{"id":135611,"date":"2025-07-01T19:05:00","date_gmt":"2025-07-01T19:05:00","guid":{"rendered":"https:\/\/content-stg-talogy.pantheonsite.io\/?post_type=case_study&#038;p=135611"},"modified":"2026-07-30T19:03:08","modified_gmt":"2026-07-30T19:03:08","slug":"epic-insurance-brokers-consultants-x-talogy","status":"publish","type":"case_study","link":"https:\/\/talogy.com\/en\/case-studies\/epic-insurance-brokers-consultants-x-talogy\/","title":{"rendered":"EPIC Insurance Brokers &amp; Consultants"},"content":{"rendered":"\n<section class=\"wp-block-group alignfull hero-variation-four has-white-breadcrumbs has-yellow-to-purple-gradient-background has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-a609642e wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--50);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-columns are-vertically-aligned-top is-layout-flex wp-container-core-columns-is-layout-cb0a7ccb wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-8142d6ba wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\"><div class=\"yoast-breadcrumbs\"><span><span><a href=\"https:\/\/talogy.com\/en\/\">Home<\/a><\/span> \/ <span><a href=\"https:\/\/talogy.com\/en\/case-studies\/\">Case studies<\/a><\/span> \/ <span class=\"breadcrumb_last\" aria-current=\"page\"><strong>EPIC Insurance Brokers &amp; Consultants<\/strong><\/span><\/span><\/div>\n\n\n<h1 class=\"wp-block-heading has-xxxl-font-size\" style=\"font-style:normal;font-weight:800\">Scaling Talent Success<\/h1>\n\n\n\n<p class=\"has-s-font-size wp-block-paragraph\" style=\"line-height:1.5\"><strong>Client:<\/strong> EPIC Insurance Brokers &amp; Consultants<br><br>Discover how EPIC Insurance Brokers &amp; 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.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link wp-element-button\" href=\"#form\">Connect with an expert<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<h2 class=\"wp-block-heading\">The organization<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Client name:<\/strong> EPIC Insurance Brokers &amp; Consultants<\/li>\n\n\n\n<li><strong>Industry:<\/strong> <a href=\"\/en\/talent-management-solutions\/industry\/finance-insurance\/\">Insurance<\/a> and Risk Management<\/li>\n\n\n\n<li><strong>Region:<\/strong> United States<\/li>\n\n\n\n<li><strong>Employees:<\/strong> Approximately 2,600<\/li>\n\n\n\n<li><strong>Key contact:<\/strong> Barbara Kogen, SVP Talent Development<\/li>\n\n\n\n<li><strong>Solutions used:<\/strong> <a href=\"\/en\/talent-management-solutions\/assessments\/caliper-personality-assessment\/\">Talogy Caliper<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">EPIC Insurance Brokers &amp; 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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The challenge<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Key challenges included:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Talent practices varied widely across acquired businesses, making consistency difficult to achieve<\/li>\n\n\n\n<li>The Talogy Caliper assessment had been used in hiring in pockets of the organization but was not consistently used across the organization.<\/li>\n\n\n\n<li>Where the assessment was used for hiring it was not consistently applied for coaching or development<\/li>\n\n\n\n<li>The HR team lacked the ability to interpret the behavioral data and needed support applying it effectively<\/li>\n\n\n\n<li>There was no structured way to support career growth or identify future leaders<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center has-border-color has-primary-500-border-color is-layout-flex wp-container-core-columns-is-layout-14a98bec wp-block-columns-is-layout-flex\" style=\"border-width:2px;border-radius:18px;padding-top:var(--wp--preset--spacing--60);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--70)\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-container-core-column-is-layout-9f7ebb90 wp-block-column-is-layout-flow\" style=\"padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;flex-basis:100%\">\n<blockquote class=\"wp-block-quote talogy-quote is-style-large is-layout-flow wp-block-quote-is-layout-flow is-style-large--1\">\n<p class=\"wp-block-paragraph\">We didn\u2019t 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\u2019s what we found in Caliper.<\/p>\n\n\n\n<p class=\"talogy-quote_author wp-block-paragraph\" style=\"font-style:normal;font-weight:400\">Barbara Kogen<\/p>\n\n\n\n<p class=\"talogy-quote_author-title has-secondary-500-color has-text-color has-link-color wp-elements-324dc5824d150a53a1a29e46432c4f29 wp-block-paragraph\" style=\"font-style:normal;font-weight:400\">SVP Talent Development, EPIC Insurance Brokers &amp; Consultants<\/p>\n<\/blockquote>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">The solution<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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 \u2014 from onboarding and team development to coaching and succession planning.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Using Caliper insights during hiring and onboarding to help managers understand employee strengths and development areas early on and support <a href=\"\/en\/knowledge-hub\/competency-behavior\/\">competencies and behaviors<\/a><\/li>\n\n\n\n<li>Supporting coaching and team sessions with deep behavioral insight to improve collaboration and reduce friction<\/li>\n\n\n\n<li>Mapping Caliper data to internal competency models to guide career development and role planning<\/li>\n\n\n\n<li>Building internal capability through a tailored certification program for HR business partners<\/li>\n\n\n\n<li>Ongoing guidance from Talogy consultants to support implementation and adapt the approach as needed<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center has-border-color has-primary-500-border-color is-layout-flex wp-container-core-columns-is-layout-14a98bec wp-block-columns-is-layout-flex\" style=\"border-width:2px;border-radius:18px;padding-top:var(--wp--preset--spacing--60);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--70)\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-container-core-column-is-layout-9f7ebb90 wp-block-column-is-layout-flow\" style=\"padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;flex-basis:100%\">\n<blockquote class=\"wp-block-quote talogy-quote is-style-large is-layout-flow wp-block-quote-is-layout-flow is-style-large--2\">\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"talogy-quote_author wp-block-paragraph\" style=\"font-style:normal;font-weight:400\">Barbara Kogen<\/p>\n\n\n\n<p class=\"talogy-quote_author-title has-secondary-500-color has-text-color has-link-color wp-elements-324dc5824d150a53a1a29e46432c4f29 wp-block-paragraph\" style=\"font-style:normal;font-weight:400\">SVP Talent Development, EPIC Insurance Brokers &amp; Consultants<\/p>\n<\/blockquote>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">The impact<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Since implementing Talogy\u2019s 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.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Managers and HR feel more confident during hiring and onboarding, with better insight into how new hires work and where they may need support<\/li>\n\n\n\n<li>Teams collaborate more effectively, using Caliper data to understand differences in working styles<\/li>\n\n\n\n<li>HR business partners now play a more strategic role, offering data-backed recommendations to leadership<\/li>\n\n\n\n<li>Employees are more self-aware and engaged in their development<\/li>\n\n\n\n<li>Talent planning is more structured, with Caliper data informing internal mobility and promotion decisions<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center has-border-color has-primary-500-border-color is-layout-flex wp-container-core-columns-is-layout-14a98bec wp-block-columns-is-layout-flex\" style=\"border-width:2px;border-radius:18px;padding-top:var(--wp--preset--spacing--60);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--70)\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-container-core-column-is-layout-9f7ebb90 wp-block-column-is-layout-flow\" style=\"padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;flex-basis:100%\">\n<blockquote class=\"wp-block-quote talogy-quote is-style-large is-layout-flow wp-block-quote-is-layout-flow is-style-large--3\">\n<p class=\"wp-block-paragraph\">Integrating Talogy\u2019s Caliper Profile tools into our talent management lifecycle has been transformative. By leveraging data-driven insights at every stage\u2014from hiring and onboarding to development and improving our teams- we\u2019ve 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.<\/p>\n\n\n\n<p class=\"talogy-quote_author wp-block-paragraph\" style=\"font-style:normal;font-weight:400\">Janine Walter<\/p>\n\n\n\n<p class=\"talogy-quote_author-title has-secondary-500-color has-text-color has-link-color wp-elements-455ca4f5c85b87ecc035195fa27cfc19 wp-block-paragraph\" style=\"font-style:normal;font-weight:400\">Chief Human Resource Officer, Galway Holdings LP<\/p>\n<\/blockquote>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">The Power of Partnership<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">EPIC credits the success of the program to Talogy\u2019s 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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u201cWe 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.\u201d<\/em><br>\u2014 Barbara Kogen, SVP Talent Strategy, EPIC Insurance Brokers &amp; Consultants<\/p>\n\n\n\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center has-border-color has-primary-500-border-color is-layout-flex wp-container-core-columns-is-layout-14a98bec wp-block-columns-is-layout-flex\" style=\"border-width:2px;border-radius:18px;padding-top:var(--wp--preset--spacing--60);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--70)\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-container-core-column-is-layout-9f7ebb90 wp-block-column-is-layout-flow\" style=\"padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;flex-basis:100%\">\n<blockquote class=\"wp-block-quote talogy-quote is-style-large is-layout-flow wp-block-quote-is-layout-flow is-style-large--4\">\n<p class=\"wp-block-paragraph\">With Talogy Caliper, we\u2019re not just making better hiring decisions. We\u2019re 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\u2019s what made the difference.<\/p>\n\n\n\n<p class=\"talogy-quote_author wp-block-paragraph\" style=\"font-style:normal;font-weight:400\">Janine Walter<\/p>\n\n\n\n<p class=\"talogy-quote_author-title has-secondary-500-color has-text-color has-link-color wp-elements-455ca4f5c85b87ecc035195fa27cfc19 wp-block-paragraph\" style=\"font-style:normal;font-weight:400\">Chief Human Resource Officer, Galway Holdings LP<\/p>\n<\/blockquote>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained has-background is-nowrap is-layout-flex wp-container-core-group-is-layout-fd27e88f wp-block-group-is-layout-flex\" style=\"background:linear-gradient(345deg,#00cece 0%,#4b0074 45%,#39045b 100%);margin-top:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-columns alignwide wp-container-content-9cfa9a5a is-layout-flex wp-container-core-columns-is-layout-f2293cd2 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--60);padding-right:var(--wp--preset--spacing--20);padding-bottom:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading has-white-color has-text-color has-link-color has-xxl-font-size wp-elements-106310b03cf5e8c69d5195f302a6de7a\" id=\"form\">Do you have a similar challenge? Talk to our experts.<\/h2>\n\n\n\n<p class=\"has-secondary-900-color has-text-color has-teal-200-color has-link-color wp-elements-e381c9eedc2426741189805432a0e77e wp-block-paragraph\"><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top has-white-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"border-style:none;border-width:0px;border-radius:16px;padding-top:var(--wp--preset--spacing--10);padding-right:var(--wp--preset--spacing--10);padding-bottom:var(--wp--preset--spacing--10);padding-left:var(--wp--preset--spacing--10)\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained has-white-background-color has-background has-global-padding wp-container-core-group-is-layout-1d4118d3\" style=\"margin-top:0;margin-bottom:0;box-shadow:var(--wp--preset--shadow--elevation-200)\">\n<script data-ot-ignore type=\"text\/javascript\" src=\"https:\/\/js-eu1.hsforms.net\/forms\/v2.js\"><\/script> <script data-ot-ignore> (function() { function createHubSpotForm() { if (window.hbspt && window.hbspt.forms) { hbspt.forms.create({ region: \"eu1\", portalId: \"24974645\", formId: \"da02f332-1957-4f36-9da8-c2f8c8e0eb25\" }); } else { setTimeout(createHubSpotForm, 100); } } createHubSpotForm(); })(); <\/script>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The organization EPIC Insurance Brokers &amp; 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 [&hellip;]<\/p>\n","protected":false},"featured_media":142527,"parent":0,"comment_status":"closed","ping_status":"closed","template":"general-template","meta":{"_acf_changed":false,"wds_case_study_client_name":"EPIC Insurance Brokers & Consultants","wds_case_study_alternate_title":"Scaling Talent Success","wds_case_study_client_logo":"https:\/\/talogy.com\/wp-content\/uploads\/2025\/07\/logo-epic-2026.svg","footnotes":""},"tags":[],"case_study_assessment_type":[95,98,103,104],"tax_category":[],"tax_industry":[154],"case_study_talent":[88,91,90],"class_list":["post-135611","case_study","type-case_study","status-publish","has-post-thumbnail","hentry","case_study_assessment_type-360s","case_study_assessment_type-candidate-screening","case_study_assessment_type-leadership","case_study_assessment_type-personality-values","tax_industry-finance-and-insurance","case_study_talent-delivering-people-development-for-performance","case_study_talent-developing-a-future-ready-workforce","case_study_talent-developing-leaders-for-today-and-tomorrow"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>EPIC x Talogy: Scalable Workforce Strategy | Talogy Case Study<\/title>\n<meta name=\"description\" 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