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 workflow problem
Policy reviews should not take hours of manual compiling.
Polyzy gives agents a cleaner way to move from scattered policy information to useful client planning views.
Before
- Excel summaries
- PDF policy documents
- manual calculations
- scattered screenshots
- proposal edits
- repeated admin work
With Polyzy
- import summaries
- structure portfolio data
- compare planning options
- visualize coverage and cashflow
- prepare cleaner reviews
Smart Import Policy Summary
Smart Import Policy Summary
Excel / PDF
Import Excel or PDF policy summaries and convert scattered policy information into a cleaner, structured workspace.
This supports client policy summary imports for faster portfolio setup. Users review and confirm information before saving it into the workspace.
Import Excel summaries
Import PDF summaries
Extract policy names, premiums, coverages, returns, and key details
Review and confirm before saving
Reduce repetitive data entry
Planning proposals
Compare planning options without touching the original portfolio.
Create planning options, adjust coverage or premiums, and compare before-and-after impact in a clean workspace.
Current portfolio
Proposed option
Coverage change
+$138k
Premium change
+$1.2k
Review status
Draft
Portfolio views
Help clients understand their portfolio faster.
Turn dense policy information into cleaner views for coverage, premiums, cashflow, and portfolio changes.
Coverage summary
Premium overview
Policy timeline
Proposal impact view
Cleaner client conversations
Planning notes
Keep planning notes beside the portfolio.
Capture review notes, planning ideas, follow-ups, and client discussion points in one organized workspace.
Review preparation
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.