What EPIC Insurance Brokers & Consultants does

EPIC Insurance Brokers & Consultants (legal name: Edgewood Partners Insurance Center) is a privately held US retail insurance brokerage and risk management consulting firm founded in 2007, headquartered at 1140 Avenue of the Americas in New York with regional offices across California, Pittsburgh, Newport Beach, Nevada, and additional markets. The firm ranks among the nation's 15 largest retail brokers and reports revenue exceeding $1 billion. It operates three core product pillars — Risk Management (Property & Casualty, Reinsurance, Surety Bonds, Cybersecurity, M&A Coverage, Environmental, Captives), Employee Benefits (actuarial, benefits technology, pharmacy solutions, voluntary benefits, wellbeing), and Personal Insurance for high-net-worth individuals — alongside specialized programs for Auto Dealers, Wine, Cannabis, and other niches.

The firm is organized around 30+ industry verticals staffed by specialists with domain experience, supported by sub-brands including Vanbridge Life & Executive Benefits and Greyling Insurance Brokerage & Risk Consulting. Its technology stack centers on the Bond 911 surety platform (acquired via The Bond Exchange), the proprietary annual Lawyers' Professional Liability Claims Survey, and AI-assisted search through Vertafore's ReferenceConnect AI platform. EPIC's revenue model is commission-based on premiums placed with carriers, supplemented by client fees, contingency and incentive payments from insurers, investment income on fiduciary funds, and fees for data analytics and consulting services.

Growth has been driven primarily through an aggressive acquisition strategy rather than external equity, with at least eight disclosed acquisitions between 2022 and 2026 and a cumulative track record of 60+ acquisitions. The firm has also expanded through new practice launches (National Real Estate Practice, expanded Auto Dealer F&I capability) and senior industry hires from Marsh, Willis Tower Watson, and Brookfield Asset Management. Marketing channels include a content-rich Insights blog, Perspectives Newsletter, market reports (Property Market Snapshots, Employee Benefits Market Insights), industry events (RIMS Riskworld), podcasts, and sports sponsorships (Pittsburgh Riverhounds, COPA Soccer Training Center).

Name

EPIC Insurance Brokers & Consultants

Legal name

Edgewood Partners Insurance Center

Website

https://epicbrokers.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

EPIC Insurance Brokers & Consultants is a US-based retail insurance brokerage and risk management consulting firm serving 30+ industry verticals with Property & Casualty, Employee Benefits, Personal Insurance, Reinsurance, and surety solutions, ranking among the nation's 15 largest retail brokers with over $1 billion in revenue.

Ownership category

akta.pro rank

Product category

Insurance Brokerage & Risk Management Consulting

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242), Finance and Insurance (52)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industries

P&C Reinsurance Brokerage (FSAOAHAG), M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

Keywords

• Insurance brokerage services
• Risk management consulting
• Employee benefits advisory
• Commercial insurance placement
• Personal lines insurance

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Commission Revenue: EPIC receives commission payments that are based on and part of the premium charged and collected by insurers for each insurance policy secured for EPIC's clients. This is the primary revenue stream.
2. Client Fees: In some cases, EPIC may receive specific fees from clients in lieu of or in addition to commissions, for the placement of coverage and/or for other services or projects.
3. Incentive and Contingency Payments: EPIC may receive from insurers and/or intermediaries other forms of compensation such as incentive or contingency payments, supplemental commissions, bonuses, intermediary or co-brokerage commissions, and service fees or allowances based on volume, growth, persistency, and profitability factors.
4. Investment Income on Fiduciary Funds: EPIC may receive investment income on fiduciary funds temporarily held by it, such as premiums or return premiums, as well as fees for arranging premium financing for clients with third parties.
5. Data Analytics and Consulting Services: EPIC may receive fees, commissions or other compensation from insurers and intermediaries or other parties for providing data analytics products and services and/or consulting, marketing or other services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

EPIC Insurance Brokers & Consultants is a retail insurance brokerage and risk management consulting firm placing Property & Casualty, Employee Benefits, Personal, Reinsurance, and Surety coverage for clients across 30+ industry verticals. The firm earns commissions from carriers on placed premiums, supplemented by direct client fees, contingency payments from insurers, and consulting fees. Operations are delivered through industry-specialized teams deployed via regional offices across the United States, with growth driven by an active M&A program that has produced over 60 acquisitions of specialty agencies.

Product overview

EPIC Insurance Brokers & Consultants is a retail risk management and employee benefits insurance brokerage and consulting firm offering a comprehensive portfolio of products organized around three core areas: Risk Management, Employee Benefits, and Personal Insurance. The Risk Management division includes Property & Casualty Insurance, Reinsurance, Cybersecurity, Mergers & Acquisitions Coverage, and the Policy Response Unit for claims advocacy. The Employee Benefits division provides consulting and brokerage services including actuarial, benefits technology, pharmacy solutions, and voluntary benefits. The Personal Insurance division serves high net-worth individuals with private client services, fine art coverage, and yacht insurance. EPIC also operates specialized industry programs for Auto Dealers, Wine, Cannabis, and other sectors, and maintains sub-brands such as Vanbridge Life & Executive Benefits. The firm ranks among the nation's 15 largest retail insurance brokers.

Differentiator

Problem solved

Functional benefit

Brands

• Vanbridge: EPIC's life and executive benefits platform serving financial advisors and high-net-worth clients.
• Greyling Insurance Brokerage & Risk Consulting

Products and services

• Property & Casualty Insurance Comprehensive P&C brokerage for businesses, including property, general liability, auto liability, workers' compensation, professional liability, surety, cyber liability, and related coverages, delivered by industry-focused teams and product experts.
• Employee Benefits Employee benefits consulting, brokerage, and advisory services for employers with 100+ employees, including actuarial, benefits technology, communications, compliance, executive benefits, global benefits, HR technology, pharmacy solutions, voluntary benefits, and wellbeing services.
• Personal Insurance Personal risk management consulting and insurance portfolio development for high-net-worth individuals, covering claims advocacy, fine art and collectibles, life and executive benefits, premier service, private client services, and yachts and watercraft.
• Reinsurance Reinsurance risk transfer solutions, including treaty, facultative reinsurance, and program business, spanning property, casualty, professional liability, workers' compensation, accident and health, surety and crisis management, and title reinsurance.
• Risk Management Enterprise-wide risk management consulting, including analytics, captives, cybersecurity, environmental, financial services and executive protection, international services, mergers and acquisitions, policy response, risk control services, and surety bonds.
• Mergers & Acquisitions Coverage M&A insurance products and services, including representations and warranties insurance, tax opinions, run-off liabilities, due diligence studies, risk profile analysis, environmental risk assessment, and customized risk-transfer program design.
• Auto Dealers Program Specialized insurance program for auto dealerships covering finance and insurance (F&I) products, risk consulting, property and casualty, and employee benefits.
• Wine Program Specialized risk management and insurance program for wine producers and vineyards, addressing unique exposures in the wine industry.
• Cannabis Site Pollution Liability (CSPL) Insurance Program First nationwide Site Pollution Liability Insurance Program for the cannabis industry, covering growers, processors, and retail dispensaries for third-party bodily injury, property damage liability claims, and corrective action costs.
• Vanbridge Life & Executive Benefits EPIC's life and executive benefits platform integrating acquired companies, providing comprehensive life insurance and wealth preservation solutions to financial advisors and high-net-worth clients.
• Benefits Beyond Medicare An EPIC benefits platform offering Medicare-eligible individuals integrated estate planning and additional benefits, powered in part by GoodTrust.

Quantifiable outcome

• 20% revenue growth to $39.4 million (Newport Beach office, 2024)
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• VertaforecoreTechnology or Integration · 14 April 2026Vertafore launched ReferenceConnect AI powered by Velocity AI Platform. EPIC Insurance Brokers & Consultants provides customer testimonial praising the platform's trusted content and ease of use for insurance decision-making. The platform delivers verified insurance answers up to 80% faster.
• Compass GroupminorOthersCompass Group provided catering for EPIC's RIMS Riskworld 2025 Food & Beverage Practice unveiling event at Chicago's Field Museum.
• GoodTrustminorStrategic or Co-development PartnerGoodTrust provides estate planning capabilities through EPIC's 'Benefits Beyond Medicare' platform, offering integrated services for Medicare beneficiaries.
• Pittsburgh RiverhoundsminorOthersEPIC partners with Pittsburgh Riverhounds, a professional soccer team, as part of community engagement and brand visibility initiatives.
• COPA Soccer Training CenterminorOthersEPIC teams up with COPA Soccer Training Center as part of community sponsorship and local market engagement.
• LeadingAgecoreChannel Partner/ Reseller/ DistributorEPIC became the exclusive broker for the LeadingAge National Insurance Program, providing insurance solutions to aging services providers.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Aon: Global professional services firm offering risk management, insurance/reinsurance brokerage, and HR consulting. Recent $13B NFP acquisition significantly expanded its US middle-market brokerage presence, directly competing with EPIC's mid-market and enterprise segments.
• Arthur J. Gallagher & Co. Top-3 US insurance brokerage and risk management firm with strong industry-specialist culture similar to EPIC. Its $13.45B AssuredPartners acquisition mirrors the consolidation pressure facing EPIC and competes across P&C, EB, and specialty practices.
• Marsh McLennan: Largest global insurance brokerage and risk management firm. Operates Marsh (brokerage), Mercer (benefits), and Oliver Wyman (consulting); comparable to EPIC across P&C, EB, and risk consulting, but with materially larger scale and global footprint.

Direct peers

• Alliant Insurance Services: Privately held specialty brokerage that has pursued an active M&A roll-up similar to EPIC's. Competes directly in industry-specialty lines including Construction, Energy, Entertainment, Healthcare, and Public Entity.
• Brown & Brown: US-focused insurance brokerage that has pursued an aggressive acquisition strategy similar to EPIC's. Operates across P&C, EB, and specialty programs with comparable industry-specialist and program-business model.
• USI Insurance Services: Privately held brokerage operating across P&C, EB, and personal insurance with strong industry-vertical structure. Directly comparable to EPIC in size, growth orientation, and specialty practice model.
• Lockton: Largest privately held insurance brokerage in the US with strong industry specialization across Construction, Entertainment, Healthcare, and Energy verticals—directly overlapping with EPIC's vertical strategy and culture.
• Hub International: Mid-to-large private brokerage with deep industry specialization and a PE-backed roll-up strategy. Competes directly with EPIC across North American P&C, EB, and personal lines.
• NFP (an Aon company): US-focused middle-market insurance broker acquired by Aon in 2025 for $13B. Directly comparable to EPIC in targeting middle-market commercial clients with industry-specialist and property/casualty focus.
• AssuredPartners: US-focused retail brokerage acquired by Arthur J. Gallagher in 2025 for $13.45B. Operates the same vertical-specialist mid-market playbook as EPIC across P&C, EB, and specialty programs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/EPIC_Insurance
• YouTubeyoutube.com/@EPICBrokers
• Facebookfacebook.com/EPICInsuranceBrokersAndConsultants
• LinkedInlinkedin.com/company/epicinsurancebrokers
• Instagraminstagram.com/epic_brokers_consultants

Revenue estimate

Valuation estimate

Number of profiles

Profiles42 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A9 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EPIC Insurance Brokers & Consultants