Next Insurance Tech Stack

Online small-business insurance platform serving 750K+ policyholders across 1,300+ professions

Insurance Palo Alto, California 501–1,000 employees Founded 2016 Privately Held

Next Insurance underwrites and distributes small-business insurance through a digital-first model, currently serving over 750,000 policyholders. The tech stack reflects an operations-and-data-intensive business: heavy ERP (SAP, NetSuite), automation (UiPath RPA), and BI tooling (Tableau, Anaplan), alongside core underwriting systems (Xactimate, Epic). Engineering-heavy hiring (14 of 35 active roles) paired with active projects around LLM-based workflows and financial forecasting centers-of-excellence signals a shift toward automation and AI-driven underwriting and claims.

Tech Stack 53 technologies

Core StackWorkday Kotlin Java Python .NET AWS Workato NetSuite Salesforce BambooHR Jira SAP DocuSign Go Epic Systems Zendesk Docusign Tableau Iterable Braze UiPath Adaptive Planning Anaplan Hyperion FormAssembly Xactimate Excel Google Workspace Bloomreach Salesforce Marketing Cloud+23 more

What Next Insurance Is Building

◆Challenges

Optimizing operational processes
Inaccurate financial forecasting
Accurate and flexible company model
Integrating data flows across saas ecosystem
Driving gross margin performance
Optimizing financial models
Managing monthly reporting
High-volume insurance sales
Opportunity sizing for large-scale initiatives
Operational improvements

▲Active Projects

Long-range and annual planning process
Develop high-performance services and ai-driven capabilities
Financial forecasting and modeling center of excellence
Pay as you go insurance program
Acquisition journey communication plan
Implement llm-based workflows
Develop uipath rpa workflows
Integrate data flows between erp and crm
M&a due diligence
Fundraising

Hiring Activity

Accelerating35 roles · 20 in 30d

Department

Engineering

Claims

Finance

Ops

Sales

Marketing

Data

Seniority

Senior

Mid

Lead

Manager

Junior

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About Next Insurance

Next Insurance provides online insurance products tailored to small businesses and self-employed professionals across over 1,300 occupational profiles—from construction trades to consultants and food service. The company operates a direct-to-consumer acquisition and servicing model, anchored by integrations between its ERP (SAP/NetSuite), CRM (Salesforce), and claims systems (Epic). With 501–1,000 employees based primarily in Palo Alto, California, the organization is scaling operations and technology infrastructure to handle claims volume, financial modeling complexity, and margin pressures inherent to the small-business insurance segment.

HeadquartersPalo Alto, California

Company Size501–1,000 employees

Founded2016

Hiring MarketsUnited States, Israel

Frequently Asked Questions

What tech stack does Next Insurance use?

Core systems: Workday (HR), Salesforce (CRM), SAP & NetSuite (ERP), Epic (claims), Xactimate (commercial estimating). Automation: UiPath RPA, Workato iPaaS. Analytics: Tableau, Anaplan. Engagement: Braze, Iterable, Salesforce Marketing Cloud. Infrastructure: AWS.

What is Next Insurance working on?

Active initiatives include LLM-based workflow implementation, UiPath RPA deployment, financial forecasting and modeling, pay-as-you-go insurance products, data integration between ERP and CRM systems, and M&A due diligence.