Wednesday, December 18, 2024
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EPIC Expands into New Territory with Acquisition of Treloar & Heisel

SAN FRANCISCO, Calif. and NEW CASTLE, Pa., April 7, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.

James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

NEW YORK, N.Y. and BIRMINGHAM, Ala., April 6, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division. In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.

EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center

SAN FRANCISCO, Calif., April 6, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence. Prior to joining EPIC, McSherry was with Berkshire Hathaway Specialty Insurance where he was instrumental in facilitating the launch of medical stop-loss in the Northeast.

Auto Warranty Administrator Helps Protect Auto Consumers from Frauds and Scams

TUSTIN, Calif., March 25, 2022 (SEND2PRESS NEWSWIRE) -- National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to ensure that all our customers receive the best possible service.

Paragon Acquires Greener Future and ESG-focused New Energy Risk

AVON, Conn., March 17, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC, a national MGA based in Avon, Connecticut, announces today the acquisition of New Energy Risk (NER), an insurance solutions provider to a wide range of energy technologies and related infrastructure projects and technologies that accelerate the energy transition.

EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC"), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team

SAN FRANCISCO, Calif., Feb. 7, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

Paragon Hires Industry Vet for East Coast Expansion

AVON, Conn., Jan. 31, 2022 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president - Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers' compensation experience to his role at Paragon.

Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022

ATLANTA, Ga., Jan. 27, 2022 (SEND2PRESS NEWSWIRE) -- Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. With more than 4,500 independent agents nationally, Alliance Group is currently protecting over 130,000 American families with more than $28 billion of Living Benefits coverage.

KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice

SAN FRANCISCO, Calif., Jan. 11, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.
Living Benefits Awareness Month

Alliance Group and Living Benefits Awareness Month

LAWRENCEVILLE, Ga., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) -- Alliance Group launched their fifth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2022. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families' financial security.

After, Inc. and PermaPlate® Partner to Deliver PermaPlate Furniture Protection powered by QuickCover® to Online Furniture Retailers

NORWALK, Conn., Jan. 5, 2022 (SEND2PRESS NEWSWIRE) -- After, Inc., the leading customer experience technology company providing software and services to the world's top manufacturers, retailers and merchants, today announced its partnership with PermaPlate Furniture, the furniture protection plan division of PermaPlate®.

EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings

SAN FRANCISCO and SAN DIEGO, Calif. and FORT LAUDERDALE, Fla., Jan. 4, 2022 (SEND2PRESS NEWSWIRE) -- Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.

EPIC and DIATOMS, Inc. Create Exclusive Partnership

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Dec. 29, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).

After Inc. Will Premiere its Award-Winning QuickSuite Technology at CES 2022

NORWALK, Conn., Dec. 15, 2021 (SEND2PRESS NEWSWIRE) -- After, Inc., the leader in post-sale customer experience technology and services since 2005, just announced that its senior team will be at CES in Las Vegas on January 5 - 7, 2022 to unveil its new QuickSuite. Each year, CES brings together the most innovative technology companies to share their latest developments and this will be no different.

Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning Living...

ATLANTA, Ga., Dec. 10, 2021 (SEND2PRESS NEWSWIRE) -- Alliance Group recently announced the 2022 class of Living Benefits Ambassadors team as part of their fifth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2022.

Mortgage Coach integration with First American Title empowers consumers with greater insight into title fees during the loan selection process

IRVINE, Calif., Nov. 18, 2021 (SEND2PRESS NEWSWIRE) -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF).

David McNeil Receives Broker of the Year Award

SAN FRANCISCO and ONTARIO, Calif., Nov. 11, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence

SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., Nov. 9, 2021 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

Dawn Taylor, former President of Centricity, has joined After, Inc. as Chief Revenue Officer

NORWALK, Conn., Oct. 25, 2021 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.

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