Growth momentum EPIC is a rapidly expanding broker with over 600 employees across multiple states and a revenue footprint of 100M-250M, indicating ongoing cross-sell opportunities across benefits, risk management, and insurance brokerage lines.

Acquisition activity Recent integration of Jenkins Insurance and continued hiring and acquisitions within the EPIC network suggest opportunities to introduce integrated solutions, larger risk programs, and enterprise-level coverage for mid-market clients.

Employee benefits focus EPIC has recently expanded its national employee benefits leadership and capabilities, signaling a ripe avenue to present enhanced benefits consulting, wellness programs, and data-driven benefits optimization to existing and prospective clients.

Technology advantage Leveraging a modern tech stack (iCIMS, SAP, Azure DevOps, Google Workspace, Azure, Airtable, Teams) enables scalable client onboarding, data analytics, and risk modeling; sales propositions can emphasize streamlined implementation and analytics-driven underwriting.

Strategic partnerships With notable leadership hires and senior principals across multiple disciplines, there is an opening to position cross-sell of specialty practices (surety, risk management, finance & insurance) to target industries such as auto dealerships, corporate risk, and large commercial accounts.