We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm.

New York, NY
Joined October 2015
EPIC Perspectives is here! Your new go-to source for timely insights that connect today’s headlines to evolving risks and the complexities of modern insurance. 📩 Subscribe now: bit.ly/3Jvoh0z #EPICPerspectives #ThoughtLeadership #ExecutiveInsights #SubscribeNow
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A critical cyber vulnerability demands more than an IT response. Two PHP vulnerabilities may expose websites and applications to compromise. Organizations should identify affected systems and deploy updates. Download EPIC’s latest client alert: bit.ly/4z0rh9O #CyberRisk
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We're pleased to announce the promotion of Alexander Petterson, CAPI to Chief Sales Officer within our Private Client practice! Learn more about Alex’s promotion and EPIC’s Private Client Services: bit.ly/4jwKGKG #EPICInsurance #PrivateClient #Leadership #RiskManagement
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Our Transportation & Logistics colleagues, Kristy Neal, Dylan Boone, Lane Munson, and Rocky Ricardo are heading to the 2026 American Trucking Associations (ATA) Management Conference & Exhibition! Connect with our team: bit.ly/4dJgrg1 #TransportationAndLogistics
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Join EPIC's Alexandra Termaat and Adam Glick, together with @goodwinlaw Timothy Holahan, as they unpack the rapidly changing risk landscape nonprofit organizations are navigating today. Register here: bit.ly/3UxpSbP #NonprofitLeadership #RiskManagement
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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. Explore: bit.ly/4i1tScr #EPICThinking #TheSolutionisEPIC
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We're excited to welcome Connor Phillips as Principal within our Property & Casualty team in Atlanta! Learn more about Connor and EPIC’s Property & Casualty Insurance solutions: bit.ly/4APuWsn #EPICInsurance #PropertyAndCasualty #CommercialInsurance #RiskManagement
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October’s Compliance Matters newsletter is here with timely updates for employee benefits professionals and plan sponsors. Explore the latest compliance updates and resources: bit.ly/46PEoyl #ComplianceMatters #EmployeeBenefits #BenefitsCompliance #RegulatoryUpdates
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EPIC Financial Services is the specialized risk management and advisory partner for the institutions, advisors, and individuals driving the financial services industry. Explore EPIC's Financial Services: bit.ly/4jngH7S #EPICThinking #TheSolutionisEPIC
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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. ▶️ Watch the full conversation with Steve on WBN: bit.ly/4z1WtVK #EPICInsurance #Leadership
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Congratulations to our client, @MarriottIntl, on being named a 2026 Theo Award winner by @RiskInsurance! We look forward to watching the Marriott team accept their award and celebrate this achievement at @National_Comp. #TheoAwards #RiskManagement #WorkersCompensation
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Excited to share that Keane Heller from our 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. Register: bit.ly/46G6XOC
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We're pleased to welcome Hillary Erickson, CPCU, as Principal within our Property & Casualty team! Learn more about Hillary and EPIC’s Property & Casualty Insurance solutions: bit.ly/46JCvTG #EPICInsurance #PropertyAndCasualty #RiskManagement #CommercialInsurance
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In an article published by @CaptiveInt, EPIC's Tandis Nili and Haendel Conil outline a practical framework for evaluating U.S. exposures and determining whether a separate U.S. captive supports long-term business objectives. Read: bit.ly/475ndbW #CaptiveInsurance #Risk
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We’re pleased to announce the acquisition of Korotkin Insurance Group (KIG), a fifth-generation independent brokerage with more than a century of history in Michigan. Learn more: bit.ly/4j9xlrm #EPICInsurance #InsuranceIndustry #Acquisition
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Peter Marshall, Managing Principal of Media Insurance Services, highlighted the benefit of attaching a national production incentive directly to existing state incentives while avoiding additional red tape that could slow the process. Read more @latimes: lat.ms/4yBYSpU
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Transportation and logistics companies face interconnected risks. EPIC brings these elements together through one coordinated strategy built around how each client operates. Explore our specialized approach: bit.ly/4yHK2OZ #EPICThinking #TheSolutionisEPIC
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Join us in celebrating Hispanic Heritage Month! 🌎🎉 This year’s theme, “Unidos, Somos Más – Together, We Are More,” celebrates the strength that comes from bringing together our unique experiences, traditions, and perspectives. #HispanicHeritageMonth #HHM2026
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We pause to honor and remember the lives lost on 9/11. #PatriotDay #NeverForget
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We're pleased to welcome Gena Martin as Principal within our Private Client practice! Learn more about Gena and EPIC’s Private Client Services: bit.ly/4gImoeT #EPICInsurance #PrivateClient #RiskManagement #PersonalInsurance #InsuranceIndustry
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We're pleased to welcome Wesley Bryan as Senior Principal within our national Natural Resources Practice! Learn more about Wes and EPIC’s Natural Resources and Energy Services: bit.ly/4r35ATB #EPICInsurance #NaturalResources #Energy #RiskManagement #EnergyInsurance
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