Former AssuredPartners exec ordered to return confidential information
- May 16, 2025
- Posted by: Web workers
- Category: Finance
A federal judge in Chicago Friday ordered a former AssuredPartners Inc. unit executive to return and stop using confidential information he took with him when he left the brokerage to join rival EPIC Insurance Brokers and Consultants.
U.S. District Judge Andrea Wood of the Northern District of Illinois said AssuredPartners of Illinois LLC sufficiently showed that Timothy Heublein accessed and used its confidential information and that it sustained irreparable harm and had a substantial likelihood of success on its claims for violating the Defend Trade Secrets Act and Illinois Trade Secrets Act. The case is AssuredPartners of Illinois LLC v. Timothy Heublein et al.
The judge ordered EPIC to search its electronic records for any of AssuredPartners’ confidential information and ordered Mr. Heublein to provide a sworn declaration regarding the whereabouts of the misappropriated documents.
AssuredPartners sued Mr. Heublein and EPIC in March, alleging he breached confidentiality and nonsolicitation agreements when he abruptly resigned to join Newport Beach, California-based EPIC. AssuredPartners alleged that before he resigned, Mr. Heublein accessed and printed information about its book of business and other confidential documents and used that information to persuade clients to move their business to EPIC.
AssuredPartners said that since Mr. Heublein’s resignation it had received broker of record letters from “several significant” clients informing it that they were now doing business with EPIC.
Mr. Heublein joined AssuredPartners in January 2020 as the director of its golf course programs after it purchased Chicago-based insurance agency Corkill. EPIC allegedly encouraged Mr. Heublein to join the brokerage in the months leading up to his resignation, court records show.
AssuredPartners filed a motion earlier this month for a temporary restraining order and injunctive relief.
Representatives for the parties did not respond to requests for comment.
