OUR TEAM

Our mission is clear: to revolutionize the concept of employee benefits. With Epiq Risk Management, witness a seismic shift from traditional offerings to a pioneering, value-optimized benefits ecosystem. Here, each dollar is not just spent – it’s invested wisely in your most valuable asset-your people.

Join us and be part of a movement where exceptional is the expectation. At Epiq Risk Management, we’re not just consultants but your partners in forging a path to a brighter, healthier, and more productive tomorrow.

BRIAN ULLRICH
Founder

Introducing the visionary founder of our company, whose entrepreneurial spirit and dedication to service excellence have positioned us as a leader in the insurance industry. With a keen insight into the nuanced needs of our clients and a passion for creative solutions, Brian has built a legacy addressing unique risk situations with precision and innovation.

Innovative Risk Solutions: Pioneering custom strategies to manage unique risks, Brian excels at turning challenges into opportunities for protection and growth.
Strategic Cost Management: Expertly balancing costs to ensure each client receives the maximum benefit from their investment in their insurance programs, demonstrating a commitment to value and effectiveness.
Building Long-Term Relationships: Fostering lasting connections with clients through trust and mutual respect, Brian believes in growing alongside our partners and evolving our services to meet their changing needs.
Concierge-Level Service: By offering personalized attention and tailored advice, Brian ensures that every client interaction is met with unmatched dedication and a commitment to resolving their concerns efficiently and with expertise.
Unwavering Dedication: Driven by a passion for service and an unyielding commitment to our clients’ security, Brian embodies the heart and soul of our company, inspiring our team to strive for excellence in every aspect of our business.

Under Brian’s leadership, we continue to innovate and adapt in an ever-changing market, always offering the most relevant and effective insurance solutions. His foresight and dedication inspire our team and instill confidence in our clients, securing our place as a trusted leader in the insurance industry.

Brian’s approach to business is not just about providing insurance; it’s about crafting a caring, comprehensive service experience that anticipates needs and exceeds expectations, securing assets and peace of mind for all our clients.

RENEE ULLRICH
Stakeholder and CFO

As a shareholder and CFO, Renee Ullrich plays a crucial role in our company’s financial stewardship and strategic direction. With her extensive expertise in financial management, risk assessment, and investment strategies, she is dedicated to ensuring our organization’s long-term sustainability and growth. Renee oversees financial planning, budgeting, and reporting while actively engaging with stakeholders to communicate our financial performance and strategic initiatives.

Her role requires strong analytical skills and the ability to interpret complex financial data, enabling her to make informed decisions that align with our company’s objectives and stakeholder interests. Additionally, Renee cultivates relationships with investors, board members, and key stakeholders to foster trust and transparency, presenting financial reports and discussing potential risks and opportunities.

Renee exemplifies exceptional leadership qualities and a collaborative mindset. She adeptly navigates the complexities of financial regulations and market dynamics. By effectively managing resources and aligning financial strategies with our business goals, she significantly contributes to our organization’s success and stakeholder satisfaction.

MELISSA ARATA
Sales and Special Circumstances Team Lead

Melissa Arata is the Head of Sales and Special Circumstances at our company, where she plays a pivotal role in driving revenue growth and managing complex sales scenarios that require customized solutions. With a strategic mindset, Melissa develops and executes comprehensive sales plans while leading a dynamic sales team. She builds strong relationships with key clients to understand their unique needs, leveraging her deep understanding of market trends and customer behavior to identify opportunities for expansion and innovation.

In her capacity, Melissa addresses special circumstances that may involve high-stakes negotiations and unique client requirements. Her exceptional problem-solving skills and creative thinking enable her to devise practical solutions in challenging market conditions. Collaborating closely with cross-functional teams, including marketing, product development, and customer support, she ensures a cohesive approach to client engagement. Melissa’s strong leadership and communication skills are vital as she mentors her team and represents the company at industry events and conferences, making her an invaluable asset to our organization and clients.

ALIA SYED
Director of Marketing and Carrier Relations

Meet our esteemed Director of Marketing and Carrier Relations, Alia Syed. A visionary leader committed to elevating our brand and fortifying partnerships across the industry. With a keen eye for market trends and an unparalleled ability to anticipate client needs, Alia ensures that our insurance solutions are relevant and revolutionary. Beyond strategic marketing campaigns, she spearheads our carrier relations, adeptly negotiating with our partners to secure advantageous terms that benefit all stakeholders. This role is pivotal in maintaining our competitive edge, ensuring we remain at the forefront of innovation and client satisfaction in the ever-evolving insurance landscape.

Under her guidance, our marketing team crafts compelling narratives that resonate with diverse audiences, effectively communicating the value and integrity of our services. Alia’s robust network and industry acumen facilitate enduring partnerships, enhancing our product offerings and expanding our reach. Their strategic foresight drives our marketing initiatives, consistently achieving exceptional outcomes and strengthening our market presence. Through her leadership, we are setting new standards in insurance, championing reliability, and trust through every campaign.

BRIANNE BUHLER
Property and Casualty Team Lead

BriAnne, as the Property Casualty Team Lead, oversees a team of insurance professionals focused on managing property and casualty insurance operations. She coordinates daily activities, ensures compliance with industry regulations, and maintains high standards of customer service. BriAnne guides and supports her team members, facilitating their professional development and fostering a collaborative work environment.

Additionally, she analyzes market trends and claims data to identify opportunities for process improvements and enhanced service delivery. BriAnne engages with clients and stakeholders to address complex insurance inquiries and resolve issues effectively. Strong communication and interpersonal skills are essential in her role, as she represents the team in meetings and presentations, advocates for client needs, and promotes the organization’s services.

DANA SMITH
Employee Benefits Team Lead

Meet Dana Smith, our dedicated Employee Benefits Team Lead. With a wealth of experience in the benefits sector, Dana is passionate about helping our clients navigate the complexities of employee benefits. She leads a talented team committed to providing tailored solutions that meet each organization’s unique needs. Dana’s expertise ensures that our clients receive the highest level of service and support, empowering them to enhance their employee offerings. Her proactive approach and deep understanding of industry trends make her an invaluable resource for our clients. We are proud to have Dana at the helm of our Employee Benefits team, guiding our clients toward success in their benefits strategies.

STAN DURST
Director of Technology and Cyber Consulting

Introducing our esteemed Director of Technology and Cyber Consulting, Stan Durst. A dynamic leader driving the fusion of technology and cybersecurity within our operations. With a robust background in IT management and cyber risk assessment, they are the architect behind our strategic digital transformation and data security initiatives, ensuring our operations are efficient and aligned with our overarching business goals.

Strategic Visionary: Masterminding a forward-thinking technology strategy that enhances operational efficiency and meets our business objectives.
Guardian of Cybersecurity: Crafting state-of-the-art cybersecurity policies and conducting thorough risk assessments to shield our company and clients from digital threats.
Advisor to Clients: Delivering top-tier consulting on technology and cybersecurity management, helping clients fortify their defenses and mitigate potential vulnerabilities.
Pioneer of Innovation: We are leading the charge in adopting new technologies and spearheading comprehensive training programs that prepare our team and clients for the digital future.

Stan’s leadership not only keeps us at the forefront of technological innovation but also cements our position as pioneers in advanced cyber insurance products and consulting services. Their visionary approach ensures that our clients and staff are equipped to handle the complexities of the digital world with unparalleled confidence and insight. Stan propels us to the cutting edge of the insurance industry, defining how we secure and empower our clients in a rapidly evolving digital landscape.

CHRISTOPHER DEVINE
Union Relations Consultant

Our Union Relations Consultant is pivotal in crafting a collaborative and constructive dialogue between our company and the unions representing our client’s workforce. With deep expertise in labor negotiations and a solid commitment to equitable labor practices, Christopher navigates complex discussions to forge agreements that satisfy both parties’ needs. His strategic insights and unwavering dedication ensure that our company maintains a positive and productive relationship with the unions, fostering a stable work environment that benefits everyone involved.

Christopher’s role is critical in preempting and addressing potential conflicts before they escalate. By continuously monitoring labor trends and maintaining open lines of communication with union leaders, Christopher ensures that our policies remain responsive to the evolving dynamics of the workplace. His proactive approach strengthens our internal relations and enhances our reputation as a fair and responsible benefits provider. Through his expert mediation and negotiation skills, Christopher plays a vital role in sustaining a harmonious workplace where every voice is heard and valued.

ERIN HARRINGTON
Medical Claims and Treatment Protocol Reviewer

The role of our Medical Claims and Treatment Protocol Reviewer is integral to our commitment to client care and operational excellence. Erin brings an analytical eye and a compassionate approach to reviewing medical claims, ensuring that each decision is medically justified and aligned with the latest health standards. Her expertise is crucial in accurate and timely claims processing, providing peace of mind to our clients, and upholding our reputation for fairness and accuracy.

With a deep understanding of medical terminology and treatment protocols, Erin plays a vital role in auditing and updating our claims processes. She works closely with healthcare providers to stay abreast of new treatments and technologies, ensuring our protocols are current and comprehensive. This enhances claims processing efficiency and supports our clients’ health outcomes. Her meticulous work ensures that we deliver healthcare benefits that are both effective and economically viable, reinforcing our pledge to care and quality in every aspect of our service.

RYAN CALL
VP of Commercial Property and Casualty Specializing in the Healthcare Industry

Our Vice President of Commercial Property and Casualty, specializing in the healthcare industry, is a critical leader in navigating the complex landscape of healthcare risk management. With profound property and casualty insurance expertise, Ryan tailors insurance solutions specifically designed to mitigate the unique risks healthcare facilities face. This role involves a deep understanding of insurance products and a nuanced grasp of the healthcare sector’s regulatory, financial, and operational challenges. His strategic oversight ensures that our offerings are comprehensive, addressing the specific needs of hospitals, clinics, and other healthcare entities.

Ryan’s responsibilities extend beyond product development, including risk assessment and management strategies that help healthcare organizations safeguard their assets and manage liabilities more effectively. He leads a team of specialized professionals working closely with clients to understand their needs and provide customized advice on risk mitigation techniques. He ensures our services are innovative and compliant by staying ahead of industry trends and legislative changes. Ryan’s leadership is instrumental in positioning our company as a trusted partner in the healthcare industry, dedicated to providing solutions that enhance our clients’ safety, efficiency, and profitability.

MEGAN SPITZE
Director of Sponsored Wellness Plans

Our Director of Sponsored Wellness Plans is at the forefront of integrating health and wellness into the workplace, leading initiatives that benefit employees and employers alike. With a background in health promotion and corporate wellness, Megan’s role involves designing, implementing, and managing comprehensive wellness programs that cater to diverse employee needs. Megan’s initiatives aim to enhance employee health through proactive measures such as fitness programs, nutritional guidance, mental health support, and preventive health screenings.

This role is crucial for fostering a culture of health within the organization, demonstrating our commitment to employee well-being as a fundamental corporate value. By analyzing workforce health data and trends, Megan tailors programs that improve health outcomes, increase productivity, and reduce healthcare costs. Her strategic approach includes partnering with healthcare providers, fitness experts, and nutritionists to offer a holistic wellness package. Through innovative and engaging wellness campaigns, Megan ensures that our wellness programs are accessible, effective, and continuously evolving to meet the changing needs of our workforce.

ALLISON KOVAC
Director of Research for Medical Risk Analysis

The Director of Research for Medical Risk Analysis plays a vital role in shaping our health insurance risk management approach. This position requires an expert level of understanding in biostatistics, epidemiology, and health economics. Allison leads a team of researchers dedicated to analyzing medical risk factors and their impact on insurance models. Her work involves deep-dive data analysis to identify trends, forecast risks, and evaluate the efficacy of current insurance policies against potential health crises or routine claims.

Armed with advanced analytics and research methodologies, Allison provides critical insights that influence product design and pricing and contribute to developing more personalized insurance solutions. She collaborates closely with underwriters, actuaries, and policy developers to ensure that our risk assessments are accurate and that our insurance products are competitive and comprehensive. By refining our understanding of medical risks, the Director of Research for Medical Risk Analysis ensures that our company remains at the cutting edge of the insurance industry, ready to adapt to an ever-changing healthcare landscape.

Epiq Risk Management: Redefining Benefits in the Landscape of Tomorrow

Step into the future with Epiq Risk Management, where we transcend the ordinary and elevate your insurance and benefits experience. Our visionaries are not content with the status quo; we are catalysts for change in a field ripe for innovation. We believe in a holistic approach that places employee well-being at the pinnacle, fostering a thriving workforce that, in turn, fortifies your organization’s pillars.

Embark on a transformative journey where benefits are not merely a program but a strategic tool to propel productivity and personify care. We champion the evolution of employee benefits, crafting bespoke solutions that navigate beyond the conventional to harness the full potential of every investment in your team’s health and happiness.

CONTACT
Contact us at any of 4 convenient locations in California, Nevada and Utah

Modesto Office

1101 Sylvan Ave, Suite B-20
Modesto, CA 95350
Tel: 866-550-7475

Long Beach Office

100 Oceangate Ste. 520
Long Beach, CA 90802
Tel: 866-550-7475

Las Vegas Office

5820 S. Eastern Ave.
Las Vegas, NV 89119
Tel: 866-550-7475

Utah Office

45 Sego Lily Dr.
Sandy, UT 84070
Tel: 866-550-7475

OUR TEAM

BRIAN ULLRICH Founder

RENEE ULLRICH Stakeholder and CFO

MELISSA ARATASales and Special Circumstances Team Lead

ALIA SYED Director of Marketing and Carrier Relations

BRIANNE BUHLERProperty and Casualty Team Lead

DANA SMITHEmployee Benefits Team Lead

STAN DURST Director of Technology and Cyber Consulting

CHRISTOPHER DEVINE Union Relations Consultant

ERIN HARRINGTON Medical Claims and Treatment Protocol Reviewer

RYAN CALL VP of Commercial Property and Casualty Specializing in the Healthcare Industry

MEGAN SPITZE Director of Sponsored Wellness Plans

ALLISON KOVAC Director of Research for Medical Risk Analysis