EPIC Delivers Accuracy and Speed for Clients and Underwriters

Challenge: Staying current on changing regulations

The rules, regulations, laws, and risk assessments guiding the insurance industry are constantly changing. For agents, the information they share affects their clients’ homes and their livelihood. For EPIC Insurance Brokers & Consultants, their guidance is their reputation.

With expertise covering property and casualty, employee benefits, specialty programs, and private client services, EPIC needs access to current, authoritative information they can rely on. 

“We're presenting information either to our clients, the underwriting community, or to the claims community, so I can't go in with ‘our best guess is ...’” says Managing Principal Renae Parent. “I need something that is backed in factual information.”

The Solution: Insurance intelligence, plus citations

EPIC knew that providing answers alone wasn’t enough. They needed fast answers, backed by trusted references that clients and industry partners can verify. 

Using conversational search capabilities in ReferenceConnect AI, users ask a question, receive an AI-powered answer, and can continue to refine their search until they find exactly what they need. 

ReferenceConnect AI is built on insurance specific information from industry-leading sources:

• 75+ insurance industry-specific publishers, 
• Over 1 million up-to-date documents, including forms, manuals, and industry trade information,
• Proprietary information shared by carriers.

By pulling from industry and carrier publishers, EPIC can provide answers from the same manuals underwriters use, giving their team the confidence that the information they are using is consistent, accurate, and verifiable. 

Outcomes

Insurance leaders make defensible risk decisions

Managing Principal Renae Parent helps clients and internal teams make coverage decisions that reduce the total cost of risk. When a client has a complex coverage question, she finds ways to solve it. 

When a client needed affirmative coverage was blocked by exclusions in the standard market, Parent used ReferenceConnect AI to quickly confirm the coverage limitations.  EPIC was able to focus its marketing strategy on carriers more likely to provide the coverage the client needed.

Parent was able to solve the issue much faster, and more confidently, than she would have with traditional search. Overall, ReferenceConnect AI users get answers up to 80% faster than agents who don’t use an insurance knowledge base.

The ability to get fast answers with citations just makes my job and my team's job a lot easier.”

Trainers onboard new agents with no wrong questions

The insurance industry is experiencing a talent crunch. Many new hires are also new to insurance, some to the workforce entirely. 

“I see the value in those greener employees and take the time to educate them and mentor and provide them with the resources they need to succeed,” says Business Applications Trainer Stephanie Milanes.

ReferenceConnect AI provides a way for new employees to take ownership in their learning, Milanes says. Onboarding moves faster, and they can independently find answers to any question without relying on the time of a mentor or senior staff member. 

There's a tool where no question is a wrong question. You can ask whatever you need and feel confident."

Agents gain insurance information to clear their to-do list

As an associate broker at EPIC, Evan Povolni handles requests ranging from new business placements to assisting with remarketing or creating due diligence reports for large prospects.

ReferenceConnect AI has been a massive time saver, he says, estimating the AI search cuts the time spent on tasks by about half. Rather than using a search engine or a generic AI large language model, Povolni uses ReferenceConnect AI to find the insurance-specific answers he needs so he can help clients and move on to the next task.

I think that's ultimately the value here: saving time and helping you navigate that vast library through a simple search.”