Annual premium
Liberty$28,618Best fitLloyd’s$41,623RSUI$28,141
Trusted by brokerages around the country
Drop in carrier quotes.Proposal ready in 2 minutes.
Branded proposals, quote comparisons, and cited risk analysis for commercial, personal & employee benefits.
Backed By
Proposal Generation
Carrier quote in. Branded proposal out.
Upload your carrier quotes
Travelers_GL.pdf
PDFChubb_Property.pdf
PDFHartford_WC.pdf
PDFAny 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.
Actual Quotes From Brokers
CopyCat is the first AI company I’ve genuinely been impressed by. They do what they say.
Fast, accurate, a game changer. Repetitive tasks that used to eat our day are fully automated.
AS Aaron SmithFounder & CEO, Aaron Smith Insurance GroupAccurate down to the page. Caught a buried clause we'd have missed. Output is never invented.
JW Jock W.MGA & Broker, Professional and CyberLow-premium accounts used to eat my morning. Now I zip through them in minutes, and the numbers are right.
GM Gary M.Producer, Commercial Lines, NYJumped us ahead months. Fast onboarding, faster output than we could have built ourselves.
A AustinSenior VP, Top 10 U.S. BrokerageWe 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 CommercialOnboarding was four days. By Friday we were sending CopyCat proposals to clients.
DR David R.Operations Director, 30-broker agencyRisk analysis 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, ChicagoOh 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
The Platform
One platform. Every broker deliverable.
Everything your agency sends a client — proposals, comparisons, summaries, workbooks — produced from one place, cited to the source.
Proposals
Proposal GenerationCarrier quote to branded proposal in 2 minutes.Every Commercial LineProperty, GL, WC, Cyber, BOP, E&S, Lloyd’s.Personal LinesHome, auto, renters, umbrella packages.Your TemplatesYour exact format, filled automatically.Risk & Renewals
Quote ComparisonEvery carrier side by side, differences flagged.1-Page Client SummariesThe renewal answer on one cited page.Renewal AnalysisThis year vs. last, every material change.Schedules & SOVsFleet, driver, and location schedules handled.Outcomes
Measured across every proposal.
Faster turnaround, broader carrier support, and every number tied to the source.
7–0hrs
Saved per broker, per week
Hours back from manual proposal assembly and renewal comparisons. Quote to client-ready output in under two minutes. Multiply across the floor for the real number.
0+
Pages per document, no cap
Process the largest carrier PDFs and supplementals without hitting page limits.
0+
Carrier formats
Every commercial carrier plus E&S markets, Lloyd's syndicates, MGAs, and program business. No per-line setup.
<0.03%
Error rate
Page-level accuracy with a full citation trail back to the source PDF. Every number traceable, nothing invented.
Day 1
Live in days
We do the template build. Your team never touches a config file.
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.
CopyCatHarbor Point PropertiesCommercial · 3 quotes
Liberty_Property_Quote.pdfLloyds_Property_Quote.pdfRSUI_Property_Quote.pdf
You · 2:41 PMWhich quote should Harbor Point bind, and what’s the catch?
Reviewed your quotes Built comparison table
Compared all three markets line by line. Liberty Mutual is the best fit — broader coverage for $477 more than the lowest-priced option. One flag on RSUI below.
| Coverage | Liberty Mutual Best fit | Lloyd’s | RSUI |
|---|---|---|---|
| Annual premium | $28,618 | $41,623 | $28,141 |
| Valuation | Replacement Cost | ⚠ Actual Cash Value | |
| AOP deductible | $25,000 | $50,000 | $50,000 |
| Equipment breakdown | Included | Included | ⚠ Excluded |
Valuation
LibertyReplacement costLloyd’sReplacement costRSUIActual cash value
AOP deductible
Liberty$25,000Lloyd’s$50,000RSUI$50,000
RSUI writes the building on Actual Cash Value
Building and business personal property is valued on an actual cash value basis, less depreciation.
CopyCat can make mistakes, we try to minimize them. We don’t train AI on any customer data.
Every number is cited. Click the to open the quote page it came from.
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.
CopyCat Drafts 1
National Casualty renewal
+ Start a proposal
Working 1
Modern Books Coalition
Proposals Generated 2
Harbor Point Properties
Cedar Grove Dental
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
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.
Common Questions
Is CopyCat for commercial lines only?
No. CopyCat handles proposal generation for commercial and personal lines, along with quote comparison and risk analysis. For employee benefits teams, it turns carrier quotes into Excel-ready market summaries, contribution sheets, and other workbooks.
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?
One-to-one with your existing format: logo, colors, section structure. About 80 percent is standard; the remaining 20 percent is set during onboarding. CopyCat does the configuration, not your team.
How quickly can we get live?
Days, not weeks. Onboarding is short because the lift falls on us.
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. SOC 2 Type II certified, full encryption in transit and at rest, and full audit trails on every action.
See CopyCat on your workflow.
Bring a renewal. We’ll show you the finished output.
Not ready to talk?
or email us at hello@runcopycat.com