TLDR: In the bustling world of insurtech, where numbers danced and policies multiplied, the Insurance product managers at wefox found themselves drowning in a sea of data. Their days were a blur of missed opportunities and overlooked details. Enter the Craftsman – not a person, but an AI named Copilot, born from the digital forge of wefox's innovation.

Distribution managers who use our software at wefox were overwhelmed with the challenge of efficiently managing customer data, automating tasks, and providing timely, personalised service. They needed a solution to streamline workflows, enhance decision-making, and improve customer engagement. So we assembled a Multi-disciplinary team and got to work.

Our Process was straight-forward:

1. User Interviews: We interviewed our insurance distribution managers to identify their main challenges.

2. AI Solution: Realizing AI could simplify their tasks, we brainstormed with our Paris-based AI team to develop key features:

3. They offered a trained model which enabled us to design the following features for our users:

- AI-powered insurance data analysis

- Automated task prioritization and reminders

- Proactive customer insights and recommendations

- Enhanced customer claim experience

- Fraud detection through ML algorithms

- Deep customer profile analysis for upselling

- Predictive analytics

Visual Design:

- Minimalist interface

- Reused patterns from our internal design system to rapidly prototype

- Interactive elements for engagement

2. UX Implementation :

- Clear, analytical tone

- Data-driven user interface

- Step-by-step guidance through complex tasks

3. User Testing : Refined the interface based on feedback for clarity and efficiency.

4. Launch and Optimization: Rolled out Copilot to product managers with ongoing improvements.

After multiple design iterations and refinements, The team decided on the following screens which were then handed off to developers and tested after implementation.

Comprehensive customer data analysis. Predictive modeling for customer interests and needs. Automated policy management and reminders. Clear visualization of complex insurance concepts.

40% reduction in time spent on data analysis

35% increase in proactive customer engagements

30% improvement in policy renewal rates

25% boost in cross-selling and upselling opportunities

95% user satisfaction rate among product managers

Wefox Copilot, with its Craftsman personality and data-driven approach, transformed how insurance product managers work. By providing clear, analytical insights and automating key tasks, Copilot addressed the core challenges of efficiency and personalization in insurance management, ultimately leading to improved customer service and business outcomes for our organization