Spend less timecompiling policies.
Polyzy helps you to do the work that actually matters - planning for clients.
Proposal
Planning for Benjamin Ng
Current Portfolio
Whole Life
Premium: $4,800/yr
Death: $180k
Term Life
Premium: $720/yr
Death: $300k
Proposed Option
Whole Life
Premium: $4,800/yr
Death: $180k
Term Life
SurrenderedPremium: $720/yr
Death: $300k
Endowment
ProposedPremium: $3,600/yr
Maturity: $82k
Annual Premium
+$2,880 (+52.2%)
Death Cover
-$300k (-62.5%)
Maturity Value
+$82k (new)
The Polyzy flow
Policies made easy with Polyzy.
Move from messy policy files to clearer insights, smarter planning, client-friendly explanations, and professional outputs.
Extract
AI policy extraction
Enlighten
Portfolio insights and analytics
Enable
Planning and proposal scenarios
Educate
Client-friendly visual reviews
Export
Excel and report-ready outputs
The workflow problem
Policy reviews should not require hours of manual compiling.
Polyzy helps agents turn scattered policy information into cleaner, structured planning views.
Without Polyzy
Scattered files, manual calculations, and repeated admin work.
- PDFs, spreadsheets, and screenshots everywhere
- Manual premium and coverage calculations
- Repeated formatting and proposal edits
- Harder to compare planning scenarios
- Time spent compiling instead of advising
With Polyzy
Structure policy data faster so you can focus on client planning conversations.
- Import policy summaries in minutes
- Organize coverage and portfolio data automatically
- Compare planning scenarios more clearly
- Visualize coverage, premiums, and cashflow
- Prepare cleaner client-ready reviews
Smart Import & Upload
Upload policy files.Build a structured portfolio in minutes.
Import Excel summaries, PDF policy documents, or individual policy files from different insurer formats and templates — then let Polyzy organize the portfolio for you.
Review extracted details before saving them into the workspace.
AI-assisted extraction, reviewed by you
Polyzy helps extract policy details, premiums, coverage, returns, and key information — then you confirm before anything is saved.
Smart Import for portfolio summaries
Upload Excel or PDF summaries from different insurer formats and templates to structure an entire portfolio faster.
Smart Upload for individual policy files
Upload one policy document and extract the key details into a structured workspace.
Instant insights
Turn uploaded policies into instant portfolio insights.
Instantly visualize coverage, premiums, timelines, cashflow, and proposal impact after importing policy data - no manual spreadsheet calculations required.
Portfolio dashboard
Portfolio Insights Dashboard
Generated from imported policy data
Coverage Summary
Premium Allocation
Life
Health
Savings
Policy Timeline
Cashflow View
Premiums and projected outflows organized by year.
Proposal Impact
Compare current portfolio against draft planning changes.
Planning proposals
Create planning scenarios without changing the original portfolio.
Adjust premiums, coverage, and proposed policies while comparing before-and-after impact in a clean draft proposal workspace.
Draft scenario
Draft Proposal
Current Portfolio
OriginalPruActive Life
Great Eastern CI
Shield Plan
Draft Proposal
DraftAdd Term Plan
NewReduce Whole Life Premium
AdjustedIncrease CI Coverage
AdjustedCoverage change
+$138k
Premium change
+$1.2k
Scenario status
Draft
Flexible workflows
Use Polyzy your way.
Start with extraction, portfolio organization, planning reviews, or exports - Polyzy can support different advisory workflows.
Digitize
Extraction tool for policy details
Organize
Centralized client portfolio workspace
Analyze
Dashboard insights and analytics
Plan
Proposal comparisons and scenarios
Export
Excel and report-ready outputs
Security
Built with trust in mind.
Polyzy is designed with secure access controls, encrypted transmission, and responsible AI data handling for insurance planning workflows.
Secure authentication
Encrypted transmission
User-scoped workspace
AI data not used for public model training
Pricing
Less than a few client coffees a month.
Built to save hours of manual admin work every month.
Free Trial
No credit card needed- No credit card needed
- 14 days full access
- 500 Smart Upload pages
- Unlimited Planning Proposals during trial
Basic
Recommended- Best for solo agents and everyday planning
- 5,000 Smart Upload pages/month
- 3 Planning Proposals
- Credits available
Pro
Power users- Best for high-volume agents and power workflows
- 20,000 Smart Upload pages/month
- Unlimited Planning Proposals
- Priority Support
Ready to spend less time compiling?
Start building cleaner client portfolios and planning options with Polyzy.