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PolyWizz

AI and OCR-powered insurance portfolio analysis for agents and carriers

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Overview

PolyWizz is an insurance data and document management platform for insurance agents, brokers, and carriers. The company develops AI and OCR-based software that automatically collects and cross-analyzes a client's entire insurance portfolio, helping agents identify coverage gaps, over/under-insured customers, and cross-selling opportunities. The company is headquartered in Bnei Brak, Israel and primarily serves the Israeli insurance market.

The platform aggregates data from multiple sources -- including Israeli insurance registries and pension systems -- and applies deep learning to extract actionable insights from policy documents. Results are delivered as structured PDF reports that agents can use directly in client consultations.

PolyWizz reported over 2,000 active users and insurance agents on the platform as of April 2023. The company participated in the InsurLab Germany Accelerator and Startupbootcamp InsurTech London programs in 2017, receiving early seed funding of EUR 15K. The flagship product POLYMAX launched commercially in 2023.

Products & Services

POLYMAX

POLYMAX is PolyWizz's all-in-one insurance portfolio reporting product. It consolidates a customer's insurance data from multiple sources into a single comprehensive report, enabling agents to review the client's full coverage profile and identify sales and optimization opportunities.

Key Features

  • Aggregates data from Har HaBituach (Israeli insurance registry), Pension Swiftness, and carrier policy copies
  • OCR and AI analysis of policy documents to extract structured data
  • Generates PDF reports with agent-ready recommendations in a single click
  • Identifies over/under-insured customers to support cross-selling and upselling conversations

Target Users: Insurance agents, appointment coordinators, insurance sales centers

Core Portfolio Analysis Platform

PolyWizz's foundational technology layer collects and cross-analyzes a customer's full insurance portfolio against carrier data, surfacing gaps and opportunities that agents can act on.

Key Features

  • Single-click portfolio aggregation from multiple registries and carrier systems
  • Cross-analysis of customer data against carrier product catalogs
  • Integration with Israeli insurance and pension data sources

Target Users: Insurance carriers, agency networks

At a Glance

Founded
2018
Headquarters
Bnei Brak, Israel
Employees
11-50
Funding
Seed

Category & Focus

Category
Document Management
Subcategories
Portfolio Analysis OCR/AI Cross-Sell Analytics
Insurance Verticals
Life & Annuity P&C Personal P&C Commercial
Target Customers
Agents/Agencies, Carriers

Customers

  • Insurance agents and appointment coordinators across Israel (2,000+ active users as of April 2023)

Last updated: 2026-06-25