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Author Archive | Edgewood Partners Insurance Center

EPIC names Michael Gonthier as new Chief Financial Officer

SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC’s current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm continues to expand nationally.

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EPIC adds Senior Consultant Cheryl Doege in San Francisco

SAN FRANCISCO, Calif., March 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.

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EPIC adds Director of Account Executives Sean Leonard to its Southeast division, The McCart Group

DULUTH, Ga., Feb. 27, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings more than 19 years of managerial experience in human resource and benefits, including 12 years spent in benefits consulting, insurance sales and client relationship management.

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EPIC’s Jim Gillette Honored as a 2014 Risk and Insurance Retail Industry Power Broker

SAN MATEO, Calif., Feb. 24, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been named as a 2014 Risk and Insurance Retail Industry Power Broker. In addition to Gillette, Kathleen Felderman, managing principal and the leader of EPIC’s national real estate practice, was also recognized as a 2014 Real Estate Industry Power Broker Finalist.

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EPIC adds Financial Institutions ‘Power Broker’ Jim Loughlin

SAN FRANCISCO, Calif., Feb. 11, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions. Loughlin joins EPIC as Managing Principal, Risk Solutions in New York.

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EPIC adds Risk Management Professional Don Atkinson to its Southeast Region, The McCart Group

DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance sales and client relationship management to The McCart Group.

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EPIC announces acquisition of Altus Specialty Group’s Program Business

BOSTON, Mass., Jan. 21, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today it has acquired certain assets of program specialist Altus Specialty Group (ASG), namely the program book of business (ASG Programs). The acquisition of this business comes on the heels of EPIC’s November 2013 announcement of plans to pursue national expansion, backed by capital from The Carlyle Group and Stone Point Capital.

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EPIC adds North Bay Employee Benefits Professional Sama Hershey Davis

PETALUMA, Calif., Jan. 6, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Sama Hershey Davis in their North Bay employee benefits consulting practice. Hershey Davis brings 15 years of experience in healthcare, benefits consulting, human resources, compliance, wellness and client relationship management to EPIC.

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EPIC awarded ’2013 Healthiest Company in North Bay’ designation by North Bay Business Journal

PETALUMA, Calif., Dec. 4, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, announced today the North Bay Business Journal has recognized EPIC as a ’2013 Healthiest Company in North Bay.’ The North Bay office of EPIC participates in a companywide wellness program, led by a volunteer committee that has garnered impressive results over the last four years.

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The Carlyle Group to Invest in Edgewood Partners Insurance Center to Support EPIC’s Expansion

SAN FRANCISCO, Calif., Nov. 14, 2013 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center (EPIC), a leading retail insurance broker headquartered in California, announced today that funds managed by global alternative asset manager The Carlyle Group (Carlyle) have agreed to acquire a controlling equity stake in the company. Carlyle’s investment will enable EPIC to continue to execute its organic growth strategy and support strategic acquisitions of complementary insurance distribution platforms throughout the United States.

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EPIC’s Janice Stanger takes the stage at top 2013 Wellness Conference

COLUMBUS, Ohio, Nov. 12, 2013 (SEND2PRESS NEWSWIRE) — Janice Stanger, a leading wellness expert and benefits consultant for EPIC, a retail property, casualty and employee benefits insurance brokerage, was a featured guest speaker at the 2013 Fall Wellness Forum Conference. At the conference, held November 8, 9 and 10 in Columbus, Ohio, Stanger spoke on incorporating effective wellness programs into the workplace and on private healthcare exchanges.

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EPIC again recognized as one of Silicon Valley’s fastest growing private companies

SAN MATEO, Calif., Oct. 24, 2013 (SEND2PRESS NEWSWIRE) — In a recent article, Silicon Valley Business Journal highlighted the region’s fastest growing companies, proving that for innovators, there is always opportunity to grow. EPIC, a retail property, casualty and employee benefits insurance brokerage based in San Mateo, was one of 52 companies to receive this recognition. This is the fourth consecutive year that EPIC has made the Silicon Valley Business Journal’s Fastest Growing Private Companies list.

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EPIC honored as a ‘Best Place to Work in Insurance’ for the fourth year

SAN MATEO, Calif., Oct. 22, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, has been recognized for a fourth year as a ‘Best Place to Work in Insurance’ by Business Insurance Magazine and survey co-sponsor Best Companies Group.

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EPIC’s third video in healthcare series promotes wellness behaviors for positive health outcomes

SAN FRANCISCO, Calif., Aug. 13, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today their release of the third in a series of Healthcare Engagement Videos, ‘Wellness Behaviors.’ The video provides a simple, practical, easily understood view of the importance of nutrition, activity and rest in promoting overall health and happiness.

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EPIC adds Principal Dawn Jeffery in the Inland Empire

ONTARIO, Calif., Aug. 12, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, has added Dawn Jeffery as a property and casualty insurance producer in its Inland Empire division. Dawn brings 28 years of experience in risk management and commercial insurance program development and management to EPIC. Her industry expertise includes construction, transportation and non-profit clients.

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EPIC honored by Orange County Business Journal as a ‘Best Place to Work’

IRVINE, Calif., Aug. 7, 2013 (SEND2PRESS NEWSWIRE) — The Orange County Business Journal has announced that EPIC has been recognized as a ‘Best Place to Work’ in Orange County. EPIC is one of only 34 Orange County companies with 250 or more employees to receive this honor and is ranked 4th in the large company category.

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EPIC’s Jim Gillette named ’40 Under 40 Regional Broker Leader’

LOS ANGELES, Calif., July 29, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been selected by Business Insurance magazine as a ’40 Under 40 Regional Broker Leader’ award winner. Gillette is one of only eight to receive this honor in the Western Region.

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EPIC adds Principal Chuck Cushner in San Mateo – California’s Fastest Growing Brokerage Continues to Add Top Professionals

SAN MATEO, Calif., July 24, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has added Charles M. ‘Chuck’ Cushner as a principal and property and casualty insurance producer. Respected and well-connected in the San Francisco Bay Area business community, Cushner brings decades of experience to EPIC in risk management with a focus on construction, consumer services, transportation and manufacturing.

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EPIC’s second video in healthcare series offers a clear, concise overview of the Affordable Care Act

SAN FRANCISCO, Calif., June 17, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today their release of the second in a series of Healthcare Engagement Videos, ‘Understanding Healthcare Reform.’ The video provides a clear overview of the Affordable Care Act, simplifying its many elements into a straightforward, easily understood review.

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EPIC adds Principal Joe Cotugna, AAI in the Inland Empire

ONTARIO, Calif., June 5, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has added Joe Cotugna as a property and casualty insurance producer in its Inland Empire Division. Cotugna brings 23 years of experience in risk management, with a focus on the food industry and construction to EPIC.

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EPIC, Dowling Capital Partners and Premier Insurance Combine Forces to Change Hispanic Insurance Market

SAN FRANCISCO, Calif., June 3, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today a partnership with Dowling Capital Partners (DCP) and Premier Insurance Services, focusing on the personal insurance needs of the Hispanic market in the West and Southwest regions of the United States.

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EPIC Creates Healthcare Engagement Video Series

SAN FRANCISCO, Calif., May 21, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today their release of the first in a series of Healthcare Engagement Videos. EPIC is providing the videos with production support from GuideSpark, a digital employee communications provider, and health insurance carrier UnitedHealthcare.

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EPIC adds Power Brokers Kathleen Felderman and Jonathan Griffiths and launches Denver office

SAN FRANCISCO, Calif., May 20, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, announced today that brokers Kathleen Felderman and Jonathan Griffiths have joined the firm. Felderman, who has received national recognition as a Real Estate industry ‘Power Broker’ in 2008, 2010, and 2011 joins EPIC as national real estate practice leader and managing principal.

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EPIC adds Kris Beale as Employee Benefits Senior Compliance Consultant

SAN FRANCISCO, Calif., May 13, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has added Kris Beale as Employee Benefits Division Senior Compliance Consultant in its San Francisco office. Beale has more than 14 years of experience in employee benefits, regulations, and the analysis of complex legislation.

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EPIC Named a ’2013 Healthiest Employer’ by the Sacramento Business Journal

SACRAMENTO, Calif., May 2, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage was recently recognized by the Sacramento Business Journal as a ’2013 Healthiest Employer.’

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EPIC honored as one of the ‘Best Places to Work in the Bay Area’ for sixth consecutive year

SAN FRANCISCO, Calif., April 29, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has again been recognized as a 2013 ‘Best Place to Work in the Bay Area.’ San Francisco Business Times and Silicon Valley Business Journal presented the award jointly.

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EPIC and Preferred Operator Group Partner to Fight Workers’ Compensation Insurance Fraud

SAN RAMON, Calif., April 24, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, today announced another success in their ‘Fraud Doesn’t Work Here’ campaign in partnership with the California McDonald’s Preferred Operator Group (POG).

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