Scale opportunities Potential for cross-sell across risks covered by EPIC Insurance Brokers and Consultants given Cook Maran’s mid‑size to large client base and broad specialty programs such as private client services, construction, financial services, and manufacturing.

Private client focus Leverage private client services expertise to upsell high-net-worth and high-value accounts within the organization’s affluent client segments and executive risk management needs.

Regional reach Eight New York and New Jersey locations together with a national platform suggest opportunities for multi-location risk solutions, analytics, and coordinated claims support across states.

Tech-enabled Utilize their WordPress, MySQL and SEO tech stack to propose digital risk analytics, self-service portal enhancements, and data-driven underwriting insights to improve efficiency and client experiences.

Growth readiness With revenue in the mid‑range and a growing broker network within EPIC, target mid-market prospects and portfolio expansions in specialty lines like life sciences, real estate, nonprofits, and manufacturing.