Agents from the top carriers trust Polly — from scratch agencies to national brands
500+
Independent agents using Polly
5 min
Average time to build a proposal
38%
Higher close rate reported
Features
Everything you need to close more business
Polly packs every tool an insurance agent needs to create proposals that impress, convert, and win.
Branding
Beautiful, branded proposals
Your logo, colors, and agency bio — applied automatically. Stand out from carrier PDFs.
View examples
Blink Insurance Agency
$187
Progressive
$210
Travelers
Get Started →
Comparisons
Side-by-side carrier comparisons
Let clients compare plans clearly. No more confusion — just confident decisions.
View examples
Progressive
$187/mo
✓ Best
$210/mo
Allstate
$234/mo
Video
Personal agent video intro
Embed a short video to introduce yourself and build trust before the call.
View examples
Agent intro — 1:42
Conversion
Smart call-to-action buttons
Give clients a clear next step — "Buy Now", "Schedule a Call", or a custom CTA.
View examples
Buy Now — $187/mo
Schedule a Call
Social Proof
Client reviews & social proof
Show real client testimonials directly in the proposal to build instant credibility.
View examples
★★★★★
“Best agent I've ever worked with. Proposal was crystal clear.”
— Sarah M., Austin TX
Templates
20+ ready-made templates
Auto, Home, Life, Medicare, Commercial — pre-built templates for every line of business.
Browse templates
AUTO
HOME
LIFE
MEDICARE
Lead Management
Every lead, right where you need it.
When prospects engage with your Polly proposal, they're automatically captured as leads — with their full contact details, coverage interest, and status, all in one place.
Auto-captured from proposals
Every prospect who fills out your proposal form lands in your leads list instantly — no manual entry needed.
Full contact details in one view
Name, DOB, coverage amount, phone, email, and health info — everything you need to follow up fast.
Track status across your pipeline
Move leads from New → Working → Quote Sent so nothing falls through the cracks.
From solo agents to full agencies — see what real insurance professionals say.
★★★★★
“Polly completely transformed how I present insurance to clients. My proposals look more professional than anything the big carriers send out. Prospects actually read them, engage with them, and sign faster. It's the best tool I've added to my agency.”
Dave Lage
Agency Owner · Lifetime Insurance Services
“
Polly completely changed how I present quotes. My close rate went up noticeably in the first month. Prospects keep telling me how professional my proposals are.
Sarah Johnson
Independent Agent, Texas
“
I used to spend hours creating quote documents. With Polly I can send a beautiful, branded proposal in under 5 minutes. My clients are always impressed.
Marcus Rivera
Agency Owner, Florida
“
The side-by-side comparison feature is worth every penny. My clients actually understand what they're buying now, and the Buy Now buttons make closing so smooth.
Karen Thompson
P&C Specialist, Ohio
“
As a Medicare specialist, my proposals are complex. Polly makes plan comparison so clear that my clients pick their own plan confidently. Game changer.
David Lee
Medicare Specialist, Arizona
“
I embedded a quick video into my first Polly proposal and had three clients call back the same day. Never had that response with a PDF.
Amanda Park
Life Insurance Agent, Georgia
“
We have a team of 6 agents and Polly keeps every proposal on-brand automatically. No more chasing people to use the right logo or colors.
Robert Nguyen
Agency Principal, California
FAQ
Questions, answered
Everything you need to know about Polly before you start your free trial.
Polly turns insurance quotes into branded, interactive web proposals your clients can view on any device. You add your logo, carriers, video, and CTAs — prospects get a clear, professional experience instead of a static PDF.
Yes. Every plan includes a 14-day free trial. You can explore Polly and build proposals without a credit card. Billing starts only when you choose a paid plan after the trial.
No. You share a link; they open it in their browser. There is nothing to install. Proposals work on phones, tablets, and desktops.
Absolutely. You can apply your logo, colors, agency bio, team profiles, and templates so every proposal stays on-brand — whether you are a solo agent or a multi-person agency.
On monthly billing you can cancel anytime; you keep access through the end of your billing period. Your data and settings remain available according to our terms until you export or close your account.
Email support@meetpolly.io and our team will help with plans, invoices, or anything in the product.
Start impressing prospects today.
Free until you send. No credit card. No commitment. Your first proposal is ready in under 5 minutes.
