Scale Opportunity Epic Insurance has recently absorbed Vanbridge assets, along with employees and operations, indicating a growth phase and potential for cross-sell opportunities across broader program management and specialty lines within their expanded client base.

SMB to Mid-Market With a local focus in Lee’s Summit and Kansas City and a revenue range of 10M-25M, Epic sits in a sweet spot for mid-market commercial insurance services and risk management programs that can be enhanced through additional carrier partnerships and tech-enabled underwriting.

Tech Stack Fit Existing technologies such as AWS, WordPress, Shopify, Mailgun, SendGrid, and Microsoft 365 present a foundation for integrated client portals, digital quoting, and automated marketing campaigns to boost lead generation and policy servicing efficiency.

Independent Advantage As independent agents who shop around to tailor personal and commercial plans, there is a sales opening to introduce value-add data services, benchmarking analytics, and bundled coverage offerings that attract cost-conscious, risk-aware clients seeking comprehensive solutions.

Leadership Focus Key personnel specialization in personal, commercial, and employee benefits suggests targeting cross-sell of life and health products to business owners and existing client organizations, plus opportunities to expand employee benefits programs via Todd Miller’s expertise.