Small but strong EPIC Specialty Benefits is a small insurance provider (2-10 employees) with a revenue range of 25-50 million, signaling nimble operations and potential for high-touch sales engagements to expand benefits offerings or scale partnerships.

Beneficiary focus The company emphasizes non-medical insurance and a broad benefits package (Short-term Disability, Long-term Disability, Dental, Vision, Term Life, Voluntary), presenting cross-sell opportunities to existing clients or to potential mid-market employers seeking comprehensive voluntary benefits.

Strong service backbone A 96% customer satisfaction rating and a claim that customer service is the top priority suggest sales pitches can leverage service quality, speed, and personalized support as differentiators when approaching brokers and employers.

Tech and engagement Tech stack includes CRM and marketing tools (HubSpot, SendGrid), site presence (WordPress), and tracking analytics (Piwik), indicating readiness for digital outreach, onboarding workflows, and targeted campaigns to drive quotes and policy enrollments.

Strategic fit clues As part of WPS Health Solutions and with a Midwest alignment, EPIC can be positioned for partnerships with regional employers, brokers, and mutual growth initiatives, while similar competitors indicate room for differentiated service and bundled solutions.