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Honest Comparison

PollyvsBrokerBuddy
Propose

Both tools help insurance agents create AI-powered proposals. Here's a clear, honest look at how they compare — so you can make the right choice for your agency.

🏆
Polly wins on value, conversion features & US market fit
Lower price · Unlimited proposals · Lifetime plan · Lead capture & client reviews
Quick Verdict
Polly
🏆 WINNER
Best ValueNo Credit LimitsLifetime PlanLead CaptureClient ReviewsBuy Now CTAsUS Insurance Focus
VS
BrokerBuddy Propose
RUNNER UP
Credit-Based LimitsHigher Starting PriceNo Lifetime PlanNo Lead CaptureNo Buy Now CTAsAustralia-Focused
Feature Comparison

Everything side by side

A detailed breakdown of every feature that matters to insurance agents creating proposals.

Feature
Polly
BrokerBuddy Propose
Pricing
Starting price
$39/mo ★ 20% less
Unlimited proposals, no credit limits
$49/mo
Essentials — 20 workflows/user/month
Annual plan
$375/yr ★ Best value
Save 20% vs monthly
✗
Monthly billing only
Lifetime plan
$997 one-time ★ Unique
Pay once, use forever
✗
Not available
Usage limits
Unlimited proposals on all plans
⚠ Credit-based
20–200 workflows/month depending on plan
Free trial
✓
14-day free trial
⚠ Limited
3 days, 5 credits only
Proposal Features
AI-powered proposals
✓
Core feature
✓
Core feature — AI recommendation engine
Branded proposals (logo, colors)
✓
All plans — including base $39/mo
⚠ Business+ only
Requires $79/mo plan
Side-by-side carrier comparisons
✓
Compare up to 4 quotes side-by-side
✓
Upload PDF quotes
✓
Drag and drop PDF extraction
✓
Drag and drop PDF ingestion
Personal agent video embed
✓
Add personalized videos to proposals
✗
Not available
Client reviews / social proof
✓
Display reviews inside proposals
✗
Not available
Buy Now / Call-to-action buttons
✓
Let clients accept on the spot
✗
Not available
Lead capture from proposals
✓
Leads auto-captured with full details
✗
Not available
Proposal analytics / tracking
✓
See who opened, viewed, engaged
✗
Not listed
Platform & Market Fit
US insurance market focus
✓
Built for US independent agents
⚠ Australia-first
Built for Australian brokers (SoA, PDS workflows)
Works without an AMS
✓
✓
User-based pricing
All plans include up to 10 users. Custom plans on request.
⚠ Per-user
Credits allocated per user per month
Self-serve signup
✓
✓

This comparison is based on publicly available information as of 2025. BrokerBuddy is a legitimate and innovative product — this comparison is intended to help agents make an informed decision, not to disparage a fellow industry tool.

Pricing Breakdown

Polly costs less — with no usage limits

BrokerBuddy charges per credit and costs rise as usage grows. Polly gives unlimited proposals from $39/mo — no counting credits ever.

Polly
★ Recommended
Monthly
$39/mo
Unlimited proposals. No credit limits. Cancel anytime.
✓ Up to 10 users  ·  ✓ All features  ·  ✓ 14-day free trial
Annual
Most Popular
$375/yr
Save 20% vs monthly. Best for committed agents.
✓ Up to 10 users  ·  ✓ All features  ·  ✓ 14-day free trial
Lifetime
Best Value
$997 one-time
Pay once, use forever. All future updates included.
✓ Up to 10 users  ·  ✓ All features  ·  ✓ 14-day free trial
Unlimited proposals. Always.
No credit counting. No hitting limits mid-month.
BrokerBuddy Propose
Essentials
$49/mo
20 workflows/user/month. No custom branding.
⚠ Credit-limited  ·  No branding
Business
Most Popular
$79–$149/mo
50–100 credits/user/month. Custom branding unlocked.
⚠ Per-user  ·  Still credit-limited
Enterprise
$129+/mo
200 workflows/user/month. Dedicated account manager.
⚠ Per-user  ·  Still credit-limited
No lifetime plan. Credits run out.
Every proposal costs a credit. Heavy users pay significantly more each month with no way to pay once and stop.
Why Polly Wins

The features that make the difference

Both tools use AI. Here's what puts Polly ahead for US insurance agents.

No Credit Limits — Ever
BrokerBuddy charges per workflow — run out of credits and you stop. Polly gives you unlimited proposals on every plan. Send 5 proposals a month or 500 — the price never changes.
✓ Unlimited proposals on all plans
Built for the US Market
BrokerBuddy was built in Australia with Australian compliance workflows (SoA documents, PDS analysis). Polly is built exclusively for US independent insurance agents and their specific needs.
✓ Purpose-built for US agents
Buy Now Call-to-Action Buttons
Polly embeds a “Buy Now” or custom CTA button directly in proposals — prospects can accept on the spot. BrokerBuddy creates polished documents but has no built-in conversion tools like this.
✓ Close deals without a follow-up call
Client Reviews in Proposals
Show real testimonials inside your proposals to build trust before the prospect even picks up the phone. BrokerBuddy focuses on data analysis — this sales psychology feature simply isn't there.
✓ Turn every proposal into a trust builder
Automatic Lead Capture
When a prospect engages with your Polly proposal, they're auto-captured as a lead with full contact and coverage details. BrokerBuddy generates documents — it doesn't track prospect engagement.
✓ Every proposal view becomes a warm lead
Branding on Every Plan
Polly includes custom branding on all plans including the base $39/mo tier. BrokerBuddy locks branding behind the $79/mo Business plan — your entry-level output is plain and unbranded.
✓ Branded from day one on the cheapest plan
What Agents Say

Real results from real agents

★★★★★
“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.”
DL
Dave Lage
Agency Owner · Lifetime Insurance Services

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