Epoch Underwriting Management Agency Corp
Based on public information · Profile not yet claimedIndependent agency
Offices: Worthington · OhioEpoch Underwriting Management Agency Corp is an independent insurance agency licensed in Worthington, OH. Lines listed: Commercial Property & Casualty Insurance Programs. Founding or history: 1998. Agency Match assessments based on public information: Business Partnerships low. 18 publicly sourced facts with links.
How we determined the info on this profile
- License record: taken from the state license roster.
- Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
- Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
- Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
- Carrier partnerships: based on carriers named on the agency's website.
- Looking to Buy: not enough public facts for a score.
- Open to Selling: not enough public facts for a score.
- Mentorship & Peer Connections: not enough public facts for a score.
- Business Partnerships: scored from specialties, markets and carriers published on the agency's website.
Research
Detailed profile
Geography
1 documented offices
Ownership events
2
Ownership
Not confirmed
Agency Match assessments
Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.
Looking to Buy
Insufficient EvidencePublic signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.
Why: Three or more named leaders; public history of 15+ years in business or in the industry
- Three or more named leaders · Mark Harris (Author/Staff)quadrant-us.com
- Public history of 15+ years in business or in the industry · 1998quadrant-us.com
What this rating was based on (2 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Three or more named leaders (supporting)+10 pts
- Mark Harris (Author/Staff)quadrant-us.com
- Mark D. Harris, President & CEOquadrant-us.com
- Tom Harvey, Director & Honorary Chairmanquadrant-us.com
- Karen Harris, Director of Marketing & Vice Presidentquadrant-us.com
- Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1998quadrant-us.com
Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 5 facts from 1 website.
Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.
Open to Selling
Acquisition Research Fit
Low · 5Acquisition Research Fit is low. Formation year 1998 is on a verified record (28 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.
- Formation year 1998 is on a verified record (28 years in operation). Verified · +5 ptsquadrant-us.com
Confidence: low. Separate from the rating.
Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.
Confirmed sale interest: Unknown
Mentorship & Peer Connections
Insufficient EvidencePublic signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.
Why: Public history of 15+ years in business or in the industry; three or more named leaders
- Public history of 15+ years in business or in the industry · 1998quadrant-us.com
- Three or more named leaders · Mark Harris (Author/Staff)quadrant-us.com
What this rating was based on (2 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1998quadrant-us.com
- Three or more named leaders (supporting)+5 pts
- Mark Harris (Author/Staff)quadrant-us.com
- Mark D. Harris, President & CEOquadrant-us.com
- Tom Harvey, Director & Honorary Chairmanquadrant-us.com
- Karen Harris, Director of Marketing & Vice Presidentquadrant-us.com
Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 5 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
Low · 30Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.
Agency Match score: 30/100 · Medium confidence: 3+ public facts
Why: Niche specialty line documented; several documented lines of business
- Niche specialty line documented · Commercial insurance, professional liability, management liability, general liability, cyber/network securityquadrant-us.com
- Several documented lines of business · Commercial Property & Casualty Insurance Programsquadrant-us.com
What this rating was based on (2 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Niche specialty line documented+20 pts
- Commercial insurance, professional liability, management liability, general liability, cyber/network securityquadrant-us.com
- Several documented lines of business (supporting)+10 pts
- Commercial Property & Casualty Insurance Programsquadrant-us.com
- Professional Liability, E&O, P&Cquadrant-us.com
- Professional Lines, P&C Risksquadrant-us.com
Total: 30 points → Agency Match score 30/100, rated Low (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 4 facts from 1 website.
Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.
Record & channel
Ohio resident business-entity license (NPN 7963385), licensed at Worthington, OH
gateway.insurance.ohio.govIndependent agency
“Quadrant Insurance Managers is an independent Insurance Wholesaler, Program Administrator & MGA.”quadrant-us.com
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: quadrant-us.com
Locations & footprint
Worthington, Ohio
Operating office
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
Story so far
- 2001
2001 Clarendon Insurance Group added as shareholder
Published - 2004
2004 Management buy-out by Epoch Underwriting Management
PublishedHistorical event: not credited to this agency as a buyer. Management buy-out of the predecessor, not an acquisition of another agency.
People & affiliations
Author: Mark Harris | February 28, 2025 Reposted from Risk & Insurance
Mark D. Harris, CIC – President & CEO Our company focus on integrity, relationships, and underwriting stems from our CEO and President, Mark Harris
Tom Harvey – Director & Honorary Chairman Tom Harvey retired as CEO of Assurex Global
Karen Harris – Director of Marketing & Vice President Karen Harris has provided a variety of marketing and other services to Quadrant since November 2000
Mark Harris, President & CEO Quadrant Insurance Managers
Names & entities
Legal name on license record
Facts from published sources (18 verified, 2 unverified)
Office location: 6797 N. High St., Ste. 335 Worthington, OH 43085
“6797 N. High St., Ste. 335 Worthington, OH 43085”quadrant-us.com
Independent Insurance Wholesaler, Program Administrator & MGA
“Quadrant Insurance Managers is an independent Insurance Wholesaler, Program Administrator & MGA.”quadrant-us.com
Commercial Property & Casualty Insurance Programs
“Quadrant Insurance Managers | Commercial Property & Casualty Insurance Programs”quadrant-us.com
Most industries throughout the country
“We offer commercial insurance for most industries throughout the country.”quadrant-us.com
Mark Harris (Author/Staff)
“Author: Mark Harris | February 28, 2025 Reposted from Risk & Insurance”quadrant-us.com
6797 N. High St., Ste. 335, Worthington, OH 43085
“Quadrant Insurance Managers HQ 6797 N. High St., Ste. 335 Worthington, OH 43085”quadrant-us.com
1998
“1998 Quadrant Insurance Managers is formed as an operating subsidiary to AMG.”quadrant-us.com
Mark D. Harris, President & CEO
“Mark D. Harris, CIC – President & CEO Our company focus on integrity, relationships, and underwriting stems from our CEO and President, Mark Harris”quadrant-us.com
Tom Harvey, Director & Honorary Chairman
“Tom Harvey – Director & Honorary Chairman Tom Harvey retired as CEO of Assurex Global”quadrant-us.com
Karen Harris, Director of Marketing & Vice President
“Karen Harris – Director of Marketing & Vice President Karen Harris has provided a variety of marketing and other services to Quadrant since November 2000”quadrant-us.com
2001 Clarendon Insurance Group added as shareholder
“2001 Clarendon Insurance Group is added into the mix as a shareholder.”quadrant-us.com
2004 Management buy-out by Epoch Underwriting Management
“2004 Mr. Harris works closely with US RE Corporation to lead a management buy-out of Quadrant Insurance Managers. Epoch Underwriting Management is formed as a transition vehicle to acquire the assets of AMG/Quadrant.”quadrant-us.com
Commercial insurance, professional liability, management liability, general liability, cyber/network security
“We write only commercial insurance. Some of our specialties include professional liability, management liability, general liability, and cyber/network security & privacy liability.”quadrant-us.com
National program administrator, MGA, and wholesaler
“Quadrant Insurance Managers is a national program administrator, MGA, and wholesaler for commercial insurance products.”quadrant-us.com
Worthington, OH 43085
“Quadrant Insurance Managers HQ 6797 N. High St., Ste. 335 Worthington, OH 43085”quadrant-us.com
Professional Liability, E&O, P&C
“Their understanding of Agents, Brokers, MGA, MGU and Program Managers Professional Liability exposures and protection I have found to be far superior”quadrant-us.com
Professional Lines, P&C Risks
“one who is knowledgeable and experienced in professional lines since our firm is focused on P&C risks.”quadrant-us.com
Selective
“Quadrant has access to an ample number of carriers, but we believe in being selective when it comes to marketing submissions.”quadrant-us.com
Show 2 unverified facts (did not pass QA)
2014 Ten years of independence
“2014 Quadrant celebrates ten years of independence!”
QA note: Unverified: independence wording absent. Shown for transparency; not treated as a fact.
quadrant-us.comMark Harris, President & CEO
“Mark Harris, President & CEO Quadrant Insurance Managers”
QA note: Unverified: testimonial context. Shown for transparency; not treated as a fact.
quadrant-us.com