EPIC Insurance Brokers Repositions as a National Specialty Broker

EPIC Insurance Brokers & Consultants, originally headquartered in San Francisco, has repositioned itself as a national specialty broker by establishing new headquarters in New York City. This strategic move underscores the firm's commitment to deepening its influence in specialized markets rather than merely expanding its geographical footprint.

Founded in 2007, EPIC has reported annual revenues of approximately $1.4 billion, supported by a workforce of over 3,000 employees. The company celebrated this milestone with a significant client and carrier event in late October. Key initiatives include recent acquisitions and leadership investments focusing on enhancing their niche market capabilities. Scott Davis, President of National Specialties at EPIC, articulated their strategic direction, emphasizing a focus on strengthening sectors where they already hold substantial market positions. "We’re not all things to all people, but where we are specialized, our strategy is to get deeper," Davis stated.

Strategic Acquisitions and Leadership Focus

In 2026, EPIC made pivotal acquisitions to boost its specialized services. The acquisition of The Bond Exchange in January aimed to advance their national surety capabilities. Further expansion was seen with the acquisition of Korotkin Insurance Group in September, enhancing EPIC's expertise in sectors like transportation, real estate, and family entertainment. Leadership development has concentrated on sectors that present intricate, evolving risks, particularly transportation and real estate, underscoring the necessity for specialized advisory services.

New York Headquarters: A Strategic Advantage

The decision to relocate the corporate headquarters to New York City in 2025 aligns EPIC with its core carrier partners and financial services clients. This location offers the firm a critical edge by placing them at the nexus of major transaction financing and risk advisory services. Phil Moyles, co-president of EPIC and head of financial services, emphasized the strategic benefits of proximity to major financial transactions, aligning with key carrier relationships and client growth plans.

Operational Structure and Market Strategy

EPIC operates through distinct sectors, focusing on industry practices and product specializations. This structure allows for resource centralization, enhancing competitive and referral opportunities. Although maintaining a West Coast presence, the firm strategically targets specialized sectors, reducing competitive pressure on regional brokers focused on middle-market accounts. By advancing capabilities in transportation, real estate, and financial services, EPIC solidifies its role as a leader in niche market insurance solutions.