Tag Archives: risk management

Randy Pizer Joins EPIC in Orange County, Calif.

IRVINE, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Randy Pizer has joined the firm's operations in California as Vice President/Account Executive.

While Pizer will be based in EPIC's Irvine, Calif. office, he will be a part of EPIC's Pacific North Region and work closely with EPIC San Francisco Principal Joe Vineis and others on a number of key risk management, business development and client service initiatives, largely related to the Healthcare industry - an area of specialty for Pizer across his entire career. Pizer will report to Deepa Neupane, EPIC's VP of Operations, based in Concord, Calif.

Pizer joins EPIC from broker Beecher Carlson in Orange County, where he spent more than 13 years, most recently as a vice president working with large, complex risk management accounts, primarily in the healthcare industry.

Previously, Pizer served as an Account Executive in Aon's healthcare practice where he managed a diverse group of accounts ranging from local medical groups to large multi-state health plans. Using both traditional and alternative risk approaches, Pizer's specialty is helping healthcare providers manage the risk associated with capitation.

Pizer received his Bachelor of Arts Degree in Economics from the University of California, San Diego. Professionally, he has earned the Chartered Property and Casualty Underwriter (CPCU) designation.

"We are excited to further expand and enhance EPIC's operations in California and across the country with Randy's addition," said Curt Perata, EPIC's Pacific North Region President. "He is well known for his expertise, particularly in the Healthcare industry, and is highly regarded for building strong, positive relationships and providing exceptional service and support to his clients. He is another top tier addition to our EPIC team."

Randy Pizer can be reached at randy.pizer@epicbrokers.com or 949-417-9119.

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 nearly 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 40,000 clients

With run rate revenues approaching $400 million, EPIC ranks among the top 15 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/.

EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Randy Pizer has joined the firm's operations in California as Vice President/Account Executive.

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

Reaching New Heights: Aclaro adds AI Loan Repayment Risk Management Product to its Relationship-Building Tech Solutions

MIAMI, Fla. /ScoopCloud/ -- Aclaro, the leading provider and developer of Artificial Intelligence and Blockchain-based technology solutions, announces the launch of their newest Fintech App in conjunction with the opening of a new office in San Francisco, California.

The Aclaro Loan Repayment Risk Artificial Intelligence (AI) System was developed to predict the probability of payment default of a subprime loan and was officially released on December 10, 2018. The increase in demand for artificial intelligence/actionable solutions is transforming many facets of the day-to-day business and consumer activities and processes. Aclaro is at the forefront of helping the lending industry shift gears in order to adapt to these trends.

"Aclaro has provided us a lucid and a deeper understanding of the risks associated with our loan portfolio. The Aclaro Loan Repayment Risk System allows us to look at repayment risk on a daily basis. We now have the accuracy needed to make decisions based on timely facts and identify risks faster. Looking at risks such as loans that have a 90% of default with a 90%+ confidence level on a daily basis is a game changer for us and the industry!" said Ben Stefanovski, President of Tracir Financial Services.

Today's top companies are remaining profitable by finding new and innovative methods of optimizing their most valuable asset: Data. Aclaro Risk Management uses machine learning algorithms to analyze a lender's loan portfolio. The risk management system optimizes Artificial Intelligence and Big Data in order to calculate a risk score for each borrower in the portfolio. Key components include a full Web based Business Intelligence Front End solution and subsecond decisioning of an active loan.

It's based on a combination of 100+ individual variables associated with borrower, loan terms, insurance coverage, employment, and vehicle data, but Aclaro never utilizes information such as name, income, social security numbers or credit scores from a Credit Bureau in any of its processes.

Aclaro allows businesses to maximize their goldmine of customer data to make smarter decisions. It specifically helps lenders determine which borrowers are at risk of default.

"With the launch of this new risk management solution, Aclaro is disrupting the status quo of the market by providing lenders the high-level technological tools they need to compete in today's modern marketplace," said Farshad Fatouhi PhD, CTO of Aclaro, Inc.

Carlos Galarce, CEO of Aclaro added: "We're excited about adding this product to our 'Know Your Customer' Relationship Building Solutions Portfolio, and the opening of our third office in the San Francisco Bay area to keep up with the growing demand in the Fintech industry."

About Aclaro:

Based in Miami, Florida, Aclaro specializes in providing small and medium-sized businesses with Blockchain and Artificial Intelligence Technology. With these tools, companies can better optimize their customer experience, make better decisions, and make improvements in efficiency and cost savings.

Visit aclaro.io to learn more about the company and their innovative business solutions. If you would like to see their products in use, contact the sales team at +1-833-2ACLARO or visit: https://hubs.ly/H0fSK9G0

Aclaro, Inc., 78 SW 7th St., Suite 500, Miami, FL 33130, USA. Web: https://aclaro.io/

VIDEO (Vimeo):
https://vimeo.com/305801201

Aclaro, the leading provider and developer of Artificial Intelligence and Blockchain-based technology solutions, announces the launch of their newest Fintech App in conjunction with the opening of a new office in San Francisco, California.

Related link: https://aclaro.io/

Michael Power Joins Frenkel and Company – an EPIC Company in New York

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm's operations in New York as a Principal.

Power will be based in Frenkel's New York, N.Y. office at 350 Hudson Street and report to Phil Remig, Northeast Region Senior Vice President, Operations and Sales.

Power will be responsible for new business development; management of property/casualty insurance programs; and providing risk management strategies and solutions to mid-market and large clients across a range of industries, with a specialty focus on the complex needs of the Real Estate industry.

Power joins Frenkel from the New York office of Lockton Companies, where he was Senior Vice President and Northeast Real Estate Practice Leader. Power previously worked for Willis Towers Watson (Senior Vice President, New York Real Estate Practice Leader) and Wells Fargo Insurance Services in New York.

"We are excited to further expand and enhance our operations in the Greater New York City area and across the Northeast with Mike's addition," said Phil Remig. "He is highly regarded for his professional knowledge; for building strong, positive relationships; and for providing exceptional service to his clients. Mike will be a terrific addition as we continue to deepen and strengthen our exceptional team both regionally and across the country."

Power attended Le Moyne College in Syracuse, New York, where he earned a Bachelor of Science Degree in General Business. Professionally, he holds the Chartered Property and Casualty Underwriter (CPCU) designation.

Michael Power can be reached at mpower@frenkel.com or 201-356-1113 (office).

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/.

Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm's operations in New York as a Principal. Power will be responsible for new business development; management of property/casualty insurance programs; and providing risk management strategies and solutions.

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

Joseph Ferber Joins Frenkel and Company – an EPIC Company in New York

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal

Ferber will be based in Frenkel's New York, NY office at 350 Hudson Street and report to Phil Remig, Northeast Region Senior Vice President, Operations and Sales.

Ferber will be responsible for new business development; management of property/casualty insurance programs; and providing risk management strategies and solutions to mid-market and large clients across a range of industries, including financial institutions, manufacturing & distribution, and commercial & habitational real estate.

Ferber joins from the New York office of Marsh & McLennan Agency, where he was an Executive Risk Strategist.

"We are excited to further expand and enhance our operations in the greater New York City area and across the Northeast with Joe's addition," said Phil Remig. "He is highly regarded for his professional knowledge; for building strong, positive relationships; and for providing exceptional service to his clients. Joe will be a terrific addition as we continue to deepen and strengthen our exceptional team both regionally and across the country."

Ferber attended Rider University in Lawrence Township, New Jersey, where he earned a Bachelor of Science Degree in Finance & Economics. While at Rider Ferber was also a member of the University's Division 1 Men's Wrestling Team and was recognized as part of Omicron Delta Epsilon (the International Honor Society of Economics)

Joseph Ferber can be reached at jferber@frenkel.com or 212.488.1886 (office).

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/.

Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal.

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

EPIC adds Lou D’Agostino as a Principal in New York serving the Financial Services Industry

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants today announced that risk management and insurance brokerage veteran Lou D'Agostino and his Iron Cove Partners team have joined the firm. D'Agostino has over 17 years of insurance brokerage experience with an expertise in serving the Financial Services industry.

D'Agostino and team will be based in EPIC's Midtown, NYC office, reporting to EPIC's Northeast Region President, Thomas O'Neil, and operating as Iron Cove - a division of EPIC.

Prior to forming Iron Cove, D'Agostino spent 10 years with broker Frank Crystal & Co. in New York, where he was a Director in the Financial Services Practice. In this role, D'Agostino designed and placed Management and Professional Liability Insurance Programs for a wide range of financial services firms including Hedge/Private Equity Funds, Registered Investment Advisors, Securities Dealers, Family Offices, and Consultants.

While running Iron Cove, D'Agostino created an industry leading Financial Services practice. The firm's strong, positive reputation in the Hedge Fund sector earned Iron Cove the 2017 and 2018 "Best U.S. & Global Hedge Fund Industry Insurance Provider" awards from Hedgeweek.

D'Agostino also developed risk management and insurance programs for a number of commercial businesses in the Real Estate, Not-For-Profit, Manufacturing, Retail, and Technology industries.

Prior to entering the risk management and insurance industry, D'Agostino had a career in professional football, which included playing running back and special teams for two seasons (1996 and 1997) with the New York Jets.

Said EPIC's Tom O'Neil, "Lou and his team bring extensive experience and expertise in the Financial Services industry to EPIC. Lou is well known and well regarded throughout the Hedge Fund community. We are excited to further expand our commitment to the Financial Services sector in the Northeast and across the country with the addition of the Iron Cove team."

D'Agostino is a graduate of the University of Rhode Island in Kingston, Rhode Island where he earned a Bachelor of Arts degree in Finance.

Lou D'Agostino can be reached at louisd@ironcoveins.com or 646-452-403.

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/.

EPIC Insurance Brokers & Consultants today announced that risk management and insurance brokerage veteran Lou D'Agostino and his Iron Cove Partners team have joined the firm. D'Agostino has over 17 years of insurance brokerage experience with an expertise in serving the Financial Services industry.

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

Brian Chu, CIC, CLCS Joins EPIC Insurance in Southern California

LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm's operations in Southern California as a Vice President. Chu will join the EPIC practice group led by Principal Rose Nordbrock and will be based in EPIC's Downtown Los Angeles office, reporting to Jim Gillette, President of EPIC's Pacific South Region.

Chu will be responsible for new business development; the design, placement and management of property/casualty and workers' compensation insurance programs; and providing risk management strategies and solutions for mid-market and large clients across a range of industries.

Chu joins EPIC from the Los Angeles office of Crystal & Company (recently acquired by Alliant Insurance Services).

"We are excited to further expand and enhance EPIC's operations in the greater Los Angeles area with Brian's addition," said Jim Gillette. "Brian and I have known each other for a number of years and he is well regarded for building strong, positive relationships and providing exceptional service to his clients. Brian will be a terrific addition to the team Rose Nordbrock is leading, as well as Southern California as we continue to strengthen our exceptional EPIC team."

Chu attended the University of Southern California, Marshall School of Business where he earned a Bachelor of Science Degree in Entrepreneurship. Professionally he holds the Certified Insurance Counselor (CIC) and Commercial Lines Coverage Specialist (CLCS) designations.

Brian Chu can be reached at brian.chu@epicbrokers.com or 213-629-8938.

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. Persons interested in pursuing employment opportunities at EPIC in Southern California should contact EPIC's Western Region Director of Human Resources Monte Hill at 415 356-3996 or monte.hill@epicbrokers.com.

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/.

EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm's operations in Southern California as a Vice President. Chu will join the EPIC practice group led by Principal Rose Nordbrock and will be based in EPIC's Downtown Los Angeles office, reporting to Jim Gillette, President of EPIC's Pacific South Region.

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

EPIC Adds Michael McNulty as Wine and Beverage Practice Leader in San Francisco

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC's Pacific North Region President.

McNulty's primary responsibilities will include leading a group of risk management and insurance brokerage service professionals who specialize in the unique exposures and needs of wine growers and producers, as well as other beverage producers and distributers, including the craft brewing industry. In addition, he will be responsible for further growing and building the practice through industry specific mergers & acquisitions and the addition of specialized wine & beverage broker/producers and their teams.

Across a career of more than 30 years, McNulty has held a wide range of consulting, leadership, and risk advisory positions at major insurance brokerage firms, including Bay Area-based specialty broker Metro/Risk, which was acquired by EPIC in 2009. McNulty then spent the next 6 years as a Principal at EPIC, before leaving to become the San Francisco Area Managing Director of broker Arthur J. Gallagher & Co. in 2015.

"We are excited to have Mike back to further expand and enhance EPIC's service to the wine & beverage industry," said Curt Perata. "Mike is highly respected for his strong relationships, professional knowledge, and client service excellence, and we are delighted to have him return to EPIC to lead and grow this important segment of our business."

McNulty attended the University of California, Berkeley, where he earned a Bachelor of Arts Degree in History.

Mike McNulty can be reached at michael.mcnulty@epicbrokers.com or 415-356-3909.

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/.

EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC's Pacific North Region President.

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

At NRF Protect EPIC’s Kevin Ach and Walter Palmer to Moderate Executive Afternoon Session on Loss Prevention

DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC's Kevin Ach, vice president of Risk Assurance and Walter Palmer, practice leader of Integrated Risk Solutions will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation's "NRF Protect" Conference on Monday, June 11 at 12 p.m. at the Gaylord Texan Resort in Dallas, Texas.

Ach and Palmer will moderate the session that will include Captain Chad Fleming of Team Never Quit and Senior Vice President, Chief Security Officer Michael Mason of Verizon Communications.

Specifically designed for senior level loss prevention and asset protection professionals, Executive Afternoon offers interactive discussion, expert insights and takeaways and exclusive peer-to-peer networking. The program considers topics that help keep pace with the rapidly changing expectations and challenges currently facing this profession, and new dependencies on others in the business to effect change.

Click here for additional information on the Executive Afternoon at NRF Protect: https://nrfprotect.nrf.com/session/executive-afternoon

About NRF Protect:

NRF Protect is the largest retail and restaurant loss prevention event in North America. LP professionals gather annually to equip themselves with valuable industry knowledge, techniques and the latest technologies so they can tackle their biggest loss prevention challenges.

With two and half days of educational sessions, networking opportunities and an extensive EXPO Hall, attendees will leave feeling informed and confident in their ability to protect the people, assets and brands they serve.

About Kevin Ach, vice president, risk assurance, EPIC Integrated Risk Solutions:

Kevin Ach is a global leader in the loss prevention industry with over 18 years of experience in retail operations, supply chain, internal audit and international operations. As the Vice President, Risk Assurance for EPIC Integrated Risk Solutions, Ach assists organizations in risk mitigation, process improvements and operational efficiencies in the areas of Risk Management, Cybersecurity, Disaster Recovery/Business Continuity, Internal Audit and Loss Prevention.

Prior to joining EPIC, Ach was the senior director of retail loss prevention and safety for Office Depot Inc., overseeing loss prevention and safety activities for over 1,500 retail stores. Ach has also held varying management positions in supply chain, international retail operations, B2B and internal audit during his career. Prior to joining Office Depot, Ach worked for Arthur Andersen as an Information Systems consultant in Houston, TX.

Ach has been actively engaged in the loss prevention industry as a speaker on numerous occasions at National Retail Federation conferences. He has also been an active member of the Loss Prevention Research Council and was a key player in the creation of an industry mentoring program for loss prevention practitioners.

Ach earned his B.S. degree in Systems Engineering from the United States Military Academy at West Point and proudly served our country for four years as an Officer in the US Army's Signal Corps branch. Ach is a Board Member of the West Point Society of the Palm Beaches. He holds the LPC certification through the Loss Prevention Foundation. Ach currently resides in Boynton Beach, FL with his wife and four children.

About Walter Palmer, practice leader, EPIC Integrated Risk Solutions:

Walter Palmer is recognized as a leading consultant in the Loss Prevention industry and provides strategic guidance, research and training programs for some of the leading retail brands in the world. He has been an invited speaker at more than 100 conferences around the globe and has authored over 60 articles for industry and mainstream media.

Palmer earned his B.S. degree in Security and Loss Prevention with a minor in Fire Safety Engineering from Eastern Kentucky University. He is a Certified Fraud Examiner and Certified Forensic Interviewer. He is a contributing writer for LP Magazine, serves on the Advisory Board for the International Association of Interviewers, and serves on the Advisory Committee for the National Shoplifting Prevention Coalition. In addition, Palmer is actively involved in the field of professional development and training and is a member of the Association for Talent Development, the International Society for Performance Improvement and the Society for Human Resource Management.

About EPIC:

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 Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC's Kevin Ach, vice president of Risk Assurance and Walter Palmer, practice leader of Integrated Risk Solutions will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation's "NRF Protect" Conference.

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

Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes Join EPIC Insurance in Southern California

LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professionals Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes have joined the firm's operations in Southern California.

Nordbrock joins EPIC as Principal and Practice Group Leader; Breskin as Vice President in his specialty of workers' compensation; Barros as Vice President and Account Executive; and Fuentes as Senior Account Manager.

The practice group will be based in EPIC's Downtown Los Angeles office and report to Jim Gillette, President of EPIC's Pacific South Region.

Nordbrock, Breskin, Barros and Fuentes will be responsible for the design, placement and management of property/casualty and workers' compensation insurance programs, and providing risk management strategies and solutions for mid-market and large clients across a range of industries.

All join EPIC from the Los Angeles office of Crystal & Company (recently acquired by Alliant Insurance Services).

Nordbrock has over 30 years' experience in risk management and insurance, specializing in risk management solutions for high-risk clients. She began her insurance career as an insurance company underwriter before moving to the brokerage/consulting side of the business.

"We are excited to further expand and enhance EPIC's operations in the greater Los Angeles area with the additions or Rose, Jeff, Pabla and Jose," said Jim Gillette. "All are highly skilled experts respected in their field for building strong, positive relationships and providing exceptional service to their clients. We look forward to their important contributions as we continue to expand and strengthen our exceptional EPIC team in Southern California and across the country."

Rose Nordbrock can be reached at rose.nordbrock@epicbrokers.com or 213-629-8934.

Jeff Breskin can be reached at jeff.breskin@epicbrokers.com or 213-629-8935.

Pabla Barros can be reached at pabla.barros@epicbrokers.com or 213-629-8936.

Jose Fuentes can be reached at jose.fuentes@epicbrokers.com or 213-629-8937.

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. Persons interested in pursuing employment opportunities at EPIC in Southern California should contact EPIC's Western Region Director of Human Resources Monte Hill at 415 356-3996 or monte.hill@epicbrokers.com.

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.

More information: https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants (EPIC) announced today that risk management and insurance professionals Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes have joined the firm's operations in Southern California.

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

ARMCO Integrates with BankVOD, Enabling Seamless Transfer of Bank Data

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, announced an integration with BankVOD, the company that pioneered the electronic risk interface for asset verifications. This integration, which provides a direct, seamless connection between ARMCO's ACES Audit Technology(TM) and BankVOD's Verification Hub(TM), enables ARMCO clients the ability to order Asset Verifications, 4506-T, Employment and Occupancy and Liens & Judgments on a batch or flow basis, and receive the data via a secure electronic transfer directly into their ACES instance.

BankVOD is the exclusive provider of bank statement verifications for 18 of the country's top 50 banks. Prior to this integration, organizations were required to leave their QC software system, then order and receive IRS tax transcripts and bank verifications from BankVOD's secure web-based portal. In addition, they were not able to order IRS transcripts or verifications on a bulk basis.

"This integration doesn't merely make the verification process faster, it also makes it more consistent and secure, which are two big factors in achieving quality," said Phil McCall, president of ARMCO. "At ARMCO, we feel lenders should never have to choose between quality and time or resources. That's why we are constantly pursuing ways, like this integration, to make quality faster, easier and more accessible to achieve for lenders of all sizes."

"Industry leading companies like ARMCO always appreciate our unflinching commitment to providing the most secure way that files are exchanged and data is handled," said Tim Portley, co-founder and managing partner of BankVOD. "We're pleased to partner with ARMCO to offer lenders an even faster and more efficient way to verify bank data, and we're elated to discover new ways to make the user experience the best it can possibly be."

About ARMCO:

ARMCO - ACES Risk Management delivers web-based audit technology solutions, as well as powerful data and analytics, to the nation's top mortgage lenders, servicers, investors and outsourcing professionals. A trusted partner devoted to client relationships, ARMCO offers best-in-class quality control and compliance software that provides U.S. banks, mortgage companies and service providers the technology and data needed to support loan integrity, meet regulatory requirements, reduce risk and drive positive business decisions.

ARMCO's flagship product, ACES Audit Technology(TM), is available at any point in the mortgage loan lifecycle, to any size lender, and is user-definable. ACES standardizes audit requirements, ties pre-funding reviews to post-closing quality control audits, enables seamless trend analysis, identifies credit, compliance and process deficiencies and helps create manageable action plans.

For more information, visit http://www.armco.us/ or call 1-800-858-1598.

ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, announced an integration with BankVOD, the company that pioneered the electronic risk interface for asset verifications. This integration, which provides a direct, seamless connection between ARMCO's ACES Audit Technology and BankVOD's Verification Hub.

Related link: http://www.armco.us/

EPIC Insurance Adds Diane Montelione to Financial Risk Practice in New York

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm's Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and Financial Risk Practice Leader, Michael Klaschka.

Montelione's primary responsibilities will include providing risk management advisory and insurance brokerage services to a complex book of financial services and commercial clients, with a particular emphasis on directors & officers, errors & omissions, fiduciary, and cyber liability, as well as fidelity bonds.

Prior to joining EPIC, Montelione was a senior vice president at Marsh, Inc. where she served for nearly 30 years as a management liability insurance broker with extensive experience in both U.S. and international markets. In this role, Montelione designed and implemented strategically aligned risk management and insurance solutions for a wide range of domestic and international organizations.

"We are excited to further expand and enhance EPIC's Financial Risk Practice with Diane's addition," said Klaschka. "She is highly respected for her professional knowledge and client service excellence, and we are pleased to add such an experienced broker to our financial services team as we continue to grow our portfolio of complex financial and commercial clients."

Montelione attended State University of New York College of Brockport where she earned a Bachelor of Arts Degree in French Language and Literature. Following recognition as a Fulbright Scholar, she went on to earn a Master's Degree in French Language and Literature from Sorbonne University in France.

Montelione can be reached at diane.montelione@epicbrokers.com or (646) 452-4033.

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/.

EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm's Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and Financial Risk Practice Leader, Michael Klaschka.

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

EPIC Adds KJ Wagner as Principal and Director of Southwest Region Property and Casualty Operations

DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a leading national retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran KJ Wagner as Principal and Director of Property & Casualty Insurance Operations for the firm's Southwest Region.

Wagner will be based in Dallas, Texas and report to Jim Watt, EPIC's Houston-based President, Southwest Region.

Wagner brings to EPIC more than 20 years of risk management, insurance brokerage strategic operations, mergers & acquisitions, producer recruiting, business development, and executive leadership experience.

As EPIC's Director of P&C Operations in the Southwest, Wagner will partner with Jim Watt and other members of EPIC's National Executive Leadership Team led by CEO Pete Garvey to accelerate the growth and success of EPIC's risk management consulting and Property & Casualty Operations across the Southwest.

Wagner joins from Willis, where he held a variety of leadership positions; most recently as West Region Corporate Risk & Broking Leader. He previously served as National Partner for Willis North America's West Region (January of 2014 to January 2016) and President of Willis of Arizona (1999 through 2013).

In addition, Wagner was one of Willis' top new business Producers in North America, focusing on large, complex risks and serving numerous global clients across a wide range of industries.

"I am delighted that KJ has joined our firm as he is exactly the kind of free thinking strategist and experienced leader that we value here at EPIC," said Jim Watt. "KJ is highly regarded for his depth of understanding and creative solutions in the large, complex risk arena, and he will help us to collectively serve our clients extremely well."

Added, EPIC CEO Pete Garvey, "We are excited to further expand and enhance EPIC's operations in Texas, Arizona and the rest of the Southwest Region with KJ's addition. He strongly shares our 'people first' beliefs and values which put the needs of our clients, team members and their communities ahead of all others. He will be a strong addition to our seasoned, highly experienced leadership team."

Said Wagner, "I am a great admirer of the way EPIC has gone about building their business across the country. I am excited to have this opportunity to further build on what we have in common in the Southwest and to help realize the EPIC vision of excellence, celebration, success and fun. It is something I wanted to be a part of and I would strongly encourage others to consider the EPIC difference."

Wagner attended the Arizona State University where he earned a Bachelor's Degree in Arts and Sciences. In addition, he was a member of the Board of Directors of the Arizona Super Bowl Host Committee from 2013 to 2016 and he has been an active member of the Young President's Organization since 2008.

KJ Wagner can be reached at:
Phone: 602-509-6017
Email: kj.wagner@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 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 leading national retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran KJ Wagner as Principal and Director of Property & Casualty Insurance Operations for the firm's Southwest Region.

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

EPIC Insurance Adds Philip Westphal in Sacramento, Calif.

SACRAMENTO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Philip Westphal has joined the firm's commercial property/casualty team in Sacramento, Calif. as a Risk Advisor/Broker in EPIC's Healthcare Practice. Westphal will report to Managing Principal and Healthcare Practice Co-leader, Tom McCready.

Westphal will be responsible for new business development and the design and management of risk management and property casualty insurance programs for clients in a range of industries. In particular, Westphal will specialize in developing creative, result-oriented risk management and insurance solutions within the healthcare sector, specializing in hospitals, healthcare clinics, dental offices and senior living facilities.

Prior to joining EPIC, Westphal was Director, Employee Safety for BETA Healthcare Group where he was responsible for leading the employee safety team's delivery of loss prevention and safety services to BETA Healthcare Group's worker's compensation clients.

Westphal began his insurance career at Fireman's Fund Insurance Company, where he held a number of positions providing loss control and marketing services to middle-market commercial insurance clients.

Westphal is a graduate of Pepperdine University where he earned a Bachelor of Science (B.S.) Degree in Sports Medicine. Professionally, he holds a designation as a Certified Ergonomic Evaluation Specialist (CEES)

Said EPIC's Tom McCready, "We are excited to further expand and enhance EPIC's operations in the Sacramento Region and across the West with the addition of Philip Westphal. Philip is well known in healthcare circles and highly respected for building strong, positive relationships and providing exceptional service, as well as for his aggressive client advocacy."

Philip Westphal can be reached at:
Email: philip.westphal@epicbrokers.com
Phone: (916) 576-1503 (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 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/.

EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Philip Westphal has joined the firm's commercial property/casualty team in Sacramento, Calif. as a Risk Advisor/Broker in EPIC's Healthcare Practice. Westphal will report to Managing Principal and Healthcare Practice Co-leader, Tom McCready.

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

OpenClose Adds AFR’s Flood Services to its LOS via Seamless Interface

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that it partnered with AFR Services (AFR) to enable customers to access the company's complete suite of flood services. Using the interface makes it quick and easy to order AFR's various flood services directly from within OpenClose's LenderAssist(TM) LOS.

AFR is a nationwide full-service risk management company serving mortgage lenders, insurance agencies as well as consumers. The company has expertise in hazard and flood insurance solutions - tracking and notification systems, lender placed insurance, commercial flood insurance, residential flood insurance, and flood zone determination services. AFR is also a Lloyd's cover holder for private flood insurance.

By way of this seamless integration, all data needed to obtain flood certificates is auto populated from AFR into LenderAssist. This eliminates the need to leave the application, place orders on AFR's website and then re-key information back into the loan file. As a result, time is saved, errors are reduced, accuracy is enhanced and the overall ordering process becomes more efficient.

"AFR has a strong reputation for accuracy and personal service so we are pleased that our partnership will make the process of ordering their flood services simple and easy for our customers," commented JP Kelly, president of OpenClose. "Our interface with them keeps the details, documentation and flood certificate completely within LenderAssist, centralizing moving parts and ensuring compliance."

LenderAssist is an end-to-end LOS that is completely web-based and automates all business channels and workflows from a single lending automation platform. System implementations are configured to flex with lenders' unique business process, which is managed by OpenClose along with post implementation maintenance and ongoing customer support.

About OpenClose:
Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS) mortgage software solutions provider that cost effectively delivers its platform on a software-as-a-service (SaaS) basis. The company provides a variety of 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up, thus avoiding the problems that often accompany assembling best-of-breed applications or acquiring disparate technologies in an effort to create an end-to-end platform. The company provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

About AFR Services:
AFR Services, headquartered in Plano, Texas, is a risk management company utilizing leading edge technology and dedicated personnel to deliver services to financial institutions, insurance agencies, and individual consumers nationwide. Since 1992, the mission of AFR has been one of commitment - a commitment to provide innovative and cost effective solutions for our valuable clients. Regardless of the need, AFR's team of dedicated professionals utilize their vast experience, coupled with cutting edge technology, to develop targeted solutions that enhance efficiency and increase productivity. Satisfaction and success of our clients builds the pathway to the future and AFR is committed to continue leading in the development and provision of risk management tools and solutions for its clients. For more information, visit https://www.afrservices.com/.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that it partnered with AFR Services to enable customers to access the company's complete suite of flood services. Using the interface makes it quick and easy to order AFR's various flood services directly from within OpenClose's LenderAssist LOS.

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

Guaranteed Rate Selects ARMCO’s ACES Audit Technology™

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that Guaranteed Rate, one of the largest retail mortgage lenders in the nation, has selected the company's award-winning quality control and compliance software, ACES Audit Technology, for its quality control processes.

Headquartered in Chicago, Guaranteed Rate has approximately 200 offices across the U.S. and Washington, D.C., and is licensed in all 50 states. Since its founding in 2000, Guaranteed Rate has helped hundreds of thousands of homeowners with home purchase loans and refinances and funded nearly $23 billion in loans in 2016 alone. The company has become the Home Purchase Experts(R) by introducing the world's first Digital Mortgage technology and offering low rate, low fee mortgages through an easy-to-understand process and unparalleled customer service. Guaranteed Rate won an American Business Award for its Digital Mortgage technology in 2016, ranked No. 1 in Scotsman Guide's Top Mortgage Lenders 2016, was chosen Top Lender 2016 and 2017 by Chicago Agent magazine and made the Chicago Tribune's Top Workplaces list six of the past seven years.

Nikolaos Athanasiou, Guaranteed Rate's Chief Operating Officer stated, "We are continually looking for cutting-edge technology platforms that further enhance the company's operations. ACES is a state-of-the-art solution and we are happy to have the ARMCO platform up and running with our risk prevention teams."

"Innovative companies like Guaranteed Rate know that a strong QC platform is a key component to growth and longevity," said Phil McCall, president of ARMCO. "They know that QC isn't limited to a reactive approach and they can proactively use QC data -- like data that's easily available in ACES -- to protect their profits and elevate their businesses. We're looking forward to supporting Guaranteed Rate as they continue to expand their reach and grow their market share."

About ARMCO:

ARMCO - ACES Risk Management delivers web-based audit technology solutions, as well as powerful data and analytics, to the nation's top mortgage lenders, servicers, investors and outsourcing professionals. A trusted partner devoted to client relationships, ARMCO offers best-in-class quality control and compliance software that provides U.S. banks, mortgage companies and service providers the technology and data needed to support loan integrity, meet regulatory requirements, reduce risk and drive positive business decisions. ARMCO's flagship product, ACES Audit Technology(TM), is available at any point in the mortgage loan lifecycle, to any size lender, and is user-definable. ACES standardizes audit requirements, ties pre-funding reviews to post-closing quality control audits, enables seamless trend analysis, identifies credit, compliance and process deficiencies and helps create manageable action plans.

For more information, visit http://www.armco.us/ or call 1-800-858-1598.

ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that Guaranteed Rate, one of the largest retail mortgage lenders in the nation, has selected the company's award-winning quality control and compliance software, ACES Audit Technology, for its quality control processes.

Related link: http://www.armco.us/

EPIC’s David McNeil to Present on Emerging Cyber Threats at American Association of Water Distribution and Management Thought Leadership Lab

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live streamed from the Las Vegas Valley Water District on Thurs., Oct. 26 at 10 a.m.

With cyber threats growing in number, complexity and severity, criminals are inadvertently aided by an infrastructure focused on maximizing technological gains. This new normal is exacerbated by management's increasing reliance on internet connectivity that doesn't always have proper security precautions.

In his presentation "Emerging Cyber Threats to Critical Infrastructure Organizations," McNeil will identify salient threats to water utility operations as well as concerns and trends associated with social engineering, ransomware and insider employee threats.

The AAWD&M Ronald W. Seymour Memorial Thought Leadership Lab will facilitate networking of innovative and like-minded risk managers who seek to accentuate standards, set benchmarks and discuss emerging trends. The lab will share member data and perform relevant research via partnership with an accredited risk management university and will house AAWD&M's broker designation curriculum as well as advisory services for smaller public water systems.

About David McNeil, principal, EPIC:

David McNeil is a principal at EPIC specializing in custom tailoring Risk Management & Insurance programs for commercial business. His specialties include the fields of high tech, manufacturing, food industry, construction-related and U.S. infrastructure regarding the water industry. McNeil is a member of FBI InfraGard and a certified Infrastructure Liaison Officer (ILO). He is also a member of Orange County Sheriff/Coroner's Dept. Technology Advisory Council (TAC) and SAFEHOUSE Anti Terrorism/Force Protection.

About EPIC:

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 1,100 team members operating from 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 approaching $300 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/.

*PHOTO for Media: Send2Press.com/300dpi/17-1025s2p-David-McNeil-300dpi.jpg
*Photo Caption: David McNeil is a principal at EPIC specializing in custom tailoring Risk Management & Insurance programs.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live streamed from the Las Vegas Valley Water District on Oct. 26 at 10 a.m. PT.

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

EPIC’s Tom Mackey to Present on Protecting Operations from Cyber Security Threats at Next Generation Manufacturing Event

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Tom Mackey will present at the Seventh Annual Next Generation Manufacturing Signature Event on Thursday, Sept. 28 at Mercedes-Benz Stadium in Atlanta, Ga.

Mackey's presentation, titled "Manufacturer's Guide to Protecting your Operations from Increased Global Cyber Security Threats" will identify the key cyber risks threatening manufacturing operations, proactive risk management tactics for hedging cyber risk, and the insurance considerations for transferring and financing risk of financial loss due to cyber liability for manufacturing firms.

Next Generation Manufacturing provides a business forum for manufacturers and their resources to exchange best practices relating to innovation, people and processes to create the next generation of manufacturing. The EPIC-sponsored event will feature globally recognized manufacturers who are leading in innovation, expanding their company's access to global markets, preparing for 21st century workforce demands and developing and maintaining their company's culture.

Click here for more information: http://www.nextgenerationmfg.org/Events.aspx.

About Tom Mackey, Risk Management Consultant, EPIC:

As a Risk Management Consultant at EPIC, Mackey specializes in the design and implementation of complex risk management programs for clients, primarily focusing on Management Liability and Professional Liability coverages. This includes the identification and analysis of client exposures, insurance program benchmarking and design, negotiation of coverage terms and pricing and ongoing monitoring of risk evolution and marketplace changes.

Mackey is responsible for developing new business relationships and connecting current clients with strategic partners in various industry verticals. Mackey also advises EPIC's private equity and corporate clients on insurance-related matters from due diligence through deal close and post-merger integration of target companies.

About Next Generation Manufacturing:

Next Generation Manufacturing (NGM) provides a business forum for manufacturers and their resources to exchange best practices relating to innovation, people and processes to create the next generation of manufacturing. NGM does this through programming that encourages growth through competitive innovation and the building of relationships amongst manufacturers across all verticals. Next Generation Manufacturing is advised by a select group of Georgia-based manufacturers.

About EPIC:

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 1,100 team members operating from 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 approaching $300 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/.

*PHOTO for Media: Send2Press.com/300dpi/17-0926s2p-mackey-300dpi.jpg
*Photo Caption: Tom Mackey, Risk Management Consultant, EPIC.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Tom Mackey will present at the Seventh Annual Next Generation Manufacturing Signature Event on Sept. 28, 2017 at Mercedes-Benz Stadium in Atlanta.

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

EPIC adds Broker Anthony ‘Tony’ Gerrato in New York City

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York City office.

Gerrato will be responsible for new business development and the design and management of property & casualty insurance and risk management programs for clients in a wide range of industries. In particular, Gerrato has specialized in providing creative and cost effective risk management and insurance solutions to the portfolio companies of private equity firms. Gerrato joins from the Whitmore Group LTD in Garden City, New York.

Said John Hahn, EPIC co-founder and CEO, "We are excited to add Tony to our growing operations in New York and the North East. His considerable experience, strong consulting skills and customer service excellence will be of great value to our EPIC clients, particularly private equity portfolio companies and financial services firms. I have known Tony personally for many years, since we first worked together at Tri-City Brokers. He is an outstanding broker/consultant and a great person."

Tony Gerrato can be reached at:
EPIC Insurance Brokers & Consultants
tony.gerrato [at] epicbrokers.com
516-528-6363 - Mobile.

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 1,000 team members operating from 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 approaching $300 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/.

*PHOTO for media: Send2Press.com/300dpi/17-0920s2p-Tony-Gerrato-300dpi.jpg
*Photo Caption: Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York City office.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York City office.

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

Jordan & Jordan Announces Separation from John Powter Insurance Agency

ADDISON, Texas /ScoopCloud/ -- Linda Jordan ended her business partnership with Powter Insurance, and launched Product Liability Specialty, LLC doing business as Jordan and Jordan Insurance Group. This structural change will have little to no impact on daily business operations with the agency. Any correspondence and checks will continue to bear the Jordan & Jordan name, as they always have.

"We are excited to begin this new chapter in the life of the agency, and look forward to a bright future," said Alison Roberts, Agency Manager.

Linda requests all business partners to please update the mailing address on file for Jordan & Jordan to show our current address: 16801 Addison Rd, Suite 300, Addison, TX 75001, and any necessary paperwork be forwarded to Alison Roberts at ar@j-jins.com.

We appreciate your assistance in this time of transition, and we look forward to more profitable years together.

"Reliable Protection is the key to prosperity."

If you would like more information about this topic, please contact Alison Roberts at 972-398-6222 or email at ar@j-jins.com.

Website: http://jordanjordaninsurance.com/.

Linda Jordan ended her business partnership with Powter Insurance, and launched Product Liability Specialty, LLC doing business as Jordan and Jordan Insurance Group. This structural change will have little to no impact on daily business operations with the agency. Any correspondence and checks will continue to bear the Jordan & Jordan name, as they always have.

Mortgage Capital Trading Adds Cara Krause to its Growing Sales Team

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that Cara Krause has joined the company as regional sales director. Ms. Krause will handle business development efforts and client management for new lender clients in the Northeast region of the country.

Ms. Krause has more than 25 years of experience working in the mortgage banking industry and possesses extensive knowledge in the areas of secondary marketing, production, correspondent lending, the utilization of supporting technologies. She has a proven track record of expanding territories, increasing revenue, and providing hands-on customer service.

Ms. Krause comes to MCT from Impac Mortgage where she successfully developed key relationships with lenders that helped grow the company's correspondent business channel. Before Impac, she was vice president and regional account manager at Envoy Mortgage where she established a territory for delegated and non-delegated correspondent lending for a new division.

She has also worked at a senior sales capacity for companies which include: First Horizon Home Loans; Fleet Bank Boston/Washington Mutual; Carteret Savings Bank; and several other lenders and banks.

"We are pleased to welcome Cara to the MCT team. She is a veteran of the mortgage industry and brings extensive experience to help grow and nurture our list of lender clients," said Bill Wooten, managing director at MCT. "Cara has an excellent reputation and a long-standing track record of developing strong relationships with lenders of all types, adding depth to our sales efforts in the Northeast."

MCT continues to grow by way of its unique business model that combines hands-on daily trading support for secondary marketing departments and an industry-leading secondary marketing technology offering.

About MCT:
Mortgage Capital Trading, Inc. (MCT) is a capital markets-focused risk management and advisory services company providing independent analysis, training, hedging strategy and loan sale execution support to clients engaged in the secondary mortgage market. Founded in San Diego, California in May 2001, the company has expanded to include field sales and support offices in Philadelphia, Dallas, San Francisco and Charlotte. MCT is a recognized leader in the industry and currently supports more than 150 clients on the HALO (Hedging And Loan sales Optimization) Program.

The company also develops and supports MCTlive!(TM), an award-winning real-time, trading and best-execution secondary marketing platform. MCT's LockCentral(TM) is the industry's largest outsourced centralized lock desk service. In addition, MCT offers a suite of tools and supporting guidance for MSR needs. For more information, visit http://www.mct-trading.com or call (619) 543-5111.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

*PHOTO for Media: Send2Press.com/mediaboom/17-0426s2p-Cara-Krause-300dpi.jpg

Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that Cara Krause has joined the company as regional sales director. Ms. Krause will handle business development efforts and client management for new lender clients in the Northeast region of the country.

EPIC’s Mark Millard and Michael Turk to present at 2017 Risk and Insurance Management Society (RIMS) Annual Conference

STAMFORD, Conn. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principals Mark Millard and Michael Turk are among the featured risk management and insurance professionals who will be presenting at the RIMS Annual Conference & Exhibition being held in Philadelphia, Pa. on April 23-26.

As the preeminent organization dedicated to advancing the practice of risk management, RIMS is a global not-for-profit organization representing more than 3,500 industrial, service, nonprofit, charitable and government entities throughout the world. Founded in 1950, RIMS brings networking, professional development and education opportunities to its membership of more than 11,000 risk management professionals who are located in more than 60 countries.

Millard will share his knowledge in two sessions:

Communication: Taking Your Insurance Risk Department to the C-Suite and Beyond (Session: CAD7/388) - April 25, 8:30 a.m. - 9:30 a.m.

Speakers: Mark Millard, Principal, EPIC Insurance Brokers & Consultants and Mike Tannenbaum, Founder & Managing Partner of Key Strategies, LLC.

Moving Towards Centralization: Taking Control of Your Global Insurance Risk Program (Session: ICM7/391) - April 25, 11 a.m. - 12 p.m.

Speakers: Mark Millard, Principal, EPIC Insurance Brokers & Consultants and Andreea Brezeanu, Manager, Ernst & Young

Turk shares his expertise in:

Choosing the Right Deductible and Retention Levels (Session: RIF4/405)
April 24, 3 - 4 p.m.

Speakers: Michael Turk, Principal, EPIC Insurance Brokers & Consultants and Chris Krepcho, Associate Director, Insurance Services, Florida League of Cities

A complete list of 2017 RIMS Conference sessions/events by day can be found here: https://www.rims.org/RIMS2017/Attendee/Pages/Sessions-Events-By-Day.aspx

About Mark Millard, principal, EPIC Insurance Brokers & Consultants:

Mark is a Principal in EPIC's complex risk group. Mark has near 20 years' experience in assisting clients with insurance risk management needs. He specializes in the design, management, and assessment of insurance risk management programs; including risk identification and analysis, risk transfer with the use of insurance products and alternative risk financing vehicles, insurance vendor management, and claims process and procedures.

Prior to joining EPIC, Mark was with Ernst & Young (EY) for 8 1/2 years where he was a senior manager in their Insurance Risk and Claims Practice based in New York. At EY, Mark led a team of risk professionals on countless Fortune 1000 and public entity insurance risk program assessments as well as numerous specialty projects for clients that included the development of an insurance purchasing framework; authoring a manual to negotiate insurance provisions in contracts; and M&A due diligence. In addition, Mark developed and led EY's initiative in cyber insurance risk advisory services.

Mark is a frequent speaker at industry seminars on topics that include cyber insurance, directors & officers exposure, merger & acquisition due diligence, process and controls development, internal audit assessment, transferring risk to the vendor, and insurance brokerage management.

About Michael Turk, principal, EPIC Insurance Brokers & Consultants:

Michael has over 30 years of diverse experience in the insurance and financial services industry, including roles in consulting, brokerage, underwriting, product development and insurance company management. For EPIC Michael manages complex property/casualty risk management and insurance programs for large clients. These services include risk assessments, risk management/insurance program reviews and structure design, insurance placement and strategic risk financing solutions including risk alternatives, such as captives and cat bonds.

Prior to joining EPIC, Michael was with JLT and Towers Watson where he provided consulting and brokerage services to both insurance companies and corporations in the areas of risk management, (re)insurance program design, Directors & Officers liability, alternative risk financing and enterprise risk management. Michael also held various positions with Centre Re, including Chief Operating Officer, where he was responsible for information technology, operational risk management, human resources and deal management and restructuring. Previously, Michael held the position of Director of Risk Management Services at GE Capital.

Michael has spoken at many conferences and seminars, is a contributing author of the first edition of the Essentials of Risk Financing and several other risk management publications, and previously was responsible for the Towers Watson annual survey of Directors & Officers liability insurance purchasing and claims trends.

Michael earned a B.B.A. in Risk and Insurance/Finance and an M.B.A. in Risk Management from the University of Wisconsin-Madison. He is a Chartered Property Casualty Underwriter (CPCU) and an Associate in Risk Management (ARM).

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 1,100 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With roughly $280 million in run rate revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principals Mark Millard and Michael Turk are among the featured risk management and insurance professionals who will be presenting at the RIMS Annual Conference & Exhibition being held in Philadelphia, Pa. on April 23-26.

EPIC’s Brian Tanner, Mary Grandy and Tony Lorber Honored as Risk & Insurance Magazine 2017 ‘Power Brokers’

SACRAMENTO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Brian Tanner, Senior Vice President Mary Grandy and Senior Vice President Tony Lorber have been recognized as 2017 Power Brokers by Risk & Insurance Magazine.

A Power Broker is defined as an individual who stands out among their peers for the exceptional work they have delivered to their clients over the past year. The brokers awarded Power Broker recognition are judged based on their problem solving, customer service and industry knowledge.

EPIC Principal Brian Tanner, based in Birmingham, Ala., was selected in the Traditional Energy category for his work in helping clients manage the dangers of the oil and gas industry. When a client had a serious, life-threating injury at a worksite, Tanner was instrumental in making sure that the situation, which could have escalated into a large problem, was handled smoothly, efficiently and successfully, due to his experience and knowledge, attention to detail and access to critical resources.

Senior Vice President Mary Grandy, based in Sacramento, Calif., was selected in the Construction category for her ability to find solutions for intractable risk management and insurance problems and challenges. Grandy worked diligently with a client that bought a construction and real-state company to identify and manage insurance needs, keep the program out of state supervision and improve the safety record of the operator.

Senior Vice President Tony Lorber, based in San Francisco, Calif., was selected in the Real Estate category for his unique approach, knowledge and skills, and dedication to providing the highest level of service to his clients. When a client wanted to purchase earthquake insurance on a large portfolio of properties, Lorber identified specific criteria where the client didn’t need to buy coverage on all of its properties by leveraging the use of earthquake models and analytics as well as his deep knowledge of the market.

“There is not much in the way of industry recognition that surpasses selection as a ‘Power Broker,’ and we’re honored that three of our EPIC team members have been recognized by Risk & Insurance Magazine with this prestigious Award,” said Peter Garvey, President of EPIC. “Brian, Mary and Tony personify our core ‘people first’ values, through their professionalism, dedication and leadership, all with the best interests of our clients at the forefront.”

About Risk & Insurance Power Broker Awards:

A Risk & Insurance(R) Power Broker(R) is an individual who stands out among their peers for the exceptional client work they delivered over the past year. While brokers play many key roles in the insurance industry and risk profession, a Power Broker(R) award recognizes problem solving, customer service and industry knowledge.

Our goal is to broadly recognize and promote outstanding risk management and customer service among the brokerage community. Therefore, we don’t select a single winner but instead recognize four to six winners in different industry categories.

About EPIC:

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 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 $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed 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 for Media: Send2Press.com/mediaboom/17-0223s2p-epicpbs-300dpi.jpg
*Caption (Left to Right): Brian Tanner, Mary Grandy and Tony Lorber.

MEDIA CONTACTS:
Dave Hock, of EPIC
650.295.4608
dave.hock@epicbrokers.com

Nicole Conley
408.295.4309 x104
nicole.conley@taniscomm.com

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Brian Tanner, Senior Vice President Mary Grandy and Senior Vice President Tony Lorber have been recognized as 2017 Power Brokers by Risk & Insurance Magazine.

EPIC adds Timothy B. Ward to Risk Solutions Practice

STAMFORD, Conn. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm's Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.

Ward will be based in EPIC's Stamford, Conn. office and report to EPIC Risk Solutions principal, Mark Millard.

Over a career spanning 23 years, Ward has focused on assisting clients in a wide range of industries with their casualty risk management needs, specializing in the design, management, assessment and implementation of risk management and insurance programs; including risk identification and analysis, risk transfer utilizing insurance products and alternative risk financing strategies across a broad spectrum of exposures and risks.

Prior to joining EPIC, Ward was with Marsh & McLennan in a variety of casualty risk management and insurance placement roles. Most recently Ward was senior vice president and leader of the "national desk" within the casualty placement practice, based in New York. Working with a team of 13 insurance professionals, Ward led in excess of 350 complex transactions annually, focused on clients within the public and private Fortune 1,000 space.

In addition, Ward spent considerable time leveraging analytics to hone program design achieving optimized economic performance, collaborating with clients and prospects to structure enhanced casualty process flow, delivery of service, and evaluating insurers and TPA's who maintain the attributes and capabilities to help drive business forward.

"Our Northeast leadership team is very excited to have someone of Tim's caliber join our group," said EPIC's Mark Millard. "His background and experience, casualty risk management expertise and strong leadership skills will materially contribute to the future growth of EPIC Risk Solution and the service excellence we deliver nationally to EPIC clients with complex risk management needs."

As one of the nation's fastest growing private insurance brokerage firms, EPIC has been on an aggressive national growth trajectory, successfully competing against the large, institutional brokers with an entrepreneurial, client-focused business model. Since The Carlyle Group became the firm's major investment partner in December 2013, EPIC has added multiple locations and new team members across the country, growing revenues from roughly $80 million to estimated run rate revenues of almost $250 million - a 212 percent increase.

Ward is a graduate of Ohio Wesleyan University in Delaware, OH where he earned a Bachelor of Arts Degree in Economic Management.

Timothy Ward can be reached at:
EPIC Insurance Brokers and Consultants
3 Landmark Square, Stamford, CT 06901
203-658-0514 direct
timothy.ward [at] epicbrokers.com

About EPIC:
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 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 $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed 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 for media: Send2Press.com/mediaboom/17-0112s2p-tim-ward-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm's Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.

EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group.

Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team. She will be based in the firm's New York City office and report to Craig de Gruchy, Managing Principal of EPIC.

"We are very excited to have a professional of Melissa's caliber join our group," said Craig de Gruchy. "Her background and experience, personal risk management expertise and leadership skills will materially contribute to EPIC's Northeast Region Private Client Solutions team."

Delaney joins EPIC from HUB International, where she served as team leader in their Private Client Services division and was responsible for developing and maintaining risk management and personal insurance solutions for high-net-worth individuals and families.

Prior to this, Delaney was an assistant vice president responsible for business development and sales at Gallagher Bollinger Insurance. Delaney began her insurance career as a Customer Service Representative for Chubb & Son.

Delaney is a graduate of Seton Hall University in South Orange, New Jersey, where she earned a Bachelor of Arts degree in Business Administration and Communications. She is a licensed property and casualty producer in both New York and New Jersey.

Melissa Delaney can be reached at:
EPIC Insurance Brokers and Consultants
295 Madison Avenue - 38th Floor, New York, NY 10017
melissa.delaney@epicbrokers.com
646-455-9561

About EPIC:

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 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/.

*LOGO for media: Send2Press.com/mediaboom/16-0308-epic-insurance-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team.

HousingWire Honors Mortgage Capital Trading President Curtis Richins with 2016 Vanguard Award

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its president, Curtis Richins, has been designated to HousingWire's Vanguard Award list for 2016. Now in its second year, the program recognizes executives that have made a positive impact at their companies and for the entire mortgage industry.

The list is comprised of C-level and business unit executives who have become leaders in their respective fields within housing and mortgage finance - those whose leadership is moving markets forward, each and every day. HousingWire states that it sets an extremely high bar for the very competitive contest of HW Vanguard Award winners.

"The HW Vanguards continued to impress going into its second year; the winners are second-to-none and this list represents the finest cross section of mortgage talent available," said Jacob Gaffney, HousingWire editor-in-chief.

Vanguard Award winners were chosen by the HousingWire editorial board based on tangible leadership within their companies and the industry at large. HousingWire provided details on this year's list, which included 40 total award recipients. All winners are executives, most being of the C-level suite; 23 of them serve as president or CEO of their company; eight of the winners are the founders of their company; and the list also contained a COO, executive director, division president, seven EVPs and an SVP.

Mr. Richins has been instrumental in helping MCT hone an unmatched value proposition for lenders that combines a hands-on approach to client support with award-winning secondary marketing technology, MCTlive! This very unique model, coupled with the recent expansion of MCT's business services, has resulted in MCT being catapulted from a mortgage pipeline hedging firm into a fully-integrated provider of capital markets services and technology.

"I'm honored to be among this year's list of mortgage executives that have received a Vanguard Award," said Richins. "We've worked very hard to grow MCT over the years, providing excellence in service and leading-edge secondary marketing technology to our client base. This award is absolutely a testament to the amazing, incredibly talented team that we are very fortunate to have at MCT."

Notable is that last year MCT's COO, Phil Rasori, was also honored as a Vanguard Award winner in the inaugural year of the prestigious list. Mr. Richins now joins the ranks in annual recognition that includes some very well-known, successful executives in the mortgage industry.

About MCT:

Mortgage Capital Trading, Inc. (MCT) is a capital markets-focused risk management and advisory services company providing independent analysis, training, hedging strategy and loan sale execution support to clients engaged in the secondary mortgage market. Founded in San Diego, California in May 2001, the company has expanded to include field sales and support offices in Philadelphia, Dallas, San Francisco and Charlotte. MCT is a recognized leader in the industry and currently supports more than 150 clients on the HALO (Hedging And Loan sales Optimization) Program. The company also develops and supports MCTlive!(TM), an award-winning real-time, trading and best-execution secondary marketing platform. MCT's LockCentral(TM) is the industry's largest outsourced centralized lock desk service. For more information, visit www.mct-trading.com or call (619) 543-5111.

About HousingWire:

HousingWire.com is the leading independent source for news, commentary and analysis covering the entire mortgage banking and financial markets. Staffed by a core team of experienced journalists and editors, HousingWire.com delivers breaking news and opinions on U.S. housing and mortgage finance. HousingWire.com has a well-developed reputation for delivering today the news other trade outlets will be reporting on tomorrow - and our readers value the information they get from www.housingwire.com first.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its president, Curtis Richins, has been designated to HousingWire's Vanguard Award list for 2016. Now in its second year, the program recognizes executives that have made a positive impact at their companies and for the entire mortgage industry.

TRID Defects Down Slightly in Q2 2016 ARMCO Mortgage QC Industry Trends Report

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system.

After peaking in Q1 2016, the overall industry critical defect rate dropped to 1.63 percent in Q2, ending an upward trend spanning the previous three quarters. Defects in the Legal/Regulatory/Compliance category also waned in Q2, comprising 34 percent of all defects reported and marking the first decline in nine months. However, this category still represents the largest reported defect category.

"While TRID-related defects are still driving the majority of Legal/Regulatory/Compliance defects, we're seeing a decline in defects in this category as a result of corrective action planning lenders undertook through the first six months of 2016," said Phil McCall, COO for ARMCO. "As lenders determine the most effective strategies for addressing TRID-related defects, we expect to see this category decline further."

Loan Package Documentation defects increased slightly in Q2, accounting for 26.7 percent of reported defects in Q2 versus 26.4 percent in Q1. Also of note is the increase in defects reported in credit-driven categories in Q2. Income/Employment leads this group as the third most frequently reported defect category in Q2 at 9.8 percent, followed by Borrower and Mortgage Eligibility at 8.9 percent and Assets at 6.8 percent.

"Given the magnitude of compliance-related defects lenders were facing in Q1, it's not surprising to see upticks in other areas," said Avi Naider, CEO for ARMCO. "Now that lenders have begun to get a handle on their TRID-related defects, they should have more capacity to address those credit-related defects. Thus, we should see those categories normalize in Q3."

To view the full report, visit http://www.armco.us/knowledge/mortgage-qc-industry-report-2016-q2.

About ARMCO:

ARMCO - ACES Risk Management delivers web-based audit technology solutions, as well as powerful data and analytics, to the nation's top mortgage lenders, servicers, investors and outsourcing professionals. A trusted partner devoted to client relationships, ARMCO offers best-in-class quality control and compliance software that provides U.S. banks, mortgage companies and service providers the technology and data needed to support loan integrity, meet regulatory requirements, reduce risk and drive positive business decisions. ARMCO's flagship product, ACES Audit Technology(tm), is available at any point in the mortgage loan lifecycle, to any size lender, and is user-definable.

ACES standardizes audit requirements, ties pre-funding reviews to post-closing quality control audits, enables seamless trend analysis, identifies credit, compliance and process deficiencies and helps create manageable action plans. For more information, visit http://www.armco.us/ or call 1-800-858-1598.

ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system.

EPIC adds Southeast Region Risk Consultant Ken Glanton

BIRMINGHAM, Ala., Jan. 13, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Ken Glanton has joined the firm's Birmingham-based National Energy Construction Practice as a Risk Consultant. Glanton joins a rapidly growing team of risk management and insurance professionals serving larger, complex construction and energy companies across the country.

Glanton brings nearly 10 years of successful sales, business development and consulting experience to EPIC. Across the first three years of his career while at Integrated Medical Systems, Glanton ranked #6 among 82 sales people nationally. He was later responsible for launching a 5-state southeast territory for EquipSystems, LLC, where he issued nearly a million dollars in new service contracts in the first year of this assignment.

Glanton comes to EPIC from commercial insurance broker Assured Neace Lukens in Nashville, Tennessee, where he provided consultative services in the development, implementation and oversight of strategic risk management programs for large and mid-sized companies.

EPIC Birmingham's managing principal Crawford McInnis noted, "Ken is a respected business development and consulting professional with proven sales success and experience utilizing innovative consultative strategies. Adding Ken to our team further broadens the scope of expertise and service we provide to our clients."

"The Birmingham team strengthens EPIC's national platform serving contractors, energy companies and oil and gas distribution contractors," said Derek Thomas, EPIC Chief Strategy Officer and co-leader of EPIC's Specialty Practices and Program Group. "We look forward to developing additional strategic initiatives with Ken as we further build out EPIC's consulting services platform in Birmingham and across the country."

Glanton earned both a Bachelor's degree in History and a Master's Degree in Public Administration from the University of Alabama at Birmingham.

Ken Glanton can be reached at:
EPIC
205-581-3345 direct
615-955-0389 cell
ken.glanton[at]epicbrokers.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 across California 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. For additional information, please visit http://www.epicbrokers.com/.

*PHOTO: Send2Press.com/mediaboom/16-0113-Ken-Glanton-300dpi.jpg

*Photo Caption: Ken Glanton.

Twitter: @EPIC_Insurance

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/epic-adds-southeast-region-risk-consultant-ken-glanton-2016-0113-01.shtml.

NEWS SOURCE EPIC Insurance Brokers and Consultants :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by and Copr. © 2016 Send2Press® Newswire, a service of Neotrope®.

EPIC creates ‘Panda-monium’ in the Insurance Business

ATLANTA, Ga., March 10, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced that they have added Panda Mortality and Transit Insurance to a growing list of specialty risk management products and consulting services that the rapidly growing national firm provides.

Zoo Atlanta is a long-time client of EPIC's Dan Houston, Senior Vice President of Enterprise Risk Management, based in Atlanta, Georgia. Last month, Houston was presented with a unique opportunity to assist the Zoo with insurance protection for some very special residents: giant pandas.

Zoo Atlanta is one of only four zoos in the U.S. housing giant pandas, which are an endangered species, and the iconic bears represent the Zoo's most significant conservation investment to date. Female Lun Lun and male Yang Yang arrived at the Zoo in 1999 on loan from China, and a total of five cubs have been born since 2006. The most recent of these are Mei Lun and Mei Huan, the only pair of giant panda twins in the U.S.

Per the Zoo's loan agreement with China, each of Lun Lun's and Yang Yang's offspring returns to China when he or she is of age. The twins' three older siblings, male Mei Lan, male Xi Lan, and female Po, now reside at China's Chengdu Research Base of Giant Panda Breeding.

Houston and Senior Account Manager Connie Draime, who design, place and manage all business insurance for the Zoo, recently added Panda Mortality Insurance to their program. This unique, manuscript coverage insures the pandas while at Zoo Atlanta as well as during their travels to China. The EPIC team also manages Transit Insurance Coverage for the giant pandas' journey to their parents' homeland.

EPIC's Panda Mortality Insurance Coverage was placed with Lloyd's of London, and both John Stoesser with IDEAL Marine and the Lloyd's of London underwriter Lorraine Mills visited the Zoo and the giant pandas during the coverage design and underwriting process.

To watch the Zoo's giant pandas on PandaCam presented by EarthCam or to read regular blog updates about the bears' daily care and milestones, visit: http://www.zooatlanta.org/pandacam/ .

Dan Houston has over 25 years of experience in the insurance industry, plus broad experience with animals, both professionally and personally. In the past, Houston provided risk management and insurance services for CNN owner Ted Turner and his Bison ranches. Dan and his wife Virginia also co-own and operate Houston's Horse Farm in Canton, Georgia.

About EPIC:
Headquartered in San Francisco, EPIC Insurance Brokers and Consultants has nationwide presence with a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance, and private client services. Since its founding in 2007, EPIC has grown revenue from $5 million to $160 million through both organic growth and strategic acquisitions, and remains a fixture on the insurance industry's "Best Places to Work" lists. Its strategic partners include private equity firms The Carlyle Group and Stone Point Capital. To learn more, visit http://epicbrokers.com/ .

*LOGO for media: Send2Press.com/mediaboom/14-0721-epic_300dpi.jpg .

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/epic-creates-panda-monium-in-the-insurance-business-2015-0310-001.shtml.