How do insurance agents create proposals?

Most agents start with a carrier PDF and manually format it into a presentation. With Polly, you upload the PDF and AI extracts coverage details automatically. Add your branding and video, then send a shareable link - the whole process takes under 5 minutes.

What should an insurance proposal include?

Every insurance proposal should include a branded cover page, personalized introduction, side-by-side coverage comparisons, a clear premium breakdown, agent credentials, client testimonials, and a specific call to action like a Buy Now button or scheduling link.

How much does insurance proposal software cost?

Polly starts at $39/month, $375/year, or $997 for lifetime access. Every plan includes a free 14-day trial with no credit card required. You can build and preview proposals for free before committing.

Can I create insurance proposals from carrier PDFs?

Yes. Polly uses AI to extract coverage details, limits, deductibles, and pricing from any carrier PDF automatically - Progressive, Safeco, Travelers, Hartford, and dozens more. No manual data entry required.

Can I add video to an insurance proposal?

Yes. Polly includes a built-in video recorder that lets you record your webcam, screen, or both. Adding a personal introduction video builds trust and agents who use video report significantly higher engagement and close rates.

Do prospects need an account to view a proposal?

No. Polly proposals are web-based - you share a link and prospects open it in their browser. Nothing to download or install. Proposals work on phones, tablets, and desktops.

Does Polly work for commercial insurance proposals?

Yes. Polly supports multi-line commercial proposals with separate sections for GL, property, auto, workers comp, and umbrella. You can compare up to 4 carriers per line and include the coverage-specific detail commercial accounts expect.

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Top agents trust Polly

Insurance proposal software that turns quotes into closed deals.

Polly transforms carrier PDF quotes into branded, interactive insurance proposals with side-by-side comparisons, video, and Buy Now buttons — in under 5 minutes.

Start my free trial Watch a 4-min demo

✓ Free 14-day trial

✓ Close more deals

✓ Up and running in minutes

Agents from the top carriers trust Polly — from scratch agencies to national brands

100%

Branded to your agency

2-3 min

Average time to build a proposal

38%

Higher close rate reported

The Transformation

Convert boring PDF's into
custom insurance proposals

Every carrier sends a generic, text-heavy PDF. Polly transforms it into a branded, interactive proposal your prospects actually want to read.

Before Polly

Generic PDF

Progressive Auto Quote (1).pdf

Page 1 of 4

SWITCH INS GRP
7857 25 Mile Rd. Ste. 103
Shelby Twp, MI 48316

PROGRESSIVE^®

AUTO

Underwritten by:
Progressive Michigan Ins Company
March 3, 2026
Page 1 of 4

Customer: John Doe

Auto Insurance Quote

Thank you for contacting me about your auto insurance needs.

Quote for a 6 month policy period

If you pay your premium in full, you will receive a discount as shown.

Total policy premium$1,055.00

Paid in full discount-$83.00

Policy premium if paid in full$972.00

To purchase insurance

Please review the information on your quote for accuracy; incomplete and inaccurate information could affect your rate. These rates are subject to verification of information.

Drivers and resident relatives

The applicant, spouse and all resident relatives 14 years of age or older, all regular drivers of the vehicles described in this application...

John Doe
Date of birth: Dec 18, 1975 Relationship: Insured
Driver status: Rated License type: Operator - Personal Auto

After Polly

Branded Proposal

Insurance Proposal

Your coverage,
tailored to you

This proposal has been carefully prepared to address your unique insurance needs.

Prepared forJohn Doe

Prepared byMichael Jordan

DateApr 14, 2026

◆ About Us

Safeguarding what matters most

Compatibility

Works with all types of insurance

Upload any carrier quote PDF. Polly handles the rest — no matter the line of business.

P&C Personal

Home, auto, umbrella, renters

P&C Commercial

BOP, GL, workers' comp

Life Insurance

Term, whole, universal life

Health Insurance

Individual, group, Medicare

Works with 100+ carriers across every line of business

Independent Agents

Built for both

Captive Agents

How It Works

Create an insurance proposal in
3 simple steps

No design skills needed. No lengthy setup. Upload, personalize, and send — your prospects get a beautiful, branded experience every time.

Upload a carrier PDF

Drop in any carrier quote PDF. Our AI extracts all coverage details, limits, deductibles, and pricing automatically — no manual data entry.

AI-powered extraction

Auto Insurance

Extracted

Single QuoteOne carrier

Side by SideCompare two

Quote Matrix2–4 options

Insurance CarrierSafeco Insurance

Quoted Premium$1,136 / 6 mo

Prospect's Current Premium (optional)$1,271

/ 6 mo

↘ Save $135/6 months

Coverage Details

Coverage

Limit

Deductible

Bodily Injury Liability

$100k/$300k

N/A

Property Damage Liability

$100,000

N/A

Personal Injury Protection

$250,000

$500

Comprehensive

Included

$500

Collision

Included

$500

Rental Reimbursement

$35 per day

N/A

+ 8 more coverages

Add a personal video

Record yourself, your screen, or both with our built‑in recorder. Add a personal touch that builds trust and closes deals faster.

Optional, but recommended

Choose a recording style

Webcam, screen, or both (picture-in-picture).

← Back to Video Options

💡 Recording tips

Webcam only

Record yourself

Screen only

Record your screen

Webcam + Screen

Record yourself + screen

Speed

50%

Size

18px

Max 5 min

Teleprompter Settings

Generate with AI

Paste or type your script...

Preview appears on the video above as you type or select a script. Shown while recording; not saved in the video file.

Select a recording style

Teleprompter

Preview & send

Preview your branded proposal, then send it directly from Polly or through your existing CRM/AMS.

Send from Polly or your CRM

Insurance Proposal

Your coverage,
tailored to you

This proposal has been carefully prepared to address your unique insurance needs.

Prepared forJeff Grimm

Prepared byDavid Lage

DateApr 14, 2026

◆ About Us

Safeguarding what matters most

At Lifetime Insurance Services, led by David Lage, we are deeply committed to protecting your family, business, and future.

Request To Speak With Your Agent

Purchase a Policy

Features

Insurance proposal software features that close
more business

Polly packs every tool an insurance agent needs to create proposals that impress, convert, and win.

Eye-catching proposals

Your logo, colors, and agency bio — applied automatically. Stand out from carrier PDFs.

About Us

Safeguarding what matters most to you

At Blink Insurance Agency, led by Jimminy Cricket, we are deeply committed to protecting your family, business, and future.

Our experienced team is dedicated to understanding your world. We take the time to listen, assess your situation, and meticulously craft coverage that provides the right protection.

“At Blink Insurance Agency, led by John Doe, we are deeply committed to safeguarding what matters most to you.”

Side-by-side comparisons

Let clients compare plans clearly. No more confusion — just confident decisions.

Progressive

✓ Best Value

Allstate

Premium

$187/mo

$162/mo

$234/mo

Deductible

$500

$1,000

Liability

100/300k

250/500k

100/300k

↘ Save $25/mo

Add a personal video

Embed a short video to introduce yourself and build trust before the call.

Agent Intro — 1:42

Call-to-action buttons

Give clients a clear next step — "Buy Now", "Schedule a Call", or a custom CTA.

◆ Next Steps

Let's get you covered

Ready to start your policy? Have questions about your quote? I'm just a call or email away.

David Lage

Lifetime Insurance

dave@lifetime.com

(248) 987-0499

Speak With Agent

Purchase a Policy

Display client reviews

Show real client testimonials directly in the proposal to build instant credibility.

Sarah M.

Austin, TX

★★★★★

“Best agent I've ever worked with. Proposal was crystal clear.”

4.9★★★★★from 120+ reviews

Pre-built templates

Auto, Home, Life, Medicare, Commercial — pre-built templates for every line of business.

Polly template gallery showing Clean Modern, Premium Dark, Warm Shield, and other ready-made proposal layouts

Loved By Agents

Insurance agents who switched to Polly proposals

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

Dave Lage, Agency Owner at 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

“

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

What is insurance proposal software?

Insurance proposal software is a digital tool that helps independent agents and agencies turn carrier PDF quotes into polished, branded proposals their prospects actually want to read — with side-by-side carrier comparisons, personalized video, and real-time engagement tracking.

Branding

Turn carrier PDF quotes into branded proposals

Instead of forwarding a generic PDF from Progressive or Safeco, agents use proposal software to present coverage options in a professional, interactive format — complete with their agency logo, carrier comparisons, personalized video, and clear call-to-action buttons.

Your agency logo, colors, and contact info on every proposal
Interactive, mobile-friendly layouts — no more static PDFs
Shareable via email or text with a single link

Learn how we replace the PDF

Generic insurance carrier PDF quote document

Automation

AI-powered data extraction and side-by-side comparisons

The best insurance proposal software goes beyond formatting. AI-powered data extraction pulls coverage details, limits, deductibles, and pricing directly from carrier PDFs — eliminating manual data entry — so you can compare up to four carriers side by side in minutes.

Auto-extracts coverages, limits, deductibles, and premiums
Compare up to 4 carriers side by side
20+ professionally designed templates ready to use

See the 2026 proposal-software rankings

Side-by-side carrier comparison templates in Polly

Engagement

Embed a personal video and track every view

Features like personal video introductions, Buy Now buttons, and automatic lead capture turn a static document into an active sales tool. See exactly when a prospect opens, reads, and engages with the proposal — and follow up at the perfect moment.

Record a personal video intro from any device
Real-time analytics on who viewed your proposal and when
Buy Now buttons and auto lead capture built in

Explore the 7 elements of a winning proposal

Agent video introduction embedded in an insurance proposal

Personal & Commercial

Personal lines and commercial lines — under one roof

Polly is built specifically for the insurance industry. Whether you're quoting auto, home, life, or Medicare — or multi-line commercial packages with GL, property, workers' comp, and umbrella — every template is designed for the way agents actually sell. One tool for your entire book of business.

Personal lines: auto, home, life, Medicare, and supplemental
Commercial lines: GL, property, auto, workers' comp, umbrella, and packages
Solo agents and full agencies keep every proposal on-brand automatically

See how commercial proposals work in Polly

Polly proposal dashboard for personal and commercial insurance lines

Polly is the top-rated insurance proposal software for independent agents. Agents report creating branded proposals in under 5 minutes and closing up to 38% more business compared to sending raw carrier PDFs. See the data →

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FAQ