0+ proposals generated

AI Workspace ForInsurance Brokers

Branded proposals and coverage comparisons for commercial and personal lines insurance brokers.

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Built by brokers, for brokers.7+ Hours Saved Weekly
Used By Independent Agencies Nationwide
Proposal Generation

Carrier quote in. Branded proposal out.

Put your agency’s best work forward, CopyCat proposals are 2× more likely to close. Schedule a branding call.

Upload your carrier quotes
Travelers_GL.pdf47 pp · General Liability
PDF
Chubb_Property.pdf62 pp · Property
PDF
Hartford_WC.pdf38 pp · Workers' Comp
PDF
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Any carrier, automatically

Extracts the data first, then formats. No per-carrier setup.

Translates the jargon

Carrier language rewritten so clients understand without a call.

Built from your policy

Every number traces to a page in the policy. Nothing invented.

Branded, live in days

One-to-one with your format. We do the configuration.

Investors
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Actual Quotes From Brokers
CopyCat is the first AI company I’ve genuinely been impressed by. They do what they say.
StevenCommercial Producer, San Jose
Read customer case studies
  • Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.
    AS
    Aaron SmithFounder & CEO, Aaron Smith Insurance Group
  • Accurate down to the page. Caught a buried clause we'd have missed. Output is never invented.
    JW
    Jock W.MGA & Broker, Professional and Cyber
  • I used to spend hours on a single low-premium account. Now I can finish five in ten minutes and send them to clients the same day.
    GM
    Gary M.Producer, Commercial Lines, NY
  • Jumped us ahead months. Fast onboarding, faster output than we could have built ourselves.
    A
    AustinSenior VP, Top 10 U.S. Brokerage
  • We tag a quote, hit generate, and the proposal is in our brand voice. 1 hour of work in 2 minutes.
    MK
    Maria K.Account Manager, Mid-Market Commercial
  • Onboarding was four days. By Friday we were sending CopyCat proposals to clients.
    DR
    David R.Operations Director, 30-broker agency
  • Coverage comparison made the sale easier. Sending a branded report comparing the renewal beat hopping on the phone every time.
    EB
    Ethan B.Senior Producer, Commercial Lines, Chicago
  • Oh my God, making proposals used to take half my day. Now I can do it in five minutes. This is the best software we've ever bought.
    J
    JamesEmployee Benefits Broker, 15-broker agency
  • We lost a deal due to a bad proposal. That's when we went with CopyCat.
    MR
    Michael R.Mid-Size Insurance Association

Outcomes for your agency.

CopyCat proposals just close faster.

Saved per broker, per week

Compare quotes, check policies, and review contracts. Catch gaps and support your E&O review.

More likely to close

Give clients a clear, personalized proposal in your agency’s brand.

Agency revenue growth

Give your team more time for client conversations and new business.

Premium processed

Commercial and personal lines accounts, from carrier quotes to client-ready proposals.

Fully Custom

Your brand. Your format.

Proposals, reports, marketing summaries, and one-pagers. All in your custom brand and format.

The Platform

Win the account. Keep it growing.

From the first quote to the next renewal, keep the work in one place.

Quote comparisons

Compare quotes and renewals. See what changed.

Policy checking

Check the bound policy against the approved terms.

Contract review

Match insurance requirements to the supplied coverage.

Client proposals

Your agency’s brand. Your client’s coverage. Ready to send.

Templates

Your template, filled automatically.

Your format, filled from carrier quotes and ready to edit.

See how templates work
Quote Comparison

Chat across every quote. Every answer cited.

Ask anything about the quotes you uploaded. CopyCat answers with side-by-side comparisons, flags the gaps, and pins every number to the exact source page.

Chat with your quotes. Edit like a Word doc. Export in your brand. Example account.

Explore Coverage Comparison

Analytics

Your entire agency. In view.

See quoted premiums, account exposures, and your mix of business across the agency. Know which lines, markets, and producers are driving activity.

Premiums, exposures, and lines of business in one agency-wide view. Example data.
Team Workspace

One workspace. The whole agency.

Every proposal lives in a shared workspace. Flip between My and All proposals, see who owns what at a glance, and trace every change back to who made it.

Drafts 1
National Casualty renewalPROPSK
+ Start a proposal
Working 1
Modern Books Coalition AnalyzingBOPCYBMR
Proposals Generated 2
Harbor Point PropertiesPROPGLSK
Cedar Grove DentalWCGLAJ

Shared by default

Proposals are visible org-wide the moment they’re created. No emailing files around.

My work, or everyone’s

Scope the board to your book or the whole agency. Owner avatars show who’s on what.

A full audit log

Every edit, export, and send is logged with who and when. The E&O paper trail is automatic.

Enterprise Security

Built on trust your clients can verify.

Audited, encrypted, isolated. Your client’s policy data never trains a model.

SOC 2 Type II

SOC 2 Type II

Independent controls audit. Report available under NDA.

End-to-end encryption

AES-256 at rest and TLS 1.3 in transit.

No data exposure

Agency data stays isolated and never trains a model.

Full audit trail

Every action is logged, timestamped, and exportable.

To learn more, email hello@runcopycat.com

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Common Questions

Is CopyCat for commercial lines only?

No. CopyCat handles proposal generation for commercial and personal lines, along with cited coverage comparison. For employee benefits teams, it turns carrier quotes into Excel-ready market summaries, contribution sheets, and other workbooks.

How does pricing work?

A flat monthly fee. No annual contract, no lock-in. You can leave whenever. We care more about solving the problem in front of you than about the pricing structure.

What does support actually look like?

You reach the team directly instead of a ticket queue. Most replies come back within minutes, and our commitment is to resolve product issues within reasonable time. Most of the time its within a day.

Will it invent details or hallucinate coverage?

No. The proposal only contains data pulled from your actual policy. Every number traces back to its source page.

How branded can the proposal get?

We can match exactly how you do it today, or give you a variety of proposal formats proven to improve close rates. Either way, CopyCat handles the configuration, not your team.

How quickly can we get live?

A couple of days, or the same day if you have the time. :)

Do we need to change our existing systems?

No. CopyCat works on top of your current AMS, carrier portals, and email. No migrations or integrations required.

Can my whole team work in it?

Yes. Proposals are shared across your organization by default. Anyone can pick up an account, the board scopes to My or All proposals, and every action lands in an audit log with owner and timestamp.

Is my data secure?

Yes. We follow the SOC 2 Type II standard and provide a complete audit trail of every action taken.

See CopyCat on your workflow.

Bring your current proposal. We’ll show you what CopyCat can build in your brand.

Not ready to talk?

or email us at hello@runcopycat.com