EPIC Insurance Brokers & Consultants

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EPIC Insurance Brokers & Consultants We are an insurance brokerage/consulting firm providing commercial & personal clients with risk mana

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.

EPIC is heading to the 2026 American Trucking Associations (ATA) Management Conference & Exhibition in Charlotte, NC, Oc...
10/16/2026

EPIC is heading to the 2026 American Trucking Associations (ATA) Management Conference & Exhibition in Charlotte, NC, October 17–20!

Our Transportation & Logistics colleagues, Kristy Neal, Dylan Boone, Lane Munson, and Rocky Ricardo look forward to connecting with industry leaders, strengthening relationships, and engaging in conversations about the opportunities and challenges shaping the trucking industry.

Attending ? Connect with our team to learn how EPIC supports transportation businesses in navigating today’s evolving risk landscape. 🔗: https://bit.ly/4dJgrg1

Join EPIC's Alexandra Termaat and Adam Glick, together with Goodwin's Timothy Holahan, as they unpack the rapidly changi...
10/15/2026

Join EPIC's Alexandra Termaat and Adam Glick, together with Goodwin's Timothy Holahan, as they unpack the rapidly changing risk landscape nonprofit organizations are navigating today. They will break down the legal, regulatory, and operational challenges shaping nonprofit risk in 2026, including:

🔹 Employment practices liability trends and emerging workplace risks
🔹 The impact of the anti-DEI movement
🔹 Management liability insurance coverage and market outlook for nonprofit organizations

Register here: https://bit.ly/3UxpSbP

Learn what leaders need to know to help protect their people, mission, and organization.

EPIC Private Client partners with accomplished individuals, families, and their trusted advisors to develop personalized...
10/13/2026

EPIC Private Client partners with accomplished individuals, families, and their trusted advisors to develop personalized insurance strategies designed around the life they’ve built and what matters most to them.

Our approach begins with understanding each client’s unique story, priorities, and potential areas of risk. From homes, fine art and collections to yachts, aviation, family offices, and other complex exposures, our team brings together specialized knowledge, thoughtful guidance, and dedicated advocacy to help clients protect and preserve their assets and lifestyle.

For our clients, that means personalized solutions, attentive service, and a relationship that extends beyond the policy. By combining the attentiveness and discretion of a boutique advisory firm with the resources of a national brokerage, we help clients navigate complex risks with greater clarity and confidence.

Explore EPIC’s Private Client services: https://bit.ly/4i1tScr

The Solution is EPIC.

We're excited to welcome Connor Phillips as Principal within our Property & Casualty team in Atlanta!Connor brings comme...
10/06/2026

We're excited to welcome Connor Phillips as Principal within our Property & Casualty team in Atlanta!

Connor brings commercial insurance experience along with a results-driven approach and a strong commitment to making an impact for clients. His energy, tenacity, and client-focused mindset will be an asset as EPIC continues to grow our presence and capabilities across the Southeast.

Learn more about Connor and EPIC’s Property & Casualty Insurance solutions: https://bit.ly/3U65E8V

October’s Compliance Matters newsletter is here with timely updates for employee benefits professionals and plan sponsor...
10/01/2026

October’s Compliance Matters newsletter is here with timely updates for employee benefits professionals and plan sponsors.

This month, we’re covering Medicare Part D notices, Gag Clause Prohibition Attestations, Mental Health Parity guidance, to***co surcharge requirements, recent No Surprises Act developments and more.

Explore the latest compliance updates and resources: https://bit.ly/4hAlvnX

EPIC Financial Services is the specialized risk management and advisory partner for the institutions, advisors, and indi...
09/29/2026

EPIC Financial Services is the specialized risk management and advisory partner for the institutions, advisors, and individuals driving the financial services industry. We help clients navigate complex and interconnected risks by looking beyond individual insurance products to the broader strategy, challenges, and opportunities shaping each organization.

Our team combines deep expertise across every dimension of financial services, working as one integrated practice to consider the full complexity of every engagement and develop solutions as nuanced and bespoke as the risks themselves.

For our clients, that means tailored solutions, greater perspective, and a relationship-led approach designed to turn insurance from a transactional necessity into a strategic advantage.

Explore EPIC’s specialized approach to Financial Services: https://bit.ly/4hRtNJl

The Solution is EPIC.

🎙️ Get to know EPIC CEO Steve Denton beyond the boardroom.In the latest episode of WBN’s Must C-Suite, Steve shares a pe...
09/28/2026

🎙️ Get to know EPIC CEO Steve Denton beyond the boardroom.

In the latest episode of WBN’s Must C-Suite, Steve shares a personal look at the experiences, values, and influences that have shaped his approach to leadership and life.

From family and music to pivotal moments throughout his career, Steve shares the perspectives that continue to guide how we grow, collaborate, and deliver for our clients every day.

▶️ Watch the full conversation with Steve on WBN: https://bit.ly/47ui3GB

Congratulations to our client, Marriott International, on being named a 2026 Theo Award winner by Risk & Insurance! This...
09/28/2026

Congratulations to our client, Marriott International, on being named a 2026 Theo Award winner by Risk & Insurance!

This recognition highlights Marriott's dedication to improving its workers’ compensation program and creating a better experience for associates across the organization.

We're proud to support Marriott and celebrate this well-deserved achievement. Congratulations to the entire team for their leadership, commitment to their people, and continued focus on improving outcomes for employees. We look forward to watching the Marriott team accept their award and celebrate this achievement at National Comp.

Excited to share that Keane Heller from EPIC's Real Estate practice will join the panel "Breaking Ground Today: Construc...
09/25/2026

Excited to share that Keane Heller from EPIC's Real Estate practice will join the panel "Breaking Ground Today: Construction, Development & Feasibility" at the Bisnow Multifamily Annual Conference Northern California on October 6 in San Francisco.

Keane will bring an insurance and risk perspective to the conversation; exploring how developers and owners are navigating cost pressures, entitlement timelines, and shifting insurance market conditions on today's ground-up and value-add multifamily projects.

Planning to attend? Learn more and register here: https://bit.ly/4yrLvJa

We're pleased to welcome Hillary Erickson, CPCU, as Principal within our Property & Casualty team!Hillary brings nearly ...
09/24/2026

We're pleased to welcome Hillary Erickson, CPCU, as Principal within our Property & Casualty team!

Hillary brings nearly 20 years of commercial insurance experience, with a strong background in managing complex property and casualty risks for public entities, emergency services organizations, and specialized contractors.

Her experience in areas including fire and water districts, groundwater contracting, and utility vegetation management will further strengthen EPIC’s ability to deliver specialized risk management solutions across the West.

Learn more about Hillary and EPIC’s Property & Casualty Insurance solutions: https://bit.ly/4yVjbij

Address

1140 Avenue Of The Americas, 8th Floor
New York, NY
10036

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8:30am - 5pm
Friday 8am - 5pm

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