Innovating in the FinTech space requires unique workflows, and PolicyGenius relies on Clubhouse to give them that flexibility.


As a rising fintech startup, PolicyGenius is working to demystify the sometimes daunting process of purchasing life insurance. In order to keep up with their fast-growing team and customer base, PolicyGenius uses Clubhouse to onboard new members and track processes quickly and effectively.

PolicyGenius Engineering Manager Kelly Wu is one such intrepid hero in this space, and we recently chatted with her about their unique approach to scaling up and staying on track. Read on for her tips and tricks for managing a growing team, onboarding, and more.

Outgrowing Old Tools

Before Clubhouse, PolicyGenius was using a tool that started out fine, but didn’t grow with their company. Engineering Manager Kelly Wu soon found that she was spending more time explaining their hacks for the tool to new hires, than getting them integrated into the team’s processes and the company culture.

Their previous project management tool didn’t have customizable stages for tasks, so they had to modify the existing framework to work with their workflow. And even with those tweaks, it still didn’t quite work.


“Having to translate the inconsistencies between our process and the old project management tool when onboarding someone was one extra thing to do, on top of all the other onboarding work. This wasn’t something we felt like should be part of the onboarding process. We needed a better tool.”

- Kelly Wu, PolicyGenius’s Engineering Manager

Switching to Clubhouse

Their CTO heard that other startups were using Clubhouse and suggested they give it a try. The team was quickly drawn to the flexibility and lightweight interface, and became hooked after discovering how easy it was to start new projects.

One of their favorite features, aside from the overall ease of use, was the ability to set their own workflow.

Different functional groups are able to work together on the same Story board, by creating workspaces that provide different views and workflow states that match each team’s needs. While Kelly rarely looks at work that is in “planning,” “ready for design,” or “in design,” the product managers rely heavily on those views. This way, the same story can move through the various required steps, without having to be recreated over and over again when each group is done with it.

Using Clubhouse has given PolicyGenius the flexibility they need, letting everyone customize their workflows and still get new members up to speed quickly.

Clubhouse brings joy to software teams

“We tried many of the popular project management tools, but only Clubhouse satisfied our requirements.”
Nicolas Grasset
VP of Engineering, MakeSpace
“Clubhouse has helped enable our rapid growth… It has become indispensable to all of our Product and Engineering teams.”
Orchard Platform
Jonathan Kelfer
Co-founder and CTO, Orchard Platform
“As a Product Manager, Clubhouse has solved a lot of problems for our team.”
Marcus Im
Product Manager, BarkBox
“Clubhouse’s powerful API lets us set up the processes and flows that are right for our team and the interface doesn’t pigeon hole us into a specific methodology.”
Jaclyn Spangler
Hugger, FullStory
Pascal Bourque @bourquep 12:46 PM - 27 Jan 2017
It’s only been 3 days since we moved all our feature/bug backlogs into @clubhouse, and I already can’t see myself using any other tool. 💚
Matt Button @BRMatt 6:12 AM - 9 Jan 2017
Clubhouse.io is Trello on steroids for software projects. Was sceptical at first, but it’s so 💯 💙❤️💛💜
Justin Klemm‏ @justinklemm 3:17 PM - 14 Dec 2016
I’ve used lots of project management tools (Jira, Asana, Basecamp, GitHub), but never loved any of them. @clubhouse might be the winner.
Switching to @clubhouse from Jira. Love my project management job again. #gamedev
Bryan Irace @irace 6:04 PM - 25 Aug 2016
Confirmed: @clubhouse is the software project planning tool I’ve always wanted but never thought would exist. Amazing work @kurt and team.
I am loving @clubhouse. Strikes a really nice balance of making a few good assumptions and not making too many about prod-dev workflow 👌
Been using Clubhouse for about a month and it’s still perfect. Yes, perfect. Best SaaS product I’ve ever used. https://clubhouse.io/
What I like about @clubhouse: intuitive, nicely polished, excellent build quality and simply a pleasure to use!
Peter Vidani @pter 2:10 PM - 18 Jul 2016
Btw, we ended up going with @clubhouse. You still need your own process before starting, but it’s clean and the build quality is solid.
Jonathan Hyde @jonphyde 10:11 AM - 24 Apr 2016
@CutikoLive @bitfield Check out @clubhouse. My engineers love using it, I love using it & they are super lovely people building it.
Jed Christiansen @jedc 6:42 PM - 4 Aug 2016
.@clubhouse continue to roll out increasingly awesome features. Great PM tool; thanks @kurt!
Evan Sinicin @ebahsini 9:11 PM - 23 Jul 2016
@clubhouse excited for Organizations - just sent in a new feature request. Please keep killing it!
JIRA meet your better: https://clubhouse.io/ That is all. cc: @KaitlinMS @TripleEhGames
Started using @clubhouse and loving it! Perfect middle ground between Trello and JIRA 👌
Spurt Reynolds @asarazan 12:45 PM - 17 Feb 2016
Really impressed with my first run of @clubhouse. A product for building products that is actually a good product. Go figure!
Benoit Richter @benrict 9:19 AM - 15 Aug 2015
If your dev team is looking for an upgrade from Github Issues or Trello, have a look at @clubhouse: *really* worth a try. Impressive stuff.
Josh Pigford @shpigford 9:14 AM - 7 Dec 2016
We tried so. many. things. Had committed to Pivotal Tracker & then tried Clubhouse last minute & whole team loved it.
@Derbios thank you for the @clubhouse recommendation! definitely more lightweight than jira and easier to use than pivotaltracker
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