Philanthropy Connection Target EPB&B's strong community engagement and philanthropic recognitions to open conversations about risk management programs for nonprofit partners and corporate social responsibility initiatives that align with their giving ethos.

Scale Opportunity With 51-200 employees and revenue in the 100M-250M range, position mid-market insurance solutions that address growth-related needs such as scalable benefits, workers’ comp, cyber risk, and executive risk as the company expands.

Tech Enablement Leverage their modern tech stack and digital presence to propose digital-first risk management, loss control platforms, and data-driven underwriting services tailored to mid-sized brokers and carriers seeking efficient administration.

Wealth Management Tie Explore opportunities around personal and executive benefits, fiduciary risk, and wealth protection services given their long‑standing service-for-life philosophy and dedicated claims and risk management capabilities.

Market Positioning Highlight EPB&B’s recognized status as a top workplace and philanthropic leader to differentiate in proposals that emphasize stable, reputable partnerships, long‑term client retention, and employee-focused coverage programs.