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.

Book a Demo
SOC 2 Type IILive in days, not monthsNo setup per carrier
Backed By
Proposal Generation

Carrier quote in. Branded proposal out.

Upload your carrier quotes
Travelers_GL.pdf47 pp · General Liability
PDF
Chubb_Property.pdf62 pp · Property
PDF
Hartford_WC.pdf38 pp · Workers' Comp
PDF
Book a Demo

Any carrier, automatically

Translates the jargon

Built from your policy

Branded, live in days

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
  • Low-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, 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
  • Risk 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, 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
Every Commercial LineProperty, GL, WC, Cyber, BOP, E&S, Lloyd’s, and more.
Show More
Templates

Your template, filled automatically.

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

See how templates work
Outcomes

Measured across every proposal.

0hrs
Saved per broker, per week
0+
Pages per document, no cap
0+
Carrier formats
<0.03%
Error rate
Day 1
Live in days
Quote Comparison

Every carrier, side by side. Best fit highlighted.

Harbor Point Properties3 carrier quotes compared
Comparison ready
Best fitLiberty Mutual

Broader coverage for $477 more than the lowest-priced option.

CoverageLiberty Mutual Best fitLloyd’sRSUI
Annual premium$28,618$41,623$28,141
ValuationReplacement Cost Replacement CostActual Cash Value
AOP deductible$25,000$50,000$50,000
Equipment breakdownIncludedIncludedExcluded

Annual premium

Liberty$28,618Best fitLloyd’s$41,623RSUI$28,141

Valuation

LibertyReplacement costLloyd’sReplacement costRSUIActual cash value

AOP deductible

Liberty$25,000Lloyd’s$50,000RSUI$50,000

Equipment breakdown

LibertyIncludedLloyd’sIncludedRSUIExcluded

Click citation to verify the original quote.

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.

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.

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