Growth through acquisitions EPIC is expanding its portfolio with the acquisition of Korotkin Insurance Group and welcoming multiple managing principals from Ascende, signaling aggressive growth and cross-sell opportunities across existing client bases.

National expansion As the 10th largest commercial broker and part of a broader Ascende network, EPIC’s scale and national reach create opportunities to bundle and broaden insurance programs for mid-market clients seeking multi-state coverage.

Employee benefits emphasis Recent leadership appointments in the national employee benefits practice indicate a strategic push in benefits outsourcing, wellness, and retirement services—areas ripe for cross-sell to existing commercial clients.

Surety and financing focus The addition of a National Surety Practice Leader and Finance & Insurance specialists signals a strengthened offering in bonding, credit-sensitive coverages, and auto dealership financing—target these industries for expanded product suites.

Tech-enabled operations Leveraging platforms like Azure Databricks, AWS, and ArcGIS suggests data-driven underwriting and risk analytics capabilities, enabling a differentiated value proposition for complex risks and larger strategic clients seeking advanced tech-enabled brokerage services.