Strategic Acquisition Recent news indicates Epic Insurance Solutions was acquired by Fifth Third Bancorp to expand fee-based lines. This suggests a potential opportunity to engage with the parent, understand integration needs, and explore cross-sell of Epic’s personalized insurance solutions to Fifth Third’s broader financial services ecosystem or to their client base.

Partnership Potential Strategic endorsements with organizations like the Kentucky Medical Association signal a track record of alliance-building. Leverage these partner networks to propose co-branded insurance programs, industry-tailored coverage, and expanded risk management services for professional associations and their members.

Mid-market Focus With 11-50 employees and revenue between 50M and 100M, Epic sits in a mid-market segment that is often underserved for personalized service. Target mid-market firms seeking customized coverage solutions and dedicated account management, emphasizing the value of high-touch advisory services.

Tech Stack Utilization Use of legacy tools alongside modern channels (DreamWeaver, Google Analytics, Constant Contact) indicates potential for digital engagement, data-driven campaigns, and CRM-led outreach. Propose integration into their marketing and client onboarding workflows to improve client retention and cross-sell opportunities.

Growth Readiness Revenue scale and prior expansion through partnerships imply readiness for scalable insurance programs and vendor relationships. Present solutions for embedded insurance, risk assessment services, and bundled packages attractive to growing businesses and associations seeking comprehensive coverage.