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Honest Comparison

PollyvsAgencyBloc
Quote+ Proposals

AgencyBloc is a powerful enterprise platform for group benefits brokers. Polly is a purpose-built proposal tool for independent agents. Here's how they compare.

🏆

Polly wins on price, simplicity & independent agent fit

$39/mo transparent pricing · Standalone · Works for all lines · No enterprise commitment required

Quick Verdict

Polly

🏆 WINNER

Transparent PricingStandalone ProductAll Lines of BusinessAI-PoweredLead CaptureBuy Now CTAsLifetime Plan

AgencyBloc Quote+ Proposals

RUNNER UP

Requires Full PlatformEnterprise PricingGroup Benefits OnlyNo AI FeaturesNo Video EmbedsNo Lead CaptureNo Lifetime Plan

Feature Comparison

Everything side by side

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

Feature	Polly	AgencyBloc Quote+ Proposals
Pricing & Access
Starting price	$39/mo ★ Transparent All features, no sales call required	⚠ Contact for pricing Enterprise platform — no public pricing
Annual plan	$375/yr ★ Save 20%	⚠ Contact for pricing
Lifetime plan	$997 one-time ★ Unique Pay once, use forever	✗ Not available
Standalone product	✓ Works for any agent, no other software needed	✗ No. 1 module within AMS platform
Self-serve signup	✓ Start in minutes at app.meetpolly.io	⚠ Demo required Must schedule a demo to get started
Free trial	✓ 14-day free trial	✗ No self-serve trial — demo only
Users included	All plans include up to 10 users. Custom plans on request.	⚠ Platform-based User licensing tied to overall platform package
Proposal Features
Branded proposals (logo, colors)	✓ All plans — including base $39/mo	✓ Branded cover page and visual customization
Side-by-side plan comparisons	✓ Compare up to 4 quotes side-by-side	✓ Current vs renewal vs new plan comparisons
Auto-populate from data	✓ Drag and drop PDF extraction	✓ Pulls directly from Quote+
Ready-made templates	✓ 20+ templates for every line of business	✓ Broker-approved standardized templates
Personal agent video embed	✓ Add personalized videos to proposals	✗ Not listed as a feature
Client reviews / social proof	✓ Display reviews directly in proposals	✗ Not available
Buy Now / Call-to-action buttons	✓ Let clients accept on the spot	✗ Not available
AI-powered customization	✓ AI writes and tailors proposal copy	✗ Not available
Lead capture from proposals	✓ Leads auto-captured with full details	✗ Lead data managed separately in AMS+
Proposal analytics / tracking	✓ See who opened, viewed, and engaged	✗ Not listed as a proposal feature
Market & Platform Fit
Lines of business supported	✓ All insurance lines supported	⚠ Group benefits only Built specifically for small group health & benefits brokers
Best fit for	Independent agents across all lines of insurance	Group benefits agencies and GAs needing a full AMS suite
Enrollment workflow	⚠ Via CTA Buy Now / CTA buttons drive next steps	✓ Seamless proposal-to-enrollment workflow built in

This comparison is based on publicly available information as of 2025. AgencyBloc is a well-established, award-winning platform — this comparison is intended to help agents make an informed decision, not to disparage a fellow industry tool.

Pricing Breakdown

Polly is transparent — AgencyBloc requires a sales call

Polly publishes its pricing openly starting at $39/mo. AgencyBloc is an enterprise platform with no public pricing — you'll need to schedule a demo just to find out what it costs.

Monthly
$39/mo
All features. No prerequisites. 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

Start today for $39

No demo required. No sales call. No commitment. First proposal in 5 minutes.

AMS+ (required)

Contact for pricing

Agency management system required to access Quote+ and its proposal features. Enterprise licensing.

⚠ Platform subscription required

Quote+ Add-on

Contact for pricing

Quote+ (which includes proposal building) is a separate module layered on top of the core platform.

⚠ Additional module cost

Enterprise pricing. No self-serve trial.

AgencyBloc is designed for established group benefits agencies that need a full AMS suite. If you just need better proposals, it's significant overkill — and cost.

Why Polly Wins

The features that make the difference

AgencyBloc is a powerful enterprise platform. But if you need better proposals, Polly is the smarter, simpler choice.

No Platform Required

AgencyBloc proposals only work if you're already subscribed to their AMS platform — a significant enterprise investment. Polly works for any independent agent on day one for $39/mo, no other software required.

✓ Start in 5 minutes, no prerequisites

Works for Every Line of Business

AgencyBloc Quote+ is built specifically for small group health and benefits brokers. Polly works for auto, home, life, health, commercial, Medicare, and every other line — making it the right choice for agents who write across multiple lines.

✓ All lines, one platform

AI-Powered Proposals

Polly uses AI to write and tailor proposal content automatically — saving hours of manual work. AgencyBloc auto-populates data from its AMS, but there are no AI features for writing, personalizing, or enhancing proposal copy.

✓ AI-powered, exclusive to Polly

Buy Now CTAs & Lead Capture

Polly embeds Buy Now buttons directly in proposals and auto-captures every prospect as a lead. AgencyBloc routes proposals into an enrollment workflow — powerful for group benefits, but missing the instant-conversion tools that help individual agents close on the spot.

✓ Close deals without a follow-up call

Video & Social Proof

Polly lets you embed personal agent videos and real client testimonials directly inside proposals — key trust-building elements that make prospects feel confident saying yes. AgencyBloc's proposals are data-focused documents and include neither.

✓ Build trust before the first call

Transparent, Affordable Pricing

Polly starts at $39/mo with clear public pricing — no demo required, no sales process, no enterprise commitment. AgencyBloc requires a sales demo just to learn what it costs. If you just want better proposals, there's no reason to navigate an enterprise buying process.

✓ Start free today — no sales call needed

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.”

Dave Lage

Agency Owner · Lifetime Insurance Services

Ready to Try the Smarter Option?

Start your free 14-day trial of Polly today. No demo required. No enterprise commitment. First proposal in 5 minutes.

Start My Free Trial Already have an account?

✓ Free 14-day trial

✓ Cancel anytime

✓ First proposal in 5 minutes