Polly review: pricing, features and client output
Polly reads carrier quote PDFs and life illustrations and turns them into a branded web proposal. Clients open a link to see up to 4 carriers side by side, your video and a button to buy or book a call.
It costs $39 a month or $375 a year for up to 10 users, with a 14-day free trial.
- Best for
- Small P&C and life agencies that want web proposals with video and a buy button
- Type
- Interactive web proposals
- Lines
- Personal, commercial and life
- Price
- $39 a month, or $375 a year, for up to 10 users
- Free trial
- 14 days, no card
- What the client gets
- A branded web proposal with video, reviews and call-to-action buttons
- Connections
- None. You upload carrier PDFs
- Contract
- Month to month, or yearly
Our take
Polly is the easy, low-cost pick for small agencies that want proposals clients actually open. The video, reviews and buy button turn a quote into a sales page.
It stays at the headline level. There are no source-page links, schedules or forms, so check every number before you send it.
The trial gives you the full product. Build a few real proposals and watch who opens them.
Pros
- 20+ templates with AI customization
- Web proposals with video and a buy button
- Shows who opened a proposal and for how long
- P&C and life in one tool
- 14-day trial with no card
Plans and pricing
| Plan | Price | Users | What it adds |
|---|---|---|---|
| MonthlyCancel any time | $39 a month | Up to 10 | Unlimited proposals, every template, AI extraction, video and call-to-action buttons |
| YearlySaves $93 | $375 a year | Up to 10 | The same product with priority support |
| CustomLarger teams | Quote only | More than 10 | Onboarding, training and volume pricing |
Prices are for the whole agency in US dollars, as of October 2026, from meetpolly.io.
Lines and who it fits
- Type
- Interactive web proposals
- Personal lines
- Auto, home, renters and umbrella
- Commercial lines
- Business owners, general liability, property, workers comp, auto and umbrella
- Life
- Term, whole, guaranteed universal, indexed universal, variable universal and final expense
- Built for
- Solo agents and small to midsize agencies, captive or independent
What goes in
| Source | File types | How it gets in |
|---|---|---|
| Carrier quotes | Upload | |
| Life illustrations | Carrier illustration | Upload |
How it reads documents
- How it reads
- AI extraction from the uploaded PDF
- What it pulls
- Coverages, limits, deductibles and premiums. For life, death benefit, premium, term, cash values and riders
- Who checks
- You preview and edit before sending
Check the numbers yourself. Polly doesn't link values back to the source page. Compare the preview with the carrier PDF before you send it.
Comparisons it builds
- Side by side
- Up to 4 carriers for each line
- Rows
- Coverages, limits, deductibles and price
- Speed
- Polly says a proposal takes 2 to 3 minutes
Commercial schedules and forms
- Sections
- General liability, property, auto, workers comp and umbrella
- Schedules and forms
- Not covered. Polly compares the headline coverage
Personal lines packages
- Lines
- Auto, home, renters and umbrella
- Comparison
- Up to 4 carriers for each line
Life and annuity illustrations
- Products
- Term, whole, guaranteed universal, indexed universal, variable universal and final expense
- Where values come from
- The uploaded carrier illustration
- Riders
- Pulled from the illustration
Branding and disclosures
- Branding
- Agency logo, colors, bio and team profiles
- Templates
- 20+ designs with AI customization
- Video
- Record your webcam, screen or both and embed it
- Social proof
- Show client reviews in the proposal
What the client gets
- Format
- A branded web proposal on a shareable link
- Client actions
- Buy Now, Schedule a Call or your own button
- Phone view
- Works on phones, tablets and computers with no login
Tracking and reports
- View tracking
- Who opened the proposal, when and for how long
- Timing
- Updates in real time
Integrations
Polly lists no AMS, CRM or rater connection. Quotes come in as PDF uploads.
Users, security and privacy
Users
- Up to 10 people on one agency account
- Custom plan for bigger teams
Polly publishes no security certifications or AI training terms on its site.
Getting started
Start the trial
14 days with no card.
Brand it
Add your logo, colors, bio and team.
Upload quotes
Drop in carrier PDFs or a life illustration.
Preview and send
Check the numbers, record a video and share the link.
Support is by in-app chat during business hours and by email at hello@meetpolly.io.
Contract and your data
- Term
- Month to month, or yearly
- Canceling
- Any time
Polly alternatives
- CopyCatQuote onlyDeeper commercial and benefits work with page-linked sources
- Covera Agents Quote ComparisonQuote onlyCoverage grids with EZLynx and Momentum links
- Ensight PresentationsQuote onlyLife presentations built from illustration ledgers
- AdvocateFrom $49 a user a month billed yearlyCommercial property with market price benchmarks
See every option in insurance proposal software.
Frequently asked questions
How much does Polly cost?
$39 a month or $375 a year for up to 10 users.
Does Polly have a free trial?
Yes, 14 days with no card.
Which lines can Polly present?
Personal and commercial P&C plus life insurance.
Can I see if a client opened my Polly proposal?
Yes. It shows who opened it, when and for how long.
How we researched this review. We based this review on the pricing, terms and product pages published by Polly, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Polly quit selling or a contract term that reads different now, let us know and send the link to the page where Polly has it. Somebody here pulls up that page and checks it before we change anything on ours.