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What is Polca?

Polca is an innovative cloud platform that utilizes artificial intelligence to optimize calling and sales processes tailored for life insurance agencies and independent agents. Its virtual assistant, Ava, actively interacts with potential clients by making outbound calls and posing vital screening questions related to the client's state, age group, and desired coverage, which allows for the scheduling of appointments on agents’ calendars or the seamless transfer of qualified leads to live agents for in-depth conversations. Furthermore, Polca includes a powerful power dialer, tools designed for lead and appointment management, structured calling workflows, and extensive reporting features specifically designed for agency teams. The platform can easily integrate into the existing operations of an agency, providing connections to CRM systems and calendars to further streamline workflows. Primarily aimed at phone-driven life insurance sales—including sectors like final expense, mortgage protection, indexed universal life, and veterans life—Polca equips agents with a specialized suite of tools. Notably, Ava prioritizes essential functions like lead qualification and appointment setting, avoiding tasks such as quoting policies, processing applications, or finalizing coverage, which allows agents to focus on closing sales effectively. This distinctive methodology not only enhances agents' productivity but also empowers them to navigate the intricate life insurance landscape with greater ease. By automating preliminary interactions, Polca significantly reduces the time agents spend on administrative tasks.

What is BB9?

BB9 represents a cutting-edge multiagent AI platform designed to facilitate qualification interactions through Instagram, WhatsApp, and Facebook Messenger direct messages, efficiently syncing incoming leads with your calendar. This platform acts as a replacement for human direct message setters, particularly benefiting coaches, agencies, and consultants who offer premium services. Within BB9, distinct agents are assigned to manage various functions such as qualifying leads, disqualifying them, timing, and follow-up activities. The system tailors its approach to reflect the owner's unique communication style by examining actual direct message exchanges, categorizes leads using GoHighLevel, and supplies conversation summaries to sales representatives prior to their calls. It operates under a billing structure based on engaged conversations, which are defined as exchanges consisting of three or more messages, rather than charging per individual message. Furthermore, this revolutionary solution optimizes productivity by enabling users to concentrate on closing sales while BB9 efficiently handles the preliminary engagement process, ultimately driving more conversions.

Media

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Media

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Integrations Supported

GoHighLevel
Google Calendar

Integrations Supported

Facebook Messenger
Instagram
WhatsApp

API Availability

API Availability

Pricing Information

$97/user/month
Free Trial Offered?

Pricing Information

$497/month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

POLCA LLC

Date Founded

2026

Company Location

United States

Company Website

polca.ai

Company Facts

Organization Name

BB9

Date Founded

2022

Company Location

United States

Company Website

bb9.ai

Categories and Features

AI Sales Assistants

Not specified

Categories and Features

AI Sales Agents

Not specified

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