EPIC Insurance coverage Brokers & Consultants, based in San Francisco in 2007, has spent a lot of the previous two years methodically repositioning itself as a nationwide specialty dealer. The New York Metropolis headquarters it established final yr at 1140 Avenue of the Americas is much less a change of tackle than an announcement of intent.
The agency, which EPIC says now generates roughly $1.4 billion in annual income with greater than 3,000 workers, marked the milestone with a shopper and service reception on October 29. The event introduced into focus a shift constructing by a collection of acquisitions, management investments, and follow builds focused on sectors the place EPIC already has established market presence.
Deepening, not widening
Scott Davis, EPIC’s president of nationwide specialties, described the build-out earlier this yr as a deliberate determination to pay attention funding in areas the place the agency already has quantity and shopper relationships, reasonably than constantly getting into new sectors. “We at EPIC are digging deeper, not essentially wider, in our specialization,” Davis instructed Insurance coverage Enterprise. “We’re not all issues to all individuals, however the place we’re specialised, our technique is to get deeper.”
That method has translated right into a collection of strikes in 2026. In January, EPIC acquired The Bond Trade to develop its nationwide surety follow. In September, it acquired Korotkin Insurance coverage Group, a fifth-generation Michigan brokerage with greater than a century of working historical past, including depth in for-hire transportation, household leisure, actual property, and health franchises.
Management investments adopted in transportation and actual property practices, sectors Davis has recognized as dealing with the form of advanced, evolving exposures the place specialist recommendation instructions a premium over generalist protection.
What the New York transfer displays
The shift of company headquarters from San Francisco to New York, accomplished in 2025, positions EPIC nearer to the service relationships and monetary providers shoppers that Phil Moyles, co-president of EPIC and head of economic providers, described as central to the agency’s development technique. “Being on the middle of the place main transactions are financed and closed creates important alternatives for EPIC to drive development by offering vital insurance coverage and threat advisory providers to assist these transactions,” Moyles mentioned.
The New York workplace additionally homes Karen Beldy Torborg, president of US areas, inserting two of EPIC’s senior leaders in the identical location as its service companions and, because the agency has famous, its worldwide relationships together with London.
Davis described the agency’s inside mannequin as two interconnected towers: one constructed round trade practices comparable to building, transportation, actual property, and monetary providers. The opposite round product specialists in areas together with environmental, aviation, cyber, and complicated casualty. The construction is designed in order that an account govt dealing with one aviation placement a yr can draw on the identical specialist group as one with a devoted aviation guide. New York is the place the service relationships that assist each towers are concentrated.
EPIC retains its San Francisco presence at 100 Montgomery Road and its San Ramon workplace, sustaining ties to its West Coast shopper base as its management middle of gravity strikes east.
