90

%

Event Attendance Rate

50

%

Time Saved on Event Management

2

x

Faster Event Planning & Execution

About

Next Insurance is a leading provider of small business insurance, offering tailored coverage solutions to entrepreneurs and business owners. As a rapidly growing company, Next Insurance prioritizes employee development and engagement, ensuring its workforce is equipped with the knowledge and skills needed to excel.

Employees

850

Global Hubs

4

ERGs

3

Challenge

As Next Insurance expanded, Franni Weinberg, Global Head of Learning & Development (L&D), and her team faced mounting challenges managing quarterly learning initiatives and live training sessions. Relying on Google Calendar and manual processes, the team invested substantial effort in coordinating event logistics, sending reminders, tracking attendance, and collecting feedback.

With an increasingly hybrid workforce and a growing number of programs, the limitations of this fragmented approach became apparent. Franni needed a streamlined solution that could enhance live learning management, drive higher engagement, and scale with the company’s growth.

How Next Insurance streamlined live learning with Epoch - Next Insurance Case Study on Vimeo

Solution

Centralized Learning Management

Epoch provided a unified platform for managing all live learning events, from onboarding sessions and departmental workshops to company-wide learning initiatives. With a single interface, the L&D team could set up, manage, and promote events seamlessly.

Automated Communications and Attendance Tracking

Epoch’s automated workflows transformed the event management process. Pre- and post-session communications, waitlist management, and attendance tracking were all streamlined, allowing Franni’s team to focus on strategic initiatives rather than administrative tasks.

Enhanced Data Insights and Scalability

With Epoch’s analytics dashboards, the L&D team gained valuable insights into attendance, engagement, and feedback. This data-driven approach enabled continuous optimization of learning experiences, helping Next Insurance enhance employee engagement at scale.

Implementation & Adoption

Driving internal adoption required a clear demonstration of Epoch’s value. Through hands-on training and close collaboration with internal stakeholders, the L&D team successfully transitioned from manual processes to a streamlined, scalable solution. Epoch’s ease of use and intuitive interface allowed for quick onboarding and seamless integration with existing workflows.

The transition was further accelerated by Epoch’s ability to empower internal teams, such as engineering and sales enablement, to manage their own training sessions. This decentralized approach not only improved operational efficiency but also fostered a culture of continuous learning across the organization.

Onboarding

Onboarding at scale posed challenges for Next Insurance as it grew and onboarded employees across various functions. With Epoch, Franni’s team streamlined the process, creating consistent, high-quality experiences for new hires.

Live training sessions, including the gamified Insight Next initiative, became integral to onboarding, helping employees quickly understand different business functions. Epoch’s Slack integration made it easy for new hires to discover and RSVP to sessions, boosting early engagement and connection.

“Live learning engagement skyrocketed with Epoch. Our gamified sessions now attract 70 - 80 employees each time, making training a key part of onboarding and ongoing development,” said Franni.

How gamified learning boosted onboarding engagement - Next Insurance Case Study on Vimeo

Results

Increased Engagement Through Live Learning

Epoch enabled Next Insurance to transition from low-engagement, on-demand platforms to high-impact live training experiences. Initiatives such as Insight Next, which introduced gamified learning sessions led by department leaders, consistently attracted 70–80 participants. These sessions quickly became a cornerstone of the company’s onboarding process and ongoing development efforts, fostering collaboration and deeper learning.

• 90%+ event attendance rate - Higher accessibility and visibility increased participation across internal programs.
• 4x more employee engagement - Simplified event discovery and registration via Slack made it easier for employees to join.
• 30% increase in employee event participation - Encouraged hybrid and in-person attendance, driving engagement across learning experiences.

Enhancing Productivity Through Simplified Processes

By automating communication, attendance tracking, and waitlist management, Epoch eliminated repetitive administrative tasks, allowing the L&D team to focus on strategy rather than logistics. The ability to duplicate events streamlined recurring programs, saving time and effort.

• 50% time saved on event management - Automated workflows freed up resources for strategic L&D initiatives.
• 2x faster event planning & execution - Reduced manual work enabled faster, more efficient program rollouts across departments.

How Epoch simplified live learning event workflows - Next Insurance Case Study on Vimeo

Scalable, Decentralized Management

Epoch’s delegation features empowered various teams to run and manage their training initiatives independently, making it a scalable solution for a growing organization. This decentralized approach was especially valuable for Next Insurance’s engineering team, which hosted over 100 sessions with minimal administrative overhead.

Comprehensive Analytics for Continuous Improvement

Epoch’s reporting capabilities gave the L&D team actionable insights to refine learning strategies and optimize engagement efforts. As Next Insurance transitioned back to in-person and hybrid work, these insights proved crucial in shaping effective, high-impact programs.

• 95% employee satisfaction with events - High-quality, accessible learning experiences led to improved morale and ongoing participation.

How data from Epoch drives smarter L&D decisions - Next Insurance Case Study on Vimeo

A Partnership for the Future

Epoch has become a cornerstone of Next Insurance’s L&D strategy, delivering the tools necessary to foster a more connected and engaged workforce. With a commitment to continuous improvement, the Epoch team continues to collaborate with Next Insurance, refining the platform to meet evolving needs and drive greater impact.

As Franni Weinberg, Global Head of L&D, reflects, “Epoch has been a game-changer for us. The time savings alone are huge, but the real value is how Epoch brings people together. Employees are more engaged, and our training programs run seamlessly.”

How Epoch evolves with its partners’ needs - Next Insurance Case Study on Vimeo

Epoch is redefining how companies like Next Insurance deliver impactful learning experiences.