Tag Archives: EPIC Holdings

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/

Scott Morrison, one of the founders of After, Inc., returns to company after sale to EPIC Holdings

NORWALK, Conn. /ScoopCloud/ -- After, Inc., the global leader in Warranty Marketing and Analytics Solutions since 2005, has just announced the return of Scott Morrison, an original founder, to lead new business development and strategic innovation for the company.

Morrison has been named Executive Vice President, and will use his extensive experience in Warranty Analytics, Warranty Marketing, and Warranty Innovation to help bring incremental revenue and cost reductions to each client's Warranty Operations.

"Scott has considerable strategic, analytical, and marketing operations knowledge and expertise. which will greatly benefit our clients, both new and existing," said Nate Baldwin, CEO of After, Inc.

Morrison has over 20 years of experience, optimizing Warranty and Service Contract profitability across many verticals, including; Automotive, Marine, Avionics, Power Sports, Power Equipment, Appliances, Consumer Electronics and Medical Devices.

About After, Inc.

After, Inc. - http://www.afterinc.com/ - is a global leader in the Warranty Services industry. Its predictive analytics, data-driven marketing strategies, reporting and program administration are second to none.

After, Inc. has partnered with some of the world's top brands to help transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue / profit opportunities.

Headquartered in Norwalk, Connecticut. and with offices in New York City, After, Inc. is part of EPIC Holdings.

After, Inc., the global leader in Warranty Marketing and Analytics Solutions since 2005, has just announced the return of Scott Morrison, an original founder, to lead new business development and strategic innovation for the company.

Related link: http://afterinc.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/

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/

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/

The Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC

ATLANTA, Ga. /ScoopCloud/ -- Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have entered into an agreement to join forces. Prime Risk Partners, headquartered in Atlanta, Georgia, is a growing national firm of 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.

Ranked among the top 35 retail insurance brokers in the United States, Prime Risk Partners employs a highly consultative approach to commercial insurance, personal insurance, risk management and employee benefits consulting services.

EPIC, founded in 2007, has grown to become one of the 15 largest U.S. retail insurance brokers and the nation's 9th largest privately-held insurance brokerage, with core beliefs in and a strong reputation for service excellence, innovation, community, collaboration and having fun - all in the interest of being a "people first" organization.

"Our partners have been delivering strategic guidance and service around the risk management, insurance and benefit consulting needs of our clients for decades," said Prime Risk Partners' Chairman & CEO Bret Quigley. "Joining EPIC will allow us to deliver an even broader and deeper set of capabilities and added value to our clients with the same commitment to excellence that has always been a hallmark of our partners."

"Our vision for Prime Risk Partners is to build a superior national insurance platform. Joining EPIC allows us to accelerate that vision rapidly with like-minded leadership we know well and respect," added Adam Meyerowitz, Prime Risk Partners' President and Co-Founder. "We are thrilled to join forces with such a unique and highly successful company as EPIC."

Prime Risk Partners will initially operate as Prime Risk Partners - an EPIC Company following closing. Prime Risk Partners' operating leadership and insurance professionals will continue to provide service from their existing locations. Adam Meyerowitz will join EPIC's executive leadership team.

Said EPIC President, Steve Denton, "Bret Quigley and Adam Meyerowitz have built Prime Risk Partners the right way by bringing together brokers and agents with great reputations and specialties in the markets they serve. Their team fits perfectly with our existing New York and New Jersey operations, adds a substantial presence to our Boston business and opens up a sizable new region for us in the Midwest. We are thrilled be able to partner with Prime Risk Partners and we look forward to the future together."

"We are delighted for Prime Risk to join the EPIC family, a unique platform in the insurance brokerage market focused on being the best home for producers and driving best-in-breed organic growth. Prime's integrated business fits well within EPIC and further bolsters our northeast hub, which has been a critical focus during our partnership with EPIC," said Steve Puccinelli, Partner at Oak Hill.

"We could not have asked for a better management team than the Prime Risk Partners team, led by Bret Quigley and Adam Meyerowitz, to help us take Prime Risk Partners from the idea stage to become the successful and growing top brokerage firm it is today," said Ganesh Rao, Managing Director at Thomas H. Lee Partners, Prime Risk Partners' original equity sponsor. "They have been fantastic partners and we are gratified to know that Prime Risk Partners will be well positioned to continue growing by joining forces with EPIC."

Barclays and Waller Helms Advisors acted as financial advisors and Weil, Gotshal & Manges acted as legal advisor to EPIC. Reagan Consulting acted as financial advisor and King & Spalding acted as legal advisor to Prime Risk Partners.

About Prime Risk Partners - an EPIC Company

Prime Risk Partners, headquartered in Atlanta, is a growing national firm of experienced insurance professionals dedicated to providing tailored solutions to help our clients manage a wide range of risks in an unpredictable world. Recently ranked among the top 35 brokers in the United States, Prime Risk Partners employs an ongoing consultative approach to meet commercial, personal, and employee benefits insurance needs. For additional information, please visit https://primeriskpartners.com.

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 2,000 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.

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//epicbrokers.com.

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

Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have entered into an agreement to join forces. EPIC, founded in 2007, has grown to become one of the 15 largest U.S. retail insurance brokers and the nation's 9th largest privately-held insurance brokerage.

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

EPIC Holdings Inc. adds Bill Nay as Chief Acquisition Officer in Atlanta

ATLANTA, Ga. /ScoopCloud/ -- EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance investment banking veteran Bill Nay as Chief Acquisition Officer of its parent company EPIC Holdings, Inc. Nay will be based in Atlanta, Ga. and report to EPIC Holdings CEO, John Hahn.

Nay brings to EPIC more than 15 years of mergers & acquisitions, capital markets and business development experience and success.

As Chief Acquisition Officer of EPIC Holdings, Inc., Nay will partner with John Hahn, Steve Denton, President of EPIC Holdings, Pete Garvey, CEO of EPIC Insurance Brokers & Consultants, EPIC's Regional Presidents and other senior leaders across the country to source, develop and drive mergers & acquisition activity across EPIC's core retail brokerage business as well as the firm's Specialty Programs and Products groups.

Nay will also focus on leveraging EPIC's core competitive advantages to develop new avenues for growth in areas like small business and warranty. In addition, he will be responsible for helping to coordinate post transaction integration support.

Said John Hahn, "We are excited to have Bill lead our M&A strategy as well as participate as a member of our investor/capital markets relationship team. He has been a great partner and valued consultant to EPIC over the years and we look forward to him driving differentiated growth for us as we continue to expand and scale our business."

"I've had the pleasure of knowing John and the EPIC team since the Company's founding and have always admired their unique, client first approach to the insurance distribution market," said Nay. "I'm excited and honored to have the opportunity to build on such a strong foundation and look forward to finding ways to make a difference."

Prior to joining EPIC, Nay had a 16-year career at SunTrust Robinson Humphrey (a division of SunTrust Banks, Inc.) where he most recently led the firm's insurance investment banking efforts. In his capacity at SunTrust Robinson Humphrey, Nay consulted with and advised insurance services and carrier businesses on a variety of M&A and capital market solutions.

Nay attended the University of Georgia where he earned a Bachelor's Degree in Business Administration with a concentration in Finance.

Bill Nay can be reached in Atlanta, Ga. at bill.nay@epicbrokers.com or 678-324-3337.

About EPIC:

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 2,000 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.

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.

With run rate revenues greater than $600 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.

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

EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance investment banking veteran Bill Nay as Chief Acquisition Officer of its parent company EPIC Holdings, Inc. Nay will be based in Atlanta, Ga. and report to EPIC Holdings CEO, John Hahn.

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

After, Inc. to Sponsor and Speak at 10th Annual Extended Warranty and Service Contract Innovations Conference in Nashville

NORWALK, Conn. /ScoopCloud/ -- After, Inc., a leader Warranty Analytics Solutions since 2005, will sponsor the Extended Warranty and Service Contract Innovations Conference in Nashville, TN on September 18-20, 2019. The company also announced today that it will join a panel discussing how to "Tailor Your Message to Different Market Segments," alongside industry giants like General Motors and Electrolux.

"After, Inc. began working with large manufacturers 15 years ago to build and optimize their warranty programs. We were one of the first companies to succeed in Warranty Analytics, building custom models for our clients to predict everything from which engine part would have quality and reliability issues, to which customers would be most likely to purchase their extended warranty products," says Dan Hulkower, SVP of Business Development for After, Inc.

"I am especially excited about this panel, to share insights from recent research we did with Starr Insurance on Millennials and their attitudes towards Extended Warranties," Hulkower added.

A summary of the research can be found here on the After, Inc. blog: http://afterinc.com/inc-starr-companies-shed-light-millennials-purchase-perceive-extended-service-contracts/

After, Inc. will also have a booth at the conference. If you plan on attending, please visit After, Inc. at Booth #6.

About After, Inc.

After, Inc. ( http://www.afterinc.com/ ) is a global leader in the warranty services industry. Its predictive analytics, data-driven marketing strategies, reporting and program administration are second to none. After, Inc. partners with some of the world's top brands to help transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue / profit opportunities. Headquartered in Norwalk, Conn. with offices in New York City, After, Inc. is part of the EPIC Holdings family of companies, which also includes EPIC Insurance Brokers & Consultants and PowerGuard Specialty Insurance Services.

*LOGO link for media: https://www.Send2Press.com/300dpi/18-1030s2p-after-inc-300dpi.jpg

After, Inc., a leader Warranty Analytics Solutions since 2005, will sponsor the Extended Warranty and Service Contract Innovations Conference in Nashville, TN on September 18-20, 2019. The company also announced today that it will join a panel discussing how to "Tailor Your Message to Different Market Segments," alongside industry giants like General Motors and Electrolux.

Related link: http://afterinc.com/

After, Inc. to showcase its latest predictive analytics solutions at the Field Service Medical Conference on Feb. 25-27, 2019

NORWALK, Conn. /ScoopCloud/ -- After, Inc., the global leader Warranty Analytics Solutions since 2005, will be a major participant in the Field Service Medical Conference on February 25-27, 2019. The company announced today that it plans to introduce a powerful suite of optimization solutions at the conference, designed specifically for Medical Device & Medical Equipment manufacturers, to help reduce the costs and customer satisfaction impacts of unplanned service repairs.

"Given their size and scope, Field Services organizations are continually challenged to optimize their service network performance. Our new suite of solutions can help," says Nate Baldwin, CEO of After, Inc.

"After, Inc. specializes in warranty analytics - gathering, integrating and analyzing large structured and unstructured warranty data sets, and developing models to forecast parts failures and equipment breakdowns before they happen. Our solutions have saved our manufacturing clients millions in parts and labor costs, while dramatically improving customer satisfaction and loyalty. Our latest suite of optimization solutions for Field Service Medical organizations will be a game changer."

After, Inc. is one of the key sponsors of the Field Services Medical Conference, with senior leaders of business development and data analytics attending to showcase their new suite of services.

If you plan on attending the conference, please visit After, Inc. in Booth 15.

About After, Inc.:

After, Inc. (afterinc.com) is a global leader in the warranty services industry. Its predictive analytics, data-driven marketing strategies, reporting and program administration are second to none. After, Inc. partners with some of the world's top brands to help transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue / profit opportunities.

Headquartered in Norwalk, Conn. with offices in New York City, After, Inc. is part of the EPIC Holdings family of companies, which also includes EPIC Insurance Brokers & Consultants and PowerGuard Specialty Insurance Services.

Learn more about After, Inc. at: http://afterinc.com/

Learn more about the event at: https://fieldservicemd.wbresearch.com/

After, Inc., the global leader Warranty Analytics Solutions since 2005, will be a major participant in the Field Service Medical Conference on February 25-27, 2019. The company announced today that it plans to introduce a powerful suite of optimization solutions at the conference, designed specifically for Medical Device & Medical Equipment manufacturers.

Related link: http://afterinc.com/

EPIC Adds Scott Davis as President of National Specialty Practice Group in Nashville

NASHVILLE, Tenn. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran Scott Davis as President of EPIC's National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm's Nashville office.

Davis brings to EPIC more than 30 years of large account risk management, strategic operations, business development, and executive leadership experience. Prior to joining EPIC, Davis served as President and Chief Operating Officer at Beecher Carlson, one of the fastest growing brokerages in the large account space.

Over the past 15 years Davis has specialized in the creation and delivery of innovative solutions developed to reduce a large account buyer's total cost of risk (TCOR) with tremendous success. Specifically, Davis has focused on four industry segments; Healthcare, Hospitality, Retail and Manufacturing.

Davis will have responsibility for further developing EPIC's large accounts strategy and for further growing the resources and capabilities of EPIC's Specialty Practices.

Said John Hahn, CEO of EPIC Holdings, "Scott is a real pro who has driven growth, created success, and delivered strong value in every position he has held across his long career. He is exactly the kind of free thinking strategist and strong leader we value. EPIC is not about building a 'copycat' business model and Scott will help to further drive creativity, innovation and excellence for the benefit of our large account clients and the EPIC team members who serve them."

Davis attended Indiana State University where he earned a Bachelor of Science Degree in Safety Management and Environmental Safety.

Scott Davis can be reached by email at scott.davis@epicbrokers.com or by phone at (615) 948-2920.

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 1,800 team members operating from 80 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 $575 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, today announced the addition of insurance industry veteran Scott Davis as President of EPIC's National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm's Nashville office.

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

EPIC Holdings Inc. Closes Acquisition of Integro USA

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Holdings, Inc. today announced the closing of EPIC's acquisition of Integro Holdings Inc. (substantially all of the U.S. operations of Integro Group Holdings). Please see our press release issued on December 17, 2018 that follows for more details and comments on the transaction.

EPIC HOLDINGS TO ACQUIRE INTEGRO USA

SAN FRANCISCO and NEW YORK, Dec. 17, 2018 -- EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP.

Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in excess of $150 million. Financial terms of the proposed transaction have not been disclosed.

Integro USA brings to EPIC expertise that is well aligned with EPIC's diverse insurance distribution platform.

Areas of emphasis include:

Entertainment & Sports: focus in music & events; theatre & venues; film, TV & media; sports associations & amateur sports; and racing & motor sport.

Specialty: leading provider of insurance brokerage services to Professional Services Firms (accountants, lawyers, hedge funds, asset managers, architects & engineers) and Transportation & Logistics businesses.

Risk Management/Complex Accounts: deep technical services for the Fortune 500 and complex risk accounts.

Middle Market Accounts: property/casualty, employee benefits, and private client services for small to medium sized companies and individuals

Employee Benefits Consulting: expertise for mid to large employer groups as well as unique services for the private equity sector.

Integro USA is led by Marc Kunney, President of North America Operations. The acquisition will add over 400 team members working across 22 US locations.

Kunney commented on the transaction, "Joining forces with EPIC allows us to continue offering our clients the highest level of service and expertise, while providing depth and scale to further invest in our combined capabilities."

Pete Garvey, EPIC Insurance Brokers & Consultants CEO and a founder and former CEO of Integro Ltd., noted, "I know firsthand what a high quality group Integro is. We can't be more delighted to have their U.S. team join forces with EPIC."

Steve Denton, President of EPIC Holdings Inc. added, "EPIC and Integro USA fit together perfectly with common themes including a passion for client service and delivering specialty capabilities supported by actionable analytics."

The transaction is expected to close in January 2019.

The financial advisor for EPIC was Rob Giammarco at Bank of America Merrill Lynch and their legal advisor was Chris Machera at Weil, Gotshal & Manges, LLP. The financial advisor for Integro was Stuart Britton at Evercore and their legal advisor was Paul Kukish at Latham & Watkins, LLP.

About EPIC

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. EPIC currently has nearly 1,400 team members operating from 50 offices across the U.S. and annual revenues over $440 million.

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.

Backed 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/.

About Integro USA

Launched in 2005, Integro is among the nation's largest and most respected insurance brokerage and risk management firm. Clients credit Integro's superior technical abilities and creative, collaborative work style for securing superior program results and pricing. The firm's acknowledged capabilities in brokerage, risk analytics and claims are rewriting industry standards for service and quality. The firm's U.S. headquarter office is located at 1 State Street Plaza, 8th Floor, New York, NY 10004. 1-877-688-8701.

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

EPIC Holdings, Inc. ('EPIC') today announced the closing of EPIC's acquisition of Integro Holdings Inc. (substantially all of the U.S. operations of Integro Group Holdings). Please see our press release issued on December 17, 2018 that follows for more details and comments on the transaction.

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

EPIC Holdings Inc. to Acquire Integro USA

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP. Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in excess of $150 million. Financial terms of the proposed transaction have not been disclosed.

Integro USA brings to EPIC expertise that is well aligned with EPIC's diverse insurance distribution platform. Areas of emphasis include:

Entertainment & Sports: focus in music & events; theatre & venues; film, TV & media; sports associations & amateur sports; and racing & motor sport.

Specialty: leading provider of insurance brokerage services to Professional Services Firms (accountants, lawyers, hedge funds, asset managers, architects & engineers) and Transportation & Logistics businesses.

Risk Management/Complex Accounts: deep technical services for the Fortune 500 and complex risk accounts.

Middle Market Accounts: property/casualty, employee benefits, and private client services for small to medium sized companies and individuals

Employee Benefits Consulting: expertise for mid to large employer groups as well as unique services for the private equity sector.

Integro USA is led by Marc Kunney, President of North America Operations. The acquisition will add over 400 team members working across 22 U.S. locations.

Kunney commented on the transaction, "Joining forces with EPIC allows us to continue offering our clients the highest level of service and expertise, while providing depth and scale to further invest in our combined capabilities."

Pete Garvey, EPIC Insurance Brokers & Consultants CEO and a founder and former CEO of Integro Ltd., noted, "I know firsthand what a high quality group Integro is. We can't be more delighted to have their US team join forces with EPIC."

Steve Denton, President of EPIC Holdings Inc. added, "EPIC and Integro USA fit together perfectly with common themes including a passion for client service and delivering specialty capabilities supported by actionable analytics."

The transaction is expected to close in January 2019.

The financial advisor for EPIC was Rob Giammarco at Bank of America Merrill Lynch and their legal advisor was Chris Machera at Weil, Gotshal & Manges, LLP. The financial advisor for Integro was Stuart Britton at Evercore and their legal advisor was Paul Kukish at Latham & Watkins, LLP.

About EPIC

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. EPIC currently has nearly 1,400 team members operating from 50 offices across the U.S. and annual revenues over $440 million.

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.

Backed 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/.

About Integro

Integro is an international insurance brokerage and risk management firm. Clients credit Integro's superior technical abilities and creative, collaborative work style for securing superior program results and pricing. The firm's acknowledged capabilities in brokerage, risk analytics and claims are rewriting industry standards for service and quality.

Launched in 2005, Integro and its family of specialty insurance and reinsurance companies, some having served clients for more than 150 years, operate from offices in the United States, Bermuda, and the United Kingdom.

Its U.S. headquarter office is located at 1 State Street Plaza, 8th Floor, New York, NY 10004. 1-877-688-8701. Information: https://integrogroup.com/.

EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP. Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in excess of $150 million.

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

Bindable announces an investment round led by EPIC, Motive Partners and Wafra

BOSTON, Mass. /ScoopCloud/ -- Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, including EPIC Insurance Brokers & Consultants, and a Wafra advised fund, in conjunction with Motive Partners, a global private equity firm focused on investing in financial technology companies.

The investment will support Bindable's continued platform development and growth initiatives. In connection with the investment, Bindable and EPIC have entered into a commercial agreement where Bindable will provide a turnkey software solution to EPIC and its program and affinity business that will enable EPIC to better engage its customers through technology, product diversification and market growth.

Headquartered in Boston, Bindable has built a premier multi-product digital platform for insurance distribution through ecosystem and affinity channels. Bindable's software enables customized partner distribution and rapid market expansion for industry leaders and brands alike. Bindable has proven itself to be a highly differentiated solution through its client engagements with leading insurance companies, financial institutions, brokers and affinity groups.

Bill Suneson, Co-founder and CEO of Bindable, commented: "We've built our platform to transform the distribution of insurance through sponsored channels and we're pleased to partner with EPIC, Motive Partners and Wafra to not only support our vision but also provide the strategic capacity to help us drive that change. We seek to enable the insurance industry to better serve customers through preferred channels and this new capital will help us realize our vision."

John Hahn, CEO of EPIC Holdings, commented: "Our investment in Bindable reflects EPIC's continued interest in investing and partnering with technology-based solutions and platforms that help us transact our business more efficiently and effectively with our clients."

Scott Kauffman, Partner at Motive Partners, commented: "We believe Bindable has created a platform that is well positioned for rapid growth, as insurance carriers and brokerages increasingly rely on digital and tech-enabled distribution solutions. I look forward to working with Bill Suneson and John Hahn to help Bindable achieve our shared vision."

Greenberg Traurig served as legal advisor to Motive Partners and EPIC in connection with the transaction. Fenwick & West LLP served as legal advisor to Wafra in connection with the transaction. Osborn Maledon served as legal advisors to Bindable in connection with the transaction.

About Bindable:

Bindable is a full-stack, tech-enabled solutions provider built for modern insurance distribution. Through its MyLifeProtected and Policy Crusher(tm) platforms, Bindable offers insurance companies, intermediaries and affinity groups a comprehensive suite of digital products and software services designed to further engage and monetize their customers.
For more information, visit https://www.bindable.com/.

About EPIC Holdings:

EPIC Holdings is the corporate parent overseeing investments across the entire EPIC platform, which includes the firm's retail insurance brokerage and consulting business (EPIC Insurance Brokers & Consultants); programs, affinity, and MGA/MGU business, warranty and InsureTech Initiatives (EPIC Specialty Programs & Investments).

Led by CEO John Hahn and President Steve Denton, EPIC Holdings focuses on identifying and pursuing opportunities to invest in and acquire businesses across the EPIC platform. This includes expanding the firm's Program/MGA footprint, aggressively participating in the InsureTech revolution, and developing new, creative distribution ideas and concepts, while remaining focused on EPIC's vision and strategy to drive specialization across the entire organization. For additional information, please visit https://www.epicbrokers.com/.

About Motive Partners

Motive Partners is a sector-specialist investment firm that is focused on technology enabled companies that power the financial services industry. Based in New York and London and comprised of investors, operators and innovators, Motive Partners brings differentiated expertise, connectivity and capabilities to create long-term value in financial technology companies. For more information, visit https://www.motivepartners.com/.

About Wafra

Wafra and its advisory affiliates have discretionary and non-discretionary assets under management (including undrawn capital commitments) exceeding $23 billion (estimated as of June 30, 2018) and invest across a wide range of asset classes. In its pursuit of investments, Wafra seeks to connect its investors, partners and stakeholders to foster an exchange of ideas and innovations. For more information please visit https://www.wafra.com/.

Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, including EPIC Insurance Brokers & Consultants, and a Wafra advised fund, in conjunction with Motive Partners, a global private equity firm focused on investing in financial technology companies.

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

After Inc. Releases Warranty Analytics 2.0 White Paper

NORWALK, Conn. /ScoopCloud/ -- After, Inc., the global leader in Warranty 2.0 solutions, announced today that it has just released its latest research on the warranty analytics industry. After, Inc.'s white paper, "Warranty Analytics 2.0 - Addressing the Gaps in Current Software Solutions," provides an analysis of the warranty services market, outlines the differences between warranty management and warranty analytics software, and offers an alternative - Warranty Analytics 2.0 - to address the limitations in current data analytics solutions.

While self-service analytical software packages contain some functionality for data prep, querying, exploration and visualization, there can be material limitations post-implementation. Problems arise when there is a lack of internal technical/analytical resources to correct data errors in real time.

After, Inc.'s Warranty Analytics 2.0 solution combine warranty-specific data visualization platforms with outsourced and highly trained warranty data analysts in an analytics-as-a service business model to ensure that the data being uploaded and the results being generated are complete and accurate.

To download a copy of the "Warranty Analytics 2.0 - Addressing the Gaps in Current Software Solutions" white paper, click here: http://afterinc.com/warranty-analytics-2-0/

Or, visit After, Inc.'s website at: http://afterinc.com/.

About After, Inc.:

After, Inc. (afterinc.com) is a global leader in the warranty services industry. Its predictive analytics, data-driven marketing strategies, reporting and program administration are second to none. After, Inc. partners with some of the world's top brands to help transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue / profit opportunities.

Headquartered in Norwalk, Conn. with offices in New York City, After, Inc. is part of the EPIC Holdings family of companies, which also includes EPIC Insurance Brokers & Consultants and PowerGuard Specialty Insurance Services.

After, Inc., the global leader in Warranty 2.0 solutions, announced today that it has just released its latest research on the warranty analytics industry. After, Inc.'s white paper, "Warranty Analytics 2.0 - Addressing the Gaps in Current Software Solutions," provides an analysis of the warranty services market, outlines the differences between warranty management and warranty analytics software.

Related link: http://afterinc.com/

EPIC Acquires Alternative Asset Management Industry Specialist Vanbridge LLC

NEW YORK, N.Y. /ScoopCloud/ -- Vanbridge, LLC, a specialty insurance intermediary, program management, and risk advisory services business, and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of Vanbridge.

Headquartered in New York, N.Y., Vanbridge provides products and services at the intersection of the insurance, private equity and hedge fund industries. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients; solving risk related issues utilizing insurance and alternative capital.

EPIC is already the 9th largest privately owned insurance broker in the nation, before the addition of Vanbridge, which adds an additional 45 team members to the firm. EPIC has built a strong, positive reputation nationally for service excellence, innovation, community involvement, collaboration, and having fun - all in the interest of being a "people first" (clients and team members) organization.

Said Philip V. Moyles, Jr., Managing Principal & CEO of Vanbridge, "I am very pleased to be joining the EPIC organization. I believe that Vanbridge will be able to leverage the EPIC platform to expand its business on behalf of Alternative Asset Managers. I have known John Hahn and Pete Garvey for a long time and they understand what it takes to drive value for this clientele. I look forward to working with them and the EPIC team."

Upon joining EPIC, the business will operate as Vanbridge - an EPIC Company. Vanbridge's leadership team will play vital, active roles within the larger, integrated EPIC organization. Phil Moyles has been appointed Executive Vice President and will report to Peter Garvey, CEO of EPIC Insurance Brokers & Consultants. Moyles will also become a member of EPIC's Executive Committee. He will continue to lead the Vanbridge operations as a part of EPIC.

Said Garvey, "The team at Vanbridge has established their business as the innovative specialist serving the sophisticated needs of the alternative asset management industry. Having known Phil well for some time, I'm confident his strong relationships, depth of knowledge, and leadership, combined with our own expanding capabilities, will propel EPIC to a leadership position within this important segment."

Added John Hahn, CEO of EPIC Holdings, "Phil and his team have built a unique set of programs, products and services for an increasingly important segment of the financial services industry. I've spent the majority of my career in the wholesale sector - working with both property & casualty insurance products and Broker General Agency life insurance products - and fully understand how important it is to respect and serve all distribution channels. Given EPIC's range of offerings in our Specialty Programs and Products group, we offer Vanbridge and their partners the perfect fit for and support of their distribution model with retail brokers."

Cozen O'Connor, LLP, led by partners Martin Schrier and Jess Alexander, served as EPIC's legal advisor. John Kraska of Dowling Hales and Michael Hasbland of Drinker Biddle, represented Vanbridge in the transaction.

About Vanbridge - an EPIC Company:

Vanbridge is an insurance intermediary and program management business that provides products and services at the intersection of the insurance, private equity and hedge fund industries. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients; solving risk related issues utilizing insurance and alternative capital. Vanbridge's unique structuring and plan design techniques support various client objectives including cost reductions and enhancements to investment strategies that strengthen long-term financial performance. Information: https://www.vanbridge.com/.

In addition, as a life insurance, executive benefit and financial advisory wholesale distribution business, Vanbridge consults for advisors and agents around the country. Vanbridge serves the high net worth, family office, hedge fund, corporate, private equity, RIA, legal, accounting, broker dealer and insurance firms as an objective specialist providing sophisticated consulting services that create a strategic foundation for estate, personal, executive benefits, and business planning. This operation is headquartered in Boca Raton, Fla. Information: http://www.vbiservices.com/.

About EPIC:

EPIC is a unique and innovative retail property & 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 1,400 team members operating from offices across the U.S., providing Property & Casualty insurance, Employee Benefits Consulting, Specialty Programs and Private Client solutions to more than 30,000 clients.

With run rate revenues of more than $400 million, EPIC is now the 15th largest retail insurance broker in the United States. Backed 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, LLC, a specialty insurance intermediary, program management, and risk advisory services business, and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of Vanbridge.

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

PowerGuard Adds Top Warranty and Service Agreement Specialist Dan Cantafi in Connecticut

GLASTONBURY, Conn. /ScoopCloud/ -- PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States - announced today the addition of warranty and service agreement specialist Dan Cantafi as the firm's Senior Vice President of Sales and Marketing. He will be based in Glastonbury, Conn. and report to PowerGuard's Co-Founder, Mike McMullen and COO Scott Gunnison.

Cantafi joins PowerGuard from The Warranty Group where he spent the past nine years as their Vice President of Sales, North America, and established key partnerships with eBay, Barnes & Noble, Haier, Motorola, Micro Center, Peloton, and Vizio.

Cantafi previously spent six years as Director, National Sales at Service Net Warranty, delivering a full range of service solutions including warranty management administration, extended service programs, customer service support, service network management, claims processing services, and service contract underwriting.

Said EPIC Holdings CEO John Hahn (a co-founder of PowerGuard), "Dan is a high energy professional and a top business development and relationship management specialist in the warranty space and we couldn't be happier that he has joined to represent and promote both PowerGuard and EPIC's recent acquisition, After Inc. This is a very exciting development for our clients and for our other business partners around the world."

PowerGuard is the largest provider of an innovative 25-year, non-cancellable quality and performance guarantee solution to back up a solar module manufacturer's own warranty terms. Guaranteeing warranty terms through the use of insurance provides the certainty manufacturers and their customers seek, as well as long-term stability for the industry.

The PowerGuard solution - available through EPIC Insurance Brokers & Consultants and other top retail insurance brokers globally - provides certainty and security to the solar manufacturer's end customers, with warranty terms that are non-cancellable - surviving even insolvency and bankruptcy. Third-party rights to the policy in case the original solar manufacturer goes out of business are also offered, backed by the capital strength of top rated insurers.

Dan Cantafi can be reached at:
Phone: 949-224-1320.
Email: dan.cantafi[at]powerguardins.com

About PowerGuard Specialty Insurance Services:

PowerGuard is a specialty renewable energy program manager specializing in the design and underwriting of unique insurance and risk management solutions for wind, solar and other alternative energy companies.

PowerGuard's PowerClip warranty product is the most comprehensive contractual liability coverage available to renewable energy manufactures, project developers, power generation operators and the financial institutions who invest in them.

More information: http://www.powerguardins.com/.

About After Inc.:

Founded in 2005 as a subsidiary of Fulcrum Analytics, After Inc. was formally created in 2015 to offer the industry's most advanced warranty products and services. Clients include a number of the world's top brands, including Canon, Electrolux, Ford, Generac, Jaguar Land Rover, Polaris, and Seagate Technologies,
Led by Chief Executive Officer Nathan Baldwin and Chief Technology Officer David King, After Inc. has four core product offerings: warranty marketing, warranty analytics, warranty administration and the After Protection Plan which includes data recovery services.

Additional information: http://afterinc.com/.

About EPIC:

EPIC is a unique and innovative retail property & 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 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed 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/.

PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States - announced today the addition of warranty and service agreement specialist Dan Cantafi as the firm's Senior Vice President of Sales and Marketing. He will be based in Glastonbury, Conn. and report to PowerGuard's Co-Founder, Mike McMullen and COO Scott Gunnison.

EPIC Holdings Adds Janine Walter, SPHR, SHRM-SCP as Chief Talent Officer

STAMFORD, Conn. /ScoopCloud/ -- EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers & Consultants) today announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm's Chief Talent Officer and become a member of the EPIC Executive Committee. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.

Walter brings to the EPIC organization three decades of global Human Resource executive leadership, with extensive experience enhancing organizational effectiveness for financial, creative and professional service firms. Walter will report to EPIC Holdings CEO John Hahn and will work closely with Pete Garvey, Steve Denton and the remainder of the EPIC Executive Leadership team. Key areas of Walter's responsibilities will include Human Resources, Leadership development, Recruitment, organizational change initiatives, Benefit design and M&A/onboarding and integration project management.

Prior to joining EPIC, Walter was SVP, Director of Human Resources at OdysseyRe in Stamford, Conn. Earlier in her career Walter held senior Human Resources positions at multiple organizations, including Crump Insurance and BISYS.

Academically, Walter earned a Bachelor of Arts Degree in Psychology from College of Mount St. Vincent, an MS Ed in Counseling and Personnel Services from Fordham University, and an MS in Clinical Psychology from New York University.

Professionally Walter holds both the SPHR (Senior Professional in Human Resources) and SHRM-SCP (Society of Human Resource Management Senior Certified Professional) designations

"I have known Janine both personally and professionally for years, and I have tremendous respect for her character, beliefs, values, and accomplishments as both a friend and as a business partner," said John Hahn, CEO of EPIC Holdings, Inc. "She is exactly the kind of free thinking strategist and engaged, empathetic leader we value. EPIC is not about 'business as usual' and Janine will help to further build and strengthen our unique 'people first' culture for the benefit of our clients and our team members at all EPIC companies."

Janine Walter can be reached at
(203) 658-0521 x3521
janine.walter@epicbrokers.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 1,400 team members operating from 50 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the U.S. Backed 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 Holdings, Inc. (parent company of EPIC Insurance Brokers and Consultants) has announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm's Chief Talent Officer and become a member of the EPIC Executive Committee. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.

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

EPIC Adds Steve Denton as President of Parent EPIC Holdings Inc.

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance industry veteran Steve Denton as President of its parent company EPIC Holdings, Inc. reporting to EPIC Holdings CEO John Hahn. Denton will join EPIC as of May 1, 2018.

Denton brings to EPIC more than 30 years of risk management, insurance brokerage strategic operations, mergers & acquisitions, business development, and executive leadership experience.

As President of EPIC Holdings, Inc., Denton will partner with John Hahn, Pete Garvey, EPIC's Regional Presidents and other senior leaders across the country to drive growth, diversification, and differentiation in EPIC's core retail brokerage business as well as the firm's Specialty Programs and Products groups.

Regarding EPIC's retail insurance brokerage and consulting business transacted by EPIC Insurance Brokers & Consultants under the leadership of CEO Pete Garvey, Denton will support the execution of EPIC's strategy to become one of the country's largest, most respected insurance brokers and consultants.

Denton will also focus on assessing existing operations inside EPIC to determine specialty capabilities that should be expanded across the platform. He will also identify further opportunities to invest in both industry and product specialty groups across the country.

"Steve has challenged conventional wisdom in our business his entire career and more often than not, he's been right" said John Hahn, CEO of EPIC Holdings. "He is exactly the kind of free thinking strategist and strong leader we value. EPIC is not about building a 'copycat' business model and Steve will help to further drive creativity, innovation and growth for the benefit of our clients and EPIC team members."

Denton will join EPIC's Executive Leadership Team in the ongoing execution of the EPIC 3.0 national expansion strategy, in partnership with EPIC's sponsor investor Oak Hill Capital Partners, as well as becoming a member of EPIC's Executive Committee.

"I have long been an admirer of the way John Hahn and his team have gone about building EPIC," said Denton. "Their 'clients and employees first' mandate and other core values resonate strongly as deeply held beliefs of my own. I am excited to have this opportunity to build on what we have in common and to help realize the EPIC vision of excellence, celebration, success and fun, as we continue to grow across the country."

Prior to joining EPIC, Denton was CEO of national broker Beecher Carlson (a Brown & Brown subsidiary acquired in 2013). Earlier in his career he held a range of leadership positions across the country with brokers Marsh & McLennan Company and Aon Risk Services.

Denton attended the University of Georgia where he earned a Bachelor's Degree in Risk Management. Denton will be based in Atlanta, Ga. and can be reached at: 404 606-5503.

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 1,400 team members operating from 50 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 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 (Edgewood Partners Insurance Center dba EPIC Insurance Brokers & Consultants) today announced the addition of insurance industry veteran Steve Denton as President of its parent company EPIC Holdings, Inc. reporting to EPIC Holdings CEO John Hahn. Denton will join EPIC as of May 1, 2018.

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

EPIC and Qualified Plan Advisors Announce Collaboration Agreement for the Benefit of Ascende Wealth Advisor Retirement Plan Consulting Clients

HOUSTON, Texas /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC's Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital Investment Advisors. QPA is a federally regulated investment advisor with more than 30 years of specialized expertise in 401k planning advisory services and private wealth management advisory services.

Due to changing and ever evolving regulations, the provision of retirement planning and consulting services has become increasingly more complex and challenging. To respond to these challenges, EPIC investigated a number of options, and felt that aligning themselves with a highly qualified specialty firm would best serve expanding client needs.

The result is a collaboration agreement and partnership with QPA that expands the resources available to both current and future EPIC clients. Under this agreement the AWAI team will become employees of QPA, who will now be utilized as a third party investment advisory partner for EPIC clients requiring these services.

QPA manages a very large retirement practice with offices and specialized resources around the country that will now be available to the retirement consulting team that has been serving Ascende/EPIC clients.

Under the agreement QPA will assume existing AWAI investment advisory contracts, so that clients will have the same service team.

About EPIC:

EPIC is a unique and innovative retail property & 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 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed 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/.

About Qualified Plan Advisors:

Qualified Plan Advisors (QPA) is an independent, results driven advisory firm and fiduciary partner, comprised of a team of ERISA attorneys, over 70 advisors and more than 50 professional staff. QPA provides consulting services that are designed to deliver an à la carte experience to plan sponsors with either single or multiple needs. Please visit https://qualifiedplanadvisors.com/ to learn more.

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EPIC Insurance Brokers and Consultants (EPIC), the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC's Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital Investment Advisors. QPA is a federally regulated investment advisor with more than 30 years of specialized expertise in 401k planning advisory services and private wealth management advisory services.

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

Sam Elliott Joins EPIC as Executive VP of Business Development and National Sales and Marketing Leader

AUSTIN, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today that insurance brokerage industry veteran Sam Elliott has joined the firm to lead EPIC's new business development efforts nationally.

Elliott will be based in Austin, Texas, where he currently resides, and report directly to Peter Garvey, CEO of EPIC Insurance Brokers and Consultants.

Across a career spanning nearly 40 years, Elliott has held management and executive leadership position at both regional and national brokerage firms, including Jardine Insurance Brokers, Alexander & Alexander Insurance Brokers, ABD Insurance & Financial Services and, most recently, Wells Fargo Insurance Services.

At Wells Elliott served as Executive Vice President and Regional Managing Director, where he was responsible for managing and overseeing all of Wells Fargo's insurance operations in the Western U.S. including Texas, New Mexico, Oklahoma, Colorado, Nevada, Arizona, Utah, Idaho, California, Oregon, Washington, Alaska and Hawaii.

Operations included risk management services, property-casualty brokerage, employee benefits consulting, management liability, and claims and risk control services. Elliot's responsibilities included financial performance, sales leadership, recruiting and training, service excellence, mergers & acquisitions, and quality assurance.

Said Peter Garvey, "We are fortunate and excited to add a seasoned, successful leader and professional of Sam's caliber. He has a track record of significant accomplishment at every organization he has been a part of and a reputation for providing exceptional service; strong client advocacy, creative and cost-effective risk management consulting solutions; and for driving strong organic growth. We have every belief and confidence that he will achieve similar results as part of EPIC."

Added Sam Elliott, "This is a very exciting time to be joining EPIC, particularly in a national business development leadership role. Pete Garvey and the EPIC Executive Team are keenly focused on further enhancing the rate of EPIC's organic growth, which already outpaces most other US retail brokers. With the strategic and financial support of Oakhill Capital Partners, we see this as highly achievable, and expect to again double revenues over the next 3-5 years."

Sam Elliott can be reached at:
Email: sam.elliott@EPICbrokers.com
Cell Phone: (310) 993-1428.

About EPIC:

EPIC is a unique and innovative retail property & 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 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

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EPIC Insurance Brokers and Consultants ('EPIC'), the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today that insurance brokerage industry veteran Sam Elliott has joined the firm to lead EPIC's new business development efforts nationally.

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