Tag Archives: risk management solutions

EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and Sports Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Marshall will play a pivotal role in the continued development of the firm's Entertainment side of the business. He brings nearly two decades of experience in the insurance industry, with a specific focus on Film, Television and New Media.

Marshall has developed risk management protocols for some of the world's leading film, television, and new media production companies, including many Oscar, Emmy, and Golden Globe Award nominated and winning shows. He has developed pandemic coverage, Cyber, Management Liability, Political Risk, Hurricane, and Kidnap, Ransom & Extortion programs for these companies as well. Marshall has also created production and Intellectual Property insurance programs.

Marshall produced feature films and long-form television prior to becoming an insurance and risk advisor. During his years of experience in the film industry, while based in Los Angeles, he was Senior Vice President of Film Production at Lionsgate, and head of television production at Trimark Pictures. He also served as an executive at several prominent independents where he developed screenplays and oversaw the production through delivery of many lauded and successful feature, cable, and network television films.

"Peter brings an incredible depth of wide-ranging expertise to this role, allowing EPIC to further expand our offerings and immediately benefit our entertainment clients," said Scott Davis, President, National Specialty Practices at EPIC. "We are thrilled to have him join our team and help us continue our growth in this specialized area," Davis continued. Marshall will report to Davis.

Marshall graduated Cum Laude with a B.A. from Yale College, and an M.F.A. from the Yale School of Drama. He is a licensed Property and Casualty broker in New York, California, Georgia, Virginia, Louisiana, and Florida. Marshall is an active community member, supporting many organizations including Ronald McDonald House.

Peter Marshall

peter.marshall@epicbrokers.com

Phone: (310) 721-4323

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, 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 clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

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

EPIC Adds Sam Wagener as Principal – Further Strengthens P&C and Captive Capabilities in West Region

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.

Wagener will focus on providing risk management and insurance solutions, including captive insurance programs, to organizations with whom he will partner. He will leverage relationships across EPIC in the areas of Property & Casualty, Employee Benefits and Executive Benefits.

Wagener brings more than 20 years of industry experience to his role, and has held positions on the brokerage and carrier sides of the insurance industry throughout his career. He joins EPIC from Artex Risk Solutions, Inc. where he was Senior Vice President - Group Captives, focusing on managing relationships, operations and related services of five member-owned captives.

"We are excited to continue the growth of our Property & Casualty operations in the West Region with the addition of Sam's experience and expertise," commented EPIC West Region President, KJ Wagner.

"Sam brings insight and a unique perspective on managing risk to the firm. We look forward to leveraging his knowledge across the entire organization to the benefit of our clients," said Brian Quinn, Managing Principal. Wagener will report to Quinn, who is based in San Ramon, California.

Wagener earned a Bachelor of Science in Mathematics from the U.S. Naval Academy in Annapolis, Maryland. While in the Navy, he served as a Division Officer on the USS Elliot, based in San Diego, CA, and as an Instructor in the Surface Warfare Officer School in Newport, Rhode Island.

Sam Wagener
sam.wagener@epicbrokers.com
Cell 630.453.1644

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, 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 clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

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

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.

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

Paragon Insurance Holdings Acquires Trident Public Risk Solutions from Argo Group

NEW YORK, N.Y. /ScoopCloud/ -- Paragon Insurance Holdings, LLC, headquartered in Avon, Connecticut, a national MGA, announced today that it has closed on the purchase of Trident Public Risk Solutions (TPRS). Acquired from Argo Group (Argo), the transaction positions Paragon as one of the largest providers of commercial insurance coverage for public entities in the U.S. As part of the transaction agreement, Trident's business will continue to benefit from Argo policy and claims services.

"I am excited to work with the Paragon team, growing this great business and delivering tremendous value to our public entity customers," said Timothy Carter, Executive Vice President.

"We are excited to have Trident as part of our portfolio of companies and to be growing our business with Argo Group. Their collective expertise in public entity insurance and risk management will create a great partnership as we continue to grow together," said Ron Ganiats, CEO and co-founder of Paragon.

The business will continue to report to Sue Coates, President of TPRS - Guaranteed Cost Division and John Atherton, President of TPRS - Retained Limits.

ABOUT ARGO GROUP INTERNATIONAL HOLDINGS, LTD.

Argo Group International Holdings, Ltd. (NYSE: ARGO), is an underwriter of specialty insurance and reinsurance products in the property and casualty market. Argo Group offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses in two primary segments: U.S. Operations and International Operations. Argo Group's insurance subsidiaries are A.M. Best-rated "A-" (Excellent), and Argo Group's U.S. insurance subsidiaries are Standard and Poor's-rated "A-" (Strong). More information on Argo Group and its subsidiaries is available at https://www.argolimited.com/.

ABOUT PARAGON

Paragon Insurance Holdings, LLC, is headquartered in Avon, Connecticut, and operates as a national MGA. Formed in 2014, the company writes all commercial lines of insurance across more than twenty insurance programs. Paragon's industry-specific and general underwriting facilities offer insureds, retail agents, carriers, reinsurers and service providers unique product, service, capability, and results. Please visit https://www.paragoninsgroup.com/ for additional information.

*LOGO link for media: https://www.Send2Press.com/300dpi/18-0123s2p-paragon-ih-300dpi.jpg

Tickers: NYSE:ARGO / NY: ARGO

Paragon Insurance Holdings, LLC, headquartered in Avon, Connecticut, a national MGA, announced today that it has closed on the purchase of Trident Public Risk Solutions (TPRS). Acquired from Argo Group (Argo), the transaction positions Paragon as one of the largest providers of commercial insurance coverage for public entities in the U.S.

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

EPIC Insurance Brokers and Consultants Acquires Trumark Insurance and Financial Services

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market.

The acquisition will bring Trumark into EPIC's growing Financial Services Practice and will complement the offerings of EPIC's Vanbridge business, which focuses on alternative asset management, corporate and individual high net worth clients, and solving risk related issues utilizing insurance and alternative capital.

"The addition of Trumark is an exciting step forward for EPIC's Financial Services business, and an excellent opportunity to mutually build on each other's success," said Peter Garvey, CEO of EPIC Insurance Brokers & Consultants. "This transaction furthers our commitment to building our Financial Services Practice across the country, and we are delighted that the Trumark team has elected to join us on this journey."

"I'm very proud of the company we've built over the last 20 years and believe that joining EPIC is the ideal path forward," said Tim Bellig, Principal of Trumark.

Added Tom Bellig, also a Principal of Trumark, "Joining EPIC provides us with an extraordinary, complementary portfolio of products and services as well as a significant distribution opportunity."

"We are excited about what this acquisition means for our evolving Financial Services Practice," said Mitchell K. Smith, Managing Principal of Vanbridge, an EPIC company. "The addition of Trumark gives EPIC and the Vanbridge business greater depth, scale, and flexibility, allowing our team to further leverage the best-in-class solutions we continue to assemble for the benefit of our clients."

The transaction closed August 1, 2019 and terms were not disclosed.

About EPIC Insurance Brokers & Consultants and Vanbridge

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 2,000 team members operating from 65 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/.

Vanbridge is an insurance intermediary and program management business acquired by EPIC in 2018. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients; solving risk related issues utilizing insurance and alternative capital.

Vanbridge's life insurance, executive benefit and financial advisory wholesale distribution business, consults for advisors and agents around the country. This operation is headquartered in Boca Raton, FL. For additional information about Vanbridge, an EPIC company please visit https://www.vanbridge.com/ or http://www.vbiservices.com.

About Trumark

Trumark's team of advanced point-of-sale specialists, forms strategic partnerships with institutional financial advisors, broker-dealers, P&C firms, RIAs and independent advisors. They implement risk management solutions for their high net worth individual and business clients using an array of insurance products. Trumark's team provides unparalleled expertise in the areas of product evaluation, product structuring, underwriting and case management to deliver professional, ethical solutions that enhance the advisor's relationship with their client. For additional information, please visit https://trumarkfinancial.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market.

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

EPIC Adds Bill Bergstrom as Vice President and Program Leader of Golf Insurance Services

SACRAMENTO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Bill Bergstrom has joined the firm to lead the operations and growth initiatives of its Golf Insurance Services Program, which has provided insurance and risk management solutions to golf courses and country clubs since 1985.

Bergstrom joins EPIC following nearly 20 years with Pennbrook Insurance Services, Inc. in San Francisco, where he was most recently the firm's COO and Managing Principal. He will be based in EPIC's Sacramento office and report to Paul Lindsay, Senior Vice President and Director of EPIC Program Solutions.

Said Paul Lindsay, "As a life-long, avid golfer, Bill was drawn to the EPIC opportunity created by Gary Sigel's decision to retire last year. We are very pleased and excited to add a top professional like Bill to continue Gary's great work, and lead the further expansion of Golf Insurance Services here in the West and across the country."

Bergstrom attended the University of California at Davis where he earned a Bachelor of Arts (B.A.) Degree in Sociology and Organizational Studies.

EPIC Golf Insurance Services (GIS) places and manages roughly $20 million in premium for its clients and is a sector of EPIC's Sports & Entertainment Group. GIS provides golf courses and country clubs with risk management consulting, strong industry expertise and comprehensive insurance solutions, including exclusive Property & Casualty and Workers Compensation Insurance programs. GIS has twice been recognized as an "Excellence in Achievement" award winner by The Boardroom Magazine as their "Insurance Provider of the Year."
Bill Bergstrom can be reached at:
EPIC Insurance Brokers & Consultants
1765 Challenge Way, Suite 200, Sacramento, CA 95815
bill.bergstrom [at] epicbrokers.com
916-576-1553 - direct.

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 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.

With more than $250 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

*PHOTO: Send2Press.com/mediaboom/17-0201s2p-Bergstrom-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Bill Bergstrom has joined the firm to lead the operations and growth initiatives of its Golf Insurance Services Program, which has provided insurance and risk management solutions to golf courses and country clubs since 1985.