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Honest Comparison

PollyvsVertafore
Proposal Builder

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

🏆

Polly wins on price, simplicity & independence

No AMS required · Standalone product · More conversion features · Transparent pricing

Quick Verdict

Polly

🏆 WINNER

Best ValueStandalone ToolTransparent PricingNo AMS RequiredAI-PoweredLead CaptureLifetime Plan

Vertafore Proposal Builder

RUNNER UP

Requires AMS360 or SagittaEnterprise PricingNo Standalone OptionNo AI FeaturesNo Lead CaptureNo Lifetime Plan

Feature Comparison

Everything side by side

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

Feature	Polly	Vertafore Proposal Builder
Pricing & Access
Starting price	$39/mo ★ Clear & affordable Month-to-month, cancel anytime	⚠ Contact for pricing Enterprise model — no public pricing
Annual plan	$375/yr ★ Save 20%	✗ Not available
Lifetime plan	$997 one-time ★ Unique Pay once, use forever. All future updates included.	✗ Not available
Standalone product	✓ Works independently — no other software needed	✗ Requires AMS360 or Sagitta subscription
Requires AMS subscription	✗ No AMS required	⚠ Required Must have AMS360 or Sagitta — adds significant cost
Free trial	✓ 14-day free trial	⚠ Demo only Request a demo — no self-serve trial
Proposal Features
Branded proposals (logo, colors)	✓	✓
Side-by-side carrier comparisons	✓	⚠ Limited Focused on policy docs, not carrier comparisons
Ready-made templates	✓ 20+ templates for every line of business	✓ Pre-designed templates available
Personal agent video embed	✓	✗ 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	✗ Relies on AMS data entry
Unlimited proposals	✓	✓
Proposal analytics / tracking	✓ See who opened, viewed, and engaged	✗ Not listed as a feature
Platform & Setup
Purpose-built for proposals	✓ 100% focused on winning proposals	⚠ Module One feature within a large AMS platform
Setup time	✓ First proposal in under 5 minutes	⚠ Longer Requires AMS onboarding and SSO setup
AMS data sync	All plans include up to 10 users. Custom plans on request.	✓ Syncs with AMS360 and Sagitta
Works without an AMS	✓ Perfect for independent agents without a full AMS	✗ AMS360 or Sagitta required

This comparison is based on publicly available information as of 2025. Vertafore is a well-established company with a strong reputation in the insurance industry — this comparison is intended to help agents make an informed decision, not to disparage a fellow industry provider.

Pricing Breakdown

Polly is transparent — Vertafore isn't

Polly publishes its pricing openly starting at $39/mo. Vertafore requires you to contact sales — a sign of enterprise-level costs that may not fit independent agents.

Monthly
$39/mo
Month-to-month. 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. Never pay again.
✓ Up to 10 users  ·  ✓ All features  ·  ✓ 14-day free trial

Pricing you can plan around

No sales call required. No surprise invoices. Start in minutes.

Included with AMS360

Contact for pricing

Proposal Builder is included with AMS360 Online subscriptions — but AMS360 itself is an enterprise product with significant licensing costs.

⚠ AMS360 subscription required

Included with Sagitta

Contact for pricing

Also available as a value-added feature for Sagitta in-house and online customers. Sagitta is an enterprise-class AMS with corresponding costs.

⚠ Sagitta subscription required

No standalone option. No public pricing.

If you don't already use AMS360 or Sagitta, Proposal Builder is not available to you without purchasing an enterprise AMS first.

Why Polly Wins

The features that make the difference

These aren't just checkboxes — they're the reasons agents close more deals with Polly.

No AMS Required

Vertafore Proposal Builder only works if you already pay for AMS360 or Sagitta — enterprise products that cost thousands per year. Polly works for any independent agent on day one with zero additional software.

✓ Start in 5 minutes, no prerequisites

AI-Powered Customization

Polly uses AI to write and tailor proposal copy for each prospect — saving hours every week. Vertafore has no AI features in Proposal Builder. Every word has to be written manually.

✓ Exclusive to Polly

Buy Now Call-to-Action Buttons

Polly lets prospects accept your proposal on the spot with a built-in CTA button. Vertafore Proposal Builder is a document tool — it has no conversion-focused features like this.

✓ Close deals while you sleep

Client Reviews In Proposals

Show real testimonials inside your proposals to build trust before the call. Vertafore's tool is built for document formatting, not sales psychology — this feature simply doesn't exist there.

✓ Turn proposals into trust machines

Automatic Lead Capture

When a prospect engages with a Polly proposal, they're auto-captured as a lead with full details. Vertafore's proposal tool outputs documents — it doesn't capture or track prospect engagement.

✓ Every prospect becomes a warm lead

Simple, Transparent Pricing

Polly starts at $39/mo with clear public pricing and a $997 lifetime option. Vertafore requires a sales call, AMS licensing, and enterprise onboarding before you can even access Proposal Builder.

✓ 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 Better Option?

Start your free 14-day trial of Polly today. Build your first branded proposal in under 5 minutes.

Start My Free Trial Already have an account?

✓ Free 14-day trial

✓ Cancel anytime

✓ First proposal in 5 minutes