hrs
Saved per broker, per week
Compare quotes, check policies, and review contracts. Catch gaps and support your E&O review.
2,000+ proposals generated
AI for insurance.
Built for your agency.
Turn carrier PDFs into clear, branded proposals. Compare coverage side by side, check the source, and edit every detail before it reaches your client.
Used By Independent Agencies Nationwide
Insurance proposal builder
Carrier quote in. Branded proposal out.
Your coverage tables, your recommendation, your agency’s style. Build from carrier quotes and review the sources before you send. Explore proposal templates.
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
Check extracted values against the original carrier documents with source citations.
Branded, live in days
One-to-one with your format. We do the configuration.
Built for the accounts you actually write.
Start with your line of business. Keep your agency’s format, coverage detail, and review process.
Commercial insurance
Bring multi-line accounts, specialty markets, and layered coverage into one proposal.
Property, liability, workers’ comp, cyber, and E&SPersonal lines
Present household coverage together, with a clear comparison and your recommendation.
Home, auto, renters, and umbrellaEmployee benefits
Turn carrier quotes into market summaries and contribution workbooks your team can edit.
Excel output with your agency’s formulasInvestors
Member Of
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 CyberI 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, 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 agencyCoverage 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, 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 agencyWe 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.
×
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.
M+
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. Compare AI tools for commercial insurance brokers.
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.
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.
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 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 activity history
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.
To learn more, email hello@runcopycat.com
Common Questions
What is an insurance proposal builder?
An insurance proposal builder turns carrier quotes and policy information into a client presentation. CopyCat extracts details from carrier PDFs, compares coverage, and creates an editable proposal in your agency’s template. Your team reviews the source citations and recommendation before exporting the PDF.
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 issues are resolved within a day.
Will it invent details or hallucinate coverage?
CopyCat grounds the proposal in your source documents and provides citations so your team can verify the details. AI can make mistakes. Review coverage, limits, exclusions, and the recommendation against the original documents before sharing it with a client.
How branded can the proposal get?
Use your current proposal format or choose another layout. CopyCat configures your logo, colors, coverage tables, sections, and standard language. Your team can edit the proposal before sharing it.
How quickly can we get live?
Bring a representative quote packet and your agency’s template to the demo. We’ll confirm the configuration and onboarding timeline with your team.
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 the Activity history 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