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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 HelloSetter?

HelloSetter is a cutting-edge AI service hosted in the cloud, focusing on voice-based appointment scheduling across various home-service industries, including roofing, HVAC, plumbing, solar energy, and remodeling contractors. It proficiently conducts outbound calls to prospective clients, performing job-qualification inquiries, answering common customer questions and objections, and scheduling estimates or service appointments based on available time slots. If a lead is not reachable, HelloSetter is equipped to follow up during designated calling hours and can handle return calls to its assigned number as well. The system allows businesses to seamlessly input leads through a variety of means, such as web forms, Google Sheets, CSV files, or webhook integrations. With a robust array of features, the platform offers a calendar, call summaries, recordings, transcripts, and an intuitive dashboard for evaluating call outcomes. Users also have the option to connect their pre-existing calendars and personalize call scripts, establish service areas, determine calling hours, and set qualification criteria during the initial setup. This level of customization ensures that businesses can effectively adapt the service to align with their unique operational requirements, enhancing overall efficiency and productivity. Furthermore, HelloSetter's advanced capabilities provide a streamlined approach to managing customer interactions, making it an invaluable tool for service-oriented businesses.

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Integrations Supported

Google Calendar
GoHighLevel

Integrations Supported

Google Calendar
Apple Calendar
Calendly
Google Sheets
Housecall Pro
Jobber
Microsoft Outlook

API Availability

API Availability

Has API

Pricing Information

$97/user/month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

POLCA LLC

Date Founded

2026

Company Location

United States

Company Website

polca.ai

Company Facts

Organization Name

HelloSetter

Company Website

hellosetter.com

Categories and Features

AI Sales Assistants

Not specified

Categories and Features

AI Voice Agents

Not specified

Popular Alternatives

Popular Alternatives

Polca Reviews & Ratings

Polca

POLCA LLC