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EPIC Insurance Brokers & Consultants's Overview

Total employees2851
HeadquartersSan Francisco
Founded

EPIC Insurance Brokers & Consultants is a unique and innovative U.S.-based retail risk management and employee benefits insurance brokerage and consulting firm. Founded in 2007, EPIC has rapidly grown to become one of the largest insurance brokers in the United States. The company provides a broad array of property and casualty, employee benefits, specialty program, and private client solutions to clients across the nation. EPIC is known for its client-centric approach, industry-specific expertise, and commitment to innovation, aiming to provide peace of mind and empower client success. It is a part of Galway Holdings, a diversified financial services distribution company.

Where is EPIC Insurance Brokers & Consultants's Headquarters?

HQ Function

The headquarters serves as the primary center for executive leadership, strategic planning, corporate governance, finance, legal, human resources, and national operational oversight for its extensive network of offices and specialized practices.

Notable Features:

Located in a prominent high-rise building in San Francisco's Financial District, offering modern office facilities and convenient access to other major businesses and transportation.

Work Culture:

EPIC fosters a work culture centered around its 'People First' philosophy, emphasizing collaboration, entrepreneurial spirit, client advocacy, innovation, and continuous learning. The environment is dynamic, fast-paced, and results-oriented.

HQ Significance:

The San Francisco headquarters is significant as it represents the company's origins and its strong presence in California, a major market for insurance services. It anchors its national operations and strategic initiatives.

Values Reflected in HQ: The choice of a prime location in a major business center reflects EPIC's commitment to professionalism, excellence, and being a significant player in the insurance industry. The modern workspace supports its values of collaboration and innovation.

Location:

While EPIC Insurance Brokers & Consultants primarily operates across the United States with a dense network of offices, it supports clients with international exposures and global operations through dedicated international service teams and strategic partnerships with global brokerage networks. This allows them to provide risk management advice, insurance placement, and employee benefits solutions for clients with cross-border needs. Its parent company, Galway Holdings, also provides access to broader global resources and capabilities.

Street Address:

1 California Street, Suite 400

City:

San Francisco

State/Province:

CA

Country:

USA

EPIC Insurance Brokers & Consultants's Global Presence

New York, NY/USA

Address: 1330 Avenue of the Americas, Suite 23A, New York, NY 10019

To serve a diverse client base in the major metropolitan area of New York and act as a strategic hub for East Coast operations and talent.

Chicago, IL/USA

Address: 300 N LaSalle St, Suite 4725, Chicago, IL 60654

To strengthen EPIC's presence in the Midwest, providing local expertise and support to businesses in Chicago and the surrounding region.

Atlanta, GA/USA

Address: 3475 Piedmont Road NE, Suite 700, Atlanta, GA 30305

To expand EPIC's services in the dynamic Southeastern U.S. market, focusing on industries like technology, hospitality, and logistics.

Buying Intent Signals for EPIC Insurance Brokers & Consultants

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of EPIC Insurance Brokers & Consultants

As of April 2025, EPIC Insurance Brokers & Consultants' leadership includes:

Steve Denton - Chief Executive Officer, EPIC
Tom O'Neil - President, National P&C Practice, EPIC
Adam Meyerowitz - President, National Employee Benefits Practice, EPIC
Scott Davis - President, National Specialty & Programs, EPIC
Karman Chan - Chief Financial Officer, EPIC
Marc Kunney - President, Risk Management, EPIC

Investors of EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has been backed by several prominent investors over the years, including:

Galway Holdings (Parent Company)
Harvest Partners (Investor in Galway Holdings)
Oak Hill Capital (Investor in Galway Holdings)
The Carlyle Group (Former significant investor in EPIC)

Executive New Hires/Exits in the Last 12 Months

Hire4
Exits0

EPIC Insurance Brokers & Consultants has continued to strengthen its leadership ranks over the past 12 months with strategic appointments in key practice areas and regional leadership roles. These moves underscore the company's commitment to growth and specialized expertise.

New Appointments:

Carrie Chappie, Carrie Chappie appointed as COO for EPIC's National E&O/Cyber Practice.
Samer Iskandar, Samer Iskandar appointed as National Commercial Lines Leader.
LoriAnn Lowery-Biggers, LoriAnn Lowery-Biggers appointed as National Practice Leader for Private Client services.
Lou D’Agostino, Lou D’Agostino joined as Managing Principal in New Jersey.

Technology (Tech Stack) used by EPIC Insurance Brokers & Consultants

Discover the tools EPIC Insurance Brokers & Consultants uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

EPIC Insurance Brokers & Consultants Email Formats and Examples

EPIC Insurance Brokers & Consultants commonly uses the 'first.last' email format. While other formats may exist within the organization, this is the most widely recognized pattern for reaching their employees.

first.last@epicbrokers.com

Format

jane.doe@epicbrokers.com

Example

92%

Success rate

News and media

epicbrokers.comMay 1, 2024

EPIC Announces Acquisition of Asset Protection Group, Inc.

EPIC Insurance Brokers and Consultants announced its acquisition of Asset Protection Group, Inc. (APG), a move that deepens EPIC’s specialized expertise in the franchise restaurant industry and expands its operational footprint in the Midwest....more

epicbrokers.comFebruary 20, 2024

EPIC Insurance Brokers & Consultants Adds LoriAnn Lowery-Biggers to National Team

EPIC announced that LoriAnn Lowery-Biggers has joined the firm as National Practice Leader, Private Client. She will be responsible for leading EPIC’s Private Client practice nationally, focusing on delivering specialized risk management solutions to high-net-worth individuals and families....more

epicbrokers.comJanuary 23, 2024

EPIC Insurance Brokers & Consultants Appoints Carrie Chappie as Chief Operating Officer, National E&O/Cyber Practice

EPIC announced the appointment of Carrie Chappie to Chief Operating Officer of its National E&O/Cyber Practice. Chappie will leverage her extensive experience to oversee operations, technology, and client service delivery for this key specialty practice....more

epicbrokers.comJanuary 9, 2024

EPIC Insurance Brokers & Consultants Appoints Samer Iskandar National Commercial Lines Leader

EPIC announced that Samer Iskandar has been appointed National Commercial Lines Leader. In this role, Iskandar will be responsible for driving strategy, growth, and innovation across EPIC’s commercial lines operations nationwide....more

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