About PolyWizz

Polywizz is a B2B2C Platform as a Service that empowers both sales teams and customers by demystifying the insurance landscape.

Polywizz automatically gathers and analyzes customer pension and insurance portfolios, gaining insights into their needs and purchase potential.

My contribution to Polywizz spanned across a duration of about a year, as an independent project between quarantines of the Covid pandemic.

My involvement spanned the entire project, from initial hypothesis formation to final implementation.

I hypothesized that a user-centric approach, coupled with innovative information hierarchies and streamlined user flows, would unlock the full potential of Polywizz's technology. all of this as I learn about the intricate and complexed world of insurance.

While confidentiality (NDA) restricts certain specifics, I'm excited to delve into the heart of this project within the bounds of what I can share (if you wish to learn more, please contact me)

Polywizz is a B2B2C Platform as a Service that empowers both sales teams and customers by demystifying the insurance landscape.

Polywizz automatically gathers and analyzes customer pension and insurance portfolios, gaining insights into their needs and purchase potential.

My contribution to Polywizz spanned across a duration of about a year, as an independent project between quarantines of the Covid pandemic.

My involvement spanned the entire project, from initial hypothesis formation to final implementation.

While confidentiality (NDA) restricts certain specifics, I'm excited to delve into the heart of this project within the bounds of what I can share (if you wish to learn more, please contact me)

Challenges & Solutions

Polywizz was a journey into uncharted territory, and like any ambitious adventure, it wasn't without its obstacles.

Here are a few key challenges we faced and how we, as a team ,conquered them:

1. Deciphering the Insurance Enigma:

The insurance landscape is notoriously complex, riddled with jargon and opaque structures. Translating this lingo into user-friendly language and intuitive visuals was a daunting task.

We tackled this by collaborating closely with insurance experts, immersing ourselves in the intricacies of policies and product offerings.

This deep understanding allowed me to break down complex concepts into digestible chunks, making them easily accessible for both agents and customers.

2. Bridging the UX-Sales Divide:

We quickly realized that the platform's success hinged on meeting the needs of both users, streamlining workflows for agents while empowering customers with information. as the initial prototypes focused heavily on customer needs.

To achieve this balance, I've conducted extensive user interviews and A/B testing with both sales teams and customers, iterating on the design until we found a sweet spot that satisfied both sides.

3. Taming the Data Beast:

Polywizz's strength lies in its data-driven insights. But presenting complex data in a way that's clear and actionable was no easy feat. We tackled this by employing data visualization best practices, leveraging charts, graphs, and interactive dashboards to make information easily digestible and actionable.

Additionally, we implemented filtering and personalization features, allowing users to tailor the data to their specific needs and preferences.

4. Building Trust in the Unknown:

Introducing a new technology into the established world of insurance required building trust with both agents and customers.

We addressed this by focusing on transparency and user education. providing comprehensive tutorials, interactive help guides, and readily available support channels.

These challenges were just stepping stones on our journey to create a user-centric platform that would hopefully revolutionized the insurance industry. By collaborating, empathizing, iterating, and prioritizing user needs, we transformed the complex into the clear, the opaque into the transparent.

Polywizz was a journey into uncharted territory, and like any ambitious adventure, it wasn't without its obstacles.

Here are a few key challenges we faced and how we, as a team ,conquered them:

1. Deciphering the Insurance Enigma:

The insurance landscape is notoriously complex, riddled with jargon and opaque structures. Translating this lingo into user-friendly language and intuitive visuals was a daunting task.

We tackled this by collaborating closely with insurance experts, immersing ourselves in the intricacies of policies and product offerings.

This deep understanding allowed me to break down complex concepts into digestible chunks, making them easily accessible for both agents and customers.

2. Bridging the UX-Sales Divide:

To achieve this balance, I've conducted extensive user interviews and A/B testing with both sales teams and customers, iterating on the design until we found a sweet spot that satisfied both sides.

3. Taming the Data Beast:

Additionally, we implemented filtering and personalization features, allowing users to tailor the data to their specific needs and preferences.

4. Building Trust in the Unknown:

Introducing a new technology into the established world of insurance required building trust with both agents and customers.

We addressed this by focusing on transparency and user education. providing comprehensive tutorials, interactive help guides, and readily available support channels.

Overview End result

Polywizz wasn't just a project, it was a revolution in insurance accessibility.

As a user experience and product designer, I witnessed firsthand how the user-centric approach transformed both the lives of insurance agents and the company itself.

Some highlights of what happened next:

Award-Winning Innovation:

The impact was undeniable. Polywizz's intuitive platform and data-driven insights earned the coveted 2021 Innovation Award, a testament to its groundbreaking approach.

Reduced Helpdesk Headaches:

Before Polywizz, agents were bogged down by confusing customer queries, often spending hours deciphering complex portfolios. PolyWizz’s solution changed the game.

By providing agents with a clear picture of each customer's needs, Polywizz streamlined the support process, leading to a 20% reduction in helpdesk calls.

This freed up agents' time, allowing them to focus on building relationships and closing deals.

Subscription Surge:

With Polywizz, agents weren't just answering questions; they were equipped to identify the perfect insurance solutions for each customer. This data-driven approach resulted in an increase in subscriptions, proving that understanding customer needs leads to happier clients and a healthier bottom line.

Facing the Challenge:

Navigating the uncharted territory of insurance was no easy feat.

We faced challenges like complex data systems, unfamiliar terminology, But, through close collaboration with the team, we tackled each hurdle head-on.

We learned to translate technical jargon into clear user interfaces, built trust with stakeholders, and constantly iterated based on user feedback.

Lessons Learned:

This journey taught me invaluable lessons about working with ultra-complex systems.

I learned the importance of empathy, understanding the needs of both users and stakeholders.

Rediscovered the power of collaboration, breaking down silos and working together to achieve shared goals.

And most importantly, I learned the transformative potential of user-centric design, even in the most challenging of environments.