About Treolar & Heisel | Dental & Resident Insurance Products

Young dental professional in light-blue scrubs and blue gloves smiling at the camera while working on a dental training mannequin under a white-and-blue dental microscope in a bright treatment room with large windows.

Our Goal

You need more than insurance. You need a guide.

As a premier provider of financial services to dental and medical professionals from training to retirement, our goal is to educate, prepare and protect our clients with a comprehensive suite of insurance products, customized to your needs.

Our experienced team can help you, your family and your practice, protect and prepare for what lies ahead.

Our History

A Legacy of Industry Innovation

In 1959, Dan Treloar was a lone insurance agent in New Castle, a small town in western Pennsylvania. A neighbor in the office building they shared was an orthodontist, and a client who needed disability income insurance.

Dan saw an opportunity to find a disability income insurance policy that would adequately cover not only this client, but orthodontists nationwide. At the time, large brokerage companies were vying for this business. There was yet a single national insurance company who was willing to take on the risk.

Relentless in his pursuit of a solution, Dan convinced an insurer in Chicago to develop a contract that would address the specific needs of orthodontists. Word spread, and one by one, specialty dental associations decided to entrust their insurance business with Treloar & Heisel.

More than half a century later, Treloar & Heisel is a premier financial services provider to dental and medical professionals across the country. We assist thousands of clients from training to practice and through retirement with a comprehensive suite of financial services, custom-tailored advice, and a strong service-focused support team.

In 2022, Treloar & Heisel joined EPIC Insurance Brokers & Consultants, one of the nation’s leading insurance and employee benefits firms. This partnership enhances our resources and reach while staying true to our founding mission — helping dental and medical professionals protect and grow what matters most at every stage of their careers.

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Our Team

Behind every solution we provide is a dedicated team that knows the dental and medical professions inside and out. Our specialists bring decades of combined experience, offering personalized guidance and ongoing support to help you protect what you’ve worked so hard to achieve.

Meet Our Team

Modern office reception with a white marble-front desk under an illuminated 'EPIC' wall sign, a smiling receptionist seated behind the desk speaking with a man leaning on the counter and a glass-walled corridor to the right where a woman walks by in motion blur.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country.

EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.

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Professional Associations

We are proud to collaborate with the Professional Association, a partnership that enhances our commitment to excellence in our field. This relationship allows us to provide our members with valuable resources and networking opportunities.