Categories
Business Free News Articles Insurance

SBA Publishes Guidance on Which CARES Act Provisions Require Immediate Action by Health and Retirement Plan Sponsors

ATLANTA, Ga. -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today summarizing provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act that require action on the part of health and retirement plan sponsors.

"The CARES Act calls upon plan sponsors to act swiftly in adopting measures that will ease the financial burden of COVID-19 on individuals," said SBA Founding Principal Mindy Zatto. "Plan sponsors should coordinate with their healthcare providers immediately so they may begin complying with the law's mandatory provisions. While most retirement plan provisions are optional, they are nonetheless time-sensitive and call for coordination with the plan sponsor's recordkeeper and actuary. Any necessary plan amendments won't be required until the end of the 2022 plan year."

Required Health Plan Provisions

Health plan sponsors must comply with the following provisions expanding access to healthcare for coronavirus disease 2019 (COVID-19) patients:
* Coverage of COVID-19 Testing
Plans must cover the cost of approved COVID-19 tests and their administration. Test providers should be reimbursed at a previously negotiated rate, if applicable. In the absence of a previously negotiated rate, plan sponsors may reimburse providers an amount equal to the publicly listed cash price of the service or negotiate a lesser reimbursement.

* Coverage of COVID-19 Preventive Services
Plans must also cover, without participant cost-sharing, qualified coronavirus preventive services and vaccines recommended by the United States Preventive Services Task Force or Advisory Committee on Immunization Practices of the Centers for Disease Control and Prevention.

Required Defined Contribution (DC) Plan Provisions

DC plan participants who are due a required minimum distribution for 2020 may elect to not take the distribution without incurring any penalties.

Optional Defined Contribution (DC) Plan Provisions

DC plan sponsors may choose to extend the following benefits to plan participants who self-certify that (a) they have been diagnosed with COVID-19; (b) their spouse or dependent has been diagnosed with COVID-19; or (c) they have experienced certain other adverse financial consequences of COVID-19 as specified by the Secretary of the Treasury:

* Coronavirus-Related Distribution
Plans may allow a maximum $100,000 "coronavirus-related distribution" that must be taken by December 31, 2020. Early withdrawal penalties do not apply, and distributions are not eligible for rollover. However, a recipient of a coronavirus-related distribution has the right to pay the distribution back within three years, in which case it will be treated as a rollover contribution. The taxable amount of a coronavirus-related distribution can be spread pro-rata over three tax years.

* Increased Loan Limits
Qualified plans may increase loan limits from $50,000 to $100,000 and from 50% of the vested balance to 100% of the vested balance for loans made between March 27 and September 23, 2020.

* Delayed Loan Repayment
Plans may delay due dates for one year for individuals with outstanding loans whose repayment would normally be due between March 27 and December 31, 2020, allowing an extension beyond the normal five-year cap.

Optional Defined Benefit (DB) Plan Provisions

* Option to Defer Single-Employer Plan Funding
Plan sponsors may delay payment of any minimum required contributions that would ordinarily have been due during calendar year 2020 to January 1, 2021. The amount of each delayed contribution must be increased to reflect the interest accrued between the original due date and the actual payment date.

* Benefit Restriction Relief
For purposes of applying benefit restrictions under Code Section 436, plan sponsors may elect to use the prior plan year's adjusted funding target attainment percentage as the adjusted funding target attainment percentage for plans years that include calendar year 2020. This may allow some plans to avoid triggering certain benefit restrictions in 2020 that would have otherwise applied.

The full text of the CARES Act can be found here. To speak with Strategic Benefits Advisors' experienced team of benefits consultants about the potential impact of this law on your plans, call 770-551-8989.

About Strategic Benefits Advisors

Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 500 to over 300,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy Adams, SBA provides practical consulting recommendations and expert implementation of solutions for all types of employee benefits programs, including retirement, health and welfare, financial wellness and employee recognition. With an average of over 25 years in the field, SBA's team of actuaries, consultants and systems specialists is among the most experienced in the industry. For more information, visit https://www.sba-inc.com/.

Related link: http://www.sba-inc.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Categories
Business Free News Articles Insurance

EPIC Adds Matthew Marmorek as National Practice Leader, Global (Non-U.S.) Employee Benefits

NEW YORK, N.Y. -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Matthew Marmorek has joined the firm as National Practice Leader, Global (Non-U.S.) Employee Benefits.

Marmorek has worked in the international employee benefits industry for almost two decades. He specializes in developing innovative solutions to help multinational organizations meet their global employee benefit needs. He has extensive experience guiding clients through the implementation of financing vehicles such as multinational pooling, global underwriting, and captive arrangements, both on and off-shore including medical, non-medical and pension coverage.

Marmorek brings deep carrier relations and has worked with a network of international brokers to assist with ex-patriate, third country and local national population placements. His expertise will bring a new level of strength to the Employee Benefits team within EPIC.

At the start of his international benefits career, Marmorek grew and managed a large customer portfolio within the multinational benefits unit of a major U.S. based global insurer providing solutions in over 100 countries. Prior to joining EPIC, Marmorek was with Zurich Insurance Group. While there he assisted in the launch of their US based Expatriate Solutions Unit, oversaw new business development and acted as a liaison for key external partnerships. His experience provides him with a unique and specialized understanding of the global employee benefits landscape.

Marmorek earned a Bachelor of Science degree from University of Wisconsin-Madison. He is a licensed life and health underwriter.

Said Craig Hasday, President, National Employee Benefits Practice, "Early in my career, I worked with Matt on a global pooling arrangement for one of my first global clients and was very impressed with his knowledge and professionalism. Our organization needs world-class talent to provide our clients and consultants with the most innovative and cost-effective solutions in this unique space. Matt brings to EPIC the necessary skills, knowledge and commitment and I am pleased to welcome him to EPIC."

Matthew Marmorek can be reached at:
matthew.marmorek[at]epicbrokers.com
646.515.7600(m)

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0317s2p-EPIC-Marmorek-300dpi.jpg

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Categories
Alliances and Partnerships Business Free News Articles Insurance Software

OpenClose Partners with Genworth Mortgage Insurance to Offer a Streamlined Mortgage Insurance Process from within its LenderAssist LOS

WEST PALM BEACH, Fla. -- OpenClose®, the industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has partnered with Genworth Mortgage Insurance, an operating segment of Genworth Financial (NYSE: GNW), establishing a direct integration to access mortgage insurance (MI) from the LenderAssist™ LOS platform.

The new integration works by leveraging OpenClose's RESTful API Suite, IntegrationAssist™, which makes interfacing with disparate systems easier to develop, quicker to implement and cost effective to maintain. Genworth is a full-service MI provider known for exceptional coverage, service and value. The Fortune 500 company has provided secure mortgage products for nearly 40 years. Its offerings are available in all 50 states and the District of Columbia.

"Providing real-time access to mortgage insurance pricing and certification workflow from within OpenClose helps our customers further automate their lending workflow and reduce costs. Our integration partnership with Genworth allows our mutual customers to immediately tap into their quality MI products," said Vince Furey, chief revenue officer (CRO) at OpenClose. "We are the industry leader in customer service and ease-of-use and this integration highlights that reality."

OpenClose customers can expect a seamless user experience within the LenderAssist™ LOS that optimizes the mortgage insurance pricing and certification process, eliminates data re-entry and returns MI commitment data and documents to the LenderAssist™ LOS.

"We're excited to partner with OpenClose, one of the leading LOS vendors in the industry," said Kevin McMahon, senior vice president of Customer Solutions at Genworth Mortgage Insurance. "Making it easier and more efficient to order MI from start to finish makes the overall lending process smoother for homebuyers."

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose® is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist™, is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

About Genworth Mortgage Insurance:

Genworth Mortgage Insurance, an operating segment of Genworth Financial, Inc. (NYSE: GNW), is headquartered in Raleigh, North Carolina, and operates in all 50 states and the District of Columbia. Genworth Mortgage Insurance works with lenders and other partners to help people responsibly achieve and maintain the dream of homeownership by ensuring the broad availability of affordable low down payment mortgage loans. Genworth has been providing mortgage insurance products and services in the U.S. since 1981. Visit the company's website at new.mortgageinsurance.genworth.com.

MEDIA CONTACTS:
For OpenClose:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

For Genworth Mortgage Insurance:
Brittany Harris-Flowers
Genworth Mortgage Insurance
919-846-4417
brittany.harris-flowers@genworth.com

OpenClose Social Media: @OpenClose_LOS #OpenClose #LoanOriginationSoftware

Genworth Social Media: @GenworthMI #GenworthMI #MortgageInsurance

Related link: https://www.openclose.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Categories
Business Free News Articles Insurance

EPIC Adds Nick Nelson as Senior Vice President, Property and Casualty

SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific North Region.

Nelson brings nearly 15 years of insurance and financial services experience to his role. He will be responsible for business development, program placement and delivery of complex solutions to EPIC clients including attorneys and golf and country clubs. He has a strong background in building and maintaining strong relationships with clients, vendors, colleagues and managers throughout his career.

Prior to joining EPIC, Nelson has held the positions of Vice President, Property & Casualty and Vice President, Business Development officer with USI Insurance Services and Wells Fargo. Within both organizations he worked closely with senior leadership of his clients to deliver consulting and brokerage services for all commercial lines and workers' compensation coverages.

Nelson earned a Bachelor of Science degree in Recreation Management from Flagler in St. Augustine, Florida. He graduated summa cum laude and was a two-time NAIA Academic All-American.

Said Kevin Harnetiaux, COO, Pacific North Region, "We are fortunate to have Nick join our growing team and look forward to the expertise and dedication he will bring to our clients."

Nick Nelson can be reached at:
nick.nelson@epicbrokers.com
916.990.3210(m)
916.576.1543(w)

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0313s2p-nick-nelson-300dpi.jpg
*Photo caption: Nick Nelson has joined EPIC as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Categories
Advertising and Marketing Business Free News Articles Insurance Reports and Studies

After, Inc. just launched its latest whitepaper on Warranty Marketing and Predictive Analytics

NORWALK, Conn. -- After, Inc., the global leader in Warranty Services since 2005, just announced the launch of its latest whitepaper on Warranty Marketing. The whitepaper, entitled "Optimizing Warranty Marketing with Predictive Analytics" offers readers a playbook of the most effective predictive models and marketing strategies to employ in order to increase revenue and profits in their Warranty Marketing programs.

Over the past 15 years, After, Inc. has mastered the use of predictive analytics in its Warranty Marketing campaigns for top manufacturing brands, helping them achieve higher attachment rates, customer satisfaction, and loyalty.

In its latest whitepaper, After, Inc. shares:
* the three most effective predictive models for warranty marketing
* how these models can be used to maximize revenue and profits, and
* a case study of how After Inc. helped one of the largest appliance manufacturers in the world optimize its warranty marketing programs.

To download a free copy of the whitepaper, click the link: http://afterinc.com/after-inc-whitepaper-how-to-optimize-warranty-marketing-with-predictive-analytics/

About After, Inc.

After, Inc. ( http://afterinc.com/ ) is a global leader in the Warranty Services industry, providing predictive analytics, data-driven marketing strategies, reporting and program administration to some of the world's top brands. After, Inc. helps manufacturers transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue / profit opportunities.

Headquartered in Norwalk, Connecticut. and with offices in New York City, After, Inc. is part of EPIC Portfolio Group, a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm with over 2,600 employees across the United States.

*LOGO link for media: https://www.Send2Press.com/300dpi/18-1030s2p-after-inc-300dpi.jpg

Related link: http://afterinc.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Categories
Business Free News Articles Insurance

Matthew LeBlanc named Eastern Region Healthcare Practice Leader for Edgewood Healthcare Advisors, a division of EPIC

BOSTON, Mass. -- Edgewood Healthcare Advisors, a division of EPIC announced today that Matthew LeBlanc has been named Healthcare Practice Leader for the Eastern Region reporting to Susan Tewhill, National Healthcare Practice Leader for Edgewood Healthcare Advisors.

LeBlanc has been in the healthcare liability market for over 15 years, most recently leading the Physician practice based in West Hartford, Connecticut. In his expanded role, LeBlanc will be responsible for overseeing Edgewood Healthcare Advisors Eastern Region as well as retention and growth of the practice. He will continue his leadership role with the Physician Practice as well.

LeBlanc has held positions as Partner/Broker at Healthcare Risk Specialists and Underwriter during his career. LeBlanc holds a Bachelor's Degree in Public Relations from Quinnipiac University. He has also earned a Registered Professional Liability Underwriter designation.

Said Susan Tewhill, National Managing Principal, "We are thrilled to have Matt step into this added leadership role and know that he will help the practice grow and provide consulting services to our clients in the healthcare industry."

Matthew LeBlanc can be reached at:
matthew.leblanc@epicbrokers.com
860.521.8555 (Main)
978.808.9716 (Mobile)

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0305s2p-matt-leblanc-300dpi.jpg
*Caption: Matthew LeBlanc has been named Healthcare Practice Leader for the Eastern Region at Edgewood Healthcare Advisors.

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Categories
Business Free News Articles Insurance

EPIC Announces Tim Brenneman as President and National Private Client Practice Leader

NEW YORK, N.Y. -- EPIC announced today that Tim Brenneman has been named President and National Private Client Practice Leader for its newly reorganized National Private Client Practice team reporting to Executive Chairman and Co-Founder John Hahn. "Tim is a well-known and respected leader in this space having built a formidable Private Client business for Cook Maran and Prime Risk. We are very excited about our strategy to change the game from a legacy transactional play to one of high touch concierge consultative services as well as creative risk management solutions for High Net Worth clients."

The national practice reinforces EPIC's commitment to personal and private client business and will support the company's aggressive growth plans in this space. EPIC's regional offices today provide insurance consultation and protection to more than 45,000 individuals nationwide. In addition to the core protections of auto, home, and liability, a unique offering designed to protect emerging risks including cyber, D&O, reputational risk, and investor fraud will allow clients to customize protection around their individual risk profile.

Brenneman recently joined EPIC after Prime Risk Partners was acquired by the firm in November 2019. He spent the past 30 years as the personal and private client business leader for Cook Maran & Associates, a regional brokerage based out of East Hampton, NY and with offices throughout New York and New Jersey.

Said Tim Brenneman: "We already have regional teams with tremendous capabilities and this will be an opportunity to build a best practices organization around a national sales, service, and support structure. We have great potential and I couldn't be more excited to get started."

About EPIC Holdings

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0303s2p-Tim-Brenneman-300dpi.jpg

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Categories
Business Free News Articles Insurance

Advanced Orthopedics and Sports Medicine Institute Now A Tier 1 In-Network Provider with Horizon Blue Cross Blue Shield of New Jersey

FREEHOLD, N.J. -- Advanced Orthopedics and Sports Medicine Institute (AOSMI) announced today that it is now a TIER 1 in-network provider with Horizon Blue Cross Blue Shield of New Jersey (Horizon BCBSNJ). AOSMI is participating in all Horizon BCBSNJ medical plans including OMNIA℠ Health plans. Horizon BCBSNJ members with OMNIA℠ Health plans have lower co-pays and lower deductibles when they choose an OMNIA℠ TIER 1 provider for their health care services.

"We are excited to offer Horizon plan participants access to our wide range of orthopedic care services," says Michael M. Greller, MD, MBA, CPE, FAAOS, managing partner of AOSMI. "We look forward to working with Horizon to provide our patients and communities with greater access to high-quality orthopedic care."

Established in 2007, Advanced Orthopedics and Sports Medicine Institute is the result of a merger between two of the Freehold area's longest-tenured medical groups - Western Monmouth Orthopedic Associates and New Jersey Orthopedic Associates. Over the last 25 years, each has earned a stellar reputation throughout the community as a true leader in the practice of orthopedics, sports medicine, interventional pain management, podiatry and physical therapy services. Through the consolidation of the practices, AOSMI has achieved great synergies, and by drawing on the complementary strengths of each, it is able to deliver a truly exceptional patient experience.

Senior physicians at AOSMI with longstanding relationships with patients and a history of positive outcomes are board-certified orthopedic surgeons Michael Greller, MD, Alan Nasar, MD, Gregg Berkowitz, MD, James Cozzarelli, MD and Grigory Goldberg, MD. Together with other physicians on staff, they treat all orthopedic problems of the hips, knees, ankles, feet, shoulders, elbows, hands, spine and neck. Some treatments they provide are arthroscopic surgery; shoulder, hip and knee surgery; cartilage and ligament repair; total joint replacement; orthotics and foot care; minimally invasive spine surgery; nerve pain blocks; injections and regenerative medicine.

"As an OMNIA TIER 1 network provider of Horizon, we are committed to providing our patients with the best patient experience and outcomes," Dr. Greller says. "Our mission is to help all our patients live their lives as actively and pain free as possible. We look forward to growing the state-of-the-art services we can provide in the communities we serve."

AOSMI has offices in Freehold and Monroe and is accepting new patients at each location. It also offers same day appointments for urgent care.

Advanced Orthopedics and Sports Medicine Institute is an orthopedic, sports medicine, interventional pain management, podiatry and physical therapy center that helps patients throughout New Jersey return to their normal activities as soon as possible. AOSMI utilizes the latest advanced therapies to provide patients the highest level of care. The physicians are Michael Greller, MD, MBA, Alan Nasar, MD, Gregg Berkowitz, MD, James Cozzarelli, MD, Grigory Goldberg, MD, Gerardo Goldberger, DO, Alison DeWaters, DPM, Stacey Gallacher, MD, Eric Buxbaum, DO, Ali Valimahomed, MD and John Georgy, MD, MBA.

More information about AOSMI can be found at https://advancedorthosports.com/.

*LOGO link for media: https://www.Send2Press.com/300dpi/20-0302s2p-advanced-ortho-300dpi.jpg

Related link: https://advancedorthosports.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Categories
Business Free News Articles Insurance

EPIC Adds Dan Joyal as a Vice President with Edgewood Healthcare Advisors

BOSTON, Mass. -- Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, announced that Dan Joyal has joined the Boston healthcare team as a Vice President.

Joyal has a decade of insurance industry experience with both retail and wholesale brokerages. Prior to joining EPIC, Joyal was with HUB International where he consulted and placed all lines of coverage in their healthcare vertical. His clients included physician groups, allied healthcare facilities and life sciences organizations. Prior to Hub, Joyal spent five years with CRC Swett & Crawford focused on professional liability; executive liability; and cyber/privacy liability.

Joyal earned a Bachelor of Arts degree in Psychology from the University of Vermont in Burlington, Vermont. He is a licensed Property & Casualty broker and is currently pursuing a Registered Professional Liability Underwriter (RPLU) designation.

Said Susan Tewhill, National Practice Leader, Edgewood Healthcare Advisors, "We are fortunate to have Dan join our growing national healthcare practice. He brings a wealth of knowledge and expertise that will benefit our clients and our organization."

"The Boston Healthcare team is excited to welcome Dan as a healthcare broker. His track record of excellent client service and healthcare knowledge will bring added value to our clients." said Julie Buckley, Managing Principal, Edgewood Healthcare Advisors.

Dan Joyal can be reached at:
dan.joyal@epicbrokers.com
508.212.4071(m)
617.531.6870(w)

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0302s2p-dan-joyal-300dpi.jpg

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.

Categories
Business Free News Articles Insurance

EPIC Adds Trent Sullivan as a Producer in the firm’s Edgewood Healthcare Advisors Practice

NEW YORK, N.Y. -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Trent Sullivan has joined the firm as a Producer in the firm's Edgewood Healthcare Advisors' Practice.

Sullivan will be responsible for new business development and the design and management of healthcare risk and insurance programs for clients. Sullivan brings over 20 years of experience in healthcare and municipal risk with successes in implementing creative and cost-effective solutions. Sullivan joins from OneDigital in Farmington, Connecticut.

Said Susan Tewhill, National Managing Principal, "Trent's extensive healthcare risk management background in both the client, carrier and consultant settings, as well as his in-depth understanding of the complex healthcare marketplace will provide immediate and long-term value to our clients. We are excited to add Trent to our growing national healthcare practice team."

"Trent's healthcare experience and successes in both the consultative and client roles will be of great value to our Edgewood Healthcare Advisor clients. We have thoughtfully built this practice with key players who share a common drive to provide exceptional solutions and service and I could not be more excited to have Trent join our team," said Matt LeBlanc, Edgewood Healthcare Advisor's Managing Principal.

Trent Sullivan can be reached at:
trent.sullivan@epicbrokers.com
860-713-8211(m)
860-521-8555(w)

About EPIC Insurance Brokers & Consultants

EPIC Holdings, Inc. is the corporate parent overseeing investments across the entire EPIC platform. The firm's core retail insurance brokerage business, EPIC Insurance Brokers & Consultants, now has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

*Image link for media: https://www.Send2Press.com/300dpi/20-0221s2p-epic-healthcare-adv-300dpi.jpg
*Image caption: Logo, Edgewood Healthcare Advisors, a division of EPIC.

Related link: https://www.epicbrokers.com/

This news story was published by the Neotrope® News Network - all rights reserved.