About EPIQ
Small by design.
Fierce by nature.
EPIQ has been around since 2007. A small team, three offices, and one shared belief: when a client picks up the phone, somebody who actually knows their plan picks up.
Est. 2007
19
Years independent
Independent.
Accountable.
Unbought.
Three offices. One standard. Zero carrier kickbacks since day one.
3
Offices
0
Carrier kickbacks
100%
Founder-led
1:1
Senior attention
"We are EPIQ forever. We work hard, we tell the truth, and we never take the easy route."
Our Story
Founded in 2007, on a simple idea.
Brian Ullrich left Principal Financial Group on January 1, 2007 to start EPIQ. He had a young family, a finance degree, and a strong opinion that the broker-carrier relationship was rigged against the people the system was supposed to serve. Nineteen years later, the bet is still paying off.
In 2024 we lost our largest client. We laid off no one we wanted to keep, and rebuilt with the people who shared the values. The team today is smarter, more diverse, and more driven than it has ever been — and we are grateful.
We still work the way we did on day one. Flat fees, no kickbacks, plenty of pride, and a deep belief that doing right by people in the long game actually wins.
What We Believe
Six things that don't change.
The industry will keep evolving — funding models, AI tools, compliance rules, carrier consolidation. The values below are the part of EPIQ that stays the same.
Honesty above all
We refuse to sacrifice our morals to win a deal. The advice you get is the advice we would give a family member running the same business.
Reliability
When we give our word, we follow through. Renewals on time. Filings on time. Phone calls returned the same day. Every time.
Responsibility
We take responsibility for the people we serve — your employees, their families, and the broader business behind every plan.
Caring
We try to put others first. We are not selfish with our time, our resources, or our attention. If we can save a life or do something to help, we do it.
Faith & Mission
We believe we are where we are for a reason. Money is a measurement, not the goal. The work is service.
Make your own luck
Our tagline. We are not afraid to fail. We get back up. We out-work and out-think the people who think experience is enough.
The Team
Meet the people behind EPIQ.
Producers, analysts, and account leads working as one team. Fully remote, fully accountable, fully aligned. Everyone here is EPIQ forever.
Brian Ullrich
CEO & Founding Producer
Brian founded EPIQ in 2007 after a decade in the industry, lead consultant on every major client engagement, and the person who answers when something is on fire.
Renee Ullrich
Chief Financial Officer
Renee runs the financial side of EPIQ — accounting, commissions, vendor relationships, and the operational discipline that lets the producers focus on clients.
Dana Smith
Employee Benefits Team Lead
Dana leads day-to-day client service for our benefits book. Open enrollment, claims escalations, carrier wrangling — Dana and her team handle it, and clients love her for it.
Melissa Arata
Small Group & Medicare Producer
Melissa runs our small-group and Medicare practice — the segment most big brokers ignore. Her clients get the same level of attention as a Fortune 500 account.
BriAnne Buhler
Property & Casualty Team Lead
BriAnne runs our P&C division — commercial property, casualty, workers' comp, and the specialty programs we have built deep underwriting relationships in.
Ryan Call
VP, Healthcare P&C
Ryan leads our healthcare property and casualty practice for hospitals, ambulatory surgery centers, and senior-living operators.
Stan Durst
Director, Technology & Cyber
Stan leads our cyber consulting and technology practice — risk assessments, security strategy, and the cyber insurance placements that follow from doing the work right.
Christopher Devine
Union Relations Consultant
Chris bridges management and labor for our union-affiliated clients. Long-tenured, well-respected on both sides of the table, and the reason our multi-employer programs run smoothly.
Alia Syed
Director, Marketing & Carrier Relations
Alia owns our carrier relationships and marketing strategy. When we go to market, Alia is the reason the right doors open and the right terms come back.
Talk to a Real Person
The conversation starts with Brian.
If you are evaluating brokers, we would love a chance to earn the work. A short call — no slide deck, no pressure — is the fastest way to see whether we are the right fit.