EPIC works closely with you to develop and maintain the right surety program, one that integrates your overall risk management insurance and financial goals no matter what market fundamentals and underwriting dynamics happen.

We have structured surety programs for many domestic and international companies in an array of fields and industries. We apply a rigorous approach and thorough understanding of this important credit tool to your unique situation to set your business up for success.

 

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Program

 

Our passion for protecting our clients’ interests drives us to achieve ideal surety program design. We aim to make surety easy and effective with services that include:

  • Evaluation of your operational and financial profile, bond requirements, and workflow
  • Aggressive negotiation with pre-determined market(s)
  • Feedback on existing program and market dynamics
  • Replacing letters of credit with bonds
  • Clear program terms and market expectations
  • Program design, placement and relationship management
  • Bond issuance and web-based bond processing system
  • Efficient delivery of bonds and related documents
  • Attorney in fact for surety companies

Bond Types

 

CONTRACT
  • Bid Bonds
  • Performance and Payment Bonds
  • Contractor License and Permit Bonds
  • Wage and Welfare (Union) Bonds
  • Highway and Street Permit Bonds
  • Release of Mechanic’s Lien Bonds
  • Subdivision Bonds
COMMERCIAL
  • Self-Insurer’s Workers’ Compensation Bonds
  • Bonds in Lieu of Insurance Deductibles
  • License and Permit Bonds
  • Tax Bonds
  • Non-Construction Performance Bonds
  • Utility Deposit Bonds
  • Lease Deposit Bonds
  • Court Bonds (Appeal, Replevin, Injunction)
  • Probate Bonds
  • Customs and Transportation Bonds
  • Environmental Bonds

What to Expect from EPIC

 

When you choose EPIC as your surety partner, you gain access to many benefits, including:

EXPERIENCE

Experience negotiating disputes between legal advisors, lenders and trustees in bankruptcies.

 

TEAM

Flat organization structure provides the best team for your specific industry needs, regardless of location.

PROCESS

Responsive, robust claims process where we provide advice and assistance with design build, BOT, P3, manufacturing and more.

STRUCTURE

Co-surety structuring and financing experience.

EXPERTISE

We’ve worked with surety companies, chartered accounting firms, construction companies and consulting engineering firms.

 

We work collaboratively with our clients and the surety community to provide solutions for all of your surety needs. We have established strong, positive relationships, not only with the local underwriting community but with their national surety leadership teams as well. This provides EPIC clients with the benefits of our credibility and influence, if and when needed.

The EPIC Surety team has earned their respect and confidence because our client portfolio is comprised of outstanding, well run, and profitable accounts. Each client is unique and has specific needs and requirements for their operations. This is part of our commitment to the surety industry.

Our Approach

 

Our commitment to you is that your request for a surety bond, contract review, consent of surety, or inquiry on an unfamiliar owner will be responded to within 24 hours of when it is received and on a same day basis, whenever possible.

We will keep you informed on the status of any request that may extend past the current business day.

Documents will be either delivered by hand, or by next day air. In the event a bond is required to be issued in outlying areas, we can have the bond executed at the local area.

Surety companies respect our professionalism and provide us with the internal authority to execute bonds that will typically address 90% of normal surety requirements.

The EPIC team is first and foremost a service team. Every bid bond, final bond, consent of surety, bond rider, and every license bond is critical. There are no small bonds, there are only the bonds that our client needs.

 

We provide surety risk management and review of RFP and RFQ’s for unusual requirements that may pose significant exposure to your company. This can appear in long-term warranty or guarantees, performance guarantees such as in solar panels, unreasonable default provisions, damage provisions and unreasonable bond amounts.

We routinely address onerous requirements and in many instances, we have had success in getting bid specification or contract provisions modified.

We provide on-going evaluation of surety companies for consistency in underwriting, capacity, ratings, stability and economy of rate. We have access to all major surety companies and have relationships that create a willingness on the part of the underwriters to work with us to attain the desired program at competitive rates.

We facilitate interfacing opportunities with CFO and CPA for effective presentation to the surety companies.

Our Leaders

Genet-John
John Genet

Managing Principal – Atlanta, GA

Eric Feighl Headshot
Eric Feighl

Principal - Houston, TX

John Hohlt Headshot
John Hohlt

Principal - Houston, TX

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Jeff Parkhurst

Principal – Concord, CA

SharonRusconi-ContactTile
Sharon Rusconi

Vice President – Sacramento, CA

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Zach Mendelson

Principal – Pittsburg, PA

Connect with EPIC Insurance Brokers & Consultants

Contact us to see how we can help your business.