Acquisition momentum Epic Insurance has completed a notable acquisition by integrating Vanbridge’s assets, employees, and operations, indicating a growth trajectory and potential cross-sell opportunities across combined client bases in the insurance intermediary and program management space.

Small firm scale With a lean team of 2-10 employees, Epic can be a focus for targeted, high-touch service offerings and partnerships that deliver quick wins in personal, commercial, and employee benefits insurance for small to mid-sized local businesses.

Cross-sell potential Leadership covers personal, commercial, life, health, and employee benefits, creating opportunities to bundle multiple lines for existing clients and to upsell integrated risk management and benefits solutions to local businesses.

Local expertise Deep roots in Lee’s Summit and the Kansas City metro with Missouri and Kansas coverage suggest a competitive edge for regional risk assessment, niche market targeting, and community-focused co-marketing with complementary local service providers.

Growth signals A revenue range of tens of millions and a portfolio broad enough to include independent agency services imply scalability potential; target mid-market and enterprise prospects seeking specialized program management or brokerage capabilities aligned with Epic’s independent, cost-conscious shopping approach.