Growth momentum EPIC has rapidly grown to over 600 employees with revenue around $150 million, signaling a scale-ready client base and cross-sell opportunities across risk management, benefits consulting, and insurance brokerage for mid to large enterprises.

Strategic acquisitions The Jenkins Insurance acquisition and EPIC’s broader expansion indicate a culture of integration and expansion across states; target opportunities may exist in consolidating programs, standardizing carrier placements, and expanding specialty practices for enhanced client value.

National specialty Recent hires in National Surety, auto dealership finance and insurance specialists, and Real Estate program development leadership point to a push in dedicated industry verticals; explore cross-sell with EPIC’s existing industry teams and leverage niche expertise for new clients.

Tech and data enablement EPIC’s investment in data-driven decision making, risk modeling, and a robust tech stack (Adobe, Microsoft, Ceridian, Loopio, Greenhouse) suggests a tech-enabled service model; sales opportunities exist in offering advanced analytics, risk modeling, and digital workflows to streamline client operations.

Leadership and culture A recognized ‘Best Place to Work’ culture and leadership with deep industry tenure indicate stable client relationships and long-term upsell opportunities; position solutions around client advocacy, renewals, and expanding coverage as clients grow and evolve.