SAN FRANCISCO, Calif. — EPIC Insurance Brokers & Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced a significant milestone, having become the 15th largest employee benefits broker/consultant in the U.S. In addition, EPIC ranks #11 among the country’s fastest growing large group broker/consultants, based on Form 5500 data from the Department of Labor, compiled by business intelligence provider miEdge.
According to miEdge CEO Mark Smith, “EPIC is now impressively at number 15 among the largest broker/consultant in the country and is very close to overtaking CBIZ at number 14.”
Aside from impressive organic growth, EPIC’s rapid climb was fueled by the acquisition of Ascende Human Capital Consulting in January 2016. Founded in 1995, Houston, Texas-based Ascende (now Ascende – an EPIC Company) is one of the largest independent employee benefits consulting firms in the country, providing solutions in a variety of human capital related fields, including health and welfare, benefit plan administration, retirement, investment advisory, pharmacy management, wellness, communications, global benefit solutions, mergers and acquisitions consulting and human resources consulting services.
The addition significantly expanded EPIC’s employee benefit capabilities nationally, adding nearly 100 top professionals and a strong client base in the Southwest to EPIC’s existing team of more than 200 employee benefits professionals across the country.
Said EPIC CEO John Hahn, “EPIC has been investing heavily in our employee benefits consulting capabilities and Ascende, with the leadership of Jim Watt and his team in the Southwest, adds significant value to our clients and creates further opportunities for our employees’ long term growth and career success. It is a very significant achievement to reach number 15 among the country’s largest benefits consultants in partnership with Ascende.”
miEdge(TM) is the leader in prospecting solutions specifically designed for insurance & financial professionals. The innovative miEdge solution utilizes Form 5500 data from the Department of Labor and applies proprietary business logic, along with algorithms and data cleansing to provide unrivaled data intelligence in an easy to use intuitive interface. miEdge technology solutions include; employee benefits health & welfare and retirement prospecting, health & welfare analytics and advertising solutions. Visit www.miedge.biz to learn more.
EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a “Best Place to Work” in multiple regions and as a “Best Place to Work in the Insurance Industry” nationally.
EPIC now has more than 850 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 13,000 clients.
With more than $200 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit www.epicbrokers.com
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Dave Hock, of EPIC
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