EPC Group - Enterprise Microsoft AI, SharePoint, Power BI, and Azure Consulting
G2 High Performer Summer 2025, Momentum Leader Spring 2025, Leader Winter 2025, Leader Spring 2026
BlogContact
Ready to transform your Microsoft environment?Get started today
(888) 381-9725Get Free Consultation
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌

EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive, Suite 830
Houston, TX 77056

Follow Us

Solutions

  • M&A Practices

    • M&A Tenant Migration
    • Carve-Out Migration
    • Private Equity Practice
    • Engagement Operating Model
  • All Services
  • Microsoft 365 Consulting
  • AI Governance
  • Azure AI Consulting
  • Cloud Migration
  • Microsoft Copilot
  • Data Governance
  • Microsoft Fabric
  • Dynamics 365
  • Power BI Consulting
  • SharePoint Consulting
  • Microsoft Teams
  • vCIO / vCAIO Services
  • Large-Scale Migrations
  • SharePoint Development

Industries

  • All Industries
  • Healthcare IT
  • Financial Services
  • Government
  • Education
  • Teams vs Slack

Power BI

  • Case Studies
  • 24/7 Emergency Support
  • Dashboard Guide
  • Gateway Setup
  • Premium Features
  • Lookup Functions
  • Power Pivot vs BI
  • Treemaps Guide
  • Dataverse
  • Power BI Consulting

Company

  • About Us
  • Our History
  • Microsoft Gold Partner
  • Case Studies
  • Testimonials
  • Fixed-Fee Accelerators
  • Blog
  • Resources
  • All Guides & Articles
  • Video Library
  • Client Reviews
  • Engagement Operating Model
  • FAQ
  • Contact
  • Schedule a consultation

Microsoft Teams

  • Teams Questions
  • Teams Healthcare
  • Task Management
  • PSTN Calling
  • Enable Dial Pad

Azure & SharePoint

  • Azure Databricks
  • Azure DevOps
  • Azure Synapse
  • SharePoint MySites
  • SharePoint ECM
  • SharePoint vs M-Files

Comparisons

  • M365 vs Google
  • Databricks vs Dataproc
  • Dynamics vs SAP
  • Intune vs SCCM
  • Power BI vs MicroStrategy

Legal

  • Sitemap
  • Privacy Policy
  • Terms
  • Cookies

About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. EPC Group historically held the distinction of being the oldest continuous Microsoft Gold Partner in North America from 2016 until the program's retirement. Because Microsoft officially deprecated the Gold/Silver tiering framework, EPC Group transitioned to the modern Microsoft Solutions Partner ecosystem and currently holds the core Microsoft Solutions Partner designations.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP multiple years, first awarded 2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

EPC Group delivers Power BI analytics for insurance carriers, agencies, and MGAs — covering claims analytics, actuarial dashboards, loss ratio monitoring, underwriting performance, and fraud detection. All solutions are SOC 2-aligned and built on 29 years of Microsoft technology experience and deep insurance domain knowledge.

Key Facts

  • Insurance Power BI deployments: claims processing analytics, actuarial reserving dashboards, policy lifecycle reporting, and SIU fraud detection.
  • Compliance alignment: SOC 2 Type II, NAIC data privacy standards, and CCPA for California-domiciled carriers.
  • Timeline: focused dashboard suite takes 4–8 weeks. Department-wide analytics rollout takes 8–16 weeks. Enterprise platform with Fabric, governance, and training takes 4–6 months.
  • EPC Group: 29 years of Microsoft consulting, insurance domain expertise, Microsoft Solutions Partner (core designations).

Insurance Power BI Consulting | Claims & Actuarial Analytics

Expert Microsoft consulting and implementation

HomeServicesPower BI ConsultingInsurance
Insurance Analytics & Intelligence

Power BI for Insurance

Transform insurance operations with purpose-built Power BI solutions. Claims analytics, actuarial dashboards, underwriting intelligence, loss ratio tracking, and agent performance monitoring for carriers, MGAs, and agencies.

Schedule a ConsultationView Insurance Case Studies
25%
Faster Claims
Reduction in average claims cycle time
40%
Fraud Savings
Increase in fraud detection and recovery rates
3-5pts
Loss Ratio Improvement
Average loss ratio reduction across P&C clients
90%+
Retention Rate
Policyholder retention with analytics-driven engagement
60+
Insurance Clients
P&C / Life / Health
All Lines Expertise
NAIC
Reporting Expertise
29 years
Insurance IT Experience
Insurance Analytics

Comprehensive Insurance Intelligence

Purpose-built analytics covering the full insurance value chain from underwriting and policy management through claims resolution and fraud detection.

Claims Analytics & Processing

End-to-end claims visibility from first notice of loss (FNOL) through settlement. Track cycle times, adjuster workloads, reserve adequacy, litigation rates, and subrogation recovery. Identify bottlenecks that slow claims resolution and drive up expenses.

FNOL-to-settlement cycle time tracking
Adjuster workload and caseload balancing
Reserve adequacy monitoring with development triangles
Litigation rate and defense cost analytics
Subrogation and salvage recovery tracking

Actuarial Dashboards

Interactive actuarial analytics with loss development triangles, reserve projections, rate adequacy analysis, and experience rating. Provide actuaries with self-service tools for loss trending, IBNR estimation, and pricing model validation.

Loss development triangle visualization
IBNR (Incurred But Not Reported) reserve estimation
Rate adequacy and pricing analysis dashboards
Experience rating and loss ratio trending
Catastrophe modeling and exposure analytics

Policy Lifecycle Management

Track the complete policy lifecycle from quote through renewal or non-renewal. Monitor new business hit ratios, retention rates, mid-term endorsements, cancellation reasons, and book of business composition by geography and line.

Quote-to-bind hit ratio tracking by line and agent
Policy retention and renewal rate dashboards
Mid-term endorsement and cancellation analytics
Book of business composition and growth analysis
Premium leakage and billing compliance monitoring

Fraud Detection & SIU Analytics

AI-powered fraud detection scoring for claims with pattern analysis, link analysis between claimants, providers, and attorneys, and SIU (Special Investigations Unit) case management dashboards.

Claims fraud scoring and anomaly detection
Network link analysis (claimant-provider-attorney)
SIU referral and investigation tracking
Geographic fraud hot spot mapping
Fraud savings and recovery measurement
Capabilities

Insurance Analytics Features

From loss ratio monitoring and agent performance tracking to reinsurance analytics and regulatory reporting -- purpose-built for insurance organizations.

Loss Ratio & Combined Ratio

Real-time monitoring of loss ratios, expense ratios, and combined ratios by line of business, state, and agency with trend analysis.

  • Loss ratio by LOB and territory
  • Expense ratio component analysis
  • Combined ratio trending
  • Accident year vs. calendar year views

Agent & Producer Performance

Track agent production, retention rates, loss ratios, and profitability. Identify top performers and optimize commission structures with data.

  • Agent production scorecards
  • Retention rate by agent and agency
  • Agent loss ratio comparisons
  • Commission and bonus tracking

Underwriting Intelligence

AI-enhanced underwriting analytics with risk scoring, portfolio exposure analysis, and rate adequacy monitoring to improve underwriting profitability.

  • Risk scoring model visualization
  • Portfolio concentration and exposure
  • Pricing deviation tracking
  • Underwriter workload and turnaround

Reinsurance Analytics

Treaty and facultative reinsurance dashboards tracking ceded premium, recoveries, aggregate exposure, and reinsurer performance.

  • Treaty utilization monitoring
  • Ceded premium and recovery tracking
  • Aggregate exposure vs. attachment points
  • Reinsurer financial strength tracking

Regulatory & NAIC Reporting

Automated NAIC annual statement preparation support, state filing compliance tracking, and market conduct exam readiness dashboards.

  • NAIC annual statement data preparation
  • State filing compliance tracking
  • Market conduct exam preparation
  • Rate filing and form approval monitoring

Customer Experience Analytics

Policyholder satisfaction tracking, NPS scoring, complaint analysis, and digital adoption metrics to improve customer retention.

  • Net Promoter Score (NPS) tracking
  • Complaint volume and resolution metrics
  • Digital self-service adoption rates
  • Customer journey friction analysis
Use Cases

Insurance Analytics Solutions

Proven Power BI solutions for P&C carriers, life and annuity companies, health insurers, MGAs, and insurance agencies of all sizes.

Property & Casualty Carriers

Comprehensive P&C analytics covering personal and commercial lines with loss ratio monitoring, CAT exposure tracking, underwriting profitability by territory, and claims severity trending. Track combined ratios by line of business and state.

Combined ratio tracking
CAT exposure analysis
Territory profitability
Severity trending

Life & Annuity Carriers

Mortality experience analysis, lapse rate tracking, product profitability dashboards, and distribution channel effectiveness. Monitor in-force block performance and new business production metrics.

Mortality experience analysis
Lapse rate monitoring
Product profitability
Distribution analytics

Health Insurance Analytics

Medical loss ratio (MLR) monitoring for ACA compliance, utilization management dashboards, network adequacy analytics, and member engagement tracking across individual, group, and government programs.

Medical loss ratio (MLR)
Utilization management
Network adequacy
Member engagement

Managing General Agents (MGAs)

Production tracking by carrier, binding authority utilization, commission reconciliation, and book of business analytics for MGAs and wholesale brokers managing multiple carrier appointments.

Carrier production tracking
Authority utilization
Commission reconciliation
Book composition

Insurance Agencies & Brokerages

Agency management dashboards for production tracking, retention analytics, pipeline management, and carrier relationship monitoring with revenue forecasting and producer performance scorecards.

Producer scorecards
Retention analytics
Pipeline tracking
Revenue forecasting

Workers Compensation Analytics

WC-specific dashboards tracking experience modifications, claim frequency and severity by class code, return-to-work analytics, and premium audit results with NCCI compliance monitoring.

Experience mod tracking
Class code analysis
Return-to-work rates
Audit results tracking
Why EPC Group

Insurance Analytics Expertise You Can Trust

With deep insurance domain expertise and 29 years of Microsoft technology experience, EPC Group delivers analytics solutions that understand the nuances of insurance operations, actuarial science, and regulatory requirements.

Insurance Industry Specialization

Deep domain expertise in P&C, life, health, and specialty lines with consultants who understand insurance operations, actuarial science, and regulatory requirements.

Compliance-Ready Architecture

Solutions designed for state insurance department requirements, NAIC reporting, SOX compliance, and data privacy regulations (CCPA, state-specific).

29 years Insurance IT

Extensive experience serving national carriers, regional mutuals, MGAs, and agency networks with enterprise-grade analytics solutions.

Policy Admin Integration

Proven integration with Guidewire, Duck Creek, Majesco, Applied Systems, Vertafore, and legacy policy administration systems.

Ready to Transform Insurance Analytics?

Schedule a free consultation to discuss your carrier, MGA, or agency's analytics needs and how we can improve your loss ratio and operational efficiency.

  • Free 30-minute consultation
  • Claims analytics assessment
  • Loss ratio improvement analysis
  • Custom analytics roadmap
Schedule Your Free Consultation

Transform Your Insurance Analytics Today

Join insurance carriers and agencies using EPC Group's Power BI solutions to improve loss ratios, accelerate claims processing, and drive profitable growth.

Schedule a ConsultationView Insurance Case Studies

Frequently Asked Questions

What is Power BI and how can it help my organization?

Power BI is Microsoft's enterprise analytics platform that transforms raw data into interactive dashboards and reports. It enables data-driven decision-making across your organization with real-time insights, automated refresh, and role-based access control. EPC Group has delivered 200+ enterprise Power BI implementations.

How much does Power BI consulting cost?

Power BI consulting typically ranges from $50K-$250K depending on scope. A focused dashboard project runs $50K-$100K, while enterprise-wide analytics platforms with governance frameworks cost $150K-$250K. EPC Group provides detailed estimates after a free discovery session.

What industries does EPC Group serve with Power BI?

EPC Group delivers Power BI solutions across healthcare (HIPAA-compliant), financial services (SOC 2), government (FedRAMP/GCC), manufacturing, retail, education, energy, and professional services — all with industry-specific compliance and security configurations.

How long does a Power BI implementation take?

Timeline depends on complexity: a focused dashboard suite takes 4-8 weeks, a department-wide analytics rollout takes 8-16 weeks, and an enterprise platform with Fabric, governance, and training takes 4-6 months. EPC Group uses agile delivery with 2-week sprint cycles.

Power BI for Insurance: Claims & Actuarial Analytics

EPC Group delivers Power BI analytics for insurance carriers, agencies, and MGAs — covering claims analytics, actuarial dashboards, loss ratio monitoring, underwriting performance, and fraud detection. All solutions are SOC 2-aligned and built on 29 years of Microsoft technology experience and deep insurance domain knowledge.

Key facts

  • Insurance Power BI deployments: claims processing analytics, actuarial reserving dashboards, policy lifecycle reporting, and SIU fraud detection.
  • Compliance alignment: SOC 2 Type II, NAIC data privacy standards, and CCPA for California-domiciled carriers.
  • Timeline: focused dashboard suite takes 4–8 weeks. Department-wide analytics rollout takes 8–16 weeks. Enterprise platform with Fabric, governance, and training takes 4–6 months.
  • EPC Group: 29 years of Microsoft consulting, insurance domain expertise, Microsoft Solutions Partner (core designations).

Insurance analytics use cases

Claims analytics and processing

Claims are the largest cost center for most carriers. Power BI gives claims leadership real-time visibility into process performance.

  • Claim cycle time by type, line of business, and adjuster.
  • Open reserves vs paid losses over rolling periods.
  • Leakage analysis — identifying where settlement costs exceed actuarial estimates.
  • Litigation rate and attorney-represented claim cost tracking.
  • Subrogation recovery rate and pipeline by file handler.

Actuarial dashboards

Actuarial teams work with large, complex datasets that are often trapped in Excel or proprietary tools. Power BI modernizes actuarial reporting without replacing the underlying actuarial models.

  • Loss triangle development and reserve adequacy tracking.
  • Earned premium vs incurred loss ratio by cohort and accident year.
  • Reinsurance recoverable tracking and treaty performance.
  • Reserve redundancy/deficiency trend by business unit.
  • IBNR (Incurred But Not Reported) estimate monitoring with credibility weighting.

Policy lifecycle management

  • New business submissions, binds, and declination rates by production source.
  • Policy lapse and cancellation analysis by reason code and segment.
  • Renewal retention by line, territory, and agent.
  • Premium audit results and earned vs written premium reconciliation.

Fraud detection and SIU analytics

  • Anomaly scoring models connected to Power BI for real-time SIU referral dashboards.
  • Provider billing pattern analysis for medical fraud detection.
  • Geographic heat maps of suspicious claim concentrations.
  • Repeat claimant and repeat attorney frequency analysis.

Underwriting performance

  • Combined ratio, loss ratio, and expense ratio by line and territory.
  • Quote-to-bind conversion rates by producer and product.
  • Risk scoring distribution and portfolio concentration.
  • Catastrophe exposure analytics by ZIP code and line of business.

Compliance and data security

Insurance data carries strict regulatory obligations. EPC Group builds compliance controls into every delivery.

  • SOC 2 Type II — workspace access controls, audit logging, and encryption in transit and at rest for all insurance data environments.
  • NAIC data privacy — sensitivity labels on reports containing non-public personal information (NPI). External sharing restrictions enforced at the workspace level.
  • CCPA — California policyholder data tagged with Purview sensitivity labels. Data subject request workflows configured for access and deletion requests.
  • Row-level security — each underwriter, adjuster, or actuary sees only the data in their authorized territory, line, or portfolio.

Technology stack

EPC Group builds insurance analytics on the full Microsoft data stack.

  • Power BI Service — workspace governance, dataset sharing, and report distribution across the organization.
  • Microsoft Fabric — Lakehouse storage for large loss datasets. Direct Lake mode eliminates import refresh windows for high-frequency claims data.
  • Azure SQL / Synapse — centralized insurance data warehouse for claims, policy, and billing system integration.
  • Azure Data Factory — ETL pipelines from core insurance systems (Guidewire, Duck Creek, Majesco, and legacy mainframes).

Frequently asked questions

Do you have experience with Guidewire and Duck Creek?

Yes. EPC Group has built Power BI connectors and ETL pipelines for Guidewire ClaimCenter and PolicyCenter, Duck Creek Claims and Policy, Majesco P&C, and legacy mainframe-based policy administration systems. We extract data via available APIs, database direct connections, or batch file exports depending on the system.

How long does a claims analytics dashboard take to deploy?

A focused claims analytics suite (cycle time, reserve tracking, adjuster performance) takes 4–6 weeks. This includes data source connection, data model build, dashboard development, RLS configuration, and user acceptance testing. A full enterprise analytics platform takes 4–6 months.

Can Power BI handle the volume of claims data at a large carrier?

Yes. Large carriers with millions of claim records use Microsoft Fabric with Direct Lake mode — semantic models query Parquet files in OneLake at near-Import-mode performance without refresh windows. For historical loss triangles going back 20+ years, Azure Synapse handles the query layer before Power BI.

What is the ROI from insurance Power BI implementations?

EPC Group clients typically see three ROI sources: faster claims cycle time (reducing loss adjustment expense), leakage reduction from better reserve adequacy visibility, and reduced actuarial reporting time (actuarial teams spend 60–70% less time building reports and more time on analysis). Specific ROI depends on your claims volume and current reporting maturity.

Do you work with insurance agencies and MGAs, or only carriers?

Both. For carriers, we build claims, actuarial, and underwriting analytics. For agencies and MGAs, we focus on production analytics (premium by producer, binding authority usage, commission reconciliation) and carrier scorecard reporting. Agency-side Power BI deployments are typically smaller in scope and deploy in 4–6 weeks.

Talk to an insurance analytics architect

EPC Group delivers Power BI for insurance carriers, MGAs, and reinsurers. Call (888) 381-9725 or request a 30-minute discovery call.