Edgewood Partners Insurance Center
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 Services
Acquisition in 2025
Chartwell Insurance Services is a specialized insurance provider, focusing on affluent and emerging affluent individuals. It offers a range of insurance services, including property, automobile, and high-value item coverage, tailored to meet the unique needs of its clients.
Frenkel & Company
Acquisition in 2017
Frenkel & Company, established in 1878, is a U.S.-based independent insurance brokerage firm. Headquartered in New York, with additional offices in Jersey City, Los Angeles, Boston, and Philadelphia, the company specializes in providing a wide array of insurance products and services to both individual and commercial clients. Its offerings span across casualty, employee benefits, environmental, financial, marine, personal lines, property, and surety segments, catering to diverse industries including marine, cosmetic, and surety. The firm's customer-centric approach involves expert-driven services such as property risk control, employee benefits brokerages, claim reviews, loss analysis, and property inspections, ensuring clients receive comprehensive insurance solutions and satisfactory claim resolution. Since October 2017, Frenkel & Company has operated as a subsidiary of EPIC Insurance Brokers and Consultants.
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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