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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 Compulife?

A comprehensive quoting platform allows agents to provide precise and timely life insurance coverage estimates for their clients. With access to rates from over 100 life insurance carriers, it supports quotes for a range of products such as Term, Return of Premium, Simplified Issue, and Guaranteed UL. You can effortlessly embed instant life insurance quotes into your website. The Website Quoter is designed to integrate seamlessly with your current site and automatically adjusts to fit any screen size, ensuring an aesthetically pleasing display across all devices. Moreover, you have the option to select which life insurance companies you want to feature in your quotes and specify the email address for lead submissions. The Compulife Basic Quoter is available on any device with internet access, including computers, tablets, and smartphones. Its fully responsive design enables compatibility with a wide array of platforms such as PCs, Macs, iOS, and Android devices, making it an adaptable solution for agents who are frequently on the move. This flexibility guarantees that agents can effectively support their clients from almost any location, enhancing the overall client experience. Ultimately, this innovative platform streamlines the quoting process, making life insurance more accessible for agents and clients alike.

Media

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Media

Integrations Supported

GoHighLevel
Google Calendar

Integrations Supported

Insureio
Radius

API Availability

API Availability

Pricing Information

$97/user/month
Free Trial Offered?

Pricing Information

$180 per user per year
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Not specified

Customer Service / Support

Standard Support

Training Options

Not specified

Training Options

On-Site Training

Company Facts

Organization Name

POLCA LLC

Date Founded

2026

Company Location

United States

Company Website

polca.ai

Company Facts

Organization Name

Compulife Software

Date Founded

1987

Company Location

United States

Company Website

www.compulife.com

Categories and Features

AI Sales Assistants

Not specified

Categories and Features

Insurance Underwriting and Rating

Comparative Insurance Rating
For Life Insurance
Multi-State
Multiple Line Rating

Life Insurance

Not specified

Quoting

Not specified

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