Both tools create digital insurance proposals — but Polly goes further. See exactly how they compare feature-by-feature.
Looking for the full market comparison? See our complete insurance proposal software rankings.
Learn what every proposal should include: 7 elements of a winning insurance proposal.
Neoteric Agent and Polly both convert insurance quotes into digital proposals. But Polly was built to go further — giving you more ways to reach prospects, more tools to convert them, and more features to set your agency apart.
Email inboxes are crowded. Text messages have a 98% open rate. Polly lets you send your proposal link via SMS so prospects see it the moment you send it — on whatever device they're using.
Most prospects don't respond to the first touchpoint. Polly's automated follow-up sequences send timely email and text reminders on your behalf — so you stay top of mind without lifting a finger. Neoteric Agent has no automation at all.
Social proof converts. Polly lets you embed client testimonials — both text and video — directly inside your proposals. When a new prospect sees real reviews from real clients, trust builds instantly. Neoteric Agent has no testimonial feature.
Every feature compared side by side so you can make the right call for your agency.
| Feature | Polly | Neoteric Agent |
|---|---|---|
| Core Proposal Features | ||
| Proposal templates | ✓ | ✓ |
| Works for personal & commercial insurance | ✓ | ✓ |
| Viewable on all devices (fully responsive) | ✓ | ✓ |
| Send proposals via email | ✓ | ✓ |
| Open/view notifications | ✓ | ✓ |
| Side-by-side carrier comparisons | ✓ | ✓ |
| Delivery & Outreach | ||
| Send proposals from your personal email address | ✓ | ✕ |
| Send proposals via text message (SMS) | ✓ | ✕ |
| Automated follow-up via email & text | ✓ | ✕ |
| Webhooks & integrations | ✓ | ✕ |
| Trust & Personalization | ||
| Embed agent video in proposals | ✓ | ✓ |
| Built-in video recorder (no third-party tool needed) | ✓ | ✕ |
| Display client text testimonials | ✓ | ✕ |
| Display client video testimonials | ✓ | ✕ |
| Agency branding (logo, colors, fonts) | ✓ | ✓ |
| Team profiles & agent bios | ✓ | ✕ |
| Call-to-action buttons (Buy Now, Schedule Call, etc.) | ✓ | ✓ |
| FAQ sections inside proposals | ✓ | ✕ |
| Analytics & Intelligence | ||
| Proposal open & view tracking | ✓ | ✓ |
| Time-on-page analytics | ✓ | ✕ |
| AI-powered template customization | ✓ | ✕ |
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