Edgewood Partners Insurance Center (EPIC) is a retail insurance brokerage and consulting firm specializing in risk management and employee benefits. Founded in 2007 and headquartered in San Francisco, EPIC has expanded its operations to ten offices across California, as well as locations in Denver and New York. With a team of over 300 professionals, the firm is recognized as one of the largest brokers in the U.S. West and ranks among the top 40 retail insurance brokers nationwide. EPIC has experienced significant growth, increasing its revenue from $12 million at inception to an estimated run rate of $200 million, achieved through both organic growth and strategic acquisitions. The company is known for its values-based, client-focused culture, which has garnered accolades as a “Best Place to Work” in various regions and sectors. EPIC offers a comprehensive range of services, including commercial property and casualty insurance, employee benefits, specialty programs, and private client services, positioning itself as a leader in the insurance industry.
Chartwell Insurance is an insurance company that offers property, material items, and other insurance services.
TDC Life
Acquisition in 2024
TDC Life offers a wide spectrum of life insurance, wealth management advice, and estate planning solutions for individuals and businesses.
Dixon Wells
Acquisition in 2022
Dixon Wells is an insurance brokerage firm that specializes in providing financial services to financial advisors across the nation. The company partners with these advisors to enhance their business growth by offering a range of services, including life insurance, long-term care, disability income, and annuities. Dixon Wells provides underwriting expertise and sales support, enabling advisors to effectively assist their clients in wealth protection and transfer.
Pharmaceutical Strategies Group
Acquisition in 2021
Pharmaceutical Strategies Group (PSG) is the largest independent pharmacy benefit consulting firm in the United States, specializing in a range of services designed to optimize drug management. The company offers strategic advisory, consulting, analytics, clinical, and administrative solutions tailored for hospitals, health systems, health plans, self-funded employers, and other healthcare purchasers. PSG employs a unique approach, leveraging proprietary intellectual property and technological resources to provide insights that enhance financial and clinical outcomes. Their expertise in pharmacy benefit consulting, drug spend analytics, and program compliance enables clients to effectively navigate the complexities of the prescription drug market, ultimately helping to reduce costs and improve health outcomes related to medication management.
Trumark Insurance & Financial Services
Acquisition in 2019
Trumark Insurance & Financial Services Inc. is a brokerage and general agency based in Pleasanton, California, specializing in the institutional financial advisory market. Founded in 2000, the company provides a range of financial products and services, including life insurance, long-term care solutions, annuities, and disability insurance. Trumark focuses on risk management and wealth management, offering expertise through a team of financial advisors, accountants, attorneys, and insurance brokers. The firm develops strategic partnerships with institutional financial advisors, broker-dealers, property and casualty firms, registered investment advisors, and independent advisors to enhance its service offerings. As of August 2019, Trumark operates as a subsidiary of Edgewood Partners Insurance Center, Inc.
Integro
Acquisition in 2018
Integro Ltd. is an insurance brokerage and specialty risk management firm that offers a wide range of services to various industries. Founded in 2005, the company provides alternative risk financing, casualty insurance, risk management consulting, and claims management services. Its offerings include contingency services for events, employee benefit solutions like life and disability insurance, and environmental insurance for real estate transactions. Additionally, Integro specializes in executive and professional risk plans, medical malpractice insurance, and personal insurance solutions, covering areas such as automobile, home, and travel insurance. The firm serves diverse sectors, including agri-business, healthcare, entertainment, technology, and more. With a strong emphasis on technical expertise and innovative solutions, Integro operates from locations in the United States, Canada, Bermuda, and the United Kingdom, aiming to deliver exceptional service and value to its clients.
Bindable
Private Equity Round in 2018
Bindable is a Boston-based company founded in 2018 that specializes in insurance distribution solutions. It serves a diverse range of clients, including insurance companies, intermediaries, financial institutions, and affinity groups. The company offers a comprehensive digital platform that includes custom scripting, extensive training, and dedicated follow-up tools, facilitating better customer engagement and monetization. By providing technology-enabled services, Bindable enables its partners to diversify their insurance products and expand their market presence effectively.
Vanbridge Holdings
Acquisition in 2018
Vanbridge Holdings LLC is a Jersey City, New Jersey-based company that specializes in providing services related to insurance, reinsurance, and capital markets. Founded in 2014, it operates as an insurance intermediary and program management firm, offering advanced planning and executive benefits solutions. Vanbridge is designed to serve the alternative asset management community, bridging the gap between traditional insurance and the capital markets to leverage the strengths of both sectors. The company caters to a diverse clientele, including banking, insurance and reinsurance, private equity, and hedge funds, by delivering tailored insurance and alternative capital solutions. Additionally, Vanbridge provides advisory and liability management services that assist clients in assessing, designing, and implementing strategies to effectively manage risk and enhance enterprise value.
Frenkel & Company
Acquisition in 2017
Frenkel & Company Inc. is an independent insurance brokerage based in New York, with additional offices in Jersey City, Los Angeles, Boston, and Philadelphia. Founded in 1878, the company provides a wide array of insurance products, including casualty, employee benefits, environmental, financial, marine, personal lines, property, and surety insurance to both individuals and commercial customers. It focuses on delivering customer-centric services through a platform that includes property risk control, employee benefits brokerage, claim reviews, loss analysis, and property inspections. With a team of experts knowledgeable in global insurance trends, Frenkel & Company aims to facilitate the insurance purchasing process and ensure effective resolution of claims for personal lines clients, small businesses, corporate risk management teams, and medical professionals. As of 2017, the company operates as a subsidiary of EPIC Insurance Brokers and Consultants.
Decisely
Venture Round in 2017
Decisely is a provider of benefits brokerage and human resource services focused on enhancing the collaboration between brokers and small businesses in the United States. The company offers a comprehensive solution that combines benefits, HR resources, and technology to support small enterprises. Decisely's services are designed to be simple, compliant, and cost-effective, transforming the landscape of benefits insurance. By integrating dedicated account management with modern HR administration and an automated technology platform, Decisely empowers small businesses to help employers and employees navigate and manage essential decisions in their work and personal lives.
Ascende
Acquisition in 2016
Ascende is an employee benefits consulting firm that specializes in providing business consulting services focused on human capital management and development, particularly within the energy sector. The firm offers expertise in various areas, including health and welfare, human resources, retirement planning, compliance, and communications. By addressing the unique challenges faced by organizations in the energy industry, Ascende aims to enhance workforce effectiveness and streamline benefits management.
VRT Insurance Services
Acquisition in 2009
VRT Insurance Services is an insurance brokerage firm established in 2007 in Oakland, California. The company provides a wide range of insurance products, including retail property, directors and officers liability, professional liability, and workers' compensation, along with health, life, and welfare products. VRT also specializes in complex claims consulting, program assessment, and litigation management, offering services such as claims audits, return-to-work programs, and claim reserve valuation. Additionally, the firm caters to various industries through specialty practices, including construction, hospitality, and renewable energy, while also offering solutions for small businesses and private equity. VRT Insurance Services is committed to risk control and claims advocacy, ensuring comprehensive support for its clients' insurance needs.
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