Summary / TLDR
InsurEdge Academy is a specialist training provider for insurance and risk professionals. The team needed a modern learning platform for self-paced courses, live cohorts, certification, and employer reporting.
Soance shaped the strategy, experience, and technical foundation around measurable user and operational needs, then translated the vision into a launch-ready digital product.
Overview
InsurEdge Academy is a specialist training provider for insurance and risk professionals. Soance partnered with the team to align the product experience, technical delivery, and operational requirements.
The core brief was to deliver a modern learning platform for self-paced courses, live cohorts, certification, and employer reporting while giving internal teams a system they could confidently operate, measure, and evolve after launch.
Services provided
- Learning experience and platform strategy
- Course discovery and learner UX
- LMS and application development
- Assessment, certification, analytics, and support
Challenges
The project needed to balance a polished customer experience with the less-visible realities of content, operations, permissions, integrations, and long-term maintainability.
- Course commerce and cohort scheduling: The experience needed to support this capability without adding unnecessary complexity for users or operational teams.
- Assessments, certificates, and learner progress: The experience needed to support this capability without adding unnecessary complexity for users or operational teams.
- Enterprise enrollment and reporting: The experience needed to support this capability without adding unnecessary complexity for users or operational teams.
Solution
We designed the experience around learner momentum, connected discovery and enrollment to delivery, and implemented role-based tools for learners, instructors, and program administrators.
- Designed and validated course commerce and cohort scheduling as part of one coherent, role-aware product journey.
- Designed and validated assessments, certificates, and learner progress as part of one coherent, role-aware product journey.
- Designed and validated enterprise enrollment and reporting as part of one coherent, role-aware product journey.
A shared design system, instrumentation plan, and staged release approach kept the product coherent while allowing the team to learn from real-world usage patterns.
Outcomes
The delivered experience created a stronger foundation for customer value, efficient operations, and continued product growth.
- A smoother journey from course discovery to completion
- Better visibility into learner progress and support needs
- A reusable learning foundation for new programs and audiences
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