Built for life-insurance agencies

Not another dialer.
The operating system your agency runs on.

An AI appointment setter working your leads. A power dialer carrying your brand. Your book, commissions, leaderboards and training behind them — one login for every rep.

app.polca.ai — Dashboard
Polca dashboard — policies, production and net earned
Appointment booked — Tue 2:30 PMSarah M. · synced to Jake's calendar
65,000+AI calls handled monthly
0"Scam Likely" labels on your name
1 logindialing · book · comp · team · training
AI Appointment Setter

An AI appointment setter that works every lead.

Dials, qualifies, handles objections, books appointments and live-transfers buyers — under your agency's name. Fresh leads in minutes, and the aged ones nobody touches.

  • Answers callbacks 24/7 — and reschedules on the same call
  • Live-transfers hot leads to your reps mid-conversation
  • Every call recorded, transcribed & summarized
  • Consent & DNC guardrails enforced on every dial
AI Dialer — liveWatching
Dialing
Conversation
Booked
Transfer
Sarah M. Aged lead · untouched 14 months
SourceFacebook — Veteran Life
Age61
StateOhio
CampaignAged re-engagement
Dialing… calling as Northstar Insurance ✓
AI — your agencyHey Sarah! I'm calling from Northstar Insurance about the life-insurance info you requested — got a quick minute?
LeadI already have insurance.
Objection detected — already covered
AI — your agencyThat's great — most folks keep what they have. This is just to see if the newer state-regulated options save you money on top of it. Worth a quick look tomorrow at 2:30?
StateOhio
Looking forFinal expenses
Age band60s
BeneficiaryDaughter
Appointment booked — Tue 2:30 PMPlaced on Jake R.'s calendar · confirmation sent
Lead asked to speak now
Live transfer — Jake R.Connected · 00:04 · appointment kept as backup
Recording saved
Summary & outcome synced to your CRM
Hear Polca book real appointments. Unscripted calls from live insurance campaigns. Names and identifying details have been removed or limited for privacy.
Booked through resistance — Curtis
Appointment booked · Final expenses · Outbound
"Not really — I'm getting ready to go into Tractor Supply.""No problem —" qualifies him anyway, books 12:30 tomorrow.
1:23
Qualified in 85 seconds — Mark
Appointment booked · Family coverage · Outbound
"Usually about how long does it take?""Just ten minutes" — locked in for 12:30 same day.
1:25
Inbound callback converted — Buster
Appointment booked · Final expenses · Inbound
"Do we talk on the phone, or do I have to go somewhere?""Just a quick phone call — you won't need to go anywhere."
2:03
Branded Power Dialer

Your name on their screen.
Not "Scam Likely."

Your closers dial as your agency — branded caller ID, localized numbers that match the lead's area code, and automatic rotation with spam remediation keeping your reputation clean.

  • Branded caller ID with monitoring & remediation
  • Localized numbers, rotated automatically
  • One-tap dispositions synced to your CRM
  • Callbacks ring your rep's cell — no missed money
Incoming call
Northstar
Insurance
✓ Verified caller
Colorado Springs, CO
Session dials
0
Contacts
0
Appointments
0
Book of Business

Every policy. Every client.
Before it becomes a chargeback.

Your whole book in one view — AP, gross, advance, persistency — with Policy Health flagging at-risk and lapsing policies while there's still time to save the commission.

  • Production dashboard — monthly totals, YTD AP, net earned
  • Policy Health alerts on lapses & at-risk clients
  • Persistency tracked across your whole book
  • Search & filter by client, carrier, status — CSV anytime
Book of business — policies with AP, gross, advance and persistency
Commissions & Comp

Every rep sees the money.

Commission tracking on your agency's comp plan — gross, chargebacks, net paid — plus your compensation ladder and bonuses, so every rep knows exactly where they stand and what the next level pays.

  • Net paid tracked against gross & chargebacks
  • Your comp plan — levels, overrides, bonuses
  • Commission calculator — quote the payout before the sale
  • Ad campaign calculator — cost per booked appointment
Commissions — AugustYour comp plan
Gross compensation$21,140.55
Chargebacks−$708.36
Net paid$0.00
Americo11 policies
Mutual of Omaha7 policies
Transamerica5 policies
Leaderboards & Culture

The scoreboard your Monday meeting runs on.

Live leaderboards on the stats your agency actually tracks, tournaments that put money on the board, and rewards your reps chase all quarter — culture, automated.

  • Live leaderboard — AP, appointments, dials, shows
  • Tournaments & head-to-head competitions
  • Rewards & incentives tracked automatically
  • Recognition that runs itself — no spreadsheet, no Monday scramble
Leaderboard — this monthLive
1Jake R.21 appointments$0
2Maria G.18 appointments$0
3Sam K.16 appointments$0
4Dee W.12 appointments$0
Team Management

See the whole floor without asking anyone.

Every rep's activity and production in real time, one-on-ones that actually track what was committed to, and a daily record of who worked — the management layer most agency owners run on memory and group texts.

  • My Team — live activity and production, rep by rep
  • Weekly one-on-ones with tracked commitments and coaching notes
  • Workday — clock-in, task lists and daily recaps
  • Training progress per rep, at a glance
My Team — todayLive
Jake R.112 dials · on pace
6 appts
Maria G.94 dials · on pace
4 appts
Sam K.38 dials · behind pace
1 appt
Dee W.not clocked in
Training & Presentations

Your playbook, built into the platform.

Onboard new agents with your courses, arm every rep with your scripts and cheat sheets mid-call, and run interactive presentations live with clients — every run archived.

  • Training courses with per-rep progress tracking
  • Interactive presentations — run live, archived forever
  • Scripts, cheat sheets & guides — yours, one click away
  • Carrier portals & support — every login in one place
Onboarding & TrainingYour content
New Agent Onboarding12 lessons
100%
Objection Mastery8 lessons
64%
Mortgage Protection Script5 lessons
12%
Presentation Archive34 saved client runsOpen →
White-glove onboarding

Live in days, not months.

We set your agency up like it's ours — because your results are the product.

1

Apply & connect

Tell us about your agency and connect your GoHighLevel. Branding, stats, comp plan and calendars come over in one guided setup.

2

We provision your brand

We register your agency's caller identity and numbers on our carrier network — the step that puts your name on the phone screen.

3

Your team dials

Reps power-dial as your brand, the AI works your leads, and appointments start landing on calendars.

Pricing

Flat per-seat pricing. No overage, ever.

Put your whole team on Platform seats and upgrade the ones that dial — mix seat types however your agency runs.

Platform

$97
per seat / month
  • The full agency platform for any team member
  • Leaderboards, book of business, commissions, training, presentations
  • Perfect for managers, assistants & new agents
Request access

Power Dialer

$597
per seat / month — includes Platform
  • Branded caller ID & spam remediation
  • Localized numbers with rotation
  • Dispositions, recordings & callbacks
Request access
Most popular

AI Appointment Setter

$1,597
per seat / month — includes everything
  • AI appointment setter working your leads
  • 24/7 callback answering & live transfer
  • Branded power dialing on the same seat
Request access
Prepaid annual agreements get the 12th month free.
Trust

Built like it carries your book. Because it does.

SHAKEN-attested callingEvery call signed and delivered through an authorized carrier network.
Consent & DNC guardrailsOpt-outs honored automatically across AI and human dialing.
Your data stays yoursYour scripts, contacts and recordings — export them anytime.
Isolated by designEvery agency's data lives behind enforced row-level isolation.
Questions agencies actually ask

Straight answers.

Is this TCPA compliant?

Polca is built compliance-first: SHAKEN-attested calls through an authorized carrier network, automatic DNC and opt-out enforcement across both AI and human dialing, and full call recording. You dial your own opted-in leads — the platform enforces the guardrails. Compliance is shared: your agency warrants consent on its lead sources, and our terms spell out exactly who is responsible for what.

What does the AI actually say on calls?

It runs a proven appointment-setting conversation under your agency's name — confirms the lead's state, coverage need and age band, handles common pushback, and books to the right agent's calendar. It never quotes prices, never takes applications, and never binds coverage. Hot leads get transferred live to your licensed agents — setting the appointment is the job.

Do I need GoHighLevel?

Yes. Polca is GHL-native — you connect the account your agency already runs. Contacts, calendars, tags and workflows sync both ways. No migration, no new CRM to learn.

How fast can my agency go live?

Days, not months. The long pole is registering your brand and numbers with the carriers so your name shows on caller ID — we handle that and you watch the status. Most agencies are power-dialing in week one, and AI dialing starts as soon as your numbers clear.

Is there a setup fee?

Yes — a one-time setup covering your agency's caller-ID brand registration, number provisioning and onboarding: the work that puts your name on the phone screen. It's quoted per agency, because the work scales with the size of your team and how many states you dial, and it's waived on annual agreements.

Am I locked into a contract?

No — month-to-month by default, cancel anytime. Annual agreements are optional: setup waived, and prepaid years get the 12th month free.

Can I mix seat types across my team?

Yes — that's the design. Managers, assistants and new agents on $97 Platform seats; closers on Power Dialer or AI seats. Change any seat's type as your agency grows.

What happens to my data if I cancel?

It's yours. Contacts, scripts, recordings, presentation history — export everything, anytime. Offboarding is part of the product, not a hostage negotiation.

Put your name on the call.

Onboarding is white-glove and slots are limited while we grow. Tell us about your agency and we'll take it from there.

Request access