Discover how EPIC Insurance Brokers & Consultants partnered with Talogy to build a scalable talent strategy using behavioral assessments. See how Caliper insights transformed hiring, leadership development, and employee growth across a 2,600-employee organization.
Client name: EPIC Insurance Brokers & Consultants
Industry: Insurance and Risk Management
Region: United States
Employees: Approximately 2,600
Key contact: Barbara Kogen, SVP Talent Development
Solutions used: Talogy Caliper
EPIC Insurance Brokers & Consultants is a national insurance brokerage and consulting firm offering services in risk management, employee benefits and personal insurance. With offices across the U.S, EPIC serves a diverse client base by combining deep industry expertise with a personalized, client-focused approach. The company has grown significantly and is recognized for its entrepreneurial culture and commitment to innovation.
As EPIC continued to expand through both organic growth and acquisition, it became clear that a consistent approach to assessing talent was needed across the business. Each acquired organization brought its own systems, tools, and people practices, which would begin to create inconsistencies in hiring, development, and leadership.
The team identified an opportunity to bring greater clarity and structure to how EPIC hired, developed and supported its people. The vision extended beyond recruitment, aiming to strengthen leadership, foster more meaningful conversations, and help individuals better understand themselves.
Key challenges included:
We didn’t just want another hiring tool. We wanted something that could help our people grow throughout their careers at EPIC. We needed insight we could use across the full employee journey, and that’s what we found in Caliper.
EPIC partnered with Talogy to embed the Caliper Profile at the heart of its talent strategy. Instead of focusing only on recruitment, the solution was designed over time to support the entire employee lifecycle — from onboarding and team development to coaching and succession planning.
To empower HR teams and ensure the insights could be applied meaningfully, Talogy and EPIC co-developed a custom Master Certification program. This gave HR business partners the knowledge and confidence to interpret Caliper data and use it to support leaders and employees across the organization.
We needed more than reports. We needed to understand what the data was telling us and how to turn that into action. Talogy helped us build that capability internally.
Since implementing Talogy’s Caliper solution, EPIC has seen a culture shift in how behavioral data is used and valued across the organization. What began as a hiring tool is now a shared language that supports performance conversations, coaching, and team development.
EPIC also uses Caliper insights to support career pathing, aligning key behavioral competencies with role expectations and helping employees plan their development with greater clarity.
Integrating Talogy’s Caliper Profile tools into our talent management lifecycle has been transformative. By leveraging data-driven insights at every stage—from hiring and onboarding to development and improving our teams- we’ve been able to make more objective, informed decisions. The result has been stronger alignment between our people and our business needs and a measurable impact on performance and engagement across the organization.
EPIC credits the success of the program to Talogy’s collaborative approach and shared commitment to long-term outcomes. Rather than simply delivering a product, Talogy worked alongside EPIC to co-create a sustainable talent strategy grounded in behavioral insight.
With a certified network of internal Caliper practitioners and continued support from Talogy consultants, EPIC is now exploring new ways to apply behavioral data in areas like performance management, succession planning, and learning strategy.
“We had the science, but we needed help putting it into action. Talogy met us where we were and helped us build something that worked for our people and our business.”
— Barbara Kogen, SVP Talent Strategy, EPIC Insurance Brokers & Consultants
With Talogy Caliper, we’re not just making better hiring decisions. We’re helping people understand themselves, build stronger teams, and grow with purpose. Talogy helped us take something scientific and turn it into something human, and that’s what made the difference.
