EPIC Insurance Brokers Enhances Private Client Services with Acquisition

Author: Hannah Lewis Updated: 02-10-2025 09:43 AM

EPIC Insurance Brokers Strengthens Its Private Client Division

In an impressive move to bolster its private client practice, EPIC Insurance Brokers & Consultants has successfully acquired Chartwell Insurance Services. This strategic acquisition marks a significant milestone for EPIC as it seeks to expand its capabilities in delivering tailored insurance solutions to affluent individuals and families across the nation.

Chartwell Insurance Services and Its Niche Expertise

Founded by Rebecca Korach Woan, Chartwell is renowned for its personalized and specialized services. The company focuses on providing coverage for high-value assets, including fine art, jewelry, and classic automobiles. By integrating Chartwell into its operations, EPIC aims to enhance its service offerings while maintaining the boutique-level care that clients value.

Commitment to Client-Centric Solutions

Rebecca Korach Woan expressed her enthusiasm about the acquisition, emphasizing that the partnership with EPIC allows Chartwell to retain its commitment to building trusted relationships. This collaboration enhances Chartwell's capabilities, providing clients with access to extensive resources and national expertise while preserving its personalized approach.

Growing Presence in the Midwest Market

EPIC's acquisition of Chartwell follows its growing momentum in the Midwest, highlighting Chicago as a key market for expansion. This acquisition aligns with previous endeavors, including the integration of Phillips Bros. Insurance Agency, another strategic move that illustrates EPIC's ongoing dedication to serving high-net-worth clients across the region.

EPIC's Dedication to Tailored Client Solutions

Kevin Daley, President of EPIC Private Client, acknowledged Chartwell's stellar reputation and expertise in client service, making them a perfect addition to EPIC's portfolio. He articulated excitement about welcoming Rebecca and her team, emphasizing their shared commitment to providing customized solutions that meet the distinct needs of their clientele.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants stands as a leader in risk management, offering a broad range of specialized property and casualty solutions, along with employee benefits and private client insurance services. With an extensive team operating nationwide, EPIC is dedicated to innovating and collaborating to develop comprehensive risk solutions. For further insights into EPIC's services, visit their official website.

Frequently Asked Questions

What is the significance of EPIC's acquisition of Chartwell?

The acquisition enhances EPIC's private client practice, allowing them to offer more specialized insurance solutions tailored to high-net-worth individuals and families.

Who founded Chartwell Insurance Services?

Chartwell was founded by Rebecca Korach Woan, who has built the firm around personalized and niche insurance services.

How will this acquisition affect existing Chartwell clients?

Existing clients will benefit from increased resources and national expertise while receiving the same level of personalized service they have come to expect from Chartwell.

What areas does EPIC focus on with its insurance solutions?

EPIC provides a wide range of insurance services, including property and casualty coverage, employee benefits, and private client insurance solutions tailored to meet the unique needs of clients.

How does EPIC's acquisition strategy benefit the Midwest region?

The acquisition solidifies EPIC's commitment to growing its presence in the Midwest market, enhancing its ability to serve high-net-worth clients with customized insurance solutions.

About The Author

Hi there, I'm Hannah Lewis, a writer and financial specialist of 36 years old committed to making money understandable and approachable to everyone. Years of working in the field have given me a thorough grasp of market trends, investment techniques, and economic fundamentals. My objective is to enable people, by means of understandable, useful guidance, to take charge of their financial destiny.

I have written many articles for financial blogs over my career that simplify difficult financial ideas into understandable insights. Being financially literate is a critical ability, and I am passionate about enabling people to confidently manage their financial lives. Regardless of your level of experience, my work will help you at every stage of the investment process. I appreciate being allowed to share in your success and financial expansion.

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