Total Management Corp.

What Total Management Corp. does

Total Management Corp. operates as a national specialty insurance brokerage and risk advisory firm, structured around a platform-plus-specializations model that spans commercial insurance (property and casualty, cybersecurity, environmental, marine, aviation), employee benefits consulting, life and executive benefits, private client services for high-net-worth individuals, and dedicated risk management advisory. The firm serves enterprise and mid-market clients across 17+ industry verticals, including healthcare, technology, energy, financial services, construction, transportation, real estate, and life sciences, with additional specialty programs targeting niche markets such as cosmetics, wine, motorsports, and pest control. The product suite includes EPIC IMPACT, a performance-based risk consulting add-on, and EPIC Pharmacy Solutions (powered by PSG), a specialized pharmacy benefit consulting practice led by a PharmD/MBA practice leader and a PhD/MPH research director.

The company's revenue model is commission-based, with compensation derived from premiums charged and collected by insurers for policies placed, supplemented by client fees, incentive and supplemental commissions, investment income on fiduciary funds, premium financing fees, and fees for data analytics and consulting services. Pricing is quote-based and tailored to client risk profiles, with multi-year contract structures. The firm distributes services through a direct advisory model, engaging clients via industry-specialized advisors across a national office network, and is ranked as the 14th largest U.S. insurance broker and the 15th largest U.S. retail broker, placing $10B+ in premiums annually and serving 100K+ clients. Headcount stands at 3,400 employees, and the firm is privately held with no disclosed parent company or institutional ownership.

Marketing and client engagement span content marketing through insights articles, a quarterly wellness newsletter (The Well), webinars, and active social media presence on LinkedIn, X, Instagram, Facebook, and YouTube. The company maintains distribution partnerships with major cyber insurance carriers (Travel Guard, Berkley One, Chubb, Cincinnati, PURE) and co-developed partnerships with Fortress Fire and BMS Group for the Fine Art and Collections Wildfire Insurance program. No proprietary technology platform, AI/ML capabilities, or patented intellectual property are disclosed in the source data; the underlying technology is described as an insurance brokerage and risk advisory services platform.

Name

Total Management Corp.

Legal name

Edgewood Partners Insurance Center

Website

https://tmccompany.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

National specialty insurance brokerage and risk advisory firm serving 100K+ enterprise and mid-market clients across 17+ industry verticals with $1.3B revenue, 3,400 employees, and $10B+ in annual premium placement; ranked 14th largest U.S. broker.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Commission payments: EPIC is compensated through commission payments that are based on (and a 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 placement of coverage and/or for other services or projects.
3. Incentive and supplemental commissions: EPIC may receive from Insurers and/or Intermediaries incentive or contingency payments or commissions, supplemental commissions, bonuses, Intermediary or co-brokerage commissions, service fees or allowances based on volume, growth, persistency, retention, and profitability factors.
4. Investment income and premium financing fees: 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 channels2 records

Marketing channels5 records

Core offering

Total Management Corp., d/b/a EPIC Insurance Brokers & Consultants, is a national specialty insurance brokerage and risk advisory firm. It places commercial insurance, designs employee benefits programs, structures life and executive benefits, and serves private clients with personal insurance, while providing enterprise risk management, claims, and surety advisory services across multiple industry verticals.

Product overview

EPIC Insurance Brokers & Consultants is a national specialty insurance brokerage and risk advisory firm offering a comprehensive suite of insurance and consulting services. The firm operates as a platform-plus-specializations model, combining commercial insurance (P&C, cybersecurity, environmental), employee benefits consulting, life and executive benefits, private client services, and risk management advisory (including EPIC IMPACT risk consulting). The portfolio includes industry-specific programs across 17 sectors (technology, healthcare, energy, financial services, etc.) and specialty programs targeting niche markets (cosmetics, wine, motorsports, etc.). The company also publishes The Well, a holistic wellbeing newsletter covering six dimensions of wellness.

Differentiator

Problem solved

Functional benefit

Brands

• EPIC IMPACT: Enterprise value and solutions through performance-based consultative solutions that reduce operational risks, framed within a comprehensive suite of product offerings.
• The Well

Products and services

• Commercial Insurance (Property & Casualty)
• Cyber Insurance
• Environmental Insurance
• Healthcare Liability Insurance
• Healthcare Workers' Compensation
• Management Liability Insurance
• Marine Liability Insurance
• Property Insurance
• Risk Control / Loss Control
• Equipment Maintenance Insurance
• Coverage Counsel / Claim Solutions Advocacy
• EPIC's Workers' Compensation Guarantee Cost Program (IMPACT)
• Surety Bonds
• Claims Management / Claim Advocacy
• Risk Management Advisory Services
• Employee Benefits Consulting
• Group Benefits Brokerage
• Voluntary Benefits Brokerage
• Self-Funded Plans / Stop Loss Consulting
• Health & Welfare Plans / Pharmacy Consulting
• Population Health Management / Wellness Consulting
• ACA / Compliance / HR Advisory Services
• Benefits Administration Technology (BenAdminTech)
• Executive Benefits / Deferred Compensation Consulting
• Life Insurance Brokerage
• Disability Insurance Brokerage
• Absence Management Solutions
• Private Client Insurance (Home, Auto, Umbrella, etc.)
• Wealth & Legacy Planning Services
• Main Street (Small Business) Insurance Services
• Reinsurance Brokerage
• Surety Bond / Contract Surety Brokerage
• DatAnalytics and Consulting Services

Quantifiable outcome

• Premium placed annually: $10B+
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Fortress FirecoreStrategic or Co-development PartnerPartnership for Fine Art and Collections Wildfire Insurance program, combining custom insurance coverage with advanced wildfire risk assessment technology for high-net-worth individuals in wildfire-prone regions.
• BMS GroupcoreStrategic or Co-development PartnerPartnership in the Fine Art and Collections Wildfire Insurance program developed alongside Fortress Fire, providing specialized coverage solutions for valuable art collections.
• EPIC Pharmacy Solutions, powered by PSGcoreStrategic or Co-development PartnerSpecialized pharmacy consulting practice providing clinical oversight, PBM contract management, and strategic pharmacy benefit optimization for plan sponsors.
• Cyber Insurance Carriers (Travel Guard, Berkley One, Chubb, Cincinnati, PURE)minorChannel Partner/ Reseller/ DistributorEPIC offers cyber insurance coverage options through these carrier partners including identity theft protection, online extortion, social engineering coverage, and crisis management services.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Lockton: Largest privately held independent insurance brokerage in the U.S. Highly comparable to EPIC: specialty brokerage focus, industry-specialized advisors, national reach with regional offices, and similar service mix across P&C, benefits, and risk.
• USI Insurance Services: PE-owned (Kohlberg & Company) national insurance brokerage and consulting firm. Closely comparable to EPIC across commercial P&C, employee benefits, personal lines, and specialty risk, with similar mid-market to enterprise mix.
• Hub International: Large privately held insurance brokerage owned by private equity (Hellman & Friedman). Directly comparable to EPIC in P&C, benefits, and personal lines across the U.S., with similar acquisition-driven scaling.
• Brown & Brown: Public insurance brokerage distributing commercial P&C, employee benefits, and personal lines. Comparable to EPIC in mid-market and Main Street commercial segments with a strong acquisition-driven growth model.
• Arthur J. Gallagher: Public insurance brokerage and risk management firm serving commercial and employee benefits clients across the U.S. Closely comparable to EPIC in mid-market and enterprise brokerage, with similar industry-vertical specialization.
• AssuredPartners: PE-backed (Goldman Sachs) insurance brokerage with strong industry-vertical specialization. Highly comparable to EPIC in commercial P&C and employee benefits, with similar growth-via-acquisition strategy.
• NFP (an Aon company): Previously a leading PE-backed mid-market insurance broker (acquired by Aon in 2024). Highly comparable to EPIC's Main Street and mid-market commercial brokerage segments, including property/casualty, benefits, and personal lines.

Broad incumbents

• Marsh McLennan: The world's largest insurance brokerage and risk advisory firm. Comparable to EPIC in commercial P&C, employee benefits, and risk consulting, but operates at far greater global scale and breadth.
• Willis Towers Watson (WTW): Major global insurance broker with overlapping offerings in commercial P&C, employee benefits, and risk advisory. A larger, more diversified competitor with deeper analytical and actuarial capabilities.
• Aon: Global professional services firm with a major insurance brokerage and reinsurance brokerage segment. Direct overlap with EPIC's commercial, reinsurance, and risk management practices, though Aon also operates a large consulting arm.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/EPIC_Insurance
• YouTubeyoutube.com/@EPICBrokers
• Facebookfacebook.com/EPICInsuranceBrokersAndConsultants
• LinkedInlinkedin.com/company/total-management-corp.
• Instagraminstagram.com/epic_brokers_consultants

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Total Management Corp.