the international employee benefits industry for almost two decades. He specializes in developing innovative solutions to help multinational organizations meet their global employee benefit needs. He has extensive experience guiding clients through the implementation of financing vehicles such as multinational pooling, global underwriting, and captive arrangements, both on and off-shore including medical, non-medical and pension coverage.

Marmorek brings deep carrier relations and has worked with a network of international brokers to assist with ex-patriate, third country and local national population placements. His expertise will bring a new level of strength to the Employee Benefits team within EPIC.

At the start of his international benefits career, Marmorek grew and managed a large customer portfolio within the multinational benefits unit of a major U.S. based global insurer providing solutions in over 100 countries. Prior to joining EPIC, Marmorek was with Zurich Insurance Group. While there he assisted in the launch of their US based Expatriate Solutions Unit, oversaw new business development and acted as a liaison for key external partnerships. His experience provides him with a unique and specialized understanding of the global employee benefits landscape.

Marmorek earned a Bachelor of Science degree from University of Wisconsin-Madison. He is a licensed life and health underwriter.

Said Craig Hasday, President, National Employee Benefits Practice, "Early in my career, I worked with Matt on a global pooling arrangement for one of my first global clients and was very impressed with his knowledge and professionalism. Our organization needs world-class talent to provide our clients and consultants with the most innovative and cost-effective solutions in this unique space. Matt brings to EPIC the necessary skills, knowledge and commitment and I am pleased to welcome him to EPIC."

Matthew Marmorek can be reached at:
matthew.marmorek[at]epicbrokers.com
646.515.7600(m)

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0317s2p-EPIC-Marmorek-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Matthew Marmorek has joined the firm as National Practice Leader, Global (Non-U.S.) Employee Benefits.

Related link: https://www.epicbrokers.com/

EPIC Adds Nick Nelson as Senior Vice President, Property and Casualty

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific North Region.

Nelson brings nearly 15 years of insurance and financial services experience to his role. He will be responsible for business development, program placement and delivery of complex solutions to EPIC clients including attorneys and golf and country clubs. He has a strong background in building and maintaining strong relationships with clients, vendors, colleagues and managers throughout his career.

Prior to joining EPIC, Nelson has held the positions of Vice President, Property & Casualty and Vice President, Business Development officer with USI Insurance Services and Wells Fargo. Within both organizations he worked closely with senior leadership of his clients to deliver consulting and brokerage services for all commercial lines and workers' compensation coverages.

Nelson earned a Bachelor of Science degree in Recreation Management from Flagler in St. Augustine, Florida. He graduated summa cum laude and was a two-time NAIA Academic All-American.

Said Kevin Harnetiaux, COO, Pacific North Region, "We are fortunate to have Nick join our growing team and look forward to the expertise and dedication he will bring to our clients."

Nick Nelson can be reached at:
nick.nelson@epicbrokers.com
916.990.3210(m)
916.576.1543(w)

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0313s2p-nick-nelson-300dpi.jpg
*Photo caption: Nick Nelson has joined EPIC as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific North Region.

Related link: https://www.epicbrokers.com/

Matthew LeBlanc named Eastern Region Healthcare Practice Leader for Edgewood Healthcare Advisors, a division of EPIC

BOSTON, Mass. /ScoopCloud/ -- Edgewood Healthcare Advisors, a division of EPIC announced today that Matthew LeBlanc has been named Healthcare Practice Leader for the Eastern Region reporting to Susan Tewhill, National Healthcare Practice Leader for Edgewood Healthcare Advisors.

LeBlanc has been in the healthcare liability market for over 15 years, most recently leading the Physician practice based in West Hartford, Connecticut. In his expanded role, LeBlanc will be responsible for overseeing Edgewood Healthcare Advisors Eastern Region as well as retention and growth of the practice. He will continue his leadership role with the Physician Practice as well.

LeBlanc has held positions as Partner/Broker at Healthcare Risk Specialists and Underwriter during his career. LeBlanc holds a Bachelor's Degree in Public Relations from Quinnipiac University. He has also earned a Registered Professional Liability Underwriter designation.

Said Susan Tewhill, National Managing Principal, "We are thrilled to have Matt step into this added leadership role and know that he will help the practice grow and provide consulting services to our clients in the healthcare industry."

Matthew LeBlanc can be reached at:
matthew.leblanc@epicbrokers.com
860.521.8555 (Main)
978.808.9716 (Mobile)

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0305s2p-matt-leblanc-300dpi.jpg
*Caption: Matthew LeBlanc has been named Healthcare Practice Leader for the Eastern Region at Edgewood Healthcare Advisors.

Edgewood Healthcare Advisors, a division of EPIC announced today that Matthew LeBlanc has been named Healthcare Practice Leader for the Eastern Region reporting to Susan Tewhill, National Healthcare Practice Leader for Edgewood Healthcare Advisors.

Related link: https://www.epicbrokers.com/

EPIC Announces Tim Brenneman as President and National Private Client Practice Leader

NEW YORK, N.Y. /ScoopCloud/ -- EPIC announced today that Tim Brenneman has been named President and National Private Client Practice Leader for its newly reorganized National Private Client Practice team reporting to Executive Chairman and Co-Founder John Hahn. "Tim is a well-known and respected leader in this space having built a formidable Private Client business for Cook Maran and Prime Risk. We are very excited about our strategy to change the game from a legacy transactional play to one of high touch concierge consultative services as well as creative risk management solutions for High Net Worth clients."

The national practice reinforces EPIC's commitment to personal and private client business and will support the company's aggressive growth plans in this space. EPIC's regional offices today provide insurance consultation and protection to more than 45,000 individuals nationwide. In addition to the core protections of auto, home, and liability, a unique offering designed to protect emerging risks including cyber, D&O, reputational risk, and investor fraud will allow clients to customize protection around their individual risk profile.

Brenneman recently joined EPIC after Prime Risk Partners was acquired by the firm in November 2019. He spent the past 30 years as the personal and private client business leader for Cook Maran & Associates, a regional brokerage based out of East Hampton, NY and with offices throughout New York and New Jersey.

Said Tim Brenneman: "We already have regional teams with tremendous capabilities and this will be an opportunity to build a best practices organization around a national sales, service, and support structure. We have great potential and I couldn't be more excited to get started."

About EPIC Holdings

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0303s2p-Tim-Brenneman-300dpi.jpg

EPIC announced today that Tim Brenneman has been named President and National Private Client Practice Leader for its newly reorganized National Private Client Practice team reporting to Executive Chairman and Co-Founder John Hahn.

Related link: https://www.epicbrokers.com/

EPIC Adds Dan Joyal as a Vice President with Edgewood Healthcare Advisors

BOSTON, Mass. /ScoopCloud/ -- Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, announced that Dan Joyal has joined the Boston healthcare team as a Vice President.

Joyal has a decade of insurance industry experience with both retail and wholesale brokerages. Prior to joining EPIC, Joyal was with HUB International where he consulted and placed all lines of coverage in their healthcare vertical. His clients included physician groups, allied healthcare facilities and life sciences organizations. Prior to Hub, Joyal spent five years with CRC Swett & Crawford focused on professional liability; executive liability; and cyber/privacy liability.

Joyal earned a Bachelor of Arts degree in Psychology from the University of Vermont in Burlington, Vermont. He is a licensed Property & Casualty broker and is currently pursuing a Registered Professional Liability Underwriter (RPLU) designation.

Said Susan Tewhill, National Practice Leader, Edgewood Healthcare Advisors, "We are fortunate to have Dan join our growing national healthcare practice. He brings a wealth of knowledge and expertise that will benefit our clients and our organization."

"The Boston Healthcare team is excited to welcome Dan as a healthcare broker. His track record of excellent client service and healthcare knowledge will bring added value to our clients." said Julie Buckley, Managing Principal, Edgewood Healthcare Advisors.

Dan Joyal can be reached at:
dan.joyal@epicbrokers.com
508.212.4071(m)
617.531.6870(w)

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0302s2p-dan-joyal-300dpi.jpg

Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, announced that Dan Joyal has joined the Boston healthcare team as a Vice President.

Related link: https://www.epicbrokers.com/

EPIC Adds Trent Sullivan as a Producer in the firm’s Edgewood Healthcare Advisors Practice

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Trent Sullivan has joined the firm as a Producer in the firm's Edgewood Healthcare Advisors' Practice.

Sullivan will be responsible for new business development and the design and management of healthcare risk and insurance programs for clients. Sullivan brings over 20 years of experience in healthcare and municipal risk with successes in implementing creative and cost-effective solutions. Sullivan joins from OneDigital in Farmington, Connecticut.

Said Susan Tewhill, National Managing Principal, "Trent's extensive healthcare risk management background in both the client, carrier and consultant settings, as well as his in-depth understanding of the complex healthcare marketplace will provide immediate and long-term value to our clients. We are excited to add Trent to our growing national healthcare practice team."

"Trent's healthcare experience and successes in both the consultative and client roles will be of great value to our Edgewood Healthcare Advisor clients. We have thoughtfully built this practice with key players who share a common drive to provide exceptional solutions and service and I could not be more excited to have Trent join our team," said Matt LeBlanc, Edgewood Healthcare Advisor's Managing Principal.

Trent Sullivan can be reached at:
trent.sullivan@epicbrokers.com
860-713-8211(m)
860-521-8555(w)

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

*Image link for media: https://www.Send2Press.com/300dpi/20-0221s2p-epic-healthcare-adv-300dpi.jpg
*Image caption: Logo, Edgewood Healthcare Advisors, a division of EPIC.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Trent Sullivan has joined the firm as a Producer in the firm's Edgewood Healthcare Advisors' Practice.

Related link: https://www.epicbrokers.com/

EPIC Adds Wesley Carson as Senior Vice President, Expanding Employee Benefits Team

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Wesley Carson has joined the firm as a Senior Vice President, Employee Benefits in their Sacramento, California office.

Carson, will be responsible for employee benefits consulting and the design, placement and management of custom programs. He will primarily focus on mid to large group plans with EPIC clients.

Carson brings over 20 years of experience in health and benefits consulting. His background includes experience in employee benefits, health insurance, professional liability, property & casualty insurance. Prior to joining EPIC, Carson held positions as senior vice president, health and benefits and vice president with Aon and Hub International.

Carson has studied at the University of Nevada, Reno and earned a Business degree in Finance from California State University, Chico.

"We are thrilled to add another employee benefits expert to our growing team, Wesley brings strong skills in this area and will be a great addition," said John Connell, Regional President, Employee Benefits, EPIC Insurance Brokers & Consultants, Concord, CA.

Wesley Carson can be reached at wesley.carson@epicbrokers.com or (415) 640-7460.

"Wes' experience, proven track record of success and strong focus on client solutions make him an excellent addition to our talented benefits team," adds Kevin Harnetiaux, Senior Vice President and COO, Pacific North Region.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Wesley Carson has joined the firm as a Senior Vice President, Employee Benefits in their Sacramento, California office.

Related link: https://www.epicbrokers.com/

EPIC Adds Blake Chauvin as Vice President – Will Further Expand EPIC’s Risk Management Capabilities

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in their Concord, California office.

Chauvin, will be responsible for risk management consulting and the design, placement and management of property and casualty insurance programs. He will primarily focus on Private Equity and M&A clients and their unique needs.

Chauvin brings over 20 years of experience in risk management and business consulting. He has a wealth of knowledge in working with clients in technology, energy, and healthcare, large retail and real estate. Prior to joining EPIC, Chauvin held positions with Alliant Insurance Services, Zurich North America and CNA Insurance.

Chauvin earned a Bachelor of Science in Mechanical Engineering and an MBA in Finance from California State University, East Bay where he graduated Cum Laude. He is a licensed property & casualty underwriter and holds an Associate in Risk Management designation.

"We are excited to have Blake join our firm, he will be able to bring significant expertise to our clients in the private equity and M&A space," said Curt Perata, Regional President, EPIC Insurance Brokers & Consultants, Concord, CA.

Blake Chauvin can be reached at blake.chauvin@epicbrokers.com or (925) 915.6620.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in their Concord, California office.

Related link: https://www.epicbrokers.com/

EPIC Continues Expansion of Employee Benefits Practice with a new Pharmacy Practice Leader

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath. We are also pleased to announce that we have promoted Craig Hasday to President, National Employee Benefits Practice leader and Cindy Santangelo to National Voluntary Benefits Practice Leader.

Bob Eisendrath brings a strong background in pharmacy benefit management. He brings experience both in sales and national account management, with CVS Caremark for 20 years where he was most recently Area Vice President for Coalition Business. "The addition of Bob will further strengthen our Pharmacy consulting practice as he leads the team through the rapidly changing legislative and therapeutic landscape as our clients grapple with increasing pharmacy prices, one of the most problematic components of escalating cost," said Craig Hasday, National Employee Benefits Practice Leader.

Craig Hasday has been promoted to President, National Employee Benefits Leader. Said Steve Denton, President, EPIC Holdings, "For the past eighteen months, Craig has led EPIC's National Employee Benefits Operations Board. In that role, Craig has worked closely with the geographic employee benefits leaders and has done an incredible job bringing our national teams together."

During this time, EPIC has seen increased communication and enhancements across the board in service offerings for our clients. Further, EPIC has seen great improvement in revenue growth, profitability, and integration of its vast employee benefits platform. Employee Benefits revenue of over $170 million which represents over 20% of EPIC's retail revenue.

Promoting Cindy Santangelo to the new national role as lead of EPIC's Voluntary Benefits practice highlights EPIC's growing focus on the changing workplace dynamic of offering personalized benefits. Santangelo has been with EPIC for 12 years and spent the past 5 years building and growing the Voluntary Benefits practice within EPIC's national Employee Benefit platform. She brings a wealth of knowledge to her role in employee paid worksite benefits consulting as she fully understands how to create a customized program to meet individualized needs.

"We are fortunate to have someone with her expertise on our team to support our clients and other EPIC consultants," said John Gaffney, VP. National Employee Benefits Operations.

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath.

Related link: https://www.epicbrokers.com/

EPIC Launches National Farm and Ranch Practice

INDIANAPOLIS, Ind. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today they are expanding their insurance offering in the Farm & Ranch Insurance market with the practice being led by Chris Moore (President, EPIC Farm & Ranch). The Farm & Ranch practice will be a culmination of specialists in Indiana and Florida serving clients across a national footprint.

Chris joined EPIC from ONI Risk Partners where he led the Farm & Agribusiness practice. ONI Risk Partners was a part of the acquisition of Prime Risk Partners by EPIC in November 2019. Chris currently works with over 100 farm clients across 12 states. Chris has co-created specialty insurance products beyond standard property & casualty products.

Chris created the first health insurance product that protects hog producers against PRRS and PEDv (two major viruses that disrupt production) as well as the first Foreign Animal Disease (FAD) insurance program to exist in the United States. Chris understands that new risks emerge as farms evolve.

The Farm & Ranch practice's primary focus is working with their clients to proactively manage emerging risks. By proactively managing their risks, farmers and ranchers can move forward in confidence knowing their downside is protected.

In partnership with the team from the Jerry Parks Agency, a division of EPIC and their specialty expertise in equine insurance, it is a perfect match to build a strong practice and partnership moving forward offering our clients the best in farm and ranch insurance consulting.

For more information please contact:

Chris Moore via email chris.moore@epicbrokers.com or via phone at (317) 650-4519.

Scott Davis, President, National Specialty Group, EPIC Insurance Brokers & Consultants, said, "We are very excited about expanding our capabilities in the area of Farm, Ranch and Equine business and know that with Chris at the helm of the practice we will see much success."

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today they are expanding their insurance offering in the Farm & Ranch Insurance market with the practice being led by Chris Moore (President, EPIC Farm & Ranch).

Related link: https://www.epicbrokers.com/

EPIC Adds Kevin Melvin as Director of the firm’s Southeast Charter School Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm's Southeast Charter School Practice.

Melvin will report to Joffrey Clark, EPIC's National Charter School Practice Leader. In his new position, Melvin is responsible for new business development and the design, placement, and management of property and casualty insurance programs, providing risk management strategies and solutions to Charter Schools in North Carolina, Georgia, Florida, and Tennessee.

Melvin joins EPIC from F.N.B. Corporation, where he served as Vice President and Risk Management Advisor. Focused on emerging operational risk while improving the bottom line and risk profile for organizations, he coached clients through implementing effective risk management practices by looking at the total cost of risk. Melvin also spent a large part of his career with McGriff Insurance Services and BB&T.

"Kevin's extensive background supporting Charter Schools brings a wealth of knowledge and rich industry experience to the team," said Joffrey Clark. "I could not be more excited to have Kevin join us."

"We are thrilled to continue the growth of our National Charter School Practice," said KJ Wagner, EPIC's President of the Southwest Region. "This team has been built with key players who share an acute focus and background delivering strategic solutions to Charter Schools, and we're proud to keep attracting impressive talent to support the industry."

Kevin Melvin can be reached at kevin.melvin@epicbrokers.com or 704-207-5239.

About EPIC Insurance Brokers & Consultants:

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm's Southeast Charter School Practice.

Related link: https://www.epicbrokers.com/

EPIC Launches New National Specialty Practice: Asset Lifecycle Management

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations.

EPIC is a leading provider of equipment maintenance management programs. EPIC's approach reduces a client's cost of maintaining a portfolio of equipment while delivering improved equipment performance, reduced downtime, enhanced internal customer satisfaction.

The EPIC team led by Managing Principals, John Bowman and Tony Gerrato, have extensive industry experience and technical expertise. "We are vendor neutral and recognize that it is critical to custom design our solutions to fit the unique needs of each customer. We use our knowledge and industry expertise to make certain that our clients receive the best value at the right price," said Tony Gerrato.

The EPIC Asset Lifecycle Management approach replaces multiple service agreements and extended warranties with one agreement that costs less and is more flexible than the original equipment manufacturer (OEM) agreements. The team provides a single point of contact for managing service events and our solution delivers coverage that includes the cost associated with parts, labor, travel, emergency repair, and preventative maintenance.

Scott Davis, President of EPIC's National Specialty Practice, said, "We are fortunate to have expertise of this caliber within EPIC bringing solutions to our clients and protecting their businesses."

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations.

Related link: https://www.epicbrokers.com/

Frenkel and Company Completes Transition to EPIC Brand

SAN FRANCISCO, Calif. /ScoopCloud/ -- Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

The Frenkel & Company and Frenkel Benefits names will be retired for all Frenkel operations with the exception of Frenkel International which will operate as a specialty division of EPIC. Since joining with EPIC in 2017, Frenkel's associates and practice areas have become integrated into the EPIC business and significantly expanded EPIC's Northeast footprint in risk management, property and casualty insurance, international client services, employee benefits consulting, program solutions and private client services.

Said John Kelly, formerly CEO of Frenkel & Company and now EPIC New York's CEO, "Frenkel's decision to join EPIC has helped us deliver an expansive new set of capabilities to our clients, with the same commitment to service delivery that has been a hallmark of our firm."

Steve Denton, President of EPIC Holdings Inc. noted, "Throughout the past two years we have had the opportunity to integrate our teams, culture and businesses and are proud to now be able to present this unification across the risk management and employee benefits community together as one EPIC. The Frenkel team and capabilities rapidly became ingrained in the EPIC organization and we are excited to kick off 2020 with their full transition to EPIC."

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

Related link: https://www.epicbrokers.com/

Lisa Huscher joins EPIC as a Sales Executive, as Part of its LEAP Program

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lisa Huscher has joined the firm as a sales executive through their LEAP sales development program.

Huscher will be based in Southern California and report to Bill Ferree, Principal and Pleasant Hill Team Lead. In her new position, Huscher is responsible for risk management consulting and the design, placement and management of property and casualty insurance programs. She will primarily focus on the healthcare industry as part of Edgewood Healthcare Advisors, a division of EPIC.

Huscher brings over 20 years of experience in risk management and business consulting. She is very adept at bringing unique solutions to her clients across a number of industries. Prior to joining EPIC, Huscher held the position of Business Development Manager with OpenPlacement. She has also held positions with Care Partners at Home, My Virtual HomeCare & myvirtualcarevisit.com and Seniors Helping Seniors. Huscher earned a Bachelor of Science degree in psychology from Point Loma Nazarene University.

"We are excited to have Lisa join our team and bring her healthcare expertise to the Edgewood Healthcare Advisors practice," said William Ferree, Principal, EPIC Insurance Brokers & Consultants, Pleasant Hill, California.

"We are thrilled to continue the growth of our Healthcare team to bring an even greater level of expertise to our clients," added Curt Perata, Regional President, EPIC Insurance Brokers & Consultants.

Lisa Huscher can be reached at lisa.huscher@epicbrokers.com or (714) 369-2133.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lisa Huscher has joined the firm as a sales executive through their LEAP sales development program.

Related link: https://www.epicbrokers.com/

EPIC Adds Matthew Presutti as Managing Principal in their New York operations

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Matthew Presutti has joined their EPIC New York operations as managing principal on the employee benefits team.

Presutti will be based in New York City as part of Frenkel Benefits, an EPIC Company and report to Adam Okun, co-president and Larry Kirshner, co-president EPIC New York. In his new position, he will responsible for the strategic oversight, new business development and the design, placement and management of employee benefits insurance programs and solutions.

Presutti brings nearly 30 years of experience to his role within the overall EPIC organization. He has a strong background in leading teams and developing creative employee benefits programs for clients to help increase the overall success of their business. Presutti joins the firm from HM Insurance Group.

He has also held positions with: MagnaCare, Brown & Brown Metro, Horizon Blue Cross Blue Shield of New Jersey and Prudential. Presutti has served as Board President with the Tewksbury Township Board of Education as well.

"We are excited to have Matthew join our team and bring his level of expertise to EPIC and our employee benefits clients," said Adam Okun, co-president, EPIC New York, Larry Kirshner, co-president, EPIC New York, "Matt brings industry knowledge and employee benefits experience that will add to our already robust team. We are thrilled to have him onboard."

Matthew Presutti can be reached at matthew.presutti@frenkel.com or (212) 488-0214.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Matthew Presutti has joined their EPIC New York operations as managing principal on the employee benefits team.

Related link: https://www.epicbrokers.com/

Cosmetic Insurance Services (CIS) Now Offering Insurance to Cosmetic and Personal Care Products Containing CBDs

JERSEY CITY, N.J. /ScoopCloud/ -- Cosmetic Insurance Services (CIS), a national multi-line Specialty Program Administrator and the nation's leading insurance provider to the Cosmetics and Personal Care industry, announced their ability to now offer insurance to those companies whose cosmetic and beauty products include CBDs (Cannabidiol) within their formulations.

"We are excited about this enhancement to our current underwriting guidelines. With the ability to provide insurance on this specific product class, we continue to offer cutting-edge insurance products and solutions tailored to fit the many diverse exposures that the ever-growing cosmetic industry is faced with," said Kenneth C. Hegel Jr; Managing Principal of Cosmetic Insurance Services - a division of EPIC Insurance Brokers & Consultants.

"This new enhancement to our current underwriting guidelines demonstrates our commitment - to not only the cosmetics industry as a whole - but reinforces our dedication to the many clients we serve nationwide. We believe the capability to successfully underwrite this exposure and provide insurance on these specific products will allow us to continue to provide a superior insurance product to both our direct customers as well as our valued retail broker partners."

This development elevates the exclusive MGA Program and creates a path of continued and responsible premium growth alongside the valued insurance carriers that CIS partners with, securing CIS as the largest MGA of its kind.

About CIS:

Cosmetic Insurance Services is a Managing General Agent/retail insurance broker specializing in insuring the cosmetic, beauty and personal care industries. CIS works with companies that range from smaller start-ups to some of the largest, most established independent beauty brands. CIS is a division of EPIC Insurance Brokers & Consultants.

For more information about CIS, a division of EPIC Insurance Brokers & Consultants, visit: https://epicbrokers.com/programs/cosmetics/

Cosmetic Insurance Services (CIS), a national multi-line Specialty Program Administrator and the nation's leading insurance provider to the Cosmetics and Personal Care industry, announced their ability to now offer insurance to those companies whose cosmetic and beauty products include CBDs (Cannabidiol) within their formulations

Related link: https://www.epicbrokers.com/

EPIC Adds Aaron Zetterower in Dallas, Texas

DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Zetterower has joined the firm as Principal of the firm's Southwest Risk Management Practice.

Zetterower will be based in Dallas, Texas and report to KJ Wagner, President of EPIC's Southwest Region. In his new position, Zetterower is responsible for new business development and the design, placement and management of property and casualty insurance programs, providing risk management strategies and solutions for mid-market and large clients.

Zetterower joins EPIC from AssuredPartners, where he served as Vice President. Prior to that, he was the National Director for Charter School Programs at Crystal & Company.

"We are thrilled to continue the growth of our Property & Casualty operation in the Southwest Region," said EPIC's KJ Wagner. "Aaron's extensive background supporting Charter Schools brings a wealth of knowledge and rich industry experience to the team. I could not be more excited to have Aaron join us," said Joffrey Clark, EPIC's Charter School Practice Leader.

Aaron Zetterower can be reached at aaron.zetterower@epicbrokers.com or 214-923-7867.

About EPIC Insurance Brokers & Consultants
EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Zetterower has joined the firm as Principal of the firm's Southwest Risk Management Practice.

Related link: https://www.epicbrokers.com/

Aaron Schwen joins EPIC in Dallas

DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Schwen has joined the firm as Client Advocate of the firm's Southwest Risk Management Practice.

Schwen will be based in Dallas, Texas and report to KJ Wagner, President of EPIC's Southwest Region. In his new position, Schwen is responsible for new business development and the design, placement and management of property and casualty insurance programs, providing risk management strategies and solutions for mid-market and large clients.

Schwen joins EPIC from AssuredPartners, where he served as the Charter School Practice Leader. Prior to that, he was a Director at Crystal & Company.

"We are thrilled to continue the growth of our Property & Casualty operation in the Southwest Region," said EPIC's KJ Wagner. "Aaron's extensive background supporting Charter Schools brings a wealth of knowledge and rich industry experience to the team. I could not be more excited to have Aaron join us," said Joffrey Clark, EPIC's National Charter School Practice Leader.

Aaron Schwen can be reached at aaron.schwen@epicbrokers.com or 817-727-2490.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Schwen has joined the firm as Client Advocate of the firm's Southwest Risk Management Practice.

Related link: https://www.epicbrokers.com/

Raylene Chiarizzio joins EPIC in Los Angeles

LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm's Southwest Risk Management Practice.

Chiarizzio will be based in Los Angeles, California and report to KJ Wagner, President of EPIC's Southwest Region. In her new position, Chiarizzio is responsible for complex program design, placement and management of property and casualty insurance programs, providing risk management strategies and solutions for mid-market and large clients. Chiarizzio joins EPIC from Willis Towers Watson.

"We are thrilled to continue the growth of our Risk Management operations in the Southwest Region," said EPIC's KJ Wagner. "Raylene's extensive risk management experience brings a wealth of knowledge and rich industry experience to the team. I could not be more excited to have Raylene join us."

Raylene Chiarizzio can be reached at Raylene.chiarizzio@epicbrokers.com or 213-628-5525.

About EPIC Insurance Brokers & Consultants
EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants ("EPIC"), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm's Southwest Risk Management Practice.

Related link: https://www.epicbrokers.com/

BobbiJo DeNofa joins EPIC in Los Angeles

LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that BobbiJo DeNofa has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

DeNofa will be based in Los Angeles, California and report to KJ Wagner, President of EPIC's Southwest Region. In her new position, DeNofa is responsible for growing our Risk Management Practice in the Southwest, leading new business development and the design, placement and management of property and casualty insurance programs, providing risk management strategies and solutions for mid-market and large clients.

DeNofa joins EPIC from Willis Towers Watson, where she spent the last 15 years of her career. At Willis, she was serving as the head of its Southern California offices leading property and casualty operations for its Southwest Region, which included Phoenix, Los Angeles, Irvine, and San Diego markets.

"We are thrilled to continue the growth of our Risk Management operations in the Southwest Region," said EPIC's KJ Wagner. "BobbiJo is a well-respected, highly strategic, and consultative risk management professional and a proven leader who will deliver great value to our clients and to other EPIC team members. I could not be more excited to have BobbiJo join our team."

"EPIC's operations in the Southwest continue to grow by welcoming power houses like BobbiJo," said Jim Gillette, Regional President, Pacific South. "This is exciting for all of us, and I look forward to officially welcoming her expertise and watching our clients benefit from our ongoing growth and collaboration across the organization."

BobbiJo DeNofa can be reached at bobbijo.denofa@epicbrokers.com or 213-705-9654.

About EPIC Insurance Brokers & Consultants
EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that BobbiJo DeNofa has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

Related link: https://www.epicbrokers.com/

David Thoke joins EPIC in Los Angeles

LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that David Thoke has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

Thoke will be based in Los Angeles, California and report to KJ Wagner, President of EPIC's Southwest Region. In his new position, Thoke is responsible for new business development and the design, placement and management of property and casualty insurance programs, providing risk management strategies and solutions for mid-market and large clients.

Thoke joins EPIC from Willis Towers Watson, where he spent the last 15 years of his career. At Willis, he was serving as Executive Vice President of Willis North America, and prior to that, he spent 25 years with Marsh.

"We are thrilled to continue the growth of our Risk Management operations in the Southwest Region," said EPIC's KJ Wagner. "David's extensive background brings a wealth of knowledge and rich industry experience to the team. I could not be more excited to have David join us."

"EPIC's operations in the Southwest continue to grow by welcoming power houses like David," said Jim Gillette, Regional President, Pacific South. "This is exciting for all of us, and I look forward to officially welcoming his expertise and watching our clients benefit from our ongoing growth and collaboration across the organization."

David Thoke can be reached at david.thoke@epicbrokers.com or 626-297-5551.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that David Thoke has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

Related link: https://www.epicbrokers.com/

EPIC Adds Todd Randolph in Atlanta, GA

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Todd Randolph has joined the firm as a Principal of its Southeast Employee Benefits Practice.

Randolph will be based in Atlanta and report to Ed Oravetz, Managing Principal. In his new position, Randolph is responsible for new business development and the design, placement, and management of employee benefit programs, providing critical attraction and retention strategies for mid-market and large clients.

Randolph joins EPIC from USI Insurance Services, where he spent the last eight years of his career. As a VP and Employee Benefits Consultant at USI, he was known for implementing value-based benefit programs and specializing in advanced design and funding approaches for group medical (all ancillary lines) - including the appropriate uses of captives, self-funding, HRA/HSAs, private exchanges, and traditional, fully-insured programs.

"We are thrilled to continue the growth of our Employee Benefit operations," said EPIC's Ed Oravetz. "Todd is a well-respected, highly strategic, and consultative employee benefits professional who will deliver great value to our clients and to other EPIC team members. I could not be more excited to have Todd join our team."

"EPIC's operations in the Southeast continue to grow by welcoming power houses like Todd," said Steve Needle, Managing Principal of EPIC's Southeast Region. "This is exciting for all of us, and I look forward to officially welcoming his expertise and watching our clients benefit from our ongoing growth and collaboration."

Todd Randolph can be reached at todd.randolph@epicbrokers.com or 713-705-1485.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

*LOGO link for media: https://www.Send2Press.com/300dpi/19-0808s2p-epic-logo-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Todd Randolph has joined the firm as a Principal of its Southeast Employee Benefits Practice.

Related link: https://www.epicbrokers.com/

Wilson Long of EPIC Selected for Prestigious SIBF Leadership Academy

BIRMINGHAM, Ala. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Wilson Long of the firm's Birmingham-based National Energy Construction Practice is one of a select group of leaders throughout the U.S. accepted into the SIBF Leadership Academy whereby he will foster and build trusted connections between emerging, high-potential leaders. From conferences in leading international cities to national programs and local events, members expand their understanding of the ever-changing global landscape.

The SIBF Leadership Academy is an intensive, multicultural, and experiential program designed to expand participants' leadership abilities, improve team building, and create and nurture personal and international business relationships. SIBF connects, engages and inspires global leaders to accelerate professional and personal success through lifelong learning and trusted relationships. Furthermore, SIBF creates, delivers and shares first-class international business, social and cultural experiences.

Steve Denton, President, EPIC Holdings, Inc., said, "I was thrilled to learn that Wilson was accepted into the SIBF Leadership Academy. SIBF is a well-respected global organization of top executives, entrepreneurs and professionals that will propel Wilson as a leader and decision maker. Finally, it will ensure he is prepared for a rapidly changing global environment."

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

*PHOTO LINK for media: https://www.send2press.com/300dpi/16-0908-wlong-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Wilson Long of the firm's Birmingham-based National Energy Construction Practice is one of a select group of leaders throughout the U.S. accepted into the SIBF Leadership Academy whereby he will foster and build trusted connections.

Related link: https://www.epicbrokers.com/

EPIC Adds Sheryl Marshall in Napa, California

NAPA, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sheryl Marshall has joined the firm as Principal within the firm's Moving & Storage Practice.

Marshall will be based in Napa, California and report to John Sames, Senior Vice President. In her new position, Marshall is responsible for new business development and the design, placement and management of property and casualty insurance programs, providing risk management strategies and solutions for mid-market and large clients.

Marshall joins EPIC from Paul Hanson Partners, where she spent the last 19 years of her career. While with Paul Hanson Partners, Marshall served as a Senior Vice President, providing strategic risk solutions to her clients within the Moving & Storage Industry, primarily on the West Coast.

"We are thrilled to continue the growth of our Risk Management operations in Napa," said EPIC's John Sames. "Sheryl is a well-respected, highly strategic, and consultative risk management professional who will deliver great value to our clients and to other EPIC team members. I could not be more excited to have Sheryl join our Moving & Storage team, headed by Lou Hefter."

Sheryl Marshall can be reached at sheryl.marshall@epicbrokers.com or (707) 666-1477.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sheryl Marshall has joined the firm as Principal within the firm's Moving & Storage Practice.

Related link: https://www.epicbrokers.com/

EPIC Adds Scott Weiss as Principal – Addition Further Strengthens EPIC’s Risk Management Operations in California

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Scott Weiss has joined the firm as a Principal in their Risk Management Practice.

Weiss will be based in Concord, California and report to Curt Perata, Regional President. In his new position, Weiss is responsible for new business development and the design, placement and management of property and casualty insurance programs, providing risk management strategies and solutions for mid-market and large clients.

Weiss brings over 27 years of experience to his role with EPIC. He has a strong background in leading regional teams in the design and implementation of complex risk management programs in real estate, food systems, manufacturing, wholesale and consumer products. In addition to his work in these industries, he has focused on mergers & acquisitions due diligence.

Weiss comes to EPIC from USI Insurance Services and previously held positions with Marsh, Aon, Willis and AJ Gallagher.

"We are excited to continue the growth of our Risk Management operations in California," said Curt Perata, Regional President. "Scott's broad industry knowledge and risk management experience will add to our already strong Risk Management Practice. I could not be more excited to have Scott join the team."

Scott Weiss can be reached at scott.weiss@epicbrokers.com or (925) 989-6632.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/19-1202s2p-epic-Scott-Weiss-300dpi.jpg

*Photo caption: Scott Weiss has joined EPIC as a Principal in its Risk Management Practice.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Scott Weiss has joined the firm as a Principal in their Risk Management Practice.

Related link: https://www.epicbrokers.com/

Kelly Geary of EPIC Named National Executive Risk and Cyber Practice Leader

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kelly Geary has been named National Executive Risk & Cyber Practice Leader. Geary and her team bring deep knowledge and expertise in Cyber and Executive Risk to EPIC and their clients with an average of over 25 years of experience.

Geary has spent the past 20 years focused on Cyber and Executive Risk solutions for organizations. In her role as practice leader, she will lead and direct all cyber and executive risk initiatives across the organization. Geary will also focus on privacy related legal and regulatory changes impacting the organization. She will also provide support in risk management counseling and claims advocacy as part of the Lemme Group, a division of EPIC. She is a frequent speaker at industry conferences on cyber and executive risk exposures and liability. Geary understands the importance of building a strong collaborative team to deliver the best for our clients.

Scott Davis, President of EPIC's National Specialty Practice, said, "We are fortunate to have someone of Kelly's knowledge and expertise leading our Executive & Cyber Risk Practice. She is the right person to help continue to build the team of professionals focused on protecting our clients in the ever growing cyber and executive risk space."

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kelly Geary has been named National Executive Risk & Cyber Practice Leader. Geary and her team bring deep knowledge and expertise in Cyber and Executive Risk to EPIC and their clients with an average of over 25 years of experience.

Related link: https://www.epicbrokers.com/

Susan Tewhill of EPIC named Practice Leader of Edgewood Healthcare Advisors, a division of EPIC

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Susan Tewhill will be leading the Edgewood Healthcare Advisors practice. Susan and her team bring a wealth of knowledge and experience to the healthcare industry with an average of over 25 years of experience.

Tewhill alone brings over 30 years of experience to her role as practice leader and has a vast array of experience in working with complex healthcare risk management challenges and providing solutions to the clients she serves. She draws on her background in healthcare to develop optimum risk transfer and alternative risk financing programs to her clients.

She understands the importance of building a strong collaborative team to deliver the best for clients and with this expertise and focus she will be able to take Edgewood Healthcare Advisors, a division of EPIC to the next level.

Scott Davis, President of EPIC's National Specialty Practice., said, "I am thrilled to have Susan in this leadership role to drive the success of Edgewood Healthcare Advisors, a division of EPIC forward, and deliver the right solutions to our clients in the healthcare industry."

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Susan Tewhill will be leading the Edgewood Healthcare Advisors practice. Susan and her team bring a wealth of knowledge and experience to the healthcare industry with an average of over 25 years of experience.

Related link: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants and Prime Risk Partners Have Joined Forces

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants and Prime Risk Partners Inc., announced today that they have officially joined forces to continue to build on their national footprint and offer greater specialty support and services to their clients and collaboration among EPIC's colleagues. The transaction previously announced on October 15th has closed.

Prime Risk Partners brings experienced insurance professionals dedicated to providing tailored solutions to help their clients manage a wide range of risks in a rapidly changing and unpredictable world. Prime Risk Partners employs a highly consultative approach to commercial insurance, personal insurance, risk management and employee benefits consulting services. This approach aligns well with EPIC's core beliefs in and strong reputation for service excellence, innovation, community, collaboration and having fun - all in the interest of being a "people first" organization.

"We are pleased the transaction closed exactly as anticipated," said Adam Meyerowitz, Prime Risk Partners' President and Co-Founder. "We are thrilled to begin our EPIC journey with our new partners."

Added EPIC President, Steve Denton, "The cultural fit between Prime Risk Partners and EPIC has been apparent in every interaction we have had with all of their teammates. We are already collaborating to bring the combined expertise and breadth of service offerings to our collective clients."

Prime Risk Partners will initially operate as Prime Risk Partners - an EPIC Company. Prime Risk Partners' operating leadership and insurance professionals will continue to provide service from their existing locations.

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

*LOGO link for media: https://www.Send2Press.com/300dpi/19-0808s2p-epic-logo-300dpi.jpg

EPIC Insurance Brokers & Consultants and Prime Risk Partners Inc., announced today that they have officially joined forces to continue to build on their national footprint and offer greater specialty support and services to their clients and collaboration among EPIC's colleagues. The transaction previously announced on October 15th has closed.

Related link: https://www.epicbrokers.com/

Betsey Brewer of EPIC honored with Ramsden/Sullivan Memorial Award from the Independent Insurance Brokers and Agents of California

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award. This award was bestowed upon Brewer for her long history of service and support in the insurance industry and the community.

Brewer is a principal with EPIC Insurance Brokers & Consultants Pasadena, California office. She has made significant impact in the industry during her career including serving in various capacities on a number of associations. She is a founding board member of the Board of University of Southern California (USC) Risk Management Advisory Council. Brewer is an advocate and promoter of insurance and risk management education.

Brewer is a past president of the National CPCU Society. In addition to her service in the insurance community, she is active with the Girl Scouts of Greater Los Angeles. She has been honored by her peers with the Rie Sharp Insurance Person of the Year (1998) and with the CPCU Society Leadership Recognition Award (1999).

The Ramsden/Sullivan award is the most prestigious award given annually by the Independent Insurance Agents and Brokers of California. This honor is only given to one person each year who has exemplified the highest caliber of service to the Independent Agency System, the insurance industry and the community. In her over 30 years of service and active participation in the industry Brewer embodies all of the traits to achieve this high honor.

Scott Davis, President of EPIC's National Specialty Practice., said, "We are fortunate to have someone of Betsey's caliber as a member or our organization and community. She has and will continue to make her mark and elevate us all. Congratulations on receiving this honor."

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/19-11132p-Betsey-Brewer-300dpi.jpg
*Photo Caption: Betsey Brewer of EPIC honored with Ramsden/Sullivan Memorial Award.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award.

Related link: https://www.epicbrokers.com/

EPIC Launches Cannabis Site Pollution Liability (CSPL) Insurance Program

ALPHARETTA, Ga. /ScoopCloud/ -- Greyling Insurance Brokerage & Risk Consulting (Greyling), a division of EPIC Insurance Brokers & Consultants (EPIC), today announced the first nationwide Site Pollution Liability Insurance Program for the emerging cannabis industry.

Available in states where cannabis is legal for recreational and medical use, the new EPIC program is designed to provide coverage for a material gap in Commercial General Liability and Umbrella/Excess Liability policies for the cannabis industry, as these policies exclude losses resulting from pollution/pollutants on, at, under, or emanating from an insured location.

The EPIC/Greyling Cannabis Site Pollution Liability (CSPL) insurance program protects growers, processors and retail dispensaries from claims alleging third party bodily injury and property damage liability claims as well as corrective action costs (investigation/cleanup costs) at or from an insured site. The program is competitively priced, with minimum premiums for annual policies as low as $4,000.

Cannabis growers are exposed to pollution liability claims resulting from fertilizers and other chemicals used in the growing process (indoors or outdoors). Cannabis processors commonly use chemicals like ethanol to produce oils and concentrates and to extract CBD from the product and face exposure from these operations, as well.

Retail dispensaries face pollution exposure from building heating/cooling systems, building maintenance and other operations, and are increasingly required to provide evidence of pollution liability coverage to landlords. The EPIC/Greyling CSPL program is designed to provide valuable protection to all of these operations.

Key features of the program include:
* Automatic Additional Insured where required by written contract (e.g. lease of premises)
* Automatic Waiver of Subrogation
* Corrective Action Costs include those recommended by an Environmental Professional
* Coverage included for civil fines, penalties or assessments arising out of a Pollution Condition where allowable by law
* Natural Resource Damages included in definition of Property Damage
* Mitigation (emergency) Expense coverage for costs incurred within 7 days of a Pollution Incident
* Terrorism coverage automatically included
* Defense Expenses for third party bodily injury/ property damage liability claims and for corrective action costs
* Illicit abandonment included in definition of Pollution Incident
* Manuscript Cannabis endorsement with broad definition of cannabis products
* Low deductibles (starting at $5,000 each pollution incident)
* Fast quote turnaround
* Simple binding/policy issuance process
* Open to retail and wholesale agents and brokers.

For more information or to obtain a quote from the EPIC/Greyling Cannabis Site Pollution Liability program, please email cspl@epicbrokers.com or contact Alan Bressler, SVP and Environmental Practice Leader at alan.bressler@greyling.com or 770.552.4225

About EPIC Insurance Brokers & Consultants

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 2,600 team members operating from more than 70 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $730 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

Learn more at: https://www.epicbrokers.com/.

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Greyling Insurance Brokerage & Risk Consulting (Greyling), a division of EPIC Insurance Brokers & Consultants (EPIC), today announced the first nationwide Site Pollution Liability Insurance Program for the emerging cannabis industry.

Related link: https://www.epicbrokers.com/