EPIC Insurance Brokers & Consultants
One California Street Suite 400,
San Francisco, 94111, CA,
United States
San Francisco, 94111, CA,
United States
1 415-365-8000
Insurance
EPIC Insurance Brokers & Consultants Technographics
EPIC Insurance Brokers & Consultants Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by EPIC Insurance Brokers & Consultants and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2600 EPIC Insurance Brokers & Consultants employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that EPIC Insurance Brokers & Consultants has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2020, Talogy Assessments for Talent Assessment in 2024, Zoom for Audio Video and Web Conferencing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems EPIC Insurance Brokers & Consultants is running and its propensity to invest more and deepen its relationship with Oracle , Talogy , Zoom Video Communications or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing EPIC Insurance Brokers & Consultants revenues, which have grown to $744.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for EPIC Insurance Brokers & Consultants intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
EPIC Insurance Brokers & Consultants Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Vertafore Sagitta | Oracle Cloud ERP | ERP Financial | ERP Financial Management | n/a | 2020 | 2021 |
In 2020 EPIC Insurance Brokers & Consultants implemented Oracle Cloud ERP as its centralized financial system, consolidating disparate instances into a single Oracle Cloud Financials environment under the ERP Financial category. The program managed conversion of five legal entities from existing Oracle Cloud instances, Vertafore Sagitta and other legacy systems into one unified financial instance.
The deployment included core financial modules, specifically General Ledger, Payables, Fixed Assets, Cash Management and Intercompany Accounting. The delivery team performed hands-on conversion of transactional and master data, including multi-year General Ledger journal loads, supplier master records, payables invoices and fixed asset registers, applying standard ERP Financial data mapping, cleansing and validation workflows.
Architecturally the project centralized accounting and treasury processing into a single Oracle Cloud Financials tenant to support shared chart of accounts and consolidated reporting flows. Operational scope covered finance, accounts payable, fixed asset accounting, treasury and intercompany accounting functions across the five companies, with configuration focused on ledger structures, intercompany balancing rules and cash management controls.
Governance emphasized controlled cutover sequencing, reconciliation and accounting validation, with scripted journal and supplier conversion processes and post-migration verification of asset balances and invoice histories. The implementation narrative centers on consolidation into Oracle Cloud ERP, module-level conversions and centralized financial process orchestration consistent with ERP Financial standards.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Talogy | Legacy | Talogy Assessments | Talent Assessment | HCM | n/a | 2024 | 2024 |
In 2024, EPIC Insurance Brokers & Consultants implemented Talogy Assessments, embedding the Talogy Caliper behavioural assessment across its talent lifecycle in the United States. The deployment is cataloged in the Talent Assessment category and targeted hiring, onboarding, coaching, succession planning and HR capability building across EPIC’s HR and people management functions.
Talogy Assessments was configured to provide behavioural assessment data and competency profiling to support selection and development workflows, aligning assessment outputs with hiring decision support, onboarding readiness, leadership coaching and succession planning processes. The implementation emphasized assessment-driven candidate evaluation and developmental recommendations, leveraging Talogy Caliper outputs to inform manager-led talent conversations and HR business partner advisories.
Operational coverage focused on HR business partners, hiring managers and team leads across EPIC’s U.S. operations, with the platform embedded into day one onboarding and ongoing coaching touchpoints. The engagement included a formal capability uplift, co-developing a Master Certification for HR business partners to standardize interpretation, scoring literacy and application of Talogy Caliper results in talent planning and hiring decisions.
Governance changes centered on certifying HR business partners and standardizing assessment-backed workflows for selection and succession processes. The engagement delivered stronger talent planning, increased manager confidence in hiring decisions, and improved team collaboration as reported by Talogy and EPIC.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021 EPIC Insurance Brokers & Consultants deployed Zoom for Audio Video and Web Conferencing on its public website and internal collaboration environment. Zoom is provisioned as a cloud hosted conferencing application, with visible website integration that indicates web embedded meeting or webinar endpoints are in use and central meeting orchestration is managed through the vendor platform.
Functional capabilities implemented reflect typical Audio Video and Web Conferencing modules, including video meetings, webinar hosting, screen sharing, and session recording, supporting broker to client engagement and cross-office collaboration. Operational scope covers client-facing interactions via the corporate website and internal communication across brokerage, sales and client services functions, with governance oriented around standardized meeting workflows, centralized administration of conferencing accounts, and scheduling and authentication controls.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2024 | 2024 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at EPIC Insurance Brokers & Consultants
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by EPIC Insurance Brokers & Consultants Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from EPIC Insurance Brokers & Consultants IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the EPIC Insurance Brokers & Consultants digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD EPIC Insurance Brokers & Consultants Technographics
EPIC Insurance Brokers & Consultants is a Insurance organization based in United States,
with around 2600 employees and annual revenues of $744.0 million.
EPIC Insurance Brokers & Consultants operates a diverse technology stack with applications such as
Oracle Cloud ERP, Talogy Assessments and Zoom,
covering areas like ERP Financial, Talent Assessment and Audio Video and Web Conferencing.
EPIC Insurance Brokers & Consultants has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Talogy and Zoom Video Communications.
EPIC Insurance Brokers & Consultants recently adopted applications including
Talogy Assessments in 2024, Zoominfo Platform in 2024 and Lumen Cloud (ex CenturyLink) in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of EPIC Insurance Brokers & Consultants’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates EPIC Insurance Brokers & Consultants’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete EPIC Insurance Brokers & Consultants technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.