Adam Okun Takes Charge of Employee Benefits at EPIC Insurance

Adam Okun Promoted to Lead Employee Benefits at EPIC Insurance Brokers & Consultants EPIC Insurance Brokers & Consultants has announced the promotion of Adam Okun to president of employee benefits. Okun will oversee the national practice to unify EPIC's regional operations and consulting capabilities. This strategic move signifies a shift towards a more integrated approach as the firm seeks to enhance service delivery across its diverse client base.

Experience and Vision

Okun brings over 20 years of industry experience into his new role, having served as a regional practice leader at EPIC. His previous tenure at Frenkel Benefits, merging with EPIC in 2017, provided him with a solid foundation in managing diverse employee benefits programs. Under his leadership, EPIC aims to better align four key client segments—small group, lower middle market, upper middle market, and large national consulting—with its comprehensive technology and industry expertise.

Emphasizing Client Accessibility

The goal of Okun’s strategy is to provide seamless access to EPIC’s resources across its national framework. This aim is to break down geographic and operational silos, allowing clients access to the full spectrum of EPIC's competencies. Highlighting the importance of specialization, Okun stated, "Our clients’ needs are becoming ever more specialized, increasing their reliance on advisors who understand the unique challenges facing their business and workforce."

Integrating Pharmaceutical Strategies Group

A key focus for Okun includes integrating the Pharmaceutical Strategies Group (PSG) into EPIC’s Employee Benefits platform. Historically serving commercial payers and multinational corporations, PSG's specialized pharmacy consulting will be expanded to benefit employers of all sizes. This integration responds to complex challenges in employer healthcare expenditures, aligning pharmacy consulting expertise with broader benefits advisory services.

Cross-Practice Opportunities

EPIC foresees expanding the pharmacy division’s reach beyond employee benefits to include clients in property and casualty insurance. By fostering cross-practice integration, EPIC leverages its national platform to unify specialized capabilities and develop comprehensive client solutions. This strategic adjustment is part of a broader plan to strengthen EPIC's insurance expertise, carrier partnerships, and internal collaboration to manage benefits programs while controlling costs. This transition is complemented by recent executive promotions, demonstrating EPIC's commitment to reinforce its leadership and expertise. The firm's diverse service offerings in property and casualty, employee benefits, private client services, and specialty insurance position it as a leader in the insurance industry, with a national footprint supported by robust growth and strategic investments.