Property owners of single buildings or large portfolios need to mitigate loss and satisfy multiple stakeholders. Our dedicated focus on analytics maximizes the positive attributes of your portfolio as it stands today and positions us to anticipate challenges in the future. Our risk profile findings translate into solutions to reduce cost. A customized service platform assures that the “blocking and tackling” is done right the first time. Our team of real estate experts will help you create a customized plan for managing risk with cost-effective coverage.


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What to Expect from EPIC


Successfully managing risk by identifying and controlling potential sources of loss is the most effective strategy to protect and grow your business and to reduce insurance expense and other components of your total cost of risk. As your advisor, advocate and partner in this process, our experienced team of real estate and property specialists will identify the risks you face and recommend strategies to minimize, mitigate, eliminate or transfer them. When risk transfer via insurance is the answer, we will deliver comprehensive, cost-effective, leading-edge products and services from the world’s top insurance companies and specialty carriers. We will develop a deep and detailed knowledge of your business, which allows us to represent you most intelligently and aggressively in the marketplace.

Our Clients


Our real estate industry spans the gamut, helping stakeholders like:

Developers (loss protection during construction)


Building owners (loss of rents, repair and replacement coverage)
Property managers (mold abatement, tenant and visitor security, fire and life safety)


Lending institutions (compliance)


Products & Services

Our core product offerings include:

  • Property and liability insurance
  • Umbrella/excess liability
  • Group purchasing programs
  • Building ordinance and law compliance
  • Terrorism insurance
  • Environmental protection
  • Professional errors and omissions coverage
  • Partnership liability protection
  • Employee and tenant discrimination insurance, including ADA violations coverage
  • Owner-controlled insurance programs (Wrap)
  • Earthquake/flood

Our core services include:

  • Risk Control
  • Loss and Claims Management Advocacy
  • Lease and Vendor Contract Review
  • Certificate Management – Incoming and Outgoing
  • Probable Maximum Loss Modeling
  • Premium Allocation Programming
  • Workers’ Compensation Trend Reports and Modeling
  • Benchmarking and Peer Analysis

Our Leaders

Kathleen Felderman

Managing Principal & Practice Leader – Denver, CO

Jonathan Griffiths

Managing Principal – San Francisco, CA

Anne Anderson

Managing Principal, Head of Client Management – New York, NY

Joe Vineis

Managing Principal – San Francisco, CA

Jim Gillette

Regional President, Pacific South – Los Angeles, CA

Connect with EPIC Insurance Brokers & Consultants

Contact us to see how we can help your business.