One login replaces 6 tools

Your whole agency, running itself.

Polca is the all-in-one operating system for life-insurance agents — an AI phone agent that calls and books 24/7, a multi-line browser dialer, CRM, multi-carrier quoting, live presentations, and commission tracking. One platform. Flat pricing.

Built by agents who write policies every day — now running entire books on Polca.
app.polca.ai/dashboard
6 → 1
tools replaced
24/7
AI dialing
3-line
power dialer
<10 min
to onboard
$0
overage, ever
Bank-grade
security
See it in action

Watch a lead go from click to closed.

Scroll through the whole workflow — the screen on the left is the real product, swapping live as the story moves.

app.polca.ai/dashboard
01

Every lead in one pipeline

New leads flow straight into Polca and sort themselves by stage. No spreadsheets, no copy-paste between tools — your entire book in a single live view.

app.polca.ai/dashboard
02

Ava calls & qualifies them — 24/7, in your voice

Your AI agent works the list around the clock, following your exact talk-track. She qualifies, handles objections, and never misses a callback window.

app.polca.ai/ava
03

She books the appointment on your calendar

When a lead is ready, Ava drops the appointment straight onto your calendar and updates the pipeline — you just show up to a booked call.

app.polca.ai/calendar
04

Prefer to dial yourself? Multi-line, in the browser

Fire up the power dialer right in your browser — up to three lines at once, auto-skipping voicemails so you only talk to live people.

app.polca.ai/dialer
05

Run a live quote right on the call

Pull real multi-carrier rates in seconds while the prospect is still on the line. Compare products side by side and land on the right policy instantly.

app.polca.ai/quote
06

Present, close, and it's tracked automatically

Walk them through a polished interactive presentation, collect the application, and the sale — plus your commission — lands in the dashboard on its own.

app.polca.ai/present
Every tool, done right

Not a bundle of half-built features.

Each piece of Polca is a product agents would pay for on its own — built to work as one.

Power dialer

Dial like a team of three.

A real multi-line dialer that lives in your browser — no hardware, no separate app, no per-minute panic.

  • Up to three lines at once — park, promote, and connect only to live answers.
  • Voicemail auto-skip so you spend your hours talking, not waiting on rings.
  • Local caller ID by destination state for higher pickup rates.
  • Dispositions write back to the pipeline the instant you hang up.
app.polca.ai/dialer
Multi-carrier quoting

Real rates, mid-conversation.

Stop tabbing between carrier portals. Quote every product from one screen while the prospect is still on the phone.

  • Side-by-side carrier comparison in seconds, not a stack of PDFs.
  • Term, whole, and final expense — the products you actually write.
  • Face-amount & budget solving so you land the right policy fast.
  • Flows into the presentation with one click — no re-keying numbers.
app.polca.ai/quote
Interactive presentations

Close on a screen they trust.

Walk every prospect through a clean, branded presentation that turns a quote into a confident yes.

  • Quote-to-present in one click — numbers carry over automatically.
  • Capture the application — banking and beneficiary details, securely.
  • Built-in scripts & talk tracks keep the close consistent every time.
  • Marks the sale & commission the moment you finish — no manual entry.
app.polca.ai/present
All-in-one

Twelve products. One subscription.

Everything an insurance agent runs in a day, finally under one roof.

AI phone agent

Ava calls, qualifies, and books 24/7 in your voice.

Power dialer

Multi-line browser dialing with voicemail skip.

Policy dashboard

Your whole book and every policy at a glance.

CRM & pipeline

Stages, notes, and follow-ups that never slip.

Multi-carrier quoting

Real rates compared side by side, instantly.

Presentations

Interactive closes that turn quotes into yes.

Sales scripts

Proven talk tracks for calls and closes.

Booking & calendar

Appointments land automatically, no back-and-forth.

Commission tracking

Every sale and payout, totaled for you.

Reporting

Dials, books, and revenue — measured live.

FFL

Final-expense workflows built for the field.

Team management

Seats, roles, and per-agent visibility for agencies.

Security

Your book stays yours.

Polca handles real client PII — banking details, beneficiaries, health answers. It's protected like it. Every account is fully isolated and every record encrypted at rest.

  • Database-isolated per accountYour data lives in its own walled space — one account can never see another's.
  • Encrypted at rest & in transitClient PII is encrypted end to end, all the way down to the storage layer.
  • Bank-grade access controlsAuthenticated sessions, scoped permissions, and audited logins by default.
Pricing

Flat pricing. No overage, ever.

Pick a plan, get every tool. No per-minute bills, no surprise invoices at month end.

Command

For the solo agent who wants the whole stack.
$497/mo
Flat — no overage, ever
  • All 12 tools, one login
  • 1,800 AI minutes/mo with Ava
  • Browser power dialer
  • Quoting, presentations & CRM
Start with Command
Most popular

Command Pro

Everything, full-throttle — for agents who live on the phone.
$697/mo
Flat — no overage, ever
  • Everything in Command
  • Full-throttle multi-line dialing
  • Priority AI & 2,700 AI minutes/mo
  • Priority support
Get Command Pro

Agency

For teams — every seat on the full platform.
$497/seat/mo
3-seat minimum · flat per seat
  • Full platform for every agent
  • Team management & roles
  • Agency-wide reporting
  • Onboarding for your roster
Talk to us
Questions

Everything you're wondering.

Does Polca really replace all my other tools?
Yes. The dialer, AI phone agent, CRM, quoting engine, presentations, scripts, commission tracking, calendar, and reporting all live inside Polca. Most agents cancel five or six separate subscriptions after switching.
How does the AI phone agent work?
Ava calls your leads on your behalf — 24/7 — following the talk-track you set. She qualifies prospects, handles common objections, and books appointments straight onto your calendar. You can listen back to every call and tune her script anytime.
What does "flat — no overage" actually mean?
Your monthly price is your price. AI minutes are included in your plan and a soft governor keeps usage in range — you'll never get a surprise per-minute bill at the end of the month.
How long does it take to get started?
Most agents are dialing within minutes. Sign up, import or connect your leads, set Ava's script, and you're live the same day — no hardware and nothing to install.
Is my client data safe?
Every account is database-isolated, so no other account can ever reach your data, and all client PII is encrypted at rest and in transit. Sessions are authenticated with scoped, audited access.
Can my whole agency use it?
Absolutely. The Agency plan puts every agent on the full platform with team management, roles, and agency-wide reporting, billed flat per seat with a three-seat minimum.
Do I need a separate dialer or phone system?
No. The multi-line power dialer runs right in your browser with local caller ID and automatic voicemail skipping. There's nothing extra to buy or plug in.
What happens after the free trial?
You pick the plan that fits, and you're billed flat each month. No long-term contract — cancel whenever you like.

Run your whole agency from one screen.

Give Ava your leads, keep your commissions, and watch the busywork disappear. Start your free trial today.