PolicyZen
Simplifying Insurance with a Smarter, Unified App Experience
Core Idea Discovery
User Stories/Journey Mapping
Graphic Interface
MVP Build
- COUNTRY USA
- INDUSTRY Insurance
- PEOPLE INVOLVED 4
The Problem
Most people juggle multiple insurance policies—health, auto, home, life—with different agents, coverage details, and renewal dates. It’s messy. Documents are buried in inboxes, coverage terms are hard to decode, and users often realize they’re missing something only when it’s too late.
Policyholders need an easy way to keep all their policies in one place, track premiums, stay ahead of renewals, and get quick answers about what they’re actually covered for without having to read fine print or call their agent.
The Solution
We partnered with PolicyZen to take the product from idea to launch using our 4-Step MVP Framework. The result: a secure, AI-powered mobile app built for everyday insurance management.
Users can upload policies, ask AI questions like “What’s my deductible?” or “Am I covered for X?”, and get renewal reminders before their coverage lapses. OCR scanning („Optical Character Recognition”) handles the heavy lifting, pulling key data from documents automatically. And everything is stored securely and organized by policy type.
Key Features
Conversational AI for Policy Questions
→ Users upload insurance docs and ask natural questions like:
“Does this cover flood damage?”
“When does my policy expire?”
→ AI scans documents and provides clear, actionable answers
OCR Document Scanning
→ Users scan physical documents using their phone
→ Key details like coverage limits, provider, and expiration are auto-extracted
→ Users can label policies (e.g. Car, Health, Home) and access details instantly
Automated Renewal Reminders
→ Push and email alerts sent before expiration
→ Direct links to insurer websites to renew on time
→ Prevents lapses in coverage
Impact
The MVP gives PolicyZen a real, working product ready to launch and gather feedback from real users. It helps everyday policyholders:
➔ Stay organized and ahead of renewal deadlines
➔ Understand their coverage without insurance jargon
➔ Eliminate missed payments or gaps in coverage
➔ Get peace of mind and control over their insurance stack
With a scalable foundation and user-friendly mobile UX, PolicyZen is now positioned to grow from individual users to small teams and insurance managers adding advanced features like AI insights and policy cost tracking post-MVP.
Feedback from the founder
Founder feedback speaks louder than any case study
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