Market Position EPIC Insurance Brokers & Consultants is a top 20 U.S. retail insurance broker with approximately $200 million in run rate revenue and a broad national footprint. This indicates a scalable, enterprise-level service offering suitable for mid-market to large clients seeking national coverage and consistency across regions.

Strategic Growth Recent leadership hires and practice expansions in areas like National Surety, auto dealership finance and insurance solutions, real estate program development, and entertainment and sports indicate an aggressive growth posture. This creates cross-sell opportunities into existing client bases and adjacent industries.

Industry Focus Key practice areas highlighted in recent hires include surety, financial and insurance solutions for auto dealerships, real estate, and entertainment and sports. Targeted pitches to firms in these sectors can leverage EPIC’s specialty depth and tailored programs.

Technology & Data EPIC employs data visualization and risk analytics tools such as Tableau and ModelRisk, with a modern digital stack. This enables data-driven risk management and program design, which can be leveraged in proposals to demonstrate measurable value and ROI to prospective clients.

Partnership & Scale With private equity backing from The Carlyle Group and a large national network, EPIC can position itself as a durable, well-capitalized partner capable of delivering large-account service levels, multi-state programs, and complex coverage needs to corporate clients seeking stability and scale.